Anduril Growth Playbook
Defense technology company.
Speed
High
Strategy
Software First
The Spark
Palmer Luckey saw that defense primes (Lockheed, Raytheon) were slow and expensive.
The Growth Engine
The 'Spec-First' Private R&D Model: Anduril tacticaly successfully disrupted the 'Defense Prime' monopoly by funding their own development. Their growth engine is the 'Finished Goods' approach—building AI-powered sensors and drones (Lattice OS) on their own dime and selling them as products, rather than bidding on decades-long research contracts. This 'Silicon Valley Speed' allowed them to ship solutions to actual conflict zones (like Ukraine) while legacy competitors were still in the blueprint phase, winning the trust of the high-level military innovators who value 'Mission Over Bureaucracy'.