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Anduril

Category: Robotics / Embodied AI

A defense technology company that builds autonomous systems, software-defined hardware, and AI-powered command-and-control platforms for national security and border defense. Anduril was founded in 2017. The company is led by Brian Schimpf. Based in Costa Mesa, USA. Team size: 7,000+. Total funding raised: $6.31B. Latest round: Series G (June 2025). Key investors include ["Founders Fund","Andreessen Horowitz","Sands Capital","Fidelity Management & Research Company","8VC","General Catalyst"].

Founded
2017
Headquarters
Costa Mesa, USA
Team size
7,000+
Total funding
$6.31B

Value proposition

Accelerates the 'kill chain' by replacing human-intensive hardware with autonomous, software-first systems that are cheaper, faster to deploy, and capable of operating in contested environments without constant human intervention.

Products and solutions

["Lattice OS: An AI-powered operating system that fuses data from thousands of sensors into a single autonomous command-and-control interface.","Sentry Towers: Autonomous long-range persistent surveillance systems for border and perimeter security.","Ghost & Ghost-X: Small, modular autonomous VTOL (Vertical Take-Off and Landing) sUAS for ISR and tactical missions.","ALTIUS: A family of tube-launched, loitering munitions and air-launched effects (ALE).","Roadrunner & Roadrunner-M: Twin-turbojet powered autonomous air vehicles designed for rapid interception and modular payloads.","Dive-LD: Long-endurance autonomous underwater vehicles (AUV) for deep-sea maritime missions.","Barracuda: A family of autonomous air-breathing cruise missiles designed for hyper-scale production and low cost.","Fury: A high-performance autonomous air vehicle designed for the Collaborative Combat Aircraft (CCA) program."]

Unique value

Anduril operates on a 'commercial-first' model, using internal R&D funds to build finished products before government contracts exist, contrasting with the traditional 'cost-plus' model of legacy defense contractors.

Target customer

U.S. Department of Defense (DoD), U.S. Customs and Border Protection (CBP), UK Ministry of Defence, Australian Defence Force, and other allied national security agencies.

Industries served

["Defense & National Security","Aerospace","Maritime Security","Border Protection","Artificial Intelligence & Robotics"]

Technology advantage

Proprietary 'Lattice' AI architecture enables sensor fusion at the edge, allowing disparate hardware (drones, towers, subs) to work as a unified, autonomous swarm with minimal human oversight.

How they differentiate

Software-first approach using the Lattice OS AI engine and a 'commercial-first' R&D model where products are built with internal funds rather than traditional government cost-plus contracts.

Main competitors

["Lockheed Martin","Northrop Grumman","Shield AI"]

Key partnerships

["U.S. Air Force (Collaborative Combat Aircraft program)","U.S. Special Operations Command (SOCOM) for counter-UAS systems","Microsoft (Integrating Lattice OS with the IVAS mixed-reality headset)","Australian Department of Defence (Ghost Shark XL-AUV development)","UK Ministry of Defence (Strategic capabilities and border security)","OpenAI (Strategic partnership for AI solutions in national security missions, announced Dec 2024)","U.S. Space Force (Golden Dome space-based interceptor program, April 2026)","Dutch Ministry of Defence (CUAS contract, 2026)"]

Notable customers

["U.S. Department of Defense (DoD)","U.S. Customs and Border Protection (CBP)","UK Ministry of Defence","Australian Defence Force","Dutch Ministry of Defence","U.S. Space Force"]

Major milestones

["Selected for the U.S. Air Force Collaborative Combat Aircraft (CCA) program","Achieved a $30.5 billion valuation following Series G round in June 2025","Launched the 'AI Grand Prix' autonomous racing competition in January 2026","Successfully deployed the Ghost Shark XL-AUV in partnership with the Australian Navy","Arsenal-1 hyperscale manufacturing facility in Ohio began production in Q2 2026","Awarded Golden Dome space-based interceptor contract by U.S. Space Force (April 2026)","Awarded Dutch Ministry of Defence CUAS contract (2026)","In talks for Series H funding round at ~$60B valuation (March 2026)"]

Growth metrics

Reached a $30.5 billion valuation in 2025; Revenue reached $2 billion in 2025; Team size expanded to 7,000+ employees; In talks for Series H at $60B valuation in March 2026.

Market positioning

The first 'Silicon Valley Defense Prime' disrupting the legacy defense industrial base.

Geographic focus

United States, United Kingdom, and Australia (AUKUS alliance focus).

Patents and IP

Holds numerous patents in autonomous navigation, computer vision-based target tracking, sensor fusion, and modular drone airframe designs.

About Brian Schimpf

Brian Schimpf was previously the Director of Engineering at Palantir Technologies, where he spent over a decade (2006–2017) leading engineering strategy and product development for major government and commercial platforms. He is a specialist in operations research and industrial engineering.

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