Easy to explain. Anduril is a Thiel-backed company Welcome to the new Military Industrial Complex, funded by Thiel and his minions. Anduril Palantir JD Vance Thiel all the way.

Any fremium-model company (most SaaS companies) have been using lifetime value this entire time. The unit economics for these types of companies only makes sense when you model out the (expected) Lifetime Value of a customer, knowing that the ramp-up costs for an incremental customer will be offset with an expected SaaS duration. Not new for 2023..... but it's also naive as a real measure of company finances.