Anduril founder Palmer Luckey told a Taipei defense forum that Taiwan already has the tech and industry it needs to deter China, and should become a major arms exporter — a bullish signal for Taiwan's defense industry and a warning that outside help alone won't save the island.

• Luckey says Taiwan's real edge is freedom: China can steal technology but can't copy a society where people build and experiment without permission.
• Taiwan doesn't need a "miracle weapon" — it already leads in consumer and industrial tech and just needs to apply it to defense, like container-launched missiles and drone boats.
• Taiwan makes semiconductors, machine tools, and advanced materials, but home demand alone is too small to build a real defense industry, so it should sell weapons to friendly countries and make them depend on Taiwan for defense the way they depend on TSMC.
• Deterrence must mean convincing Beijing that even a successful landing would lead to years of resistance, making an attack too costly to be worth it.
• American companies can build Taiwan's outer shell, but only Taiwan can build its core; the U.S. has repeatedly failed trying to save countries from abroad.

Outlook: Expect Taiwan to lean harder into drones, homegrown weapons, and defense exports as it tries to raise the price of any Chinese attack.