Anduril’s Luckey Sees Arms Spending Stable Even With ‘Blue Wave’
THE SO WHAT
Expectations of stable US defense spending even under a political shift suggest defense-tech demand—especially for autonomy, sensing, and software—is being treated as structurally non-cyclical. If you build dual-use tech, this supports the case for a dedicated defense go-to-market motion rather than treating it as opportunistic revenue.
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