The upstarts shaking up the defence industry

搅动国防工业的崛起者

Money Talks from The Economist

2026-04-23

38 分钟
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The Iran war has shown that low-cost drones can challenge even the mightiest military forces. Now the Pentagon is turning to a new breed of defence companies, led by Anduril, SpaceX and Palantir. How are these firms changing the way America wages war? Guests and hosts: Matthew Steckman, president and chief business officer at Anduril Henry Tricks, The Economist's US technology editor Mike Bird, co-host of “Money Talks” Alice Fulwood, co-host of “Money Talks” Topics covered: Drones Defence industry Iran war Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
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  • The Economist.

  • The war in Iran has proved one thing:

  • that low-cost drones can challenge the might of America's military.

  • This is a Shahed kamikaze drone.

  • It's become one of the most disruptive weapons in the US-Israeli war with Iran.

  • Over a thousand drones were fired at the UAE in just one 24-hour period.

  • The Shahed drones are cheap, they're abundant, and they keep coming.

  • For many years, America has been fielding the most expensive weaponry available.

  • But could that all be about to change?

  • Anduril is a defense product company that spends its own money designing,

  • developing, and shipping tools that will save taxpayers hundreds of billions of dollars a year

  • as we make tens of billions of dollars a year someday.

  • A new wave of defense companies have sprung up for the era of drone warfare.

  • The likes of Anduril, SpaceX, and Palantir are now winning big White House contracts.

  • Now there is a culture, what I would call patriotic Silicon Valley startups.

  • Young folks that are very motivated to bring these technologies for the defense of the nation.

  • So today, we speak to Anduril

  • and find out how this company is changing the way America wages war.

  • You're listening to Money Talks from The Economist,

  • our weekly podcast on the markets, the economy, and the world of business.