I'm pretty intrigued by companies like Anduril. I don't know much about them. But the idea that we apply more "tech startup" business models to defense doesn't seem like a bad idea to me.
My sense is that the existing defense contractors are old, slow and expensive (and conditioned to take huge sums from the government for developing future tech.)
In fairness, I'm not at all knowledgable about the industry. Just my impression of things. But it is hard to not be happy to see new entrants to any important market.