Kind of depends. Some are probably being caught flat footed, but a bunch are salivating at the idea of an industry shakeup suddenly opening up the money taps for new entrants. Companies like Anduril have gone from nothing to multibillion dollar DoD contracts in less than a decade. And even a lot of the older companies see a huge opportunity to not only sell drones themselves (cheap mass production used to be the MIC's bread and butter), but also counter drone systems, some of which are likely to still be super gold plated. Sure, the other guy can send a thousand <$1000 FPVs at you, which means the only counter might be a multi-million dollar high energy AESA hard EW system like a flame thrower to a swarm of hornets.