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SpaceX showed a way through the bureaucracy and corruption. By building technology that was dramatically better and cheaper, it became almost impossible for NASA to avoid awarding them contracts.

This seems to be Anduril's approach as well. Whether they can execute as well as SpaceX has done remains to be seen.

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You could argue this only happened because the technology effectively stagnated for so long that private sector actors were able to not only catch up but get ahead. And even then it only caught up because that particular technology was a passion project for a billionaire, and they werent necessarily optimizing towards wealth extraction in the space.

Personally I dont think its a great idea for a country to let their military technology stagnant if military supremacy is a core part of your international doctrine like the United States.

They also had other customers. That's an important difference. SpaceX can be profitable without NASA contracts.

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