Anduril’s on a winning streak

Defense and dual-use texhnologies

Good morning,

Anduril continues to crank out incredible products and successful GTM. They’ve landed a new $250M DoD contract for a large number of its Roadrunner counter-UAS systems and Pulsar EW systems. Thy also have debuted their Bolt and Bolt-M quadcopters, equipped with warheads designed by Kraken Kinetics, which brings immense experience to explosive effectors. This comes shortly on the heels of their announced low-cost cruise missile (questionable no the ‘low cost’ with only a 30% premium over existing LACMs). Speaking of cruise missiles, Leidos has unveiled its new small cruise missile, named the “Black Arrow.” And while we’re all staring up in the air, France is wisely thinking about what’s happening under the surface, investing in autonomous underwater vehicles to provide deep-sea surveillance. That’s enough looking down, now look back up because with this G4 geomagnetic storm that’s going on, the Aurora Borealis can be seen deep into the South of America.

Now, let’s g…