Business / Silicon-Valley-defence scrutiny
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Fortune · United States · Army hands Anduril a $20B enterprise vehicle, opening with a counter-drone order
Frames the deal as a turning point that rewrites procurement in favour of venture-backed defence-tech, while flagging the risks of consolidating so much capability and future spend in one vendor and the precedent of enterprise vehicles displacing the traditional primes.
“Anduril's new mega-deal rewrites the rules for Silicon Valley, and raises new risks about single-vendor concentration.”