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🎖️ This weekend marked the 82nd anniversary of D-Day, so we have some WWII defense-tech history for you.

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USAAF

Mathematical Mustang

The iconic North American P-51 Mustang of World War II.

Famous as the definitive long-range escort fighter of the European Theater, the P-51 is also legendary for its looks—it’s a beautiful aircraft.

There is a reason for that.

The Mustang was the first major aircraft to use mathematical lofting—more specifically, conic lofting—to define its shape.

Lofting 101

Lofting is the process of turning a designer’s lines into the full-scale shapes used to build an aircraft, and it originated in shipbuilding.

For centuries, shipbuilders used naval architects on lofted floors to draw full-size hull shapes. Those drawings became the basis for full-sized templates, enabling the shipyards to fabricate parts and build the ship.

Even with the incorporation of mathematics into measurements, much of the final shape still depended on loftsmen physically hand-drawing curves through plotted points, often relying on judgment.

Aircraft Lofting

Aircraft posed a bigger challenge because an airplane’s shape is brutally sensitive; slight angular irregularities or mismatches affect lift and drag, which in turn affect range and performance.

To accurately define a smooth, three-dimensional body, full-scale loft drawings were often made on massive wood or metal tables to maintain very tight tolerances. While it worked, the design intent was never really locked in, because the curves varied as aircraft drawings moved from engineering to tooling to production.

Lofting the B-24 Liberator, Chicago Museum

The Mustang

Instead of relying on lofting with hand-drawn curves, North American designers used mathematically defined curves drafted from sets of repeatable circles, ellipses, parabolas, and related conic-section templates.

This produced the P-51’s distinctly smooth, low-drag, fluid-like shape that “looks right” from any angle.

national archives

The Legacy

The P-51 Mustang ushered in the era of mathematical design in aviation, and a form of mathematical lofting is still used today.

Modern Computer-Aided Design (CAD) programs “loft” surfaces by blending cross-sections into digitally-adjustable continuous three-dimensional shapes.

The P-51 was an extraordinary airplane, and it was by mathematical design.

In That Number

181,159

Taiwan exported 181,159 drones in the first 4 months of 2026, a 20X increase compared to the same period last year.

Taiwan’s drone export boom is heavily driven by the war in Ukraine and a global push to diversify away from Chinese materials. 

TRIVIA

On this day, 114 years ago, U.S. Army Capt. Charles Chandler achieved which major milestone in an airplane?

A) first hand grenade toss
B) first successful aerobatic loop
C) first to fire a machine gun

On the Radar

Grid Aero

Cargo Drone Plan. Congress wants a Pentagon strategy for using large autonomous cargo drones to resupply remote outposts under the Air Force’s Agile Combat Employment (ACE) doctrine. Not every intra-theater resupply mission needs (or can risk) a C-130, but there isn’t anything to fill that gap (ignoring the small C-146 special operations fleet). The initiative swaps large, crewed airlifters for smaller, purpose-built, low-cost drones that can better support distributed operations.

  • The Merge’s Take: Without the logistics, ACE is just a concept, so having a plan, funding, and an acquisition strategy in place seems overdue. The lack of firm requirements hasn’t stopped industry though—ops analysis, research, and some math all point to payload/range opportunities. Companies to keep an eye on: Pyka (400 lb, 200 mi), Dronamics (700 lb, 1,500 mi), Electra (1,000 lb, 1,200 mi), Reliable Robotics (3,000 lb, 1,000 mi with converted Cessna 208s), and Atropos (jet-powered, 20,000 lb class). Grid Aero is viewing it as a system problem with a scalable airframe architecture (2,000–10,000 lb) that sounds like it's leveraging common components for different-sized airframes.

 

Oshkosh Defense

ROGUE Fires Block 2. Oshkosh Defense & Forterra were awarded a $92M production contract for the U.S. Marine Corps’ Remotely Operated Ground Unit for Expeditionary Fires (ROGUE-Fires) Block 2. ROGUE Fires is an unmanned mobile missile launcher based on the Joint Light Tactical Vehicle (JLTV) platform. Block 2 adds Forterra's AutoDrive system.

  • The Merge’s Take: The Marine Corps has been prototyping ROGUE-Fires autonomy efforts with Forterra, Kodiak AI, and Overland AI for the past year. While some of those efforts will continue, this Block 2 milestone marks the U.S. military's first large-scale production award for ground-vehicle autonomy and a big step forward with the Marine Corps’ Expeditionary Advanced Base Operations (EABO) strategy in the Pacific.

 

USMC

Reshoring TNT Production. Repkon USA was awarded an $78M Army contract mod to accelerate the construction of a new domestic TNT production facility in Graham, Kentucky. This milestone expands 2024 contract funding to $404M, with operations beginning in early 2029.

  • The Merge’s Take: The first military use of TNT was in artillery shells in 1902, the last time the U.S. produced TNT was 1986, and the Army started phasing it out of U.S. 155mm artillery production in 2014 (in favor of IMX-1). Still, TNT remains a staple of mass production of energetics (including surging 155mm), and there is a severe global TNT shortage that isn’t going to fix itself.

They Said It

“Candidly, we probably had some more opportunities to buy, but industry can’t quite respond that quickly to what we’d like to do.”

General John Lamontagne, Air Force Vice Chief, regarding the current gap between the Air Force’s procurement goals and the industrial base’s production capacity

The Show!

In this episode, Mike and Matthew take a deep dive into Anduril’s products, revenue, contracts, and business strategy.

Check it out!

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ANSWER
C) On June 7, 1912, two Army officers took off in a tandem-seat Wright Model B with a prototype Lewis machine gun mounted to the frame and proceeded to hit a 6-foot ground target from an altitude of 250 feet. The shooter, Capt. Chandler, was Military Aviator No. 5, awarded Military Aviator Badge No. 1, and is recognized as the U.S. Air Force’s very first officer. The pilot, Lieutenant Roy Kirtland, was Military Aviator No. 14, and Kirtland Air Force Base (New Mexico) is named for him. If you guessed hand grenade, that happened the year before (1911). If you guessed an aerobatic loop, that happened in 1913.

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