BEYOND LINE OF SIGHT

The Bid Machine

What European rearmament exposes about how ADS companies actually grow

Mar 2 • Adit Shah

February 2026

The Delivery Capacity Gap

Why most ADS companies don't see it until it's expensive

Feb 2 • Adit Shah

1

January 2026

2026 isn't a Demand Problem

The industrial constraints that will decide who scales, and who breaks in Aerospace, Defence, and Space.

Jan 19 • Adit Shah

1

2

2025 Wrapped

What I got right (and not so right) about drones, autonomy, and defence

Jan 12 • Adit Shah

2

1

Welcome to 2026.

The Evolution, Focus, and Purpose of Beyond Line of Sight

Jan 5 • Adit Shah

3

December 2025

Industrialisation, Sovereignty, and Action

Industrialising the UAE, Enabling European Sovereignty, and Aligning UK Ambition with Action

Dec 1, 2025 • Adit Shah

2

1

November 2025

Building Giants, Countering Drones, Shaping Defence

European Primes Collab, Cat-n-Mouse of Countering Drones, Opportunities for Shaping Defence

Nov 3, 2025 • Adit Shah

1

October 2025

Securing Skies, Dominating Space, Delivering Anywhere

Europe's Drone Wall, In-Orbit Servicing, and Point-to-Point Travel

Oct 6, 2025

September 2025

Simplicity, Signal, and Success

UK Defence, Joby x Blade, and Starship IFT-10

Sep 1, 2025 • Adit Shah

1

1

August 2025

Results, Rivals, and Rockets

BAE Systems results, European CCAs, and Small Launchers

Aug 4, 2025 • Adit Shah

1

June 2025

3 Takeaways for the Drone Industry - Paris Air Show 2025

Plus The Headlines, Money Matters, and Recommended Reading (Week 25 2025: 16 - 22 Jun)

Jun 23, 2025 • Adit Shah

1

Drone Industry Last week

The Headlines and Money Matters (Week 24 2025: 09 - 15 Jun)

Jun 16, 2025 • Adit Shah