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 go!
News Headlines:
Chinese hackers access U.S. telecom firms, worrying national security officials (CNN)
With U.S. military support, Israel shifts Middle East power balance (AP)
Israeli defense minister warns an attack on Iran would be 'lethal' and 'surprising' (AP)
British spy chief: Russia and Iran are behind a 'staggering' rise in deadly plots (AP)
China may be secretly occupying a military base in Cambodia (BBC)
Trump-Putin ties are in the spotlight (again) after new book describes calls (AP)
Defense & Dual-Use Technologies
CENTCOM hackathon proves you can build a multi-sensor anti-drone dashboard in two weeks (DO)
CRS: China has been exporting nuclear missile technology for decades (USNI)
Russia, China cooperation in Arctic a growing concern: Joint Chiefs Chairman (USNI)
France doubles down on space defense tech (GSR)
Leonardo looking at M&A for growth of its cyber division (RT)
Leidos says new 'Black Arrow' small cruise missile is ready for flight test (ASF)
GoldenJackal malware group has developed two tools to infect air-gapped devices (AT)
Space Force turns to Tools, Applications, and Processing (TAP) Labs to bridge tech gaps (PL)
French Navy orders underwater drones for deep-sea surveillance (DN)
Italian minister proposes fresh taxes on arms makers' windfall profits (DN)
Army redesignates program executive office amid push for network modernization (DS)
Collapse of national security elites' cyber firm leaves bitter wake (AP)
Finnish startups are thriving in the wake of NATO expansion (DN)
Brazil's army wants to buy Israeli howitzers, Brazil's president froze the deal (DN)
Anduril debuts Bolt, loitering munition on contract with Marine Corps (DN)
Anduril lands $250M Pentagon contract for Roadrunner, Pulsar drone defense systems
Romania picks Turkish armored vehicles in $940M deal (DN)
Holland delivers F-16s to Ukraine, provides $440M for drones (DN)
Deal Flow:
Defense giant Czechoslovak Group will acquire Vista Outdoor's ammunition business Kinetic Group for $2.23B and Strategic Value Partners will acquire Vista's goods unit Revelyst for $1.13B (BBG)
Advanced radar manufacturer C Speed acquired by NewSpring Holdings (GCW)
Astorg is in talks to acquire a majority stake in Lebronze Alloys, a France-based manufacturer of alloys for the Aerospace industry (PEH)
Editor's Picks:
Frank Sauer correctly outlines how AI can make counter-mobility (read: minefields) more discriminatory and thus more ethical
Aaron Pluto argues that the Pentagon has to prioritize policy on Spectrum Management, else we risk our adversaries outpacing us
Allies and partners unquestionably play a vital role in our security; Nick Iorio and Scott Dewitt suggest ways that the defense establishment can maximize allied innovation .
Lighter Side:
Keep Building,
BOF