Anduril Industries
also referred to as: anduril
44 statements across 16 episodes · 26 bullish · 5 bearish · 12 people on the record · first statement Nov 18, 2022 by Chris Power · said 128 times in 36 episodes since 2022 · across every show →
Mentions by year
brought up most by Katherine Boyle (23), Morgan Brennan (12), Palmer Luckey (11), David Ulevitch (6), Marc Andreessen (5), Jacob Helberg (5), Chris Power (5), Matt Shortal (4)
tap a year for its mentions
2026 12 mentions in 7 episodes 2 per episode
- Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
- Jake Paul on Going From YouTube to Boxing to Investing | a16z ft. Anti Fund
- The Media Game Has Changed
- Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
- Why Top Founders Are Racing Into AI Infrastructure
- Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z
- The Biggest Bottlenecks For AI: Energy & Cooling
- every mention in 2026, scene by scene →
2025 61 mentions in 16 episodes 4 per episode
- The Kill Chain: 2025 Edition
- Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
- How AI Is Changing Warfare, with Anduril CEO Brian Schimpf
- The Dual-Use Founder: Vets Now Building For America
- How to Enable a Manufacturing Renaissance
- How Andreessen Horowitz Disrupted VC & What’s Coming Next
- AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas)
- The Lawyerly Society vs. The Engineering State: Who Owns the Future?
- 8 more episodes that year, every mention in 2025 →
2024 27 mentions in 6 episodes 5 per episode
- Securing America's Future: How Technology Companies and Washington Are Building A Safer World
- Virtual Worlds Mean Real Business: How Games Power the Future
- From Silicon Valley to the Pentagon: The Future of Defense Innovation
- Jobs of the Future: Where Hardware Meets Software
- Marc Andreessen & Andrew Chen Talk Creative Computers
- A Nuclear Comeback: Are New Reactors the Answer?
- every mention in 2024, scene by scene →
2023 26 mentions in 6 episodes 4 per episode
2022 2 mentions in 1 episode
Everything said about Anduril Industries, oldest first
Nov 18, 2022 positive
Feb 6, 2023 bullish
Brian Schimpf: AI enables military deployment of 100,000 autonomous systems
“AI kind of broadly gets you this ability to scale up to 100,000 of systems Being able to do a much, much higher volume of activity that's much harder to defeat, it's much harder to counter and you can conduct, you know, warfare in a much more precise and large…”
Feb 6, 2023 neutral
Feb 6, 2023 positive
Bry: Tech firms should bear R&D risk while military buys products
“I think Andrew in particular has done a nice job of trying to sort of like advocate for this new model where companies should be taking product development risk and the government should be focused on, on, on just buying the best product, which is, is difficul…”
Feb 6, 2023 negative
Luckey: Early VCs rejected Anduril due to moral objections to defense tech
“Many early investors actually turned us down, because while they believed that we had a good team, good people, good technology, good product market fit, they thought that it was inherently wrong to build tools capable of being used for violence.”
Feb 6, 2023
Luckey: Non-defense sectors produced hundreds of unicorns while defense yielded two
“In that same thirty-year time period, there have been I think it's four mattress unicorns 12 fast casual dining unicorns, over 50 gaming unicorns, over a hundred social media and mobile application unicorns, over a hundred financial technology unicorns, over a…”
Feb 6, 2023 positive
Boyle: Belief that big government tech businesses cannot be built is false
“They were very wary of companies that had to go through the long procurement cycle to work with government, and so there was sort of this meme in Silicon Valley that you can't build a big government business, and if we've seen anything over the last 10 years t…”
Jul 7, 2023 positive
Dec 24, 2023 bullish
Dec 24, 2023 positive
Startups are rebuilding maritime vessels from the ground up for autonomy
“There's companies like ARC, but also Ceronic, and Roll with their dive platform that are building new versions of vessels from the ground up with modern day assumptions on how should these vehicles operate in a digital world.”
