Anduril Industries, every mention
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every year anyone Harry Stebbings 217Matt Grimm 20Matthew Steckman 18Brian Singerman 11Trae Stephens 9Katherine Boyle 8Jason Lemkin 8Rory O'Driscoll 4Max Altman 4Peter Singlehurst 3
Verbatim, from the transcripts: the passages where Anduril Industries comes up
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 1:21:07 Rory O'Driscoll That you have to have account control, and I think the two or three largest companies like Andwell will end up doing a bunch of scooping up over the next two decades because, and because I think the likely, unlike tech where a single…
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 47:46 Anastasios Angelopoulos And they're making like huge, huge amounts of money, like an Android, hugely revenue concentrated businesses.
The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi · 20VC with Harry Stebbings
- ▶ 51:28 Nico Laqua You know, a, a, a metaphysical level, there's a really big difference between Andrel and like Anthropic, right?
Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
- ▶ 15:05 Harry Stebbings I think you're in Andruil.
- ▶ 41:38 Jake Paul So, if Andorra wasn't going to build it, then, ok, is someone who is evil in the wrong hands in another country going to build it, and then we don't have it? 3 times in the scene
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
- ▶ 1:08:06 Harry Stebbings Quoting from Matt Stackman, who's the president of CBO Vandrell.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 41:52 Harry Stebbings I think it's actually just like in the face of increasing competition from a founder's fund who've got an Andrew and a SpaceX at their tailwinds for founder brand and Andreessen, which are more attractive than ever for founders.
Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI · 20VC with Harry Stebbings
- ▶ 27:31 Harry Stebbings I mean, Palmer, Lucky, and Andrew often talks about being 400 miles away from the valley.
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 1:12:30 Marc Andreessen I mean, the most straightforward example is the deal we didn't do, we should have done, is the Andrewle Series A, um, right, which was like, which was just, like, sort of obvious that it was gonna be special, and, you know, Palmer, we had…
99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
- ▶ 0:09 Harry Stebbings We've got Matthew Stechman, president and chief business officer for Anduril. 3 times in the scene
- ▶ 1:20 Harry Stebbings He said, what was Trey like at Georgetown, and what is it about the Anduril founding team that has made Anduril so successful? 3 times in the scene
- ▶ 7:02 Harry Stebbings But like, when you look at them, what is the most common red flag that you see when you look at the emerging class of defense companies trying to be, as awful as it sounds, the next Andrew?
- ▶ 9:56 Harry Stebbings You guys signed a twenty billion dollar contract. 8 times in the scene
- ▶ 15:27 Matthew Steckman So if you look at our business, you know, this year,
- ▶ 21:58 Harry Stebbings We have a twenty billion dollar spend. 6 times in the scene
- ▶ 37:47 Matthew Steckman We were still a baby company when the conflict started. 6 times in the scene
- ▶ 39:44 Matthew Steckman I think there are some venture capitalist backed defense companies that are making some really, really awesome technology, and they are entirely unaffordable to us today. 7 times in the scene
- ▶ 44:27 Harry Stebbings You're unusually humble for the Andreal founding team.
- ▶ 45:04 Harry Stebbings Do you, Andrew is one of the hottest companies 3 times in the scene
- ▶ 51:22 Matthew Steckman From the current success that we're actually seeing as a company. 4 times in the scene
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 0:10 Harry Stebbings GTC, what happened with NVIDIA, Android's twenty billion dollar contract.
- ▶ 30:31 Harry Stebbings Andrew Lam's twenty billion dollar army contract. 7 times in the scene
- ▶ 33:02 Jason Lemkin I'll tell you to answering Harry's question, and this may be wrong, like this, this may be a flaw in me, like I completely concede this, but Harry's part, part of Harry's question was, hey, am I investing in things that don't matter when… 4 times in the scene
- ▶ 46:55 Rory O'Driscoll You know, you want, you know, and you're taking that and saying, the Android example, 3 times in the scene
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 57:32 Gokul Rajaram That's why each founder fund, founders fund fund is named after the company that makes it like in, in colloquial terms, there's the annual fund.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 50:22 Harry Stebbings They invested the last 3.3 in 11 months in amazing businesses like SpaceX and Stripe and Anduril.
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 36:01 Miles Clements So I, I think that is like a different category, but the danger in this business is ascribing the characteristics of an anthropic or an andrel or an open AI or a stripe to like the things that don't really fit the paradigm at the series A.
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 1:04:24 Lucas Swisher I do remember very distinctly going and visiting Anderil for the billion dollar round down in LA. 2 times in the scene
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 1:17:20 Harry Stebbings Netherlands, High Sport, Anduril, Workday, any that jump out?
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 17:13 Harry Stebbings And the other one is, is Founders Fund, deploying three billion in under 12 months, but deploying it into Stripe, SpaceX, and Anduril. 2 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 45:45 Harry Stebbings And I, I, I thought that was kind of interesting, and again, you can shit on me for this, but your biggest position is the anduril stripe and open AI, which struck me as not exactly diamonds in the rough. 3 times in the scene
- ▶ 51:31 David George And so Andrel is like a perfect example of this. 3 times in the scene
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 23:48 Max Altman I do think there are clear winners, maybe, you know, an Andrel or Hadrian that we're in that are clearly gonna help the fund, but I do think it's sort of like, it's more fun, maybe, you know what I mean?
- ▶ 53:17 Max Altman Like, it's fun to think about, you know, Andrel or Hadrian manufacturing or, you know, Saronic in Austin, or it's fun to just
- ▶ 1:05:58 Max Altman They just go, and people are like, hey, hold Andro, hold more Rippling, hold more SpaceX. 2 times in the scene
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 1:19:12 Everett Randle And so I think when you think about like Anderle, 2 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 1:24:52 Harry Stebbings Of all the, could be public, but are private late stage companies, I would rather be a shareholder today in Anduril. 2 times in the scene
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 0:21 Harry Stebbings How would you respond to Sequoia were asleep at the wheel when it came to defense not being in Helsing and Andrew, the two clear market leaders in the category?
- ▶ 58:43 Harry Stebbings How would you respond to Sequoia were asleep at the wheel when it came to defense not being in Helsing and Andrew, the two clear market leaders in the category?
- ▶ 1:03:04 David Cahn And I think that we have our, you know, the clear market leader now in the United States with Anduril. 2 times in the scene
- ▶ 1:04:01 Harry Stebbings What I really don't like with defense is actually what Brian Singerman told me about what makes Andrew so special, which is the complementary skill set of the founding team, you know, whether it be GTM into, like, defense and government,… 3 times in the scene
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 8:08 Hemant Taneja I mean, look, our, our best returns have come from seeding companies like, uh, Stripe and Andurl or, uh,
- ▶ 9:59 Hemant Taneja If you look at Andrel, same thing.
- ▶ 12:19 Hemant Taneja We did Andrel, we did, you know, invested in Helsing, and we invested in a company called Rafi in India.
- ▶ 27:54 Harry Stebbings Um, but when we go to that, you know, when people become global leaders, the element that's inserted is competition, because when you back multiple geographic leaders, suddenly Andrew comes into Helsing's path. 2 times in the scene
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 54:36 Harry Stebbings The ironic thing is if you go anywhere in London right now, Rory, the only thing you see is Android or billboards everywhere. 4 times in the scene
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 44:41 Harry Stebbings When I had Founders Fund on, they said it was Anduril.
KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
- ▶ 21:29 Harry Stebbings Do you ever sit around the table at KKR and think, God, it'd be an easier job if we just stuck money into OpenAI, Anthropic, Anduril, and Helsing, and we didn't have to be so operationally involved.
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
- ▶ 38:58 unnamed speaker You know, I think Palantir started that, SpaceX, and I think it's, you know, Andrel and all that now.
Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
- ▶ 25:19 Harry Stebbings I, I didn't realize, but specifically with regards to Amgrills raising two and a half billion Series G, I don't know if you guys knew this, they got a billion from Founders Fund in this latest round. 6 times in the scene
- ▶ 29:26 Jason Lemkin I mean, if they put a billion dollar into Andrel and they really believe it can be worth a hundred billion, the partners themselves just make a billion dollars off that one bet. 3 times in the scene
- ▶ 34:06 Jason Lemkin Then I get that the Andurl open AI thing is the smartest play, but what I personally would do would be to do every dollar up to a billion.
OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
- ▶ 7:37 unnamed speaker That's why, as I said, you look at Founders Fund and stuff all the money you can in Anduril, because it's the only way to deploy that capital.
OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
- ▶ 50:57 Harry Stebbings But like you, you could split the fund and put 25% into Android, 25% into Rippling, 25 into OpenAI, and 25 into, I don't know, you name your other breakout. 2 times in the scene
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
- ▶ 14:24 Bucky Moore I mean, I think there's a lot of talk about how it's going to be Helsing and Andril.
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 1:09:08 unnamed speaker I get a list of bad topics, and that's one of them, but I think there's very different risks from doing a US-based defense contractor like Underall versus getting involved geopolitically with China, right?
- ▶ 1:12:42 unnamed speaker Endural, and look, I'm an investor in Endural. 2 times in the scene
- ▶ 1:15:49 unnamed speaker And look, I'm an investor in Doral, but I think most people are like, this is the emerging winner, we need to pile up the truck here and invest.
Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds · 20VC with Harry Stebbings
- ▶ 44:07 Taavet Hinrikus Let's call it Android.
- ▶ 47:04 Harry Stebbings Why do we need national sovereignty or, like, uh, continent sovereignty around your health things for Europe and andurils for the US?
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 1:17:17 unnamed speaker Now, what Andrew has shown, and I think what some of the war in the Ukraine has shown is that commercial technology can really have an impact in a way that was unexpected. 2 times in the scene
Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
- ▶ 40:43 Peter Singlehurst To give you like one example of what that can look like, we, um, uh, we're shareholders in Andreal. 3 times in the scene
- ▶ 41:19 Harry Stebbings Can you talk to me about the rationale behind that one? 10 times in the scene
Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
- ▶ 16:16 Harry Stebbings That's so interesting, because I, I interviewed, um, you know, uh, Trey from Founders Fund and Andrell, 2 times in the scene
- ▶ 43:36 Harry Stebbings The thing that Matt from Andrew has taught me is actually the different economies of conflict.
- ▶ 50:04 Harry Stebbings You or Andrew. 2 times in the scene
Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
- ▶ 21:23 Harry Stebbings Specifically, when we spoke before, and when I had a founder, actually, of Andrew on the show before, he was fascinating. 2 times in the scene
- ▶ 29:54 Harry Stebbings And what I mean by that is, Andro wins the US, Helsing wins Europe, because you have this sovereignty of provider.
- ▶ 42:01 Klaus Hommels I have years and years of lobbying into the MODs, and they're pretty good at regulation, because if you want to sell something, you need to fill out 800 pages of what do I know, and they all have that, and startups will never have that to…
- ▶ 43:02 Harry Stebbings If you think about Helsing's first round or Angelo's first round, I don't have the data, but I would imagine it is significantly more than a traditional seed or pre-seed round. 3 times in the scene
Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- ▶ 1:42 Matt Grimm Uh, that said, I think, like, there's a lot of interesting potential for both Anderil and the defense sector writ large in a new administration, and I think, uh, having a new approach, a new mindset, a new approach to, uh, innovation, a… 4 times in the scene
- ▶ 2:41 Harry Stebbings Do you think Andrew will thrive better in a Trump administration, though, versus a Kamala administration? 2 times in the scene
- ▶ 4:58 Matt Grimm I mean, I was personally sanctioned by China for selling missiles to Taiwan, uh, as, as was my co-founder, Brian Schimpf, and a couple other executives in the company itself.
- ▶ 5:43 Matt Grimm From a Bloomberg story that said, uh, Andrel and key executives sanctioned by China and thought, ah, hmm. 3 times in the scene
- ▶ 10:28 Matt Grimm That's what we started the company to do.
- ▶ 12:42 Matt Grimm Personally stand with them, and we as a company do too.
- ▶ 32:20 Harry Stebbings The very structure of this market kind of denotes that actually no government is going to say a hundred percent buys with Anduril. 3 times in the scene
- ▶ 36:17 Harry Stebbings Respectfully, if they're doing buybacks and not investing in R&D, I mean this in the nicest way, do they consider Andrew a threat, do you think? 4 times in the scene
- ▶ 48:01 Matt Grimm I like to joke around Dandrill that I'm, I'm our harshest critic, ah, and I actually view it as part of my job to be continually pushing to, to do better, to do, go faster, to, 2 times in the scene
- ▶ 53:47 Harry Stebbings Um, Andrew has a lot of investors through different SPVs and family offices, and fuck, it's, like, the amount of Andrew invests I've met is, is a lot. 10 times in the scene
- ▶ 59:46 Harry Stebbings What specifically has Andrel done to be the breakout success that it is? 4 times in the scene
- ▶ 1:05:54 Matt Grimm Well, you should, you should know that the andrel of X is going to be andrel, uh, and that you're 3 times in the scene
- ▶ 1:18:24 Harry Stebbings It is a very different style of investing, analyzing a fintech procurement platform versus analyzing Android.
- ▶ 1:20:03 Matt Grimm And throughout their history, this is demonstrated with their relationship with Anderil as well, demonstrated with their relationship with me personally, like they are a ride or die, stand by their founders kind of organization. 5 times in the scene
- ▶ 1:45:18 Harry Stebbings Is Andro your last company? 3 times in the scene
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 1:23:51 David Frankel Josh Wolf, uh, who did Anduril out of Lux, that's like applied to drones.
Shaun Maguire: Why Iran is the World's Greatest Evil & Trump is the Only Hope for Peace | E1189 · 20VC with Harry Stebbings
- ▶ 1:07:04 Shaun Maguire I would say it's, it's Andrel for sure. 2 times in the scene
Kevin Hartz: "How I Lost Airbnb at Seed Because of an Exploding Term Sheet" | E1180 · 20VC with Harry Stebbings
- ▶ 1:04:25 Kevin Hartz The rapid ascension of the defense segment, like how it's gone from zero to 60, you know, certainly Palantir, then Endural, but now, you know, how the world has dramatically changed and how unprepared, uh, the United States is.
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 30:13 Michael Eisenberg Andrew will crack it much faster because of Palantir.
- ▶ 31:48 Michael Eisenberg Either you do SAS or you do this like ridiculously hard technology like Annaril.
- ▶ 58:42 Michael Eisenberg And when we succeed in challenging things, whether it's relationships, or hardships, or defending freedom, or building a startup company, that's hard to build, like Anderil, or, you know, Orr, which is the synthetic chemistry company, we…
Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
- ▶ 1:15:27 Harry Stebbings Do you think we see kind of national leaders on the innovation of military spend side, where you have Andra win the US, you have Helsing win Europe, and you'll have this kind of tribalism around those winners?
Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
- ▶ 41:06 Mark Suster So, Anduril, uh, but amazing company, like, God bless everyone who backed that company.
- ▶ 41:23 Harry Stebbings Do you agree with the thesis of, like, uh, Founders Fund, who kind of go, instead of trying to be in the category around it, regardless of stage, just be in the company, which is why they're, like, plowing into OpenAI, which is why they…
Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
- ▶ 15:30 Trae Stephens And then the second example of this is Anderil, where, you know, basically gonna be super hard.
- ▶ 24:09 Trae Stephens And I say that as a founder as well, like we ran a process at Anderil during that time, and we didn't do that because we agreed, this is really gross.
- ▶ 35:54 Trae Stephens Uh, you know, Spotify, Stripe, Airbnb, Palantir, SpaceX, Andrel, um, stem centric.
- ▶ 43:58 Trae Stephens I, I, I think as, as a founder, I think, yeah, like and role in my, in some way was me predicting where I thought the defense market was going to go.
- ▶ 45:50 Harry Stebbings You look at your Andrews of the world. 2 times in the scene
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