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The Iran war is defense tech's chance to shine, but few systems and weapons are ready
- What: The Iran war is defense tech's chance to shine, but few systems and weapons are ready.
- Why: Palmer Luckey's Anduril, software AI company Palantir and Elon Musk's SpaceX are getting the lion's share of defense tech dollars from the Pentagon.
- Signal: The Pentagon has allocated **$2.2 billion** for Anduril's Indigo counter-drone system, while Palantir's software has been used in **70%** of US military operations.
- Target: The US military is aiming to acquire **100** new hypersonic missiles by **2028**, with SpaceX's Starship program being considered for the contract.
- Risk: The over-reliance on private companies like Anduril and SpaceX poses a significant risk to national security, as the US military may struggle to maintain control over these systems.