Mar 5, 2024 positive
Defense startups willing to build weapons are the most likely to succeed
“A lot of the areas that You know, are going to succeed are often the ones that are less popular. It's areas working on weapons. Like, this is not an area that a lot of companies are interested in doing, but I think to succeed in the defense space, you have to …”
Mar 5, 2024 positive
Lower costs allow the Air Force to fund multiple autonomous aircraft vendors
“Unlike, you know, something like an F-thirty-five, where it's only feasible to afford one provider of this you can start to look at for this, for weapon systems, for a variety of these things, Carrying multiple people to be able to really incentivize the indus…”
Mar 5, 2024 positive
Defense startups fail by solving non-urgent problems for the DoD
“I think the single most important thing is if you're solving a critical warfighter need on a problem that, you know, urgently needs to be solved, you can be successful. I think the trap for most people is they're solving a problem that would be great to solve,…”
Mar 5, 2024 bullish
Defense manufacturing capacity constraints will be eliminated within five years
“So our belief is this is a solvable problem. You could take advantage of commercial innovation on this, and there should be no capacity constraints you know, over any sort of five-year period to actually be able to produce these systems.”
Mar 5, 2024
Mar 5, 2024 positive
Anduril is working with the Air Force on the Loyal Wingman project
“Today, we're at a place where, you know, we're fortunate to be able to, you know, disclose we're working with the Air Force on the Loyal Wingman project, which is incredibly big change from where we were when we even started with this.”
Mar 5, 2024 positive
Mar 7, 2024 positive
Schimpf: Defense Innovation Succeeds Only When DoD Bets Big on Startups
“I think if we are in a position where we're working on top tier defense programs at scale, I'll feel like we've started to move the needle. And we are actually making a dent in, you know, both how the department buys, but also the types of technology it's buyi…”
Dec 12, 2024 positive
Jan 28, 2025 positive
Jan 28, 2025 neutral
Jan 28, 2025 bullish
Jan 28, 2025
Jan 28, 2025
Schimpf: Anduril depended on a strict 2-to-3-year window for success
“I don't think we could have done it five years or later would be too late. Five years earlier probably would have been too early. I think we were in this like two to three year window where we could ride all those waves correctly.”
Jan 28, 2025 negative
Jan 28, 2025 neutral
Jan 28, 2025 positive
Jan 28, 2025
Jan 28, 2025 positive
Jan 28, 2025 positive
Jan 28, 2025 negative
Apr 23, 2025 bullish
Apr 23, 2025 positive
Apr 23, 2025 bullish
Brose: Anduril's primary five-year goal is manufacturing defense systems at scale
“The next five years, I think looked like a couple of things. I mean, one is production at scale, right? So we've had to kind of like fight our way out of earth's atmosphere on a lot of programs. Where we're now in a position on large contracts where we have to…”
Apr 23, 2025 positive
Brose: Anduril's early smaller products were stepping stones to larger systems
“And the smaller things that we were working on, you know, the stuff that fits in the lobby out here, they were great programs. You know, many of them are still phenomenal programs that are making a difference for warfighters. They're important to the business,…”
Apr 23, 2025 positive
Brose: Anduril's move into weapons production was the original plan
“Much of what we said we wanted to do are things that we're now doing. We just never would have believed that we would be capable of doing them on the timeline that we're now doing them on. But the sort of movement into all domain autonomous systems the movemen…”
Apr 23, 2025 positive
Brose: Anduril launched its space business through years of internal R&D
“Having the courage of our own convictions to put IRAD behind the things that we're looking to build. I mean, that's how a space business got started for us, right? I mean, it wasn't like we just magicked into a gigantic space program. I mean, it was years of i…”
Apr 23, 2025
Apr 23, 2025
Sep 4, 2025 neutral
Sep 27, 2025
Sep 29, 2025 negative
Schimpf: Anduril found virtually no American-born tier-one manufacturing executives
“Looking for a great head of manufacturing. There's basically no like tier one execs we could find that were American born. We ended up finding someone who was from Canada, but everyone I found who was like great thinking about this differently, like really nov…”
Sep 29, 2025 negative