The US has roughly eight days of munitions on hand for a major conflict with China. It needs 800.
That’s the picture Palantir Technologies Inc (NASDAQ:PLTR) executive Shyam Sankar and Anduril Industries co-founder Trae Stephens painted at the Hill and Valley Forum, where both warned that American deterrence is eroding faster than the industrial base can respond.
Sankar called 2027 a specific “window of danger” for Taiwan, citing a 10,000-to-1 drone production gap versus China and a 233x shipbuilding capacity disadvantage.
What Bettors Are Pricing
Polymarket’s Taiwan contract has attracted nearly $20 million in volume and prices a Chinese invasion by the end of 2026 at 9%. The June 30 2027 contract, which is closer to Sankar’s timeline, sits at 16%.
A separate military clash contract prices any armed …
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