[alsodumb]

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.