This initiative is unfolding as the world rapidly stumbles into a bipolar geopolitical order, with the U.S. challenging the BRICS bloc to preserve the global dollar system (remember this from earlier in the week?)  

For months, we have outlined the specifics of the Hemispheric Defense investment theme, along with the companies best positioned to profit from new Department of Defense strategies aimed at ensuring America remains the dominant superpower heading into the 2030s: 

Making Sense Of Hemispheric Defense In Trump Era

Golden Dome Unleashes U.S. Hemispheric Defense Theme - And Goldman Finds One Firm Stands Out

Goldman Flags Must-Own Defense Stocks Amid Pentagon's Shifting Priorities

Goldman Cranks Up Bullish Tone On Hemispheric Defense Theme

At the start of the year, billionaire investor Marc Andreessen—co-founder of venture capital firm Andreessen Horowitz—underscored the urgent need to re-shore the drone supply chain to the U.S. He emphasized that drones share a common manufacturing ecosystem with other strategic technologies set to dominate the next decade, including chips, AI, EVs, clean tech, and space. Andreessen also issued a stark warning: 90% of drones used by the U.S. military are sourced from China. As he put it, this must change.

In April, Goldman hosted its Private Tech Tour 2025, which prompted us to reexamine eight critical industries—including AI, semiconductors, eVTOL, and photonics—that are poised to define the great powers of the 2030s. The event reinforced the idea of the urgency of re-shoring these supply chains, and in our view, the hard deadline is before the next decade begins if the U.S. intends to remain competitive and wants to preserve the dollar system. 

Which brings us to U.S. Defense Secretary Pete Hegseth's Thursday evening announcement outlining sweeping reforms to America's defense complex, centered on achieving "drone domain dominance" by 2027.

That's three years ahead of our projected timeline, underscoring the Trump administration's urgency in expanding domestic small drone production. The move comes just days after we revealed that Russia has already accomplished a similar buildout. 

"While our adversaries have produced millions of cheap drones, before us we were mired in bureaucratic red tape," Hegseth said in the video posted on X. "Not anymore."

Hegseth's announcement builds on a June 6 White House executive order about "unleashing American drone dominance."