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FULL INTERVIEW: Trae Stephens (Trae Stephens), Co-Founder & Executive Chairman of Anduril (& Partner at Founders Fund) Built when defense tech was still taboo, Anduril Industries's Palantir DNA & Peter Thiel–influenced bet on software, autonomy, manufacturing scale, & just-war ethics is now reshaping modern warfare. We cover: • From...

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Molly O’Shea

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117,225 Aufrufe • vor 9 Monaten •via X (Twitter)

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BREAKING: Inside Anduril Industries. Exclusive HQ Tour w/ Anduril's Founding Team. Palmer Luckey Brian Schimpf, CEO Matt Grimm, COO Trae Stephens, Executive Chairman This is a rare, BTS walking tour inside $30.5B Anduril Industries.. one of the most consequential defense companies of this era. Special thank you to Matt & Julie from Anduril for reaching out & helping make this happen after seeing my Sourcery 100 dream guest list! This certainly blew all of my expectations. I hope you enjoy! Anduril Industries Matt Grimm Trae Stephens Palmer Luckey Brian Schimpf Highlights: Founders of Anduril Brian Schimpf: Production, software, & the future of war-fighting efficiency Global instability & why allies are ramping spend Ghost Shark in Australia & Anduril’s global expansion model.​ Trae Stephens: “the factory is the weapon” & US re-industrialization.​ Arsenal 1 megafactory in Ohio & becoming the “new defense prime.”​ Just War theory, AI, & ethics of lethal autonomy Palmer Luckey: Fury, the autonomous fighter jet beating primes​ Optical camouflage Palmer’s UAP theory​ Matt Grimm: from lost luggage garage to 7,000 employees, 30+ offices globally Ghost Shark / XL UUV, dev test lab: “we break things on purpose.”​ Menace and Titan
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INTERVIEW! 🚨 The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War Shyam Sankar and Trae Stephens join david friedberg for an incredible conversation on the future of America's military and how tech is shaping it. (0:00) Friedberg intros Palantir's Shyam Sankar and Anduril Industries's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence ----------------------------------------- Thanks to for making this happen! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Axon by AppLovin
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NEW: Brian Singerman, fmr Founders Fund, now GPx, on why he only invests in *people* SpaceX is the reason he joined Founders Fund in 2008 "If SpaceX didn't work, Founders Fund would not exist." From Elon & SpaceX to Karp & Palantir, to Anduril, Airbnb, Stripe, & Stemcentrx, Brian Singerman's whole framework is one question: Is this the best founder in the world at their particular thing? We get into: - What makes Founders Fund unique: a team of strong-willed, genuinely authentic individuals - Why a 3x fund loses to the S&P - How a lifetime of strategy gaming shapes how he reads founders & now GPs - Why he bets against the end of the world every time - Why he's bullish on N-of-1 human cultural artifacts in an AI world - Why Cyan Banister & Palmer Luckey are genuinely N-of-1 people Thank you to Max Levchin, Trae Stephens & Scott Nolan for great questions 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Singerman, Co-Founder of GPx, Former Partner at Founders Fund (00:42) Founders Fund (02:09) Max Levchin's unfiltered questions (05:25) How gaming shaped his investing (06:11) Joining Founders Fund in 2008 (07:34) Silicon Valley's most fascinating characters (09:29) Lessons from Peter Thiel (11:26) Building a culture of conviction (11:59) The art of spotting A+ founders (13:55) Trae's biggest lesson from Peter Thiel (14:41) Is socialism a threat to America? (15:58) Why capital is leaving California (17:03) The obsession with Hawaii (20:59) The Founders Fund playbook (24:51) "If SpaceX didn't work, Founders Fund would not exist" (26:03) Why Elon is one of one (27:30) Why everyone knew Starlink would win (28:42) Inside Founders Fund's biggest bets (31:06) The Founders Fund founder archetype (33:25) Backing fund managers instead of startups (35:22) The new generation of GPs (36:34) The most authentic people in tech (41:38) Why other VCs aren't the audience (44:05) Music, Memorabilia & N-of-1 Artifacts (46:25) The story behind Brian's music studio (49:22) What's next for Brian?

