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Research · Field Notes

The Intelligence Wars

Geopolitical and strategic investment briefings on quantum computing, AI, and the architecture of 21st-century national power. Published by SevenTrain Ventures.

Issue I · January 2026
The Intelligence Pivot
The Intelligence Wars begin
Vikal Kapoor · Mats Løkebø
The first mapping of AI and quantum as converging national security imperatives.
Quantum Landscape Global Signals Investment Thesis 30-35% CAGR PsiQuantum Post-Quantum Crypto
Issue II · April 2026
Quantum Shadows
A Geopolitical & Strategic Investment Briefing
Vikal Kapoor · Mats Løkebø · Nicholas Schaefer
Written during Operation Epic Fury — the Iran conflict. What the conflict means for the next decade of capital allocation, sovereign defense procurement, and the architecture of 21st-century power. Ghost Murmur, the first quantum platform deployed live in active combat, confirmed on April 3, 2026 what the research had been saying for months.
Ghost Murmur · Live Sovereign Era Five Gaps Operation Epic Fury Q-Day $50B+ by 2030
Field Note · May 2026
The Intelligence Infrastructure Cycle
Capital, compute, energy & the convergence thesis
Vikal Kapoor
Markets are no longer merely pricing software companies. They are pricing future decision advantage. The convergence of capital, compute, energy, geopolitics, derivatives, and machine-assisted decision systems into one interconnected architecture.
Infrastructure Cycle Decision Advantage Indexed Performance NVDA +1509% Operational Latency Convergence
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Includes live indexed performance data · 33 tickers