Contrary Research

We’re excited to introduce Contrary Research! Our vision is to be the best destination for finding high-quality research and in-depth analysis of private companies. 1/11

BREAKING: Inside The Anduril Thesis Full Interview on the 300 Page Book Covering 100 Years of Military History That Explain Everything About Anduril We Cover: - How the US built 40% of global manufacturing post-WWII - Cold War era when DoD funded 36% of global R&D - Founder + military maverick pattern (Schriver/Eisenhower, Rickover, Kelly Johnson) - Skunk Works, Bell Labs, & the golden age of defense - Anduril's counter-positioned playbook - Fixed-cost contracts & self-funded R&D - Why industrial capacity is the next great unlock - The mission behind the Flame of the West by Kyle Harrison (@kwharrison13), Sachin Maini (@sachinmaini) of @contrary & @contrary_res Timestamps (00:00) Kyle Harrison, GP at Contrary & Co-Author of The Anduril Thesis (01:22) The Anduril Thesis: A 300 Page Deep Dive (04:52) How America lost its military edge (07:33) The book that predicted the mess (10:36) How bureaucracy broke the US military (15:39) The ridiculous economics of modern war (19:25) How Ukraine changed everything (23:34) The Anduril thesis explained (30:18) The pitch that changed defense forever (36:52) Breaking down Anduril's tech stack (45:26) The $10 trillion undersea threat (57:43) Why founders need military mavericks (01:03:53) Inside the new Department of War (01:10:42) Anduril's unfair talent advantage (01:21:20) When defense tech was toxic (01:27:57) Why we must prepare for war (01:39:27) The venture capital trap

Today, we’re launching The Anduril Thesis, a 300-page book 2 years in the making. Of 500+ companies we’ve covered, Anduril could be the most important of all. Because if it mission is successful, it could single-handedly deter a catastrophic global conflict. Here's the story:

Today, Contrary Research is announcing The Anduril Thesis: a 300-page book covering the history of the defense industry, global conflict, and how Anduril is building a modern defense prime. You can read more and order the full book here: research.contrary.com/report/the-and…

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