January 22, 2025 (NEO - Brian Berletic) - With the conflict in Ukraine exposing how unprepared the United States’ military industrial base is for a peer or near-peer conflict, continued efforts are being made to either match Russian and Chinese military industrial output or otherwise compensate for it.
Many attempts to do so, including ongoing efforts by the US Army to expand 155mm artillery shell production, have shown progress but have fallen far short of matching let alone exceeding the output of just Russian shell production alone.
China, whose industrial base overall dwarfs that of the US, Europe, Japan, and South Korea combined, has demonstrated not only an ability to surpass the US in quantity, but now also in quality.
China has already established one of the largest and most capable missile forces on Earth. It also possesses one of the largest, most advanced integrated air defense systems which includes battle-proven Russia-built S-400 air defense systems. In recent years it has expanded the production of its Chengdu J-20 5th generation warplane to match the numbers of the US’ F-22 fighter jet and is on track to match the annual production rate of the US’ other 5th generation warplane, the F-35.
Last year, China unveiled its own additional 5th generation warplane, the J-35 and will likely expand production to match or exceed that of the J-20.
The US Department of Defense admits that many of the munitions these Chinese warplanes carry are as capable or are more capable than those carried by US warplanes including air-to-air missiles with longer ranges than their US counterparts.
In terms of shipbuilding, China has surpassed the United States so profoundly US policymakers admit closing the gap is unrealistic and instead seek to compensate through the development and manufacturing of large numbers of smaller vessels and aircraft including a variety of autonomous systems.
It should seem obvious that if China is capable of matching or exceeding the US in terms of missile, aircraft, and ship production, possessing the largest most prolific commercial drone company on Earth (DJI), China will be easily able to match or exceed both the quantities and quality of US-made autonomous systems.
Anduril and “Rebuilding the Arsenal of Democracy”
This conclusion appears lost on Palmer Luckey, the founder of Oculus VR - a virtual reality headset manufacturer - and now founder of arms manufacturer Anduril. Luckey believes that Anduril will be able to “hyperscale” production of autonomous aircraft, maritime vessels, and munitions to “rebuild the arsenal of democracy,” and lend victory to the US in a future great-power conflict with China.
Anduril drones have already been used over the battlefield in Ukraine, a peer-conflict the US is waging against Russia by proxy. Those drones have failed to grant Ukraine any advantage as its forces face a total collapse of fighting capacity, losing heavily defended territory to advancing Russian forces at an accelerated rate across the entire line of contact.
Much of Ukraine’s failure on the battlefield is owed to the limits of its Western sponsors and their ability to field practical, low-cost, and numerous enough weapons and systems to match those Russia is deploying.
It could be argued that Anduril’s technology hasn’t been fully matured and the advantage of “hyperscaling” not yet been fully realized, but a much more likely explanation is a fundamental flaw in Anduril’s approach based on an equally flawed understanding of geopolitics and national security, coupled with self-serving short-sighted priorities including profit-over-purpose.
In a January 17, 2025 interview with Bloomberg Technology, Luckey described the building of “Arsenal 1,” Anduril’s first “hyperscale” production facility. Based in Ohio, Luckey claims it will provide up to 4,000 jobs over the course of the next 10 years and produce 1,000s of Anduril “defense products” including cruise missiles and autonomous warplanes.
Luckey sells “Arsenal 1” as a vision of not only revolutionizing US-based military manufacturing, but as a means of compensating for China’s vast industrial base and growing military might. To fully achieve this vision, however, Luckey insists on the US “leveraging the whole of the nation,” to face and overcome the threat he claims China poses.
Selling Overpriced, Under-Performing or So-Far Non-Existent Weapons
Forbes, in its own recent article about the construction of the facility, claims:
The plant is designed to produce tens of thousands of drones per year. Initially these are likely to be Anduril’s current product range , the Fury an autonomous jet fighter which work alongside crewed platforms, the Roadrunner, a one-way interceptor and attack drone and Barracuda, a family of long-range attack drones or cruise missiles with ranges of 100-500 miles.
However, based on publicly available information, neither the Fury nor the Barracuda have been built even as prototypes let alone finished products. Instead, Luckey often poses in front of what are most likely 1:1 scale models of the proposed weapon systems which will face years of further development before they end up mass produced and sold to the US government or exported abroad.