
Kill webs are the binding constraint on force projection in the Indo-Pacific — a sensor network is worthless without the decision-making architecture and unmanned platforms to execute at speed. By consolidating DIU's portfolio around these three pillars, West is signaling that the Pentagon's competitive advantage over the PLA hinges on integration velocity, not individual platform capability.
This forces RTX, Northrop Grumman, and Lockheed Martin to compete on network architecture and autonomous decision-making, not just on airframe or missile specs. Anduril and other autonomy-focused startups that have been operating in the margins now become central to the Pentagon's kill-web strategy — a major shift in how venture capital flows into defense autonomy.
The DIU controls how $billions in defense R&D dollars flow into emerging tech — and this portfolio narrowing forces vendors and startups to align product roadmaps around three specific capability areas or lose access to DIU procurement leverage.
West's focus on "kill webs" (sensor-to-shooter networks) and unmanned systems directly echoes INDOPACOM's stated gaps exposed by the PLA's recent ICBM test and subsurface ballistic missile activity; the agency is now weaponizing those insights into procurement criteria. Vendors working outside these three buckets face a harder path to Pentagon adoption, which compresses the market for adjacent technologies and accelerates consolidation among primes that can bundle across all three domains.
What does "10x technologies" specifically mean in West's taxonomy — is this a catch-all for quantum/AI/hypersonics, or a defined technical threshold? The definition will determine which startups survive DIU's next funding cycle.
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