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Submarines are among the most complex object humans manufacture - each one has over a million individual parts. And @anduril is investing $3.7B over the next decade to build components for them better, faster and on US soil.
#anduril #defensetech #geopolitics #manufacturing #andurilpartner
Transcript
You believe that one of the biggest tech investments of 2026 is actually a shipyard in Baltimore County? The US Navy is partnering with Anduril to build Arsenal 2, a multimillion square foot tech native submarine shipyard on the Chesapeake Bay to build attack submarine components. Anduril is a defense tech company most known for their autonomous drones and AI powered, attritable military systems. But it will now devote massive resources to assemble one of America's most exquisite and in demand weapons. And to understand why it matters, we need to zoom out a bit. 71% of the planet is ocean, and 80% of everything the world trades, oil, food, semiconductors, cars, moves across it by ship. Naval power is therefore critical, and yet there's a power imbalance brewing, especially in the Pacific region. At the end of the Good War, The US submarine industrial base was primed for a steady production rate of three attack submarines per year. Yet because of dwindling orders, it built only four submarines in total between 1992 and 1998.