Palmer Luckey's Anduril is rewriting defense procurement at software speed. Lattice OS, CCA/Fury prime contractor status, Replicator initiative, and full valuation framework ahead of the 2026–2027 IPO. 17 pages.
Deeper than Bloomberg. Earlier than Wall Street.
Built on SEC filings, patent records, executive statements, and competitive intelligence — not recycled headlines.
Capital structure, investor syndicate, and the path-to-liquidity thesis ahead of the IPO window.
Where this company sits against incumbents and challengers — moats, risks, and the bear case stated plainly.
A decision-grade PDF you can put in front of an investment committee, client, or board.