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"Nobody in their right mind would argue weapons should be dumber." Anduril CEO Brian Schimpf (Brian Schimpf) joined Fortune Conversations to discuss the role of AI in defense: increasing weapon precision and accelerating decision-making accuracy. Thanks for having us, FORTUNE.

23,005 次观看 • 2 个月前 •via X (Twitter)

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FULL INTERVIEW: Brian Schimpf, CEO of Anduril “We’re 8 years-ish in. We’re at about 7K employees. We have consistently doubled revenue every year— so even over $1B+, we’re still doubling revenue.” Schimpf joins Sourcery to discuss the company’s scale, strategy, & position in the defense market. He outlines Anduril’s growth to roughly 7K employees, $1B+ in revenue with continued YoY doubling, & their $30.5B valuation (too low?).. while addressing IPO speculation & these wild “fake SPVs” This is part 1 of 4 interviews with Anduril's founders. An extension of our compiled video that dropped yesterday :) Hope you enjoy. Brian Schimpf Anduril Industries Highlights (00:00) Brian Schimpf, CEO Anduril (01:32) Anduril’s scale today: $30B+ valuation, 7,000 employees, revenue doubling past $1B+ (02:20) Favorite product: Fury (03:55) How Anduril expanded from drones to missiles, aircraft, and Arsenal-1 (05:40) Market timing: why 3–5 year conviction beats 10-year moonshots (07:45) Lattice software and building a unified autonomous battlefield stack (09:25) Fixed-price contracts vs. legacy cost-plus defense procurement (11:20) Secretary Hegseth’s shift: speed, production, & affordability over perfection (13:05) Where the nearly $1T defense budget actually goes (17:25) Australia’s Ghost Shark program & rapid autonomous submarine production (19:45) Global defense backlogs & why allies are rethinking procurement (22:00) Manufacturing at scale: WWII lessons vs. modern “Galapagos” defense industry (25:55) Leadership lessons from Palantir: talent, artistry, and meritocracy (30:15) IPO rumors, fake SPVs, why Schimpf believes Anduril is undervalued

Molly O’Shea

268,968 次观看 • 8 个月前