We use third-party cookies in order to personalize your site experience. See our Privacy Policy.

Category thesis

medium conviction 15 technologies

Defence & Aerospace

Defence and aerospace are being transformed by reusable rockets, directed energy weapons, and autonomous systems; the companies that master these will define military capability for the next generation.

The thesis

Category overview

SpaceX made reusable rockets routine, reducing launch costs 10x. Directed energy weapons achieve cost parity ($1-10/shot vs $4M missiles) against drones. Electronic warfare dominates modern battlefields (Ukraine). Autonomous underwater vehicles extend surveillance to the ocean domain. The companies mastering these technologies define military capability for the next generation.

Technologies tracked

15 total

Autonomous underwater vehicles Commercial space stations Counter-drone systems Directed energy weapons Drones Electric air taxis (eVTOL) Electric aviation Electronic warfare Hypersonic weapons In-space manufacturing Reusable launch vehicles Satellite servicing and debris removal Solid-state LiDAR Space domain awareness Synthetic aperture radar (SAR)

The rest is inside

The full signal stack, KPIs and catalysts — live.

Every position is backed by talent flows, research and patent velocity, operational signals and a dated catalyst calendar. Log in to CanaryIQ to read the full analysis behind the verdict.