The Pentagon just issued an emergency order to fast-track American drone production and it sent stocks like Red Cat, Unusual Machines, and AeroVironment soaring. In this episode, we break down what the new directive actually does, why drones have become the most important weapon on the battlefield, and which companies are poised to benefit. We also look at how far the U.S. has fallen behind in global drone dominance, and whether the Pentagon might take a direct stake in one of these firms.

Check out past deep dives:

The Reunion of Silicon Valley and the U.S. Military

What Palantir Actually Does (And Why It Matters)

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