Michael Anderson (@michaelanderson)
10 Ways to Play the Pentagon's Drone Push
The Pentagon just created a permanent autonomous warfare group and is seeking $55 billion for 2027 as drones become a "true focus of the department."
That spending should flow across drone platforms, components, autonomy, sensors, and counter-drone systems, putting these 10 names directly in the mix:
- $DPRO: Commander tactical and public safety drones
- $RCAT: Black Widow short-range reconnaissance drones
- $UMAC: U.S.-built motors and components for FPV drones
- $KTOS: Low-cost attritable jet drones for autonomous combat
- $AXON: Dedrone counter-drone detection and airspace security
- $TDY: Black Hornet nano drones and battlefield thermal imaging
- $ONDS: Autonomous drones, ground robots, and command software
- $MRCY: Secure processing and RF electronics inside drones and missiles
- $AVEX: Phoenix Ghost one-way attack drones plus unmanned vessels
- $AVAV: Switchblade loitering munitions plus BlueHalo counter-drone systems