Weekly
BattlePolicy Brief No. 42: The Factory Bill
Anduril pledges $3.7 billion for a submarine yard, Shield AI matches the Navy dollar for dollar, Raytheon starts SM-3 work before a price is set. Ukraine's interceptor drones are still short of engines.
BattlePolicyHow combat use reshapes defense technology and markets. ![]() AI illustration, BattlePolicy
Dear readers,
Thirty-three people died when a Russian glide bomb hit a Kramatorsk bus stop on Oct. 8, Ukraine's emergency service said. That loss is the deadline against which I judge this week's industrial commitments.
Paying companies for demonstrated production is sound discipline for a submarine yard expected to open in 2030. Asking them to carry construction risk can protect public money. My judgment is that the same discipline leaves a dangerous gap when Ukraine lacks engines for interceptors needed this month.
The United States and its NATO partners should guarantee democratic freedom through decisions that defend it. The rule of law comes first, with individual liberty alongside it. Ukraine's ability to protect civilian life belongs in that commitment. Europe can write an engine order with a quantity and a date.
I would support that purchase alongside the longer programs. A company able to finance a plant has earned an opportunity; a democracy under bombardment needs procurement that also reaches components without identified financing.
Marcus Schuler
San Francisco |

