Anduril is the darling of the VC and military communities, but TBH I'm not sure whether their systems have performed well in actual combat. It would be great to see an impartial analysis of how they performed in Ukraine. (I believe their stuff was deployed there.)
PALMER LUCKEY - FOUNDER OF OCULUS VR AND PETER THIEL BACKED MILITARY CONTRACTOR ANDURIL INDUSTRIES.
https://cdn.satellite.earth/9be0d9e7346bc84d4c764fc75d692978cfb8dce6c9a9e532b11ddf3b74db8062.mp4
Discussion
I’ve not heard great things. They’re snatching up contracts in areas that they have no expertise in as well and the consensus in the industry that I’m getting is that it’s a company built on hype and marketing. That could just be envy though.
They do seem to be moving toward more economically sustainable integrated systems. However the entire defense industry is smoke and mirrors and inflated capability claims so who knows.
Their concept is great -- small inexpensive autonomous systems. And for sure there was a lot of negativity around SpaceX in the early days, which turned out to be sour apples.
But the end resultfor Anduril must be superior battlefield performance. As with everything on the internet, there is an analysis to prove which ever side you want on the issue. :-)
Completely agree. Time will tell and performance is the ultimate judge
By way of context for my comments my sources are not “guys on the internet with an opinion” but highly professional, highly connected individuals in very specific specialized military systems who I’m very close with personally.
I’ve heard Anduril is bidding for everything under the sun even systems which don’t really benefit from their “software” based approach and they don’t have domain knowledge of.
I should have a deeper conversation with my contacts and publish something of a report.
Ultimately economics is the deciding factor In warfare, who ever can expend less resources to accomplish the same strategic or tactical objectives wins in the long run.
Got it, thanks man