Anduril.

Anduril is an American defense technology company that builds autonomous systems for the United States and its allies. The hardware includes autonomous aircraft, undersea vehicles, sentry towers for land and border security, and solid rocket motors. The software that runs all of it is a platform called Lattice.

The company inverted the standard defense contracting model. Rather than waiting for the government to define a requirement and fund the development, Anduril identifies problems and funds its own R&D, then sells finished products off the shelf. The engineering has to work before the revenue arrives.

What they're building

Lattice is the center of the company. Anduril describes it as the software platform that powers its software-defined weapons and integrates third-party and government-owned systems into an extensible network of sensors and effectors. Around it sits a family of hardware: air systems, tasked and controlled through Lattice, for intelligence, surveillance, reconnaissance, and strike; land systems that keep persistent watch over land regions and critical infrastructure; undersea vehicles built for survey, inspection, and delivery of effects in littoral and deep water. With a team of partners, the company is also working on space-based interceptors for the Space Force's Golden Dome program.

The other half of the work is production. Anduril calls it rebooting the arsenal. Arsenal-1, its hyperscale manufacturing facility in Ohio, is a bet that autonomous systems can be produced at volume, and that the constraint on Western defense is throughput rather than invention.

Why we backed the founders and team

Defense is the hard frontier without the gloss. The customer moves slowly and the testing and qualification burden is real. Most of the work never demos well (integration, certification, tooling, the long middle). Anduril chose to carry those costs itself and let working products argue for the contracts.

We back companies that assemble, ones that take autonomy software, sensors, airframes, and factories and weld them into something the parts could not do alone. Lattice plus the hardware family is that assembly, and Arsenal-1 is what makes it repeatable. The systems already fly, dive, and keep watch. What remains is volume, which is a thing you build.