00:00The first is Andoril, a new generation of weapons manufacturers bringing software-defined
00:06manufacturing from Silicon Valley to the defense industry.
00:09And in April 2024, with the CCA victory, three of the four traditional giants were excluded.
00:17CCA stands for Collaborative Combat Aircraft, that is unmanned AI-controlled companion aircraft
00:23that fly together with manned jets like the F-35.
00:27A fraction of their price and production costs.
00:30And they are supposed to be producible in large quantities.
00:34In April 2024, the US Air Force selected Andoril and General Atomics for the first development
00:41phase, leaving out Boeing, Lockheed Martin and Northrop Brumman, three corporations that
00:46have been building fighter jets for over 80 years.
00:50The second is Hadrian, which doesn't sell end products but provides the factories where
00:55they are made.
00:58Hadrian is to Andoril what TSMC is to NVIDIA.
01:02Both have had a supply partnership since June 2023.
01:07Both are financed by the same investors.
01:09This is a deliberately coordinated setup, not a random market phenomenon.
01:14Andoril is also a predominantly
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