The #PRC tested a JL2 #SLBM flying over the #Philippines moments ago. It’s a provocation that destabilizes the #IndoPacific. #China just proved itself again to be a bully on the block.
#China’s massive maritime mobilization along the #1stIslandChain is a clear sign of its expansionism. We’ve tracked a record high of over 110 #PLAN & #CCG vessels. This bully has too much money to throw around, but none for its own people.
Dennis Wilder, former head of China analysis at the CIA, said Chinese President Xi Jinping would “instantly presume the worst” about the incident. “Xi will do everything to cover up but will also reinforce security. He will likely fire someone who is responsible for allowing the flight because of concern that it might have been an assassin,” Wilder said.
Small plane crashes into Beijing’s tallest building https://t.co/wvonqY8MLV via @ft
Ok, I'll spell it out
The US DOW will not ever buy foreign made planes, tanks, drones, ships, missiles, guns, anything. There are *many* laws and regulations specifying how a product is considered "Made in USA." Anduril, and every other company that sells to the DOW and USG more broadly complies with these rules.
Now think about WHY we have those laws, what's the intent?
Well, there are two principal goals here. First, the obvious one, if the US Government is spending taxpayer dollars to buy products, the USG wants those dollars spent creating US jobs in US factories... keep our taxpayer dollars fueling our own economy (those employees have homes, buy food, go to the movies, have families, etc). That goal makes good sense.
The second goal is less obvious... in a time of conflict, the US DOW does not want to rely on another nation's factories and industry to provide for US security and mission readiness. Hypothetically, if there's a major war of COURSE those governments would say "we need those tanks/weapons/planes/drones for ourselves, you can't have them." In fact, the US does the exact same thing: https://t.co/dhV3UM26PP
Now invert the scenario. The Japanese government (or Taiwanese, or Australian, or anywhere else in the world) views the situation *exactly the same way.* Of COURSE they want their own taxpayer dollars spent on their own economy, and of COURSE they don't want to rely on US companies (and the USG's permission) to provide for their own security and mission readiness.
In some situations for Anduril, supporting our Allies (including potentially Japan!) looks like "we'll manufacture products in the US and export them to you." But for the above reasons, the governments usually don't like this way of doing business (and, as noted in the article above, the US defense industry has a long history of delaying the delivery of ordered systems as either priorities shift or production rates struggle to keep up, to wit: https://t.co/5gEL9dxDmc). Anduril already operates this way now in many Allied countries around the world, as a couple examples: https://t.co/DORblDIRgz or https://t.co/mQc1LmWpJ7 ... products made in the US, exported to Allies.
In other cases, supporting our Allies looks like "Anduril exports the *design* of one of our mature products that we've already developed in the US, and we'll manufacture these products locally." This is more interesting for our Allies, as then they're creating activity for their local economy and have more comfort that they'll actually get the systems/weapons/drones/etc. This is very difficult and complex to execute, and anyone who's worked in hardware will know that you can't just simply send a stack of work instructions to a new factory (on the other side of the world, in a different language, with different culture and talent base) and expect it to magically work... it's really hard, but solvable.
And in yet other cases, supporting our Allies looks like a *development* deal where Anduril creates a local engineering team to design and then manufacture a new product in that country. This is the most interesting and exciting structure for our Allies, as they generate both engineering jobs (which, in turn, builds skills and competencies in their industrial base) AND the manufacturing jobs... and also gives them more control and comfort that they'll get the systems/weapons/drones/etc they want. This is even HARDER to execute, as Anduril essentially has to standup an entirely new team, find strong leaders, build a culture from scratch, etc. This is exactly the structure of our Ghost Shark program with the Royal Australian Navy, and also why my family and I moved to Australia to standup our team there.
So when you see the (factual!) story that Anduril is exploring standing up a production line in Japan and you jump to the conclusion that we're "outsourcing" production, you are operating from a fundamentally inaccurate assumption. The US DOW won't buy made-in-Japan products, even if they're made by Anduril. That's why we're building massive factories in Ohio, Rhode Island, Mississippi, California, and many more to come: to support the USA (we are all Patriots and want the US to be strong and secure). The question is really "does Anduril want to support the Japanese military" (or Australia or UK or other Allied nations for that matter) and in general, yes - we do! To support those nations at large scale will, in many cases, mean that Anduril will have, at minimum, localized production of these products and systems. Implying that supporting Japan in this manner costs US jobs is just fundamentally wrong. That's not how it works.
