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// FRONTIER.NEW-ARSENAL

The New Arsenal

Defense Tech & Autonomous Warfare

26 companies · 27 sourced backers · 179 milestones on record

// What this frontier is about

This frontier covers autonomous military vehicles, defence systems, and software that turns sensor data into usable information. Companies are trying to move aircraft, boats, ground vehicles, missile defences and AI tools beyond demonstrations into reliable operations, while making production repeatable and systems able to work together.

// How real is it?

Where the 26 companies stand today, from their profiles and 10-year milestones. Tap a phase to see who is there.

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// What usually holds it back
  • ▸Reliability in demanding real-world operating environments
  • ▸Integrating autonomy, sensors, communications and existing military platforms
  • ▸Scaling repeatable production beyond prototypes
  • ▸Making advanced systems affordable to manufacture and deploy
// Who's backing it
Founders Fund· Chaos Industries8VC· CastelionBedrock· Mach IndustriesKleiner Perkins· CesiumAstroAndreessen Horowitz· Anduril IndustriesSequoia Capital· Mach IndustriesL3Harris· CesiumAstroRiot Ventures· Shield AILinse Capital· SkydioAccel· Chaos IndustriesOvermatch Ventures· Chaos IndustriesDFJ Growth· Vannevar LabsFelicis· Vannevar LabsPoint72 Ventures· Vannevar LabsBlackRock· Applied IntuitionLux Capital· Applied Intuition

Publicly listed: 12 companies (owned by public shareholders).

// Inside the terminal
  • ›Every sourced story on all frontiers, filterable by company and news type
  • ›10-year milestone records for each company: demo vs shipped
  • ›Explained: plain-words readiness diagrams for real breakthroughs
  • ›Signal Trends of 39 frontiers covering 378 companies over time.
  • ›The events calendar: launches, approvals and deadlines ahead
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// Companies in this frontier
  • Anduril Industries

    To change how the U.S.

    Everyone · backed by Andreessen Horowitz, Founders Fund

  • Applied Intuition

    To make autonomy software usable across vehicles and defence platforms.

    Everyone · backed by BlackRock, Kleiner Perkins

  • Axon Enterprise

    To equip public-safety organisations with connected tools for field operations, including less-lethal devices, drones and related technology.

    Everyone · publicly listed

  • Boeing Autonomous Systems

    To field autonomous aircraft that can operate with crewed military platforms for refuelling, surveillance and combat-support missions.

    Trials · publicly listed

  • Castelion

    To make hypersonic missile systems more affordable to manufacture and deploy.

    Lab · backed by 8VC, Founders Fund

  • CesiumAstro

    To make advanced electronically steered communications systems usable on spacecraft and defence platforms.

    Some users · backed by Kleiner Perkins, L3Harris

  • Chaos Industries

    To bring advanced sensing and defence electronics into operational use.

    Trials · backed by Accel, Founders Fund

  • Epirus

    To make high-power microwave systems a practical defence against drones.

    Some users · backed by 8VC, Bedrock

  • Forterra

    To make autonomous ground vehicles useful in defence operations.

    Some users · backed by Moore Strategic Ventures

  • General Dynamics Electric Boat

    To deliver the Columbia class as the sea-based strategic-deterrent replacement for the Ohio-class submarine fleet.

    Trials · publicly listed

  • Helsing (US ops)

    To make AI software useful in defence operations.

    Some users · backed by General Catalyst

  • Huntington Ingalls

    To deliver naval vessels and uncrewed maritime capabilities that work together in operational service.

    Some users · publicly listed

  • Karman Holdings

    To supply the specialised systems needed for missile and hypersonic defence programmes.

    Everyone · publicly listed

  • Kratos Defense

    To bring uncrewed combat aircraft and related defence technologies into operational service.

    Everyone · publicly listed

  • L3Harris Technologies

    To provide connected sensing, communications and electronic-warfare capabilities for defence operations.

    Everyone · publicly listed

  • Leidos (Defense Systems)

    To integrate autonomy, sensors and digital systems into usable defence capabilities.

    Everyone · publicly listed

  • Lockheed Martin

    To deliver advanced defence capabilities across aircraft, missiles and space systems.

    Everyone · publicly listed

  • Long Wall

    To turn its rocket technology into deployable missile-defence and hypersonic test systems.

    Trials

  • Mach Industries

    To develop and manufacture defence systems through a distributed production approach.

    Trials · backed by Bedrock, Sequoia Capital

  • Northrop Grumman

    To deliver advanced aerospace and autonomous defence systems as dependable operational capabilities.

    Everyone · publicly listed

  • Palantir Technologies

    To turn complex data into usable decisions and workflows for defence and other organisations.

    Everyone · publicly listed

  • Raytheon Advanced Air Defense

    To deploy an integrated sensor and interceptor network capable of detecting and responding to modern air, missile and hypersonic threats.

    Some users · publicly listed

  • Saronic

    To make autonomous surface vessels useful in maritime defence operations.

    Some users · backed by 8VC, Andreessen Horowitz

  • Shield AI

    To make aircraft capable of carrying out useful missions with an AI pilot.

    Some users · backed by Riot Ventures

  • Skydio

    To make autonomous drones practical tools for defence and enterprise reconnaissance.

    Everyone · backed by Linse Capital

  • Vannevar Labs

    To make AI and data tools useful in defence intelligence workflows.

    Some users · backed by DFJ Growth, Felicis

// WEEKLY.UPDATES

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13 NOV 2026

Leidos Keeps Defense Agency’s $332 Million Anti-WMD Task Order

13 NOV 2026

AI making life-or-death decisions? Palantir eyes entry into Baltic military sector

13 NOV 2026

Leidos Q3: Mission Intact

13 NOV 2026

Shield opens Bengaluru engineering office to build autonomy in India, for India

13 NOV 2026

A Smarter, Lighter Command Post for a More Distributed Marine Corps | Anduril