America’s $700 Billion Defense Tech Rebuild

2026-07-24 · 7 company · 10 thematic

sentiment

7 bull0 bear0 neu

speakers

joe lonsdale

Joe Lonsdale hosts American Optimists. He co-founded Palantir Technologies and founded venture firm 8VC. He previously hired Scott Wu at an early company and references his experience building Palantir's forward-deployed engineer model and government technology partnerships.

kevin mandia

Kevin Mandia is a legendary cybersecurity expert who started his career in the Air Force Office of Special Investigations in 1993. He founded Mandiant in 2004, pioneering the incident response model, and sold it to Google. He later served as CEO of FireEye (which acquired Mandiant) and lived through the SolarWinds supply chain attack. He is now building Armen, an AI-native company creating autonomous cyber defense through hyper-attack simulation platforms.

emil michael

Emil Michael served as White House Fellow under Secretary Gates (2009), led global business growth at Uber during its hypergrowth phase, and now serves as Under Secretary of War for Research and Engineering (CTO of Department of Defense), overseeing critical technology areas, DARPA, DIU, and Office of Strategic Capital.

quote

“Command and control has to obviously be AI. I know Anduril and Palantir are working really hard on the new C2 systems there, which is obviously critical for our country.”

—joe lonsdale

now playing · $PLTR

$PLTR···bullish· medium· posjoe lonsdale

Palantir building next-gen command and control systems for Pentagon

Palantir is a key commercial partner developing AI-driven command and control (C2) systems for the Department of Defense, representing the shift to commercial-first procurement.

$ANDURILbullish· medium· posjoe lonsdale

Anduril co-developing AI command and control with Palantir for DoD

Anduril is partnering with Palantir on next-generation command and control systems, benefiting from the Pentagon's new commercial-first approach that bypasses traditional prime co…

$GALVIONbullish· low· posjoe lonsdale

Galvion addressing contested logistics for Pacific theater operations

Galvion is working on contested logistics — sustaining troops and weapons in remote Pacific environments — a critical capability gap for potential conflict with China.

$CAMBIUMbullish· medium· posjoe lonsdale

Cambium bio-manufactured heat shielding leads world for hypersonics

Cambium uses biomanufacturing to produce the world's best heat shielding for hypersonic vehicles, demonstrating defense applications of synthetic biology.

$EPIRUSbullish· high· posjoe lonsdale

Epirus high-power microwave systems critical for drone defense at scale

Epirus's directed energy (high-power microwave) technology is a scalable, affordable solution to defeat mass-produced drone swarms, with upcoming major events (World Cup, Olympics…

$MANDIA-CYBERbullish· high· poskevin mandia

Mandia building AI-native hyper attack platform for autonomous cyber defense

Former FireEye CEO Kevin Mandia is building a stealth company creating an AI-native 'hyper attack platform' that automates nation-state offense to train autonomous defense, achiev…

$SPCX···bullish· mediumemil michael

SpaceX cited as model for commercial-first defense procurement

SpaceX, along with Palantir and Anduril, had to sue the government for its first major contract, proving the old prime-dominated system is broken and validating the new commercial…