The final note I'd add is that this entire structure of exporting ANY defense technology to ANY nation is governed by the ITAR and EAR process, which depending on the specific product, explicitly means the US Government has to review and approve most of these arrangements. It's a very nuanced process, and explicitly not just Anduril's leadership team YOLO'ing products wherever we feel like... that's just not how the industry works.
China's increased maritime incursions, which it characterizes as "law enforcement patrols," have raised serious questions about the state of status quo, not only across the Taiwan Strait but also in the broader maritime region of the First Island Chain.
While it is commendable that several countries, including the U.S., UK, France, and Germany, have issued statements to express their concerns, China's track record in the South China Sea and other contested waters shows that it will largely treat these "expressions of concern" as background noise and continue its assertive and aggressive maritime incursions until it encounters coordinated pushback from other countries. It is important for all countries that have genuine concerns and interests about the regional status quo to think about what concrete actions they are able to take to ensure Chinese activities don't gradually erode the regional balance of power and status quo.
https://t.co/cLyJK9setU
WATCH: NATO Secretary General Mark Rutte unveils what he calls the "Trump trillion" as he credits President Trump with helping push European allies to boost defense spending.
Rutte said Europe and Canada have added roughly $1.2 trillion in defense spending since Trump first entered office, while also placing hundreds of billions of dollars in orders with U.S. defense companies.
"This is your evidence," Rutte said, pointing to the numbers as he argued the alliance is moving closer to sharing the defense burden with the United States.
Today, we're launching “Farseer,” a multi-phase initiative designed to transition mature quantum sensing and timing technologies directly to the Joint Force.
Farseer seeks innovative commercial solutions to prototype and demonstrate advanced, quantum-enabled sensing and timing platforms to address warfighter needs. It is structured across four primary Lines of Effort (LoE), each focused on critical mission use cases:
- Magnetometers
- Gravimeters
- Portable clocks, and
- Component technologies for spiral enhancements to quantum sensing and timing solutions.
This project represents a fundamental shift away from the limitations of classical Intelligence, Surveillance, and Reconnaissance (ISR) sensors. By harnessing the unique properties of quantum physics, this project is set to shatter the longstanding "sensitivity-SWaP" (Size, Weight, and Power) trade-off, unlocking unprecedented situational awareness for aerial, surface, and subsurface missions in the electromagnetically contested world.
“The United States Department of War must accelerate deployment and commercialization of quantum sensing to maintain superiority of knowledge of the battle space, speed of decision, and operational dominance,” said Kyle Norman, who leads DIU's quantum sensing team.
Learn more: https://t.co/Wj2D5GIB32
Submit a solution here (due 10 July at 11:59:59 p.m. Eastern Time): https://t.co/LLOmq6OTXX.
China has released its most capable AI model to date and it runs at less than a tenth of the price of Anthropic’s Fable 5. But Chinese models are generally not becoming more efficient https://t.co/YLJNAUND02
Joint statement from the Five Eyes cyber security agencies:
The AI shift in cyber risk – why leaders must act now.
Read the full statement & key actions 👉 https://t.co/LesZGYMXPw
@brandontseng2@shieldaitech This would be a lot funnier if Anduril didn't already have working prototypes of subterranean vehicles, along with working mission payloads!
Thanks John for an extraordinary partnership and wonderful collaboration over the past 9 years! What we achieved with AlphaFold changed the world, and showed the field what was possible with AI for science and medicine, lighting the way for how AI can benefit humanity.
Ukraine launches TrophyLab: we are opening access to captured Russian weapon technologies for our global partners. Every missile, drone, and vehicle seized on the battlefield is now a source of knowledge for the free world.
Through this secure platform, allied governments, labs, and defense tech manufacturers gain access to deep technical data, reports, and vulnerabilities. Users can also request physical equipment for testing, significantly shortening the development cycle for countermeasures.
What was meant to be the enemy's secret advantage is being dismantled to defend democracy. Join the platform:
🔗 https://t.co/xoeCfXsIy3
#China’s Hai Xun & CG vessels are harassing commercial ships in #Taiwan’s EEZ to fabricate a facade of #PRC jurisdiction. This expansionism is a major escalation of regional tension. We call on all commercial vessels in the area to ignore #CCG radio calls.