ENTITY
Shield AI

Shield AI (AI US)

25
Analysis
Industrials • 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...

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Sacra
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...

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Sacra
199 Views
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bullish•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...

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Sacra
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

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Sacra
148 Views
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bullish•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...

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Sacra
132 Views
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