Prediction Not checkable as stated
Brose: Modern great power conflicts will be long wars of attrition
“This is a war of mass and attrition and production. These are not going to be short wars. They're going to be long wars.”
Insight
Brose: Defense companies shouldn't rely on government for technical solutions
“I will always be interested in the government's definition of its problems but I'm not going to necessarily believe that they know what the right solution to that problem is.”
Assertion Not checkable as stated
Brose: Traditional 10-year defense procurement projects usually fail to deliver
“The alternative of give me eleventy billion dollars in 10 years and leave me alone, and then, like, you'll have this amazing whiz-bang thing. Most of the time that stuff never shows up.”
Insight
Brose: Defense deterrence requires fielding systems in the tens of thousands
“And I think what we're going to need is fielding systems in 1010 of thousands, and being able to do it not for like a few days, but for months and potentially years at a time, if God forbid we ever end up in the type of conflict that, you know, I was certainly…”
Insight
Brose: Autonomous systems scale military power by flipping personnel-to-machine ratios
“We've had a military where you've had large numbers of people required to operate small numbers of things. And that model doesn't scale. And when you're competing against you know, Countries that are, you know, multiple times your population, potentially soon …”
Opinion
Brose: Military scale needed in Asia-Pacific far exceeds Ukraine's requirements
“Nothing really matters unless you're able to generate the kind of mass that Mike is talking about that the Ukrainians need now, and I would say that's kind of the double A ball version of what, you know, I think we're talking about in sort of an Asia Pacific s…”
Assertion Not checkable as stated
Brose: Legacy manufacturing methods cause Javelin missile production bottlenecks
“A large amount of the reason we're bottlenecked on things like Javelin missiles is because they're old systems made in old ways, and you cannot scale that but so much.”
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…”
Prediction Not checkable as stated
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…”
Disclosure
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…”
Assertion Not checkable as stated
Brose: Washington now expects defense tech startups to solve military problems
“The conversation in Washington has changed completely around the types of companies that can do this work, and frankly, now the expectation that we need them to do this work.”
Assertion Supported
Brose: Post-WWII militaries consolidated power into small numbers of exquