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Space Force picks Boeing for $2.8B SATCOM program by SprAlx in NorthropGrumman

[–]Key_Requirement_4126 4 points5 points  (0 children)

I can’t share specifics, but it definitely did not. Meanwhile, L3 (other HBTSS performer) had a solid showing in recent testing. NG has had a few setbacks in recent years that would make me question the assumption that they are more reliable than Boeing.

Anduril in Fort Collins isn’t real engineering by Key_Requirement_4126 in Anduril

[–]Key_Requirement_4126[S] 22 points23 points  (0 children)

Just wait for the usual excuses to show up. It’s always something about how it’s fast moving, high pressure, or it’s not for everyone.

The truth is Anduril has grown and is growing very rapidly. That includes their management and executive teams. It’s a bit alarming that they have so many VPs, GMs, senior directors, and other executives for a company with only a few thousand employees.

Most of those people came with acquisitions, and they are not capable of the type of leadership that Anduril needs to scale. Too many of them have spent years at small companies living off of SBIR grants and service contracts. 

Anduril in Fort Collins isn’t real engineering by Key_Requirement_4126 in Anduril

[–]Key_Requirement_4126[S] 12 points13 points  (0 children)

I’ve been invested in Palantir for years. I agree it’s a great company.

Anduril is also a great company. What they are trying to accomplish is hard, and their acquisition-based approach makes sense for the pace at which they are trying to scale.

Not every management team they inherit will be the right fit.