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The Illusion of Protection: The Fading U.S. Security Shield and the GCC's Global Pivot
The Geopolitical architecture of the Persian Gulf is undergoing a profound realignment. For over half a century, the security doctrine of the Arab states of the Gulf Cooperation Council (GCC) rested on a foundational, military-centric arrangement: the host states provided territorial basing access and recycled petrodollars into Western financial markets and weapons systems, while the USA provided the deterrent shield against external threats. Illustration by The Geostrata Thi

THE GEOSTRATA
22 hours ago6 min read


AI Is Cutting Indian IT in Two. The Halves Are Not Equal
THE RISE OF FOREIGN-OWNED GCCS AND THE QUIET DECLINE OF INDIA'S IT GIANTS The story told about Indian IT is a story of disruption. Artificial intelligence, the argument goes, is automating the work that built a $224 billion export industry, the code-writing, the testing, the legacy migration, and the national champions that built it are scrambling to adapt. That story is true. It is also incomplete in a way that matters. Illustration by Geopolitics Next The more significant s

THE GEOSTRATA
May 227 min read
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