Drones, counter-drone systems, munitions, advanced manufacturing, and shipbuilding are all facing the same constraint: production capacity has not kept pace with demand signals or private investment.
SVDG Take
Capital and talent have flowed toward building technology. Far less has flowed toward scaling the industrial infrastructure required to field it.
Future Success Signals
NatSec100 companies receiving multi-year, production-level contracts.
New manufacturing facilities opening in direct connection with government awards.
Growth in defense tech employment attached to new production facilities