"I just don't see the defense budget doing a 180 towards drone or cuas procurement. I agree they should move fast, but I think it'll take maybe a decade to get to $10.0B."
-- someone with hahaWRONGism I spoke with in 2025
The buried number: the Defense Autonomous Working Group goes from $226M this year to $54.6B next year.
That is a 242x increase for one office.
The Pentagon just quietly admitted that the Iran war exposed a capability gap that requires a Manhattan Project-sized response.
$54B doesn't get absorbed by AVAV, KTOS, and Anduril alone. This is a new tier of defense primes forming in real time.
The counter-drone market is about to mint its first $100B company.