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BREAKING: Inside The Anduril Thesis Full Interview on the 300 Page Book Covering 100 Years of Military History That Explain Everything About Anduril We Cover: - How the US built 40% of global manufacturing post-WWII - Cold War era when DoD funded 36% of global R&D - Founder + military maverick pattern (Schriver/Eisenhower, Rickover, Kelly Johnson) - Skunk Works, Bell Labs, & the golden age of defense - Anduril's counter-positioned playbook - Fixed-cost contracts & self-funded R&D - Why industrial capacity is the next great unlock - The mission behind the Flame of the West by Kyle Harrison (Kyle Harrison), Sachin Maini (Sachin) of Contrary & Contrary_res Timestamps (00:00) Kyle Harrison, GP at Contrary & Co-Author of The Anduril Thesis (01:22) The Anduril Thesis: A 300 Page Deep Dive (04:52) How America lost its military edge (07:33) The book that predicted the mess (10:36) How bureaucracy broke the US military (15:39) The ridiculous economics of modern war (19:25) How Ukraine changed everything (23:34) The Anduril thesis explained (30:18) The pitch that changed defense forever (36:52) Breaking down Anduril's tech stack (45:26) The $10 trillion undersea threat (57:43) Why founders need military mavericks (01:03:53) Inside the new Department of War (01:10:42) Anduril's unfair talent advantage (01:21:20) When defense tech was toxic (01:27:57) Why we must prepare for war (01:39:27) The venture capital trap

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Jakob Diepenbrock

29,909 Aufrufe • vor 4 Monaten

BREAKING: Inside the Pentagon w/ Emil Michael, Under Secretary of War for Research & Engineering, & Department of War CTO “My job is to create 5 more companies [on top of the 'new primes'] that work in the department & bring new capabilities.” Honored to host Under Secretary of War Emil Michael, live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works, dispel myths around defense tech, & discuss 'new primes' like Palantir, SpaceX, & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to Emil Michael (01:16) Oversight of DARPA, MDA, CDAO & DIU (02:11) From Uber to the DoW (03:34) Modernizing the largest bureaucracy in the world (05:30) China’s advancements & shifting U.S. priorities (10:14) Why the DoW reduced 14 tech areas to 6 (11:00) Applied AI & adapting commercial AI for defense (11:47) Hypersonics, directed energy & counter-drone systems (Epirus) (12:36) Contested logistics, biomanufacturing & new materials (13:41) America’s “1938 moment” (15:35) Preparing & protecting future U.S. warfighters (17:05) Lessons from Ukraine: drone-on-drone warfare (18:49) Expanding partnerships & accelerating AI across the DoW (23:13) Clearing misconceptions about Palantir & defense tech companies (29:35) Emerging innovators: Planet Lab, Neros Technologies, Hadrian & frontier AI
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BREAKING: Inside the Pentagon w/ Emil Michael, Under Secretary of War for Research & Engineering, & Department of War CTO “My job is to create 5 more companies [on top of the 'new primes'] that work in the department & bring new capabilities.” Honored to host Under Secretary of War Emil Michael, live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works, dispel myths around defense tech, & discuss 'new primes' like Palantir, SpaceX, & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to Emil Michael (01:16) Oversight of DARPA, MDA, CDAO & DIU (02:11) From Uber to the DoW (03:34) Modernizing the largest bureaucracy in the world (05:30) China’s advancements & shifting U.S. priorities (10:14) Why the DoW reduced 14 tech areas to 6 (11:00) Applied AI & adapting commercial AI for defense (11:47) Hypersonics, directed energy & counter-drone systems (Epirus) (12:36) Contested logistics, biomanufacturing & new materials (13:41) America’s “1938 moment” (15:35) Preparing & protecting future U.S. warfighters (17:05) Lessons from Ukraine: drone-on-drone warfare (18:49) Expanding partnerships & accelerating AI across the DoW (23:13) Clearing misconceptions about Palantir & defense tech companies (29:35) Emerging innovators: Planet Lab, Neros Technologies, Hadrian & frontier AI

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BREAKING | Made in America: Peter Thiel’s $50M Bet on American Nuclear Fuel w/ General Matter Scott Nolan (Scott Nolan), Founder & CEO of General Matter (& Partner at Founders Fund), joins Sourcery to explain why the US does <0.1% of global uranium enrichment today.. & why fixing that bottleneck is key to scaling AI, manufacturing, defense, & the grid itself Highlights: (00:00) U.S. Nuclear Resurgence (00:56) Why General Matter Was Founded (02:49) Making Nuclear The Cheapest Baseload Energy (04:00) Enrichment & Fuel Process Breakdown (05:16) Decline Of U.S. Enrichment Capacity (07:26) Building General Matter & SpaceX/Palantir Playbook (09:55) Skunkworks Team: Nuclear Experts + Generalist Engineers (11:11) Breakdown Of The Four Executive Orders (16:35) Geopolitics, GDP, & The China Energy Gap (21:14) End Of Stranded Assets & AI’s Power Bottleneck (24:40) AGI & Software’s Role In Nuclear Deployment (31:13) General Matter’s 12–18 Month Milestones This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit.

Molly O’Shea

178,574 Aufrufe • vor 1 Jahr

🚨NEW: Joe Lonsdale on CNBC: "WE SHOULD BE THE ARSENAL OF DEMOCRACY, NOT THE ARSENAL OF BUREAUCRACY." ON PLTR STOCK RUN: Palantir, it turns out, solves some really hard problems that are really valuable for AI, right? Right now that is the big theme for a lot of things we're doing in every industry. And if you actually organize the data and organize workflows into ontologies, you could then extrapolate on top of that. And Palantir is surprising all of us just how fast it's growing...Some of our early teams I used to know there from 15 years ago, they celebrate every time it goes up one point with a drink. They've had a tough couple of weeks 🤣 ON ANDURIL RAISING $2.5B at $25B VALUATION: Palantir and SpaceX led the way for the new wave of defense and DoD companies. Anduril is the fastest growing thing we've ever seen now in the space. Anduril was founded by three guys who were stars at Palantir, alongside Palmer Luckey. So it's a lot of Palantir DNA in that company. I've been invested in every round since the very beginning... It's amazing how well they're running circles around a lot of the legacy defense primes by providing solutions to the government that are much, much cheaper and much, much better...I think Anduril is going to be one of the biggest defense companies in the world. ON DOGE: I'm a huge fan of DOGE. I have a lot of friends involved in DOGE and have been doing my best to help them. There's so much waste in government. There's so much to cut. Companies like Palantir and Anduril actually do better when you cut the waste because if you are forced to use your money more efficiently, if you are forced to say, we're going to have to do this twice as efficiently, 10 times as efficiently, that's when Palantir will win. ON REFORMING THE PENTAGON: The way procurement works right now is broken... before WWI, we needed better pistols in the jungles in the Philippines, and rather than give 300 pages of specifications, they said, here's what we need, now, let's test out. Six companies applied. They had contests. They chose the most reliable gun. It took a few months. It was very fast, it was very efficient, and they bought tons of them. We tried to do a new pistol over 10 years ago. We had several hundred pages of nonsense of bureaucrats trying to define things rather than saying what the outcome they wanted was. I think we still haven't gotten a good pistol out of it. The whole thing's a giant mess. We should be the arsenal of democracy, not the arsenal of bureaucracy.
5:14

