Tracking the structural growth of unmanned systems across industrial operations and defence applications.
3 updates · 40 entities · 17 days active
Industrial output, not capability, is now the binding constraint on drone strategy.
Iran's five-week campaign has fired 4,446 drones at US allies, yet the Pentagon has produced only dozens of its own combat drones. Three directed-energy weapons entered the field in a single month as the industrial base scrambles to close a gap between 300,000-drone ambitions and single-digit production lines.
Read full update →The US Army awarded Anduril a 10-year, $20 billion enterprise contract vehicle for counter-drone operations, transforming what appeared to be an $87 million task order into a platform monopoly. Shield AI raised $1.5 billion at a $12.7 billion valuation to compete on the same autonomous combat aircraft programme, while Ukraine revealed 10 shadow drone factories built abroad to circumvent its wartime export ban.
Read full update →London-based Skycutter scored 99.3/100 in the Pentagon's first Drone Dominance Gauntlet, beating US firms with a Ukrainian-partnered FPV design. Anduril's Arsenal-1 factory opened months early to produce CCA drone wingmen, while the Army awarded an $87 million first task order under Anduril's $20 billion counter-drone enterprise contract. The US deployed 10,000 Merops interceptor drones to the Middle East within five days of the Iran conflict, as regulators reshaped market access through the FAA's BVLOS rule and the FCC's foreign drone ban.
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