I did speak to a few missile manufacturers facing the same thing, including DOD's lack of urgency, which I interpret as Congress' lack of urgency. In the nightmare situation of a hot war in the Pacific, that attitude would change on a dime, and I still think Operation Warp Speed is the primary example of how we would respond to direct threats. Similar to COVID, I would much rather deter such a situation with bold action now than wait until we're certain we'll need them, which will cost many more lives.
And I've heard dubious things on Replicator too, but thankfully, smart defense private money is going to truly disruptive dual-use tech that is autonomous, resilient, and ultimately attritable. That combination is the best answer for democratic countries that care about soldiers' lives vs. authoritarians sending human waves.