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June 12, 2025

Anduril wins $642 million Navy contract for AI counter-drone systems

Human Rights Watch
Wikipedia
Wikipedia
Anduril Industries
Defense News
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Tech startup beats Boeing and Lockheed for autonomous weapons contracts

Anduril secured a $642.2 million 10-year Navy contract in March 2025 to install counter-drone systems at Marine Corps bases worldwide through 2035. Marine Corps Systems Command received 10 competitive offers before selecting Anduril.

Anduril raised $1.5 billion in Aug. 2024 at $14 billion valuation, then $2.5 billion in June 2025 at $30.5 billion valuation. Founders Fund contributed $1 billion, its largest investment ever.

Arsenal-1, Anduril's 5 million square foot manufacturing facility in Ohio, will produce autonomous weapons at scale starting July 2026, creating 4,000 jobs with an average salary of $132,000.

The Roadrunner drone interceptor can take off, identify threats, strike targets, or land and try again without human intervention at each step. The Barracuda cruise missile costs under $200,000, one-tenth the price of a Tomahawk.

Deputy Defense Secretary Kathleen Hicks launched the Replicator initiative in Aug. 2023 to field 'thousands' of autonomous systems within 18-24 months to counter China's numerical advantage.

UN Secretary-General Antonio GuterresAntonio Guterres called autonomous weapons 'politically unacceptable and morally repugnant.' In December 2024, 166 countries voted for a UN resolution urging a legally binding treaty to prohibit autonomous weapons by 2026. Only Belarus, North Korea, and Russia opposed.

Anduril beat Lockheed Martin, Boeing, and Northrop Grumman to win the Air Force Collaborative Combat Aircraft contract, expected to produce at least 1,000 autonomous jets at $30 million each.

📜Constitutional Law🌍Foreign Policy🤖AI Governance

People, bills, and sources

Palmer Luckey

Founder of Anduril (2017) and Oculus VR

Brian Schimpf

CEO of Anduril

Trae Stephens

Anduril Co-Founder and Executive Chairman

Kathleen Hicks

Former Deputy Defense Secretary

Antonio Guterres

Antonio Guterres

UN Secretary-General

What you can do

1

accountability

Monitor the revolving door between Pentagon and defense tech

Track which officials join defense contractors after leaving government using OpenSecrets.org and POGO's Federal Contractor Misconduct Database. Christian Brose moved from Senate Armed Services Committee (2009-2018) directly to Anduril as Chief Strategy Officer.

2

transparency

Check VC firm lobbying disclosures

Visit senate.gov/legislative/Public_Disclosure/LDA_reports.htm to see which firms advocate for autonomous weapons spending. Founders Fund is both an Anduril investor ($1 billion) and employs Anduril co-founder Trae Stephens as a partner.

3

legislative advocacy

Contact your Representative about autonomous weapons regulation

Ask their position on lethal autonomous weapons. No international law currently assigns responsibility when autonomous systems kill civilians. The UN has no binding treaty despite 166 countries supporting regulation.