Product roadmap (2-3 years) · Q2 Sequioa Deep Dive

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Mach Product Thesis (Pulled from internal documents)⁠

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Below you will find our internal framework for assessing new products. It’s a relational database of mission sets vs potential product architectures that fulfill them vs subsystems (hardware or software), that we will develop in parallel. Happy to talk through how we weigh these values and define a characteristic for mission sets between 1-4. This is something we are actively filling out and look to have complete to make big decisions on next product within this quarter. The timelines in here are very rough, and need a lot of refinement as relates to both cost and return, but that work is progressing at a descent pace.

The key products we are evaluating are- scaled up cruise missile, long range ultra-low cost 1 way UAV, Medusa, and hydrogen artillery. The system architectures and our thoughts are -

cruise missile

This would be a lower cost, more capable long range air-breathing missile, similar to a next gen

tomohawk⁠

or

LRASM⁠

. This class of weapon will likely see production rates more than almost any other in a potential pacific conflict, and would also reach the Israel → Iran ranges for a potential conflict there. The military is aggressively buying these systems, but they are still extremely low cost and not highly optimized. It would leverage much of our existing work on Viper (essentially scaling up), most significantly our composites processes and engine team.

ultra-low cost UAV

This would be more similar to the Shahids being used aggressively by the Iranian’s and Russians. Right now there is no system to create true cost parity there, and we could directly leverage much of the Viper line to produce it. Would look to be an ultra low cost, high mass play, specifically on overseas markets.

Medusa

This is not a new concept, and a program we’ve considered kicking off for a while. i see a massive need for a VTOL, mid to high speed missile and drone dropper. This would be a relatively stealth, relatively low cost platform to heave assets like Viper or the LRASM downrange. If the

CCA⁠

is a miniature and teaming

f35⁠

, think of this as the equivalent for the

B21⁠

. I feel very certain that a craft of this mission set will be necessary for a modern conflict and likely receive significant US interest to do so, but the size of such a program also means that it would likely be a long timeline to returns. That said, the upside is incredibly large and this program would significantly move us towards our long-term goals as a company.

hydrogen artillery

This would involve picking back up this program as we left it this January. It’s an extremely long path to market, but is also clearly defensible, and very strategically important. We’d look to build a generalized mass launcher, then sell specific bullets for different mission sets to include long range fires, air defense and more ballistic missile like strikes.