Matthew Steckman

6 statements across 1 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Mar 23, 2026 by Matthew Steckman · across every show →

On the record as a speaker too: Matthew Steckman's record, appearances and statements → this page counts the times other people say the name.

Everything said about Matthew Steckman, oldest first

Mar 23, 2026
Insight
Steckman: Defense founders must defer ethical rules to democratically elected governments
“If you work in defense, and if you start a defense company, your moral compass tends to be pretty clear on this question, which is, we have a democratically elected set of governments that represent the US, the Alliance, NATO, all of the countries participatin…”
Matthew Steckman Mar 23, 2026 ▶ 35:46 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Mar 23, 2026 negative
Insight
Steckman: A single large contract does not equal an enduring defense company
“I think there's in many cases an overestimation of addressable market, where like actually what ultimately they're going after is a very small sliver of a problem which Might materialize in a single large contract, but a single large contract is not an endurin…”
Matthew Steckman Mar 23, 2026 ▶ 8:22 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Mar 23, 2026
Disclosure
Steckman: Anduril is developing missile systems targeted for 2035 deployment
“Where I'm building missile systems that might only field in 2035, right?”
Matthew Steckman Mar 23, 2026 ▶ 36:39 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Mar 23, 2026 neutral
Disclosure
Steckman: Anduril is valued at 10 to 14 times forward revenue
“I think we're like, what? 10 or 14 X forward. Something like that.”
Matthew Steckman Mar 23, 2026 ▶ 41:37 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Mar 23, 2026 negative
Prediction Not checkable as stated
Steckman: Defense startups myopically focused on the Ukraine war will fail
“If those companies are myopically focused on that conflict, they will not have a business coming out the other end.”
Matthew Steckman Mar 23, 2026 ▶ 37:25 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
Mar 23, 2026 negative
Insight
Steckman: Tech hubris leads defense startups to reinvent existing solutions
“There's too much hubris, I think, in the technology market that you know, as high tech people, we can do everything better than everybody else. I think that causes some companies to think they have an idea that isn't actually an idea because it already exists,…”
Matthew Steckman Mar 23, 2026 ▶ 7:23 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
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