Lowery: Anduril is pursuing a 'me too' strategy against China's manufacturing
Andy Lowery · CEOs of Epirus & Galvanick on the Future of Defense & Cybersecurity · Sourcery with Molly O'Shea · Oct 5, 2025 · at 5:42
Andy Lowery is the CEO of Epirus, a defense tech company building directed energy systems to counter drone swarms. He discusses the strategies of American neoprime defense contractors.
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“There's an element, one, of folks doing me too, like Andrew's very me too to China. They said, we're going to go toe to toe. We're going to manufacturing in volume. We're going to build computers. We're going to build drones. We're going to build everything that China does really, really well. They got a long way to go.”
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More from Andy Lowery
Lowery: US produces 50,000 drones annually compared to China's 60 million
“China's building, I've heard, sixty million drones per year is not outside of the question of China being able to do, but, ah, and US maybe 50,000 drones in a year. So there's a huge disparity there.”
Lowery: The US military is forced to buy foreign-made computers
“The microprocessors, the computers, you cannot buy an American made computer. You have to go overseas. You have to go to China and military doesn't want to buy A foreign made computer, but there isn't any option, so they have to do by exception”
Lowery: Traditional one-to-one air defense cannot scale against mass drone swarms
“Until they overwhelm your defenses, overwhelm your ability to protect, and the traditional way of protecting, one effector, one threat, OODA loop, that isn't going to work.
It does not scale with this sort of six-domain threat.”
Lowery: US high-volume amplifier manufacturing died after the early 2000s telecom boom
“We haven't built that kind of volume of amplifiers in the United States anyways since the early 2000 when we were doing the base stations and all of the towers were going up for our cell phones everywhere and you had Nortel networks and all of that. That was r…”