18 U.S. prototypes built in 18 months -- a major leap from the typical 6-year cycle.
Names to watch:
1. $Archer Aviation Inc.(ACHR)$ -- urban air mobility & defense logistics
2. $Ondas Holdings Inc.(ONDS)$ -- secure networks for drone comms
3. $Red Cat Holdings Inc.(RCAT)$ -- field drones for ISR & tactical ops
4. $Enovix Corporation(ENVX)$ -- high-density batteries for next-gen drones
5. $Kratos Defense & Security Solutions(KTOS)$ -- scaled unmanned defense systems
6. $Unusual Machines Inc(UMAC)$ -- autonomous fleet command & control
7. $Joby Aviation, Inc.(JOBY)$ -- DoD-backed eVTOL with ISR/logistics crossover potential
8. $Redwire Corp.(RDW)$ -- acquired QinetiQ U.S. drone unit to scale autonomous ISR
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