Investing in AI · 27 October 2026

Red Cat (RCAT) Lost a Drone Contest. It May Be Winning the Software War.

Rob May, GP @ Half Court

Red Cat's underperformance in a Pentagon drone competition obscures its real strategic asset: software for coordinating multiple drones from different vendors into a unified force—a capability aligned with the Pentagon's evolving AI warfare strategy.

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Topics: Defense & Aerospace · AI Infrastructure

Published by Investing in AI · their site ↗

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