🚨NEW: Joe Lonsdale on CNBC: "WE SHOULD BE THE ARSENAL OF DEMOCRACY, NOT THE ARSENAL OF BUREAUCRACY." ON PLTR STOCK RUN: Palantir, it turns out, solves some really hard problems that are really valuable for AI, right? Right now that is the big theme for a lot of things we're doing in every industry. And if you actually organize the data and organize workflows into ontologies, you could then extrapolate on top of that. And Palantir is surprising all of us just how fast it's growing...Some of our early teams I used to know there from 15 years ago, they celebrate every time it goes up one point with a drink. They've had a tough couple of weeks 🤣 ON ANDURIL RAISING $2.5B at $25B VALUATION: Palantir and SpaceX led the way for the new wave of defense and DoD companies. Anduril is the fastest growing thing we've ever seen now in the space. Anduril was founded by three guys who were stars at Palantir, alongside Palmer Luckey. So it's a lot of Palantir DNA in that company. I've been invested in every round since the very beginning... It's amazing how well they're running circles around a lot of the legacy defense primes by providing solutions to the government that are much, much cheaper and much, much better...I think Anduril is going to be one of the biggest defense companies in the world. ON DOGE: I'm a huge fan of DOGE. I have a lot of friends involved in DOGE and have been doing my best to help them. There's so much waste in government. There's so much to cut. Companies like Palantir and Anduril actually do better when you cut the waste because if you are forced to use your money more efficiently, if you are forced to say, we're going to have to do this twice as efficiently, 10 times as efficiently, that's when Palantir will win. ON REFORMING THE PENTAGON: The way procurement works right now is broken... before WWI, we needed better pistols in the jungles in the Philippines, and rather than give 300 pages of specifications, they said, here's what we need, now, let's test out. Six companies applied. They had contests. They chose the most reliable gun. It took a few months. It was very fast, it was very efficient, and they bought tons of them. We tried to do a new pistol over 10 years ago. We had several hundred pages of nonsense of bureaucrats trying to define things rather than saying what the outcome they wanted was. I think we still haven't gotten a good pistol out of it. The whole thing's a giant mess. We should be the arsenal of democracy, not the arsenal of bureaucracy.

American Optimist

106,122 Aufrufe • vor 1 Jahr

There is an Israeli venture-capital firm called Kinetica. Norm Coleman, former Republican senator, is a senior adviser to Kinetica. Coleman got Pete Hegseth the job of Secretary of Defense. Coleman told JNS that he personally advised Hegseth during the process and helped engineer what he described as a turning point in the nomination. Then Hegseth gets control of the Pentagon. June 2026, Hegseth appoints Coleman vice chair of the Pentagon’s Defense Policy Board. The same board that advises Pentagon leadership on military modernization, force structure, defense policy and national-security strategy. So Coleman helps Hegseth become Defense Secretary. Hegseth then appoints Coleman to help advise him on defense policy. Meanwhile Coleman is publicly listed as a senior adviser to a private Israeli defense-tech investment fund. Hegseth also put Marc Andreessen on the Defense Policy Board. Andreessen runs Andreessen Horowitz, one of Silicon Valley’s biggest venture-capital firms, which has invested in Anduril. So a major private investor in Pentagon contractors is now helping advise the Pentagon on the defense environment those companies operate in. Reporting has already raised questions about Hegseth’s selections because Andreessen Horowitz and companies connected to other board members overlap with defense investments tied to 1789 Capital, where Donald Trump Jr. is a partner. Now go back to Kinetica. Its advisory board also includes Kenneth Braithwaite, Trump’s former Secretary of the Navy. And Alex Moore, a board member of Palantir. Palantir is already deeply embedded in the U.S. military and disclosed to the SEC that it entered a strategic partnership with the Israeli Ministry of Defense in 2024 to supply technology assisting Israel during the war. Kinetica then entered a strategic partnership with American venture firm 8VC to help Israeli defense companies access American capital and markets. 8VC itself is deep inside the same Silicon Valley defense-tech ecosystem around Palantir, Anduril, Saronic and other military startups. At the same time, the Trump administration continues expanding military cooperation and weapons transfers to Israel. As recently as September 2026, the administration was preparing another proposed $2.8 billion munitions sale to Israel. Trump’s estimated net worth rose by roughly $3 billion from 2024 to 2025. And US senators have requested that the SEC investigate Pete Hegseth for insider trading. Yeah so anyways, most working Americans are one paycheque away from homelessness but at least Israel will send ai drones to eliminate us. So that’s fun. Honk honk.
0:29

