VishnuOsiris
ACCESS: Confidential
- Joined
- 1 December 2024
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You have an idea of what NG an LM classified assets could be ? new capacity ?
If we're referring to budget items reported in their respective Earnings Calls: (IMO) NG is the B-21/RQ-180 (likely) and their respective footprints; LM is NGAD. It looks like they will go with something like Palantir for AI/ML/JADC2 independence from the usual suspects. For the trifecta, Boeing gets the F/A-XX as part of civil-military fusion to get platforms pumping out at maximum rates. I think the new capacity is the Space Force superiority/orbital ISR dominance, applied like a beautiful rug which really ties the room together.