May. 15 at 9:09 AM
$SONDS trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control.
That's where the
$PLTR partnership becomes important because software is what can turn a collection of drones, sensors and robots into a real operating system.
The acquisition strategy is aggressive but this quarter made it look a lot more credible. Less like a roll-up and more like an emerging autonomous defense platform with real demand behind it.
