SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 445.60-10.1%Jan 30 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Pogeu Mahone
To: carranza2 who wrote (211423)2/18/2025 1:21:53 PM
From: carranza21 Recommendation  Read Replies (1) of 219926
 
America's capitalism at work in the developing high tech defense field, with Palantir and Anduril leading the way.

original.antiwar.com

it's a beautiful thing.

Eccentric but very enterprising geniuses saw a huge market opportunity in the bloated 'cost plus' structure of the defense procurement market, with Raytheon, Boeing, Lockheed, etc., regularly raping taxpayers with 'cost plus' contracts submitted as part of Requests for Proposals. Somehow, cost plus always ends up costing more than anticipated. Imagine that.

And now that China is turning jingoist.....well, what's a red-blooded American eccentric genius to do except help his country and make a good living. I wonder what the Chinese think of this surfer dude. LOL! Typically American, typically Southern Californian. What a story. Howard Hughes redux. Anduril's founder:

en.wikipedia.org

Thank you, China, for the wake-up call.

Palantir and Anduril, but especially Anduril (still a private company whose shares are available in the NASDAQ Private Market), is providing off-the shelf, cheap, hugely scalable weapons which the Pentagon is buying.

What's Raytheon, Boeing, Lockheed to do? Well, if they're smart, they'll change and follow Anduril's example. Granted, some weapons systems are so big and sophisticated that you do need those behemoths. However, smart, flexible, AI-controlled, scalable, cheap and small but deadly systems are utterly necessary to counter the jangling sound of swords coming from the East.

Just what we need.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext