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Capital · Defense tech

Warhound launches with $200 million seed round to supply military working dogs

Conceived by Palmer Luckey and Ben Lamm, the startup plans to combine cloning, training and Anduril equipment to build a domestic working-dog supply.

Warhound emerged from stealth with a $200 million seed round and plans to supply working dogs to U.S. military forces, law enforcement and emergency first responders.1

Warhound launches with a $200 million seed round

Seed financing and company-described working-dog supply constraints, October 2026

$200 millionWarhound seed round
More than 80%U.S. military working dogs acquired from Europe, Warhound says
Less than halfProcured dogs deemed fit for service after a roughly three-year acquisition-and-training pipeline, Warhound says

The supply and training figures describe the existing military working-dog pipeline, not Warhound's results.

Source: Warhound release via PR Newswire, Oct. 22, 2026.

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Its model combines biotechnology licensed from Colossal Biosciences, which Lamm co-founded, with training and Anduril's cybernetic augments and software. Warhound plans to produce dogs through cloning and equip them through its partnership with Anduril.1

Led by CEO David Spirk, Warhound lists In-Q-Tel, Sequoia Capital, ARK Invest, Franklin Templeton, 8VC and Lux Capital among its backers.1

The company describes a supply problem involving both overseas dependence and training losses. Warhound says more than 80% of U.S. military working dogs are acquired from Europe. It says fewer than half of procured dogs are ultimately deemed fit for service after a roughly three-year acquisition-and-training pipeline.1

The financing backs Warhound's effort to build a domestic supply using a model the company says will reduce training washouts. Its launch announcement names no government customer or contract.1

Clarification, November 4, 2026: We updated the link to Warhound's launch announcement, which is now dated Oct. 23, and removed the launch date from the brief. The rest of the brief is unchanged.

Sources (1)
  1. Warhound: Warhound Launches with $200 Million to Rebuild America's Military Working Dog Supply (PR Newswire, Oct. 23, 2026) www.prnewswire.com
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Capital · Air and missile defense

Anduril pitches new Steelfin interceptor as a lower-cost option to PAC-3

Anduril executives aim for a third of the PAC-3 MSE's price, Breaking Defense reported. The company declined to say whether Steelfin was selected for the Army's next-generation PAC-3 effort.

Anduril on Monday unveiled Steelfin, a family of two-stage surface-to-air interceptors designed for cruise, ballistic and hypersonic missile threats.1–2 Executives aim for it to cost a third of the price of the Patriot's PAC-3 Missile Segment Enhancement (MSE), Breaking Defense reported.2 That benchmark is Lockheed Martin's missile, built under an undefinitized multiyear contract Lockheed puts at $58.62 billion. Lockheed says that funding lets it triple PAC-3 MSE capacity by the end of 2030.4

Anduril executives are aiming for Steelfin to cost a third of the price of the Patriot's PAC-3 MSE

The Army's Future Interceptor program seeks a next-gen version of the PAC-3 MSE

Steelfin interceptoraiming to cost a third of the priceplanned

will begin flight testing Steelfin variants next year

Lockheed Martinone of two companies selectedactual

Lockheed Martin and one other undisclosed company were selected for the Army's Future Interceptor program

Anduril executives declined to comment on whether Steelfin was selected for Future Interceptor

Reported by Breaking Defense, Oct. 9 and Oct. 12, 2026; Anduril, Oct. 12, 2026

Sources
TGOs tgos.io

Anduril was one of many vendors chosen for testing and demonstrations after the Army's xTech Apex Intercept competition, Breaking Defense reported Monday. Steve Milano, Anduril's senior director of missiles, said the company is vying for the Army's low-cost interceptor program with Steelfin. He called it a "natural fit" for Future Interceptor, the Army's effort to find a next-generation PAC-3 MSE, though Anduril executives declined to say whether Steelfin was selected.2 Lockheed's Tim Cahill said in a Breaking Defense report Friday that Lockheed is one of two companies selected, without naming the other.3

The company says Steelfin variants are compatible with launchers including the M903A2, the Mk 41 Vertical Launch System and Typhon. It plans to produce on the order of several thousand Steelfin variants a year in the short term.1 Milano expects full-rate production at the end of 2028 or the beginning of 2029, Breaking Defense reported. Anduril intends to build most subassemblies at Arsenal-1 in Ohio and do final integration with a "handful of our partners," he said.2 Anduril says it has spent years on Steelfin "investing alongside multiple customers," though neither its announcement nor the outlet's report names one or describes an order.1–2

