Sublime

Anduril and Meta have teamed up to make the world's best AR and VR systems for the United States Military. Leveraging Meta's massive investments in XR technology for our troops will save countless lives and dollars. https://t.co/t9d2vRInSe

Anduril is a next-generation defense contractor focused on hardware + software (including machine learning) bundles. There is probably room for an adjacent company focused solely on software-centric machine learning and intelligence applications.

More firepower. The U.S. & its allies need scalable, autonomous subsea weapons that can be rapidly deployed to meet the demands of modern naval operations. Meet Copperhead. Anduril's high-speed, software-defined family of AUVs. https://t.co/uxRMHOlXIH

Anduril is building second stage rocket motors for use in the @USNavy's Standard Missile 6. We are committed to expanding the supply chain for solid rocket motors to meet and deter rapidly-evolving threats against US naval fleets. https://t.co/vmvgFrrJz5 https://t.co/4yos8Ax7Gi

Anduril and Power Laws

When Anduril launched in 2017, it was famously met with a ton of skepticism. Some of it came from the fact that investors found defense distasteful, but a lot of it came from a lack of knowledge about the defense industry.

Competing with the five Defense Primes? Yuck. Hardware? Yuck. Selling to the government? Yuck.

What

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