Anduril Industries
#AndurilIndustries
Here’s a refined overview of Anduril Industries, one of the most dynamic defense technology startups today:
Company Profile
• Founded: 2017 by Palmer Luckey (founder of Oculus), Trae Stephens, Brian Schimpf, Matt Grimm, Joe Chen 
• Headquarters: Costa Mesa, California; ~3,500 employees (as of 2024) 
• Core offering: AI-driven autonomous defense systems across air, land, sea, and cyber, all coordinated via the proprietary Lattice OS, which integrates sensor data into a real‑time, networked battlefield picture 
Major Products & Programs
Lattice OS
AI-powered command & control software that fuses real-time data from drones, sensors, towers, and maritime & underwater vehicles 
Air Systems
Bolt & Bolt‑M: Backpackable UAVs (unmanned aerial vehicles) for ISR; Bolt‑M carries light munitions with ~40 min flight (~12 mi range) 
Altius Series: Fixed-wing, tube-launched drones (including loitering munitions like Altius‑600M) with ~4‑hour endurance and ~280 mile range 
YFQ‑44 “Fury” UCAV: An unmanned combat aircraft developed under the USAF’s Collaborative Combat Aircraft program 
Underwater Systems
Ghost Shark XL-AUV: Autonomous submersibles ordered by the Royal Australian Navy and U.S. Navy 
Copperhead UUV: High-speed effects drones (torpedo alternatives) designed for mass production and reusability 
Counter-UAS & Surveillance
Sentry Towers: AI-enabled border surveillance solutions in use by U.S. Customs & Border Patrol
Anvil-M: Counter-drone system to intercept small UAV threats 
Other Programs
Barracuda cruise missiles, Pulsar electronic warfare system, rocket motors/SRMs, and more 
Funding & Valuation
Raised ~$3.7 b up to Series F (Aug 2024) at a ~$14 b valuation 
Early June 2025: Closed $2.5 b round, valuing the company at over $30 b; reported ~$1 b revenue in 2024
Key Contracts & Partnerships
U.S. DoD, including DARPA, USAF, US Army, USMC
UK MoD & UK support for Ukraine drones
Royal Australian Navy (Ghost Shark AUV order)   
Strategic maritime collaboration with HD Hyundai Heavy Industries in Korea & U.S. 
Took over Microsoft’s $22 b IVAS augmented‑reality soldier headset program in Feb 2025 
Manufacturing & Expansion
Arsenal-1: Massive Ohio facility near Rickenbacker Airport — 5 million sq ft, 4,000 jobs, operational by mid‑2026 
Strategic Significance
Silicon Valley–style disruptor in defense, using agile software-first development vs. legacy contractors 
Positioned to rival giants like Lockheed, Northrop via speed, cost, and integration of AI-enabled systems
•
IPO expected eventually, driven by the need to fund large defense contracts like F-35 adjunct systems 
Summary
Anduril Industries has soared from a stealth startup to a major force in autonomous military tech. With a vast product roster (AI-driven drones, subs, sensors), explosive growth in valuation and contracts, and global partnerships—including a significant Korean collaboration—it’s reshaping modern defense.
Would you like to dive deeper into any aspect—like the IVAS program, specific product specs (e.g. Fury UCAV, Ghost Shark), the Arsenal-1 facility, IPO outlook—or get insights on potential competitors or geopolitics in the defense-tech space?
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