defense technology

4 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Feb 6, 2023 by Palmer Luckey · across every show →

Everything said about defense technology, oldest first

Feb 6, 2023 negative
Opinion
Luckey: US Engineers Must Choose Defense Over Ad Optimization and Photo Filters
“Tens of thousands of engineers across our entire country that are not working on defense currently are going to have to ask themselves if there are more important things in their careers than building photo filters or doing ad optimization.”
Palmer Luckey Feb 6, 2023 ▶ 18:18 Rebooting the Arsenal of Democracy
Jan 28, 2025 bullish
Prediction Not checkable as stated
Schimpf: Next 30 years of defense tech relies on cheap autonomous systems
“So number one, the tech for the next 20 or 30 years was going to be like primarily how do you just have more cheap autonomous systems on the battlefield, just more sensors, just more information flowing in.”
Brian Schimpf Jan 28, 2025 ▶ 0:30 How AI Is Changing Warfare, with Anduril CEO Brian Schimpf
Apr 23, 2025 negative
Opinion
Ulevitch: Rival VCs who shunned defense for China are jumping in late
“Other firms, you know, were investing in China and had all this other activity and, you know, now they might be a little bit Johnny come lately and like excited about defense, but they used to say no way to defense, no way to those things”
David Ulevitch Apr 23, 2025 ▶ 12:35 Ben Horowitz on Leadership and Culture
Apr 23, 2025 bullish
Assertion Supported
Brose: Defense tech reached billion-dollar milestones faster than expected
“To sit here five years later and, you know, look at a room full of founders who are working in defense technology, multiple companies valued over a billion dollars, performing on capabilities and programs for the Department of Defense that, you know, people wh…”
Christian Brose Apr 23, 2025 ▶ 1:33 The Kill Chain: 2025 Edition
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