Print desk·2026-08-02·.md
SpaceX vs Anduril: different books, same decade
Starlink is the volume line. Launch is the original book. Starship is the bet. Defense contracts. Hardware plus Lattice. The buyer is a government.
SpaceX leads on Starlink (55%). Anduril leads on Defense programs (88%). The seat follows the slice that pays.
The mix
Hover a slice
- Starlink55%—
- Launch38%—
- Other7%—
- Defense programs—88%
- Lattice / other—12%
- SpaceXAnduril
Starlink is the volume line. Launch is the original book. Starship is the bet.
Pays: NASA, DoD, other launch customers. Starlink subscribers and backhaul.
Builds: Propulsion, avionics, manufacturing, Starlink. Cash under the labs.
Defense contracts. Hardware plus Lattice. The buyer is a government.
Pays: DoD and allied ministries.
Builds: Hardware, autonomy, and forward-deployed engineers.
The seat
Do not treat SpaceX and Anduril as one market. Propulsion, avionics, manufacturing, Starlink. Cash under the labs. That is not Hardware, autonomy, and forward-deployed engineers. Name the book before the interview.