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It's good to have more options but Anduril and Ares are mostly a lot of hype. They won't achieve anything close to an order of magnitude improvement. Costs are largely driven by the laws of physics, and those are the same for everyone.


I'm honestly not informed enough to comment, but everyone seems to agree there is really bad mismanagement at Lockheed & co + the incentives as set up are truly fucked up (I remember reading on that, but don't have the source handy) and actively encourage manufacturers to pile on costs to make more profits.

If there's good R&D and first-order thinking in the mix, one order of magnitude does not seem insane to me. It's a cliche, but look at what Elon Musk has achieved, everyone said it couldn't be done, but it happened.

Ultimately other things can help, like designing new innovative form factors and cathering to a changing reality (it's doesn't make sense to shoot down 50k$ drones with 1M$ missiles).




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