This statement implies a misrepresentation of how these kinds of supply chains work.

These are captured markets, there is no competition. The bar is set high, or specifically, so that small players cannot compete, and this is done by extensiive relationship management at all levels, and heavy marketing.

It takes a situation like Ukraine to 'prove' to everyone that 'cheap things can work well'.

Even in the face of glaring evidence form Ukraine the system is slow to react.

Shaheds are used for years and the US just let their gear sit out in the open in the Gulf.

You could provide 'irrefutable evidence' to a political system of some fact, it's not hugely helpful.

The system does not change until the power dynamics do - aka Iran destroyed gazillions in US gear and some senior level people are 'demanding answers'.

Defence contracts are an 'inside game' it's extremely political.

Only when people are in a rush do they start to look at outside agencies to find the best gear for the problem they need to solve 'right now'.

>It takes a situation like Ukraine to 'prove' to everyone that 'cheap things can work well'.

It's likely not even that. According to Jacek Bartosiak, Polish geopolitics popularisator, it came by a kind of blind "luck".

He travels a lot to Ukraine and talks a lot with military and dual use manufacturers.

Regular arms manufacturing in Ukraine was, just like anywhere else, not very innovative and dominated by big actors that could make sure nobody else can enter the market.

But the drones were not seen by them as anything serious, and due to dire needs the market has been deregulated, which allowed many small businesses to flourish and develop the fantastic industry that Ukraine is so proud of now.

But that came mostly because the big fish let the small underdogs on the market because they thought there is no market.

Hope I'm not mixing anything up.