Palmer Luckey Reveals Anduril’s Strategy for Potential Taiwan Conflict

Palmer Luckey, founder of defense technology company Anduril, has introduced a strategic framework known as “China 27,” designed to prepare the firm for the possibility of a conflict over Taiwan. During a recent episode of the “Joe Rogan Experience” podcast, Luckey stated that the strategy operates under the assumption that China may initiate an invasion of Taiwan “sometime in 2027.” He emphasized the importance of being prepared, even as he acknowledged that his predictions could be misguided.

Luckey’s comments reflect a broader concern regarding the geopolitical tensions surrounding Taiwan, a democratic island that China views as a breakaway province. “The idea is that anything we are working on, anything that we are investing in, needs to be built with the assumption that sometime in 2027, China is going to move on Taiwan,” he explained. While he recognizes there is a possibility he might be incorrect, Luckey underscored the risks of underestimating the situation.

In his discussion, Luckey articulated that he believes a full-scale invasion is unlikely, suggesting that China might prefer to implement a blockade to pressure Taiwan. He stated, “Even a blockade, the best way to deter that is for Taiwan to have the things that make them a very prickly porcupine.” This metaphor highlights the need for Taiwan to develop robust defensive capabilities, including sea mining technologies and advanced missile systems, to counter any potential aggression.

Recently returning from Taiwan, Luckey noted that he delivered “a bunch of missiles and weapon systems that are specifically to counter a Chinese invasion.” His views extend beyond mere preparation; he advocates for a strategic U.S. posture that avoids direct military engagement. Instead, he suggested that the U.S. should become “the world’s gun store,” ensuring a supply of military resources to allies without committing troops to foreign conflicts.

Luckey’s approach aligns with a shift in U.S. military procurement practices. This change was highlighted by U.S. Army Secretary Dan Driscoll, who stated on October 13 that they aim to “completely disrupt the system that held the Army back for decades.” This sentiment reflects a growing willingness to engage with innovative defense contractors like Anduril, which has been gaining traction in a market traditionally dominated by larger firms.

In a notable partnership, Meta announced in May its collaboration with Anduril to develop next-generation extended reality (XR) equipment for military applications. The project is privately funded and aims to save the U.S. military billions of dollars, showcasing Anduril’s commitment to innovation.

On October 13, Anduril unveiled a new suite of products called EagleEye, which includes advanced helmets, visors, and glasses designed to provide real-time data to soldiers in combat situations. This development highlights Anduril’s competitive edge in the defense sector, particularly in the realm of drone technology. Earlier this year, the company secured a significant 10-year contract valued at $642 million with the U.S. Marine Corps for anti-drone systems.

As Anduril continues to expand its influence, the company’s valuation reached approximately $30.5 billion in June 2023. Luckey’s strategic foresight, combined with the company’s innovative approach, positions Anduril as a key player in the evolving landscape of defense technology and military preparedness.