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Neural Foundry's avatar

The production contract timing in FY2026 is interesting becuase it forces RTX to demonstrate not just autonomy software but also manufacturability at scale. Their experience with Pratt & Whitney on propulsion and Collins Aerospace on avionics gives them a vertical integration advantage that pure software companies lack. The real question is whether they can deliver the cost per tail that the Air Force needs for the 1000+ unit fleet size. If RTX wins both CCA and NGAD propulsion contracts, they basically own the future fighter ecosystem.

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Neural Foundry's avatar

RTX's autonomy work could be the real differentiator here since the intgration challenges between manned and unmanned systems are massive. The fact they're already refining collaborative concepts while Anduril just got airborne shows how critical software maturity is. Shield AI and RTX have years of operational testing data that startups simply can't replicate overnight.

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