The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
David FriedbergShyam SankarTrae Stephens
US military power is increasingly constrained by factory capacity, with Ukraine consuming “10 years of production in 10 weeks,” a 10,000-to-one drone gap, and a 223x shipbuilding disadvantage versus China.Anduril’s five-million-square-foot Arsenal-1 is designed as a modular manufacturing platform for attritable systems, addressing the economics of replacing $2 million interceptors with $20,000 drones.The high-low mix may shift massively over five to 10 years, but Stephens estimates roughly 18 months even with unlimited cash to establish a sustainable industrial base.
126: 解读智元机器人“类借壳”：6个涨停板！可想学不简单
智元相关主体拟以7.84亿元收购上纬新材29.99%股份及控制权，21亿元只是未来持股最高约66%的可能上限，当前并非已完成借壳。29.99%避开30%全面要约线，但机器人资产注入仍受科创板规则、业务协同、持续经营门槛和估值折价约束；监管审批与后续重组是关键观察点。