Anduril says it has completed ballistic testing with representative air vehicles and will begin flight testing Steelfin variants next year.1 Naming the second Future Interceptor company will show whether Steelfin advanced in the same program as Lockheed's PAC-3 Edge, which Lockheed intends to begin testing in 2027, according to Breaking Defense.3

Sources (4)
  1. Anduril: Steelfin (Oct. 12, 2026) www.anduril.com
  2. Breaking Defense: Anduril unveils Steelfin interceptor as cheaper option to PAC-3 missiles (Oct. 12, 2026) breakingdefense.com
  3. Breaking Defense: Lockheed unveils PAC-3 Edge, its next-gen Patriot interceptor (Oct. 9, 2026) breakingdefense.com
  4. Lockheed Martin: Department of War Awards Lockheed Martin $58.62B for Multiyear PAC-3 MSE Production (July 29, 2026) news.lockheedmartin.com

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Capital · Shipbuilding

Anduril adds Gecko Robotics' AI inspection to its submarine shipyard plans

Anduril says it is already embedding Gecko's nondestructive testing in production workflows at its California protofactory, ahead of the planned Maryland shipyard. Gecko disclosed no value or financial terms.

Gecko Robotics' technology will be deployed at Anduril's 160,000-square-foot protofactory in Orange County, Calif., where submarine components will be made.1 Gecko will use its inspection technology and AI-powered software for nondestructive testing (NDT) of those components, Breaking Defense reported. Gecko President Troy Demmer told the outlet the robots inspect what is happening beneath the surface of a weld.2 The partnership, announced Oct. 8, will also support Arsenal-2, the Baltimore County shipyard Anduril announced Oct. 6.1, 4

Gecko's technology will be deployed at Anduril's new 160,000-square-foot protofactory

Gecko Robotics announced a partnership with Anduril Industries on Thursday, Oct. 8, 2026

Geckonon-destructive testing (NDT)
Anduril160,000-square-foot protofactory in Orange County, California
Anduril160,000-square-foot protofactory in Orange County, California
Arsenal-2a new software-defined shipyard in Baltimore County, Maryland

the Orange County facility gives Anduril a two-year operational head start

Anduril is preparing for Arsenal-2 to launch initial operations in 2030

Gecko Robotics release, Oct. 8, 2026. NDT detail, head start, workforce link and 2030 timing reported by Breaking Defense, Oct. 6 and Oct. 8, 2026.

Sources
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"We are already embedding Gecko's NDT technology into real production workflows at our Orange County protofactory," said Bill Noderer, Anduril's vice president and general manager for shipbuilding. He said the aim is shorter inspection waits and quality processes Anduril can take to Arsenal-2 "from day one."1 That puts Gecko inside Anduril's validation phase: Anduril's release, as quoted by Breaking Defense, calls the Orange County site a head start to develop and validate production workflows and quality systems before Arsenal-2 comes online.1, 3

In March, the Navy awarded Gecko a five-year contract worth up to $71 million to use hull-scaling robots and AI to identify possible repairs on ships, including destroyers, Breaking Defense reported.2, 5 That work looks for repairs on ships in service.2 At Anduril, Gecko will test new-build submarine components, and the outlet reported it will also establish a "digital thread" of data to assist maintenance planning.1–2

Gecko's testing is meant to reach Arsenal-2 through the quality processes Noderer described, so its role at the shipyard moves on Anduril's schedule for the yard.1 Breaking Defense reported that Anduril is preparing for Arsenal-2 to launch initial operations in 2030 and plans to expand from basic submarine parts into more complex sections like the bow.2

Sources (5)
  1. Gecko Robotics: Gecko Robotics and Anduril Partner to Rebuild America's Maritime Industrial Base (Oct. 8, 2026) www.geckorobotics.com
  2. Breaking Defense: Gecko Robotics, Anduril team up for new Baltimore County shipyard (Oct. 8, 2026) breakingdefense.com
  3. Breaking Defense: Anduril launches new shipyard to manufacture components for Virginia-class subs (Oct. 6, 2026) breakingdefense.com
  4. Anduril: Anduril, U.S. Navy Invest $6.6 Billion to Expand America's Submarine Industrial Base (Oct. 6, 2026) www.anduril.com
  5. Breaking Defense: Navy taps Gecko Robotics for ship-scaling robots to identify repairs in Pacific Fleet (March 17, 2026) breakingdefense.com