There is an Israeli venture-capital firm called Kinetica. Norm Coleman, former Republican senator, is a senior adviser to Kinetica. Coleman got Pete Hegseth the job of Secretary of Defense. Coleman told JNS that he personally advised Hegseth during the process and helped engineer what he described as a turning point in the nomination. Then Hegseth gets control of the Pentagon. June 2026, Hegseth appoints Coleman vice chair of the Pentagon’s Defense Policy Board. The same board that advises Pentagon leadership on military modernization, force structure, defense policy and national-security strategy. So Coleman helps Hegseth become Defense Secretary. Hegseth then appoints Coleman to help advise him on defense policy. Meanwhile Coleman is publicly listed as a senior adviser to a private Israeli defense-tech investment fund. Hegseth also put Marc Andreessen on the Defense Policy Board. Andreessen runs Andreessen Horowitz, one of Silicon Valley’s biggest venture-capital firms, which has invested in Anduril. So a major private investor in Pentagon contractors is now helping advise the Pentagon on the defense environment those companies operate in. Reporting has already raised questions about Hegseth’s selections because Andreessen Horowitz and companies connected to other board members overlap with defense investments tied to 1789 Capital, where Donald Trump Jr. is a partner. Now go back to Kinetica. Its advisory board also includes Kenneth Braithwaite, Trump’s former Secretary of the Navy. And Alex Moore, a board member of Palantir. Palantir is already deeply embedded in the U.S. military and disclosed to the SEC that it entered a strategic partnership with the Israeli Ministry of Defense in 2024 to supply technology assisting Israel during the war. Kinetica then entered a strategic partnership with American venture firm 8VC to help Israeli defense companies access American capital and markets. 8VC itself is deep inside the same Silicon Valley defense-tech ecosystem around Palantir, Anduril, Saronic and other military startups. At the same time, the Trump administration continues expanding military cooperation and weapons transfers to Israel. As recently as September 2026, the administration was preparing another proposed $2.8 billion munitions sale to Israel. Trump’s estimated net worth rose by roughly $3 billion from 2024 to 2025. And US senators have requested that the SEC investigate Pete Hegseth for insider trading. Yeah so anyways, most working Americans are one paycheque away from homelessness but at least Israel will send ai drones to eliminate us. So that’s fun. Honk honk.

𝕋𝕙𝕖 𝔸𝕣𝕔𝕙𝕚𝕧𝕚𝕤𝕥

93,651 Aufrufe • vor 2 Tagen

American Dynamism made working with the government cool again: - Tech realizes defense matters - Companies like SpaceX and Anduril have proven startups can sell to the government - America has to build in the physical world to stay dominant David Ulevitch, Katherine Boyle, and Erik Torenberg join Marc Andreessen and Ben Horowitz to cover the origins of American Dynamism and where it's going, including Silicon Valley's roots in defense, the importance of American values winning globally, and how a special breed of founders is building for American Dynamism. 00:00 Intro 01:32 When Katherine Boyle coined “American Dynamism” 08:50 When emotional outrage replaced curiosity 14:14 “It’s Time to Build”: How COVID and The Social Network defined a decade 29:20 Space 2.0: Why you don’t need to build everything yourself 37:28 Attributable systems: Rethinking the economics of war 44:42 “The war won’t be about space, it will be in space” 46:33 Every country wants their own Silicon Valley 58:01 Winning by being more like us, not more like them 1:13:51 Why American Dynamism founders are different David Ulevitch 🇺🇸 Katherine Boyle Erik Torenberg Marc Andreessen 🇺🇸 benahorowitz.eth
1:16:32

American Dynamism made working with the government cool again: - Tech realizes defense matters - Companies like SpaceX and Anduril have proven startups can sell to the government - America has to build in the physical world to stay dominant David Ulevitch, Katherine Boyle, and Erik Torenberg join Marc Andreessen and Ben Horowitz to cover the origins of American Dynamism and where it's going, including Silicon Valley's roots in defense, the importance of American values winning globally, and how a special breed of founders is building for American Dynamism. 00:00 Intro 01:32 When Katherine Boyle coined “American Dynamism” 08:50 When emotional outrage replaced curiosity 14:14 “It’s Time to Build”: How COVID and The Social Network defined a decade 29:20 Space 2.0: Why you don’t need to build everything yourself 37:28 Attributable systems: Rethinking the economics of war 44:42 “The war won’t be about space, it will be in space” 46:33 Every country wants their own Silicon Valley 58:01 Winning by being more like us, not more like them 1:13:51 Why American Dynamism founders are different David Ulevitch 🇺🇸 Katherine Boyle Erik Torenberg Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

313,884 Aufrufe • vor 10 Monaten

YC works with thousands of founders every year, which gives us an early look at how startups are changing. Right now, the shift is striking: startups are moving from bits to atoms, nearly one in five YC companies has a solo founder, and companies are reaching meaningful revenue faster than ever. In this episode of the Lightcone, Garry Tan, Jared Friedman, Diana, and Harj Taggar dig into what’s driving these changes and what they mean for founders. They discuss how AI is making it possible for smaller teams to take on more ambitious problems, why experienced founders are having a resurgence, and why knowing what to build is becoming more important than simply knowing how to build it. 01:06 — Startups Are Moving From Bits to Atoms 03:29 — Why AI Is Making Hard Tech Easier 05:21 — Defense, Manufacturing, and the Return of Hard Tech 09:48 — AI Compute Is Becoming a Physical Infrastructure Problem 12:34 — Robotics Is Approaching Its ChatGPT Moment 15:40 — Software Isn’t Dead. It’s Becoming the Harness 17:59 — Why AI Startups Are Growing Faster 22:52 — The Hidden Boom in Data and RL Environments 27:08 — Why Robotics Will Need Specialized Models 29:38 — The Rise of the Solo Founder 32:54 — Why Experienced Founders Are Back 34:59 — What Founders Should Do Right Now
36:28

YC works with thousands of founders every year, which gives us an early look at how startups are changing. Right now, the shift is striking: startups are moving from bits to atoms, nearly one in five YC companies has a solo founder, and companies are reaching meaningful revenue faster than ever. In this episode of the Lightcone, Garry Tan, Jared Friedman, Diana, and Harj Taggar dig into what’s driving these changes and what they mean for founders. They discuss how AI is making it possible for smaller teams to take on more ambitious problems, why experienced founders are having a resurgence, and why knowing what to build is becoming more important than simply knowing how to build it. 01:06 — Startups Are Moving From Bits to Atoms 03:29 — Why AI Is Making Hard Tech Easier 05:21 — Defense, Manufacturing, and the Return of Hard Tech 09:48 — AI Compute Is Becoming a Physical Infrastructure Problem 12:34 — Robotics Is Approaching Its ChatGPT Moment 15:40 — Software Isn’t Dead. It’s Becoming the Harness 17:59 — Why AI Startups Are Growing Faster 22:52 — The Hidden Boom in Data and RL Environments 27:08 — Why Robotics Will Need Specialized Models 29:38 — The Rise of the Solo Founder 32:54 — Why Experienced Founders Are Back 34:59 — What Founders Should Do Right Now

Y Combinator

99,230 Aufrufe • vor 3 Tagen

BREAKING: Inside Saronic w/ all 4 Co-Founders An Autonomous Defense Prime $2.6B raised. $9.25B valuation. $3B+ shipyard. 4 years. FULL INTERVIEWS › Dino Mavrookas, CEO › Doug Lambert, COO › Rob Lehman, CCO › Vibhav Altekar, CTO Saronic believes in order to rebuild America's maritime power we must build more ships, faster, cheaper, with autonomy designed in from day one. "What we're building at Saronic will not only provide more capabilities faster, but it'll save the taxpayer hundreds of billions of dollars by driving down costs as well." Stats: › Founded in 2022, valued at $9.25B on $2.6B raised › Building $3B+ Port Alpha shipyard in Brownsville, TX › First gov't agreement secured within 90 days of founding › Spyglass, Cutlass, Corsair & Marauder already in the water › Scaling from 24-foot vessels to 180-foot ships, with 400, 800 & eventually 1,200-foot scale in sight › Partnerships w/ Palantir, NVIDIA, Path Robotics & Starlink / Starshield across manufacturing, compute, autonomy & communications Investors: 8VC, a16z, Elad Gil, Kleiner Perkins, General Catalyst, Caffeinated Capital, Franklin Templeton, Advent International, Bessemer, DFJ Growth, BAM Elevate Across all 4 conversations, we go inside the race to build ships faster than America has in decades, scale autonomous fleets from a handful to hundreds, rebuild the maritime supply chain, rethink defense acquisition reform & bring large-scale shipbuilding back to the U.S. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dino, Doug, Rob, & Vib, Co-Founders of Saronic (00:56) America's shrinking naval fleet (06:02) How China wins on price (08:04) The Partnerships powering Saronic (10:55) What Hypergrowth actually requires (12:16) From Spyglass to Marauder: The Evolution (13:13) Inside Saronic's operating structure (14:43) What's actually slowing Re-Industrialization (17:16) Building a workforce from scratch (19:55) What Doug's looking forward to next (22:10) Why Hard Tech is the future (24:36) From the Marine Corps to Saronic (28:18) Winning a Government contract in 90 days (30:06) Why Acquisition reform matters so much (34:44) What's Next for Saronic? (36:15) From Juicero to Anduril to Saronic (39:54) Saronic's development process, Then & Now (42:48) Building Hardware and Software together (46:00) Biggest challenge in Maritime Autonomy (52:15) Saronic's key tech partnerships (53:55) Why Redundant comms are non-negotiable (55:15) When communication fails mid-mission (58:06) Why open source will define AI's future
59:51

BREAKING: Inside Saronic w/ all 4 Co-Founders An Autonomous Defense Prime $2.6B raised. $9.25B valuation. $3B+ shipyard. 4 years. FULL INTERVIEWS › Dino Mavrookas, CEO › Doug Lambert, COO › Rob Lehman, CCO › Vibhav Altekar, CTO Saronic believes in order to rebuild America's maritime power we must build more ships, faster, cheaper, with autonomy designed in from day one. "What we're building at Saronic will not only provide more capabilities faster, but it'll save the taxpayer hundreds of billions of dollars by driving down costs as well." Stats: › Founded in 2022, valued at $9.25B on $2.6B raised › Building $3B+ Port Alpha shipyard in Brownsville, TX › First gov't agreement secured within 90 days of founding › Spyglass, Cutlass, Corsair & Marauder already in the water › Scaling from 24-foot vessels to 180-foot ships, with 400, 800 & eventually 1,200-foot scale in sight › Partnerships w/ Palantir, NVIDIA, Path Robotics & Starlink / Starshield across manufacturing, compute, autonomy & communications Investors: 8VC, a16z, Elad Gil, Kleiner Perkins, General Catalyst, Caffeinated Capital, Franklin Templeton, Advent International, Bessemer, DFJ Growth, BAM Elevate Across all 4 conversations, we go inside the race to build ships faster than America has in decades, scale autonomous fleets from a handful to hundreds, rebuild the maritime supply chain, rethink defense acquisition reform & bring large-scale shipbuilding back to the U.S. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Dino, Doug, Rob, & Vib, Co-Founders of Saronic (00:56) America's shrinking naval fleet (06:02) How China wins on price (08:04) The Partnerships powering Saronic (10:55) What Hypergrowth actually requires (12:16) From Spyglass to Marauder: The Evolution (13:13) Inside Saronic's operating structure (14:43) What's actually slowing Re-Industrialization (17:16) Building a workforce from scratch (19:55) What Doug's looking forward to next (22:10) Why Hard Tech is the future (24:36) From the Marine Corps to Saronic (28:18) Winning a Government contract in 90 days (30:06) Why Acquisition reform matters so much (34:44) What's Next for Saronic? (36:15) From Juicero to Anduril to Saronic (39:54) Saronic's development process, Then & Now (42:48) Building Hardware and Software together (46:00) Biggest challenge in Maritime Autonomy (52:15) Saronic's key tech partnerships (53:55) Why Redundant comms are non-negotiable (55:15) When communication fails mid-mission (58:06) Why open source will define AI's future

Molly O’Shea

315,447 Aufrufe • vor 10 Tagen

Loved having Brian Singerman Brian Singerman on Uncapped. We talked about his time at Founders Fund, his strategies for identifying outlier people, what type of VCs he believes are best set up for success, what he's doing with GPx, and a bunch more. He's an extremely clear thinker and it's easy to see how he helped create some of the best performing funds in our industry. Was really fun to talk with him about he did the job and what he's looking for as he backs VCs now. (0:00) Intro (0:50) Why you can't have a checklist for founders (1:46) How Brian looks for spikes (3:55) How Founders Fund played to its strengths (6:54) The Anduril founding team (12:04) The foundation of company culture (14:12) How Brian spent time with founders (19:06) What Brian is genuinely best at (20:25) GPx: backing elite emerging managers (23:12) Why Brian knew he was done with traditional VC (25:30) "I'm looking for people who could have beaten me in my prime" (29:38) GPx's structure and the bet-your-career mechanism (30:40) The optimal LP allocation to venture (34:49) Why SPVs are dead (41:00) How Founders Fund made the second most money on Airbnb (43:51) The concentration strategy (49:10) How Founders Fund worked and Peter's role (52:16) What makes Peter Thiel the best venture capitalist in history (56:53) Solo GPs vs. teams (58:02) Brian's music studio
1:02:38

Loved having Brian Singerman Brian Singerman on Uncapped. We talked about his time at Founders Fund, his strategies for identifying outlier people, what type of VCs he believes are best set up for success, what he's doing with GPx, and a bunch more. He's an extremely clear thinker and it's easy to see how he helped create some of the best performing funds in our industry. Was really fun to talk with him about he did the job and what he's looking for as he backs VCs now. (0:00) Intro (0:50) Why you can't have a checklist for founders (1:46) How Brian looks for spikes (3:55) How Founders Fund played to its strengths (6:54) The Anduril founding team (12:04) The foundation of company culture (14:12) How Brian spent time with founders (19:06) What Brian is genuinely best at (20:25) GPx: backing elite emerging managers (23:12) Why Brian knew he was done with traditional VC (25:30) "I'm looking for people who could have beaten me in my prime" (29:38) GPx's structure and the bet-your-career mechanism (30:40) The optimal LP allocation to venture (34:49) Why SPVs are dead (41:00) How Founders Fund made the second most money on Airbnb (43:51) The concentration strategy (49:10) How Founders Fund worked and Peter's role (52:16) What makes Peter Thiel the best venture capitalist in history (56:53) Solo GPs vs. teams (58:02) Brian's music studio

Jack Altman

219,159 Aufrufe • vor 19 Tagen