Fareed Zakaria just laid out the numbers that should terrify every defense contractor still building $100M fighter jets.
A single drone costs roughly $35,000. A single missile costs roughly $4 million. They can hit the same target.
That is not a marginal improvement. That is a 100x cost reduction. And it changes everything about how wars are fought, won, and funded.
What is replacing the old model is not one technology â it is a system of cheap, interconnected capabilities:
All operating together. Not as separate programs with separate budgets, but as one integrated system where a $35K drone talks to a commercial satellite talks to an AI targeting model.
The $13 billion aircraft carrier is not obsolete tomorrow. But the trend is unmistakable:
The country that builds 10,000 autonomous drones for the cost of one fighter jet has a fundamentally different military calculus than the country that builds one fighter jet.
This is the same pattern we see in every industry when AI meets hardware. The expensive, centralized, human-operated system gets replaced by the cheap, distributed, autonomous one. It happened in computing. It happened in media. It is happening in warfare right now â in real time, in the Iran theater.
The question is not whether this transition will happen. It is whether the defense establishment will adapt before the economics force them to.