Is Anduril really that good? I am trying to figure out what is the potential of Anduril is. Their first phase product was in observability towers for border protection, then they made drone-ramming drones and now unmanned fighter jets.
I am genuinely curious. I was in the whole retail investor space since early 2010s which saw the EV hype. Workhorse was supposed to supply vans for federal postal vans, Nikola had that GM deal going on etc.
Hanging around retail investor space helped made me be very skeptical about the idea of enterprise led innovation. Contract like this in my opinion requires seasoned engineering managers who have survived decades of bureaucracy but never forgot the essence of no-BS engineering. I believe SpaceX was able to bring some of these people in before they had a functional rocket. Where does Anduril stands with their management and innovation?