Anduril Industries — MGT 127R S-Curve Case

Overview

Final group case study for MGT 127R (Winter 2026) analysing Anduril Industries as a potential new S-curve in defense technology. Structured around the technology-S-curve framework from class — mapping Anduril's product portfolio (Lattice, Ghost, Sentry, etc.), evaluating incumbents' innovator's-dilemma posture, and arguing where Anduril sits on the substitution curve against legacy defense primes. Delivered as a group presentation with strategic recommendations on investment and competitive response.