Payload talked to some execs of reentry startups. TL;DR "if SpaceX is doing it, it's a good idea!" And some coping that they won't get wiped out.

https://payloadspace.com/spacex-starfall-demo-provides-validation-for-reentry-startups/

While it could be used to deliver weapons to so stay behind forces, the much likelier usecase was recently demonstrated by the Ukrainians when they delivered some autonomous drones via container to a critical infrastructure of the Russians. Although obviously these pods could probably be shot down by air defense as well.