Can Anduril disrupt the US defense industry?

For many decades, the Pentagon has bought most of its equipment from five big defense contractors: Lockheed Martin, RTX, Northrop Grumman, Boeing, and General Dynamics. Is all that about to change? Chicago Booth's Marc Knez talks about how Anduril, a tech startup, is threatening to disrupt the defense industry. Could it ultimately lead to cheaper and more effective systems for the military?