This website uses cookies
Read our Privacy policy and Terms of use for more information.
Report library
One deep report a month on the money, the programs and the offices that decide them. Each opens with the bottom line and ends with what to do about it.
8
reports since January, 5 on sale now
300+
pages of analysis
9
forecasts with resolution criteria, August and October
Two ways in
Annual Pro is $700 and includes the whole library, each new report, Spear Signals and the Hub. Single reports are $225.
See Pro plansAlready a member? Log in
Latest · October 2026 · Issue 09
PUBLISHED OCTOBER 15
Nerdrums
Tip of the Spear Pro
Intelligence report
The drone office, the money, and the command that eats it
TOTS-P-2026-09
01 SEP – 15 OCT 2026
09
The Drone Office, the Money, and the Command That Eats It
The Department asked for $54.6 billion for autonomous warfare. Congress has written down $1.0 billion. The report maps the gap program by program, names the office that controls the portfolio, and publishes five graded calls on the Agincourt plan before it drops.
The bottom line
Treat the $53.6 billion as zero in your planning.
39 PAGES · 47 GRADED SOURCES · 5 NEW FORECASTS
Pro member? Open it in the Hub
Inside
› The three-figure reconciliation: $50 billion, $53.6 billion and $54.6 billion are one request at three scopes
› The office map: DRPM-UxS, its nine authorities and its industry front door
› The three-buyer problem across OSD, the Army and the Navy
› The Drone Dominance contract register, with the unit prices bids are scored against
› A Covered List date trap twelve months earlier than most coverage says
› Dated actions before the continuing resolution expires December 11, by seat
01
Each report opens with the call and the reasoning, so a busy reader gets the point on page one.
02
What executives, capture, finance and investment teams should do, and by when, each traced to the section behind it.
03
Calls with a number, a date and a resolution criterion. They go on the scoreboard and stay there, misses included.
04
Sources are rated for reliability, linked and access-dated, with instruments of record called out.
Dated actions and scoreboard forecasts are standard from the August 2026 report on. How we source and grade claims is on the Standards and Disclosures page.
SINGLE REPORTS FROM $225 · ALL INCLUDED WITH PRO
Jun 2026
53 PAGES · PDF
Why militaries are buying volume over survivability, what limits scaling, and where the openings are, drawing on Ukraine, Replicator, Army programs and Chinese industrial output.
Apr 2026
55 PAGES · PDF
Sizing autonomy across air, land, sea and subsea from about $70 billion in 2026, with where the funding is moving and the top 15 country markets.
Mar 2026
28 PAGES · PDF
The $179 billion research and development request taken apart by service and budget activity, built from the Comptroller R-1 exhibits.
Jan 2026
26 PAGES · PDF
Why rising budgets stopped turning into fielded capability, and where industrial limits, audit pressure and acquisition friction decide who wins in 2026.
Every report, one price
Annual Pro is $700. Bought one at a time, the library costs $1,125.
See Pro plansAnnual Pro is $700. It includes every report above, each new one as it publishes, Spear Signals every Friday and the Intelligence Hub trackers.
Five reports, bought separately
$1,125
Five at $225 each
Annual Pro
$700
Every report, new ones included, plus Signals and the Hub
What do I get when I buy a report?
A PDF you download right after checkout, for use inside your organization.
Are reports included with Insider?
No. Insider covers Spear Signals and the forecast notes. Reports come with Pro.
Can I get an invoice?
Checkout sends a receipt. If your finance team needs an invoice or a vendor form, email [email protected].
Do Pro members get past reports?
Yes, the full library on day one, and each new report the day it publishes.
Can my team share a report?
Inside your organization, yes. For everyone to get each new report, Team 5 covers up to five people for $2,950 a year and Team 10 covers up to ten for $5,500 a year. Larger teams get a custom quote.
How often do new reports come out?
Monthly, on the second Friday. The next report publishes November 13. When a month has no report we say so in the issue rather than ship a thin one.
Pro includes every report in the library, each new one, Spear Signals every Friday and the Intelligence Hub.