Chainguard vs Anduril Industries
Side-by-side comparison of AI visibility scores, market position, and capabilities
Seattle software supply chain security (founded 2021); $892M+ raised, $3.5B valuation (Apr 2025), $40M ARR growing 640% YoY with zero-CVE container images for ANZ Bank/Canva/GitLab competing with Snyk for DevSecOps.
About
Chainguard is a Seattle, Washington-based software supply chain security company — having raised over $892 million total including a $356 million Series D in April 2025 at a $3.5 billion valuation and an additional $280 million growth financing from General Catalyst's Customer Value Fund in late 2025 — providing enterprises with hardened open source container images and virtual machine base images rebuilt from source daily with zero known CVEs (common vulnerabilities and exposures), eliminating the vulnerability debt that accumulates in standard open source distributions. Founded in 2021 by CEO Dan Lorenc (9 years at Google securing code and infrastructure), Kim Lewandowski (Google representative on the Open Source Security Foundation Governing Board), Matt Moore (Google, creator of the original "distroless" container image), and Ville Aikas (co-founder of Kubernetes), Chainguard's founding team pioneered the open source supply chain security concepts — sigstore (code signing), SLSA (supply chain levels for software artifacts), and distroless containers — that became CISA and NIST software security standards. The company grew from ~$5 million ARR in 2023 to $40 million ARR by January 2025 (640% year-over-year growth) and projects exceeding $100 million ARR before end of 2026. Chainguard serves 150+ paying enterprise customers including ANZ Bank, Canva, GitLab, HPE, Snap, Wiz, and Anduril.
Defense tech company building autonomous weapons and AI military systems; $14B valuation, Lattice AI OS, and Collaborative Combat Aircraft program wins.
About
Anduril Industries is a defense technology company building autonomous weapons systems, surveillance infrastructure, and AI-driven defense platforms for the US military and allied nations. Founded in 2017 by Oculus co-founder Palmer Luckey and others in Costa Mesa, California, Anduril has disrupted the traditional defense procurement model by building products on commercial software timelines rather than decades-long government development cycles. The company's flagship product, Lattice, is an AI operating system for fusing sensor data and autonomous decision-making at the edge.
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