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š· Drone Kingdom
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š¦ WARNO: We pushed up the release of our next show, so youāll have something to get you through dealing with family Thanksgiving. Episode drops Tuesday morning on Spotify, Apple, or YouTube.
In That Number
42
The defense conglomerate EDGE unveiled 42 new products at the Dubai Airshow, spanning drones, propulsion, sensors, and data management systems.
The biggest splash was the production alliance with Anduril for the Omen tail-sitter drone.

On the Radar

Breaking Defense
Drone Kingdom. General Atomics revealed that they are negotiating a massive drone deal with Saudi Arabia for up to 130 MQ-9 STOL-variants and 200 Gambit Collaborative Combat Aircraft (CCA).
The Mergeās Take: Will 130 MQ-9s supplant the 300+ Chinese Wing Loong IIs that Saudi Arabia owns? It also appears to be bypassing the initial CCA development phase and going straight for production-ready, export variants of loyal wingman. That said, where all these drones will be built is a big part of the deal. The nation aims to localize 50% of military spending by 2030ātoday they are at 25%. So a deal this size, with the right localization, could be a win-win for GA and Saudi Arabia. If they buy the CCAs, what fighter they ācollaborateā with is also coming into view: this week, they announced intentions to buy 60 F-15EX and 48 F-35s, and the latter has support from the current US administration.

DoW
14 to 6. The Pentagon revised its critical technology areas from 14 to 6. The new six: Applied Artificial Intelligence (AAI), Biomanufacturing (BIO), Contested Logistics Technologies (LOG), Quantum and Battlefield Information Dominance (Q-BID), Scaled Directed Energy (SCADE), and Scaled Hypersonics (SHY).
The Mergeās Take: Itās not apples-to-apples; 14-6 does not =8. The 14 areas released in 2022 were foundational (āmicroelectronicsā, āadvanced materialsā), whereas the new list has 6 missionized outcome-oriented areas. What's out: āhypersonics.ā Whatās in: āscaled hypersonics.ā Keep an eye on contested logistics, thatās new for the list, a long-standing Achilles heel, and a market ripe for disruptive startups (and there are a few).

Kymeta
Golden Dome Interceptor Comms. Kymeta and iRocket announced a strategic partnership Kymetaās new conformal multi-orbit antenna technology into iRocketās missile interceptors. This collaboration aims to deliver "always-connected" capability for the future Golden Dome continental defense vision, enabling real-time, resilient communications and guidance updates for the interceptors.
The Mergeās Take: Lots to unpack here. Kymeta's metamaterial antennas are a "game-changer" because they are surface-integrated antenna designs that reduce the aerodynamic drag of high-speed interceptors while maintaining robust, multi-orbit connectivity for non-negotiable, accurate guidance updates. As for iRocket, if you didnāt know, they are building a missile interceptorānow you do.
TRIVIA
What is this? Hint: the picture is from World War II.

A) a bomb encased in Styrofoam
B) a nuclear reactor encased in rubber
C) a statue encased in bricks
They Said It
āWeāre going to launch in multiple waves, demonstrating what a phased use of these might look like over time. Weāre going to create mass disruption [of the] stratosphere to demonstrate what it would look like if this was coming at you.ā
ā Andrew Evans, Army G-2 Director of the Strategy & Transformation, on a planned experiment using 200+ high-altitude balloons for attritable intelligence gathering.

Knowledge Bombs
Valar Atomics became the first nuclear startup to sustain a controlled fission reaction
Ursa Major closed a $100M Series E fundraise to expand rocket motor manufacturing
Redwire won a $44M DARPA contract to build an air-breathing VLEO satellite
General Atomics & Saab will test an Airborne Early Warning and Control (AEW&C) MQ-9 variant in 2026
HavocAI secured $85M in funding to scale its autonomous naval fleet technology
Red 6 & Boeing integrated an augmented reality helmet system on the AH-64E Apache helicopter
Anduril won a $50M contract for ALTIUS 600 loitering munitions to support Air Force Special Operations
Planet & Quantum Systems partnered to fuse satellite and drone data into a ātip & cueā solution
The Air Force revealed that an F-22 pilot successfully controlled an MQ-20 drone from the cockpit
Colombia is buying 17 Gripen E/F fighter jets ($3.6B deal)
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ANSWER
C. WWII threatened Michelangelo's David, located in Florence, Italy. Because the 17-foot marble statue was too massive to be relocated, it was encased in a custom brick "hive" in 1943 to protect it from air raid bomb damage. When the brick enclosure was carefully dismantled in 1945, the statue emerged dusty but unharmed.

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