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I mean it's not like it's saas where you can expect cheaper alternatives to emerge from anywhere in the world to capture the market. Building tech for DoD take
by alsodumb 3y ago
I mean it's not like it's saas where you can expect cheaper alternatives to emerge from anywhere in the world to capture the market.
Building tech for DoD takes a lot of things (i) access to ITAR restricted tech, (ii) access to capital, (iii) and DoD actually willing to work with you, where being a domestic player helps.
There is nothing hilarious about Anduril claiming to be more affordable gear when it's actually much cheaper than the current players that supply DoD.