Elad Blog: Anduril & Defense Tech

The last year has demonstrated repeatedly the lack of societal preparation for multiple forms of threats to our country and world. Examples of this include issues responding to the COVID pandemic , the cybersecurity ransomware attacks on critical US infrastructure such as our energy systems and food supply , and of course the ongoing issue of climate change [1]. In parallel, new technologies are increasingly being used by antagonistic groups and countries for terror and war. Drone attacks on international oil pipelines and their use in regional conflicts has increased dramatically in the last few years, as have drone related incidents and accidents around airports, sports stadiums, and infrastructure such as power plants. 

Just as old incumbent institutions with little to no organizational renewal impacted our ability to respond to COVID, the defense industry has undergone significant consolidation over the last 30 years. There has not been a new defense technology company of any scale to directly challenge these incumbents in many decades (SpaceX and Palantir are obviously sizeable ~20-year old “newer” entrants in adjacent areas).

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