"Flying Beer Cooler": Pentagon's Next Kamikaze Drone Ushers In Era Of Cheap Mass-Produced Airpower
Our focus on the rise of the "war unicorn" theme over the last four months, shaped by technological innovation seen in the war in Ukraine and the conflict in the Middle East, has allowed us, in countless notes, to inform readers very early that 2030s warfare has already arrived. In fact, hyperinnovation in Ukraine, now the world's AI weapons laboratory, is what pulled forward these extremely advanced, low-cost weaponry.
Modern battlefields are now defined by low-cost robotics, whether on the ground, at sea, or in the air, as well as drones, other autonomous systems, and AI-enabled kill chains. Meanwhile, the Department of War's shift toward funding and procuring from defense startups, rather than solely from big defense primes, thanks to DOGE, has accelerated the U.S.'s ability to spur a boom in the defense universe as President Trump's broader war economy ramps up, mainly for stockpiling reasons.
Let's not forget our view in late January, when nearly all of Wall Street was misguided on alleged water and climate threats from data centers, completely missed that with hundreds of billions of ...
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