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The Anduril Thesis
A deep dive into the company redefining defense technology
Book • 2026
The Anduril Thesis explores how the US lost its military edge due to outdated defense practices like cost-plus contracting and government-funded R&D, drawing on books like The Kill Chain and Skunk Works.
It positions Anduril as a deliberate inversion of these dysfunctions, using fixed-cost models, self-funded R&D, and mission-focused products like Lattice software, autonomous drones, sensors, and weapons to build a networked battlefield for deterrence and victory.
The book, a multi-year project with extensive research and interviews, argues for urgent modernization to counter geopolitical threats.
It positions Anduril as a deliberate inversion of these dysfunctions, using fixed-cost models, self-funded R&D, and mission-focused products like Lattice software, autonomous drones, sensors, and weapons to build a networked battlefield for deterrence and victory.
The book, a multi-year project with extensive research and interviews, argues for urgent modernization to counter geopolitical threats.
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Mentioned in 1 episodes
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as his 300-page book on Anduril’s history and strategy.


John Coogan


Kyle Harrison

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