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Shield AI (AI US)
Watchlist
25
Analysis
Industrials
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United States
AI software for autonomous navigation of military drones and aircraft in denied environments
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bullish
•
Govini
•
15 Oct 2025 08:00
$100M/year Palantir For Supply Chain
TL;DR: Emerging from the Pentagon's 2010s push to de-risk defense supply chains, Govini sells high-margin SaaS ($15K-$150K per seat) that helps...
Sacra
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129 Views
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bullish
•
Saronic
•
25 Sep 2025 08:00
$12.5M/year Anduril Of The Seas
TL;DR: With China’s shipyards outproducing the U.S. Navy 100x and Ukraine proving $250K sea drones can sink warships, Saronic is positioning as the...
Sacra
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199 Views
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bullish
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Quantum Systems
•
14 Sep 2025 08:00
Quantum Systems At $124M/year Up 216% YoY
TL;DR: After pivoting from civilian surveying drones to defense following Russia's 2014 Crimea annexation, Germany's Quantum Systems became the...
Sacra
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126 Views
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bullish
•
Stark Defence
•
23 Aug 2025 08:00
Primer: Stark Defence - 23 Aug 2025
Defense software and unmanned systems for AI-coordinated strikes and battlefield operations
Sacra
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148 Views
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bullish
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TAF Drones
•
25 Jul 2025 08:00
Ukrainian Dynamism
TL;DR: With hundreds of retrofitted Cold War-era factories, cheap engineers, and a front-row seat to the Russo-Ukrainian war, former Eastern Bloc...
Sacra
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132 Views
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