US wargames keep landing on the same number: munitions run dry within a week of peer war. That is the entire Anduril thesis. $61B is a bet on whoever manufactures fastest, while the primes still build on ten year timelines.

post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned