K◆THINK TANK DAILY™

THINK TANK DAILY™ · ISSUE 061 · DEFENSE

The Companies May Win. That Doesn't Mean the Advisers Caused It.

Project Meridian has no checkbook. The tilt toward Anduril and SpaceX was already underway, and Taiwan's first V-BATs are off schedule regardless of who advises Washington.

OCTOBER 8, 2026CONFIDENCE 0.60

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Issue 061: The Companies May Win. That Doesn't Mean the Advisers Caused It.