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The Startup Rebuilding America's Military From Scratch
2026 could be a big year for IPOs. And one of the most closely watched may come from an unlikely corner of Silicon Valley: defense technology. Anduril Industries, a startup founded less than a decade ago, has reportedly reached a valuation exceeding US$60 billion in private markets. That figure places it squarely in competition with some of America’s largest and longest-standing defense contractors. We break down how Anduril is challenging Lockheed Martin, and explain what its growth and reported IPO could mean for the market.
Chapters:
0:00 Intro
0:59 Chapter 1 - The Giants
1:42 Chapter 2 - The Problem
2:33 Chapter 3 - Enter Anduril
3:11 Chapter 4 - The Software Advantage
4:12 Chapter 5 - The $60 Billion Valuation
4:48 Chapter 6 - The Drone Shift
5:12 Chapter 7 - The Government Push
5:40 Chapter 8 - SV Takes Defense
6:06 Chapter 9 - Legacy Contractors?
6:27 Conclusion - The Future of Defense
If you're just discovering us, subscribe so you don’t miss our next investing video!
Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
You can also find more of our content here:
● Free investing newsletter: https://jonerlichman.substack.com/
● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
● Instagram - https://www.instagram.com/jonerlichman/?hl=en
● X - https://x.com/JonErlichman
● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● Website - https://www.tickertakeonline.com/
About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
#technology #anduril #stockmarket
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Jon Erlichman2026 could be a big year for IPOs. And one of the most closely watched may come from an unlikely corner of Silicon Valley: defense technology. Anduril Industries, a startup founded less than a decade ago, has reportedly reached a valuation exceeding US$60 billion in private markets. That figure places it squarely in competition with some of America’s largest and longest-standing defense contractors. We break down how Anduril is challenging Lockheed Martin, and explain what its growth and reported IPO could mean for the market.
Chapters:
0:00 Intro
0:59 Chapter 1 - The Giants
1:42 Chapter 2 - The Problem
2:33 Chapter 3 - Enter Anduril
3:11 Chapter 4 - The Software Advantage
4:12 Chapter 5 - The $60 Billion Valuation
4:48 Chapter 6 - The Drone Shift
5:12 Chapter 7 - The Government Push
5:40 Chapter 8 - SV Takes Defense
6:06 Chapter 9 - Legacy Contractors?
6:27 Conclusion - The Future of Defense
If you're just discovering us, subscribe so you don’t miss our next investing video!
Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
You can also find more of our content here:
● Free investing newsletter: https://jonerlichman.substack.com/
● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
● Instagram - https://www.instagram.com/jonerlichman/?hl=en
● X - https://x.com/JonErlichman
● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● Website - https://www.tickertakeonline.com/
About me:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
#technology #anduril #stockmarket
Learn more about your ad choices. Visit megaphone.fm/adchoices