Top Tweets for #DefenseVC

6 days ago

That 'software sold separately' structure is the real signal. Anduril won the FQ-44 airframe. And still has to compete against Shield AI on the software. The DoD is saying: differentiation lives in the decision-making stack, not the aluminum. https://t.co/2MYaLamBLF #defensevc

Roland Owens @rolando99

6 days ago

"The Air Force put the mission autonomy software out to a separate competition entirely. Six vendors: Anduril, GA-ASI, Lockheed, Northrop, Collins Aerospace, Shield AI. Three got production options: Anduril, Shield AI, Collins. Primary software provider named by summer 2027."

Roland Owens @rolando99

6 days ago

Boeing, Lockheed, and Northrop all competed for the Air Force's CCA production contracts last week. All three lost. To two companies that didn't exist as defense primes a decade ago. That's not a hardware story. Thread on what actually changed. https://t.co/2MYaLamBLF #defensevc

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