Keep pulling the thread on Tray Stevens.
Anduril is reportedly in the process of raising a new funding round at a $60 billion valuation.
Anduril recently secured a $20 billion contract with the U.S. Army.
In 1989, 94% of U.S. spending on major weapon systems went to dual-purpose companies, whereas today 86% goes to defense specialists.
During the conflict in Ukraine, 10 years of munitions production were consumed in just 10 weeks of fighting.
The United States has a 10,000-to-1 drone production gap compared to China.
The United States has a 223x shipbuilding capacity disadvantage compared to China.
There is a predicted "window of danger" for a conflict over Taiwan in 2027.
The current U.S. strategy of using $2 million interceptors to shoot down $20,000 drones is not sustainable.
Anduril is constructing a 5 million square foot factory campus, named Arsenal One, in Columbus, Ohio.
After the U.S. depleted its inventory of Stinger and Javelin missiles for Ukraine, prime contractors had to call people out of retirement because the assembly lines no longer existed.
In 1993, the Department of Defense encouraged the 51 prime contractors to consolidate due to expected budget cuts after the Cold War, leading to the current landscape of about five major primes.
Palantir previously sued the U.S. government to gain the right to compete for a contract.