The Pentagon, every mention

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every year anyone Harry Stebbings 14Rory O'Driscoll 7Matt Grimm 4

Verbatim, from the transcripts: the passages where The Pentagon comes up

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NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation Sep 3, 2026 · 1 mention

Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated Aug 27, 2026 · 1 mention

  • ▶ 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…

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 · 1 mention

  • ▶ 6:34 Rory O'Driscoll It, it does, but oddly enough, I mean, again, as we saw back on the Pentagon thing, sometimes you can be too clever by half, and in a way, there's a constituency for whom the entropic position is entirely consistent.

Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings May 23, 2026 · 1 mention

  • ▶ 12:15 Harry Stebbings Can you imagine signing up the Pentagon for like a thirty billion dollar contract when you're Andrew and you're like, yep, I'll take my 20%.

The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings Apr 14, 2026 · 1 mention

  • ▶ 19:41 Harry Stebbings Whether you're Google, or whether you're Facebook, or whether you're anthropic fighting against the Pentagon, you get to a scale where it is impossible not to have that conflict.

NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings Mar 19, 2026 · 4 mentions

  • ▶ 32:46 Rory O'Driscoll So it makes sense for what the Pentagon's doing.
  • ▶ 36:17 Rory O'Driscoll The Pentagon budget for new shit is fairly finite, and I think there'll be five or six big winners in defense.
  • ▶ 49:09 Rory O'Driscoll So, as again, to remind the viewers, obviously, Travis Kalnick, the wildly successful founding CEO of Uber, famously terminated by the board, enduring feud with Bill Gurley, which can cycle back to the Antropic Pentagon discussion because… 2 times in the scene

Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings Mar 12, 2026 · 2 mentions

  • ▶ 1:15 Harry Stebbings So we have gone from a couple of hundred million dollars in lost contracts with the Pentagon and with the DoD to potentially billions of dollars at risk. 2 times in the scene

"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings Mar 9, 2026 · 1 mention

  • ▶ 37:22 Harry Stebbings You said about Spice, do you feel better or worse to be an Anthropic shareholder post-Anthropic versus the Pentagon?

Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings Mar 5, 2026 · 6 mentions

  • ▶ 0:19 Harry Stebbings This week, Antropic goes to war with the Pentagon.
  • ▶ 1:17 Harry Stebbings We're gonna start this week in Anthropic with, ah, the Anthropic going to war, but being banned, that issue with the Pentagon. 5 times in the scene

Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings Feb 26, 2026 · 2 mentions

  • ▶ 0:00 unnamed speaker Maybe the Pentagon is wrong, and they need to buy more Anthropic and just point it at the enemy.
  • ▶ 3:05 unnamed speaker Maybe, maybe the Pentagon is wrong and they need to buy more Anthropic and just point it at the enemy.

Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings Jun 19, 2025 · 3 mentions

  • ▶ 38:23 Harry Stebbings Uh, we have a two hundred million defense contract from the Pentagon, which is actually very sizable. 3 times in the scene

Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings Nov 11, 2024 · 4 mentions

  • ▶ 16:49 Matt Grimm Um, yeah, so I think there's like a slight misunderstanding that like, oh, the entirety of the Pentagon turns over every four years. 2 times in the scene
  • ▶ 27:23 Matt Grimm So what's, what's happening is that the incentive structure within the Pentagon, within the procurement office, has said like, well, this is how we prefer to do business, because we don't want to have our companies make too much money.
  • ▶ 40:04 Matt Grimm Um, I think there's a, uh, there's a political piece of this that I think we have a lot of lessons to learn on, uh, impacting the appropriations process, impacting the legislative process, uh, having our voice heard in, you know, different…
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