Anduril, the defense-tech company best known for drones, is building a shipyard. Not for drones, but for parts of America's Virginia-class nuclear attack submarines. In this video I break down Arsenal-2, the $6.6 billion plan from Anduril and the U.S. Navy at Sparrows Point, Maryland: what they're actually building, why the Navy needs it so badly, who's paying for it, and whether it can really work. Chapters 0:00 Anduril is building a shipyard 0:24 What just happened 0:54 The Navy has a submarine problem 2:23 Why Sparrows Point 3:18 Follow the money 4:11 What comes off the line 5:16 Anduril's playbook 6:19 The catch 7:23 What to watch Key numbers $3.7B from Anduril + a Navy contract worth up to $2.9B, paid on production results 187 acres, 2M+ sq ft, 1,200-ft graving dock 3,100+ planned jobs; production targeted for 2030 Navy goal: 2 Virginia-class subs a year. Recent pace: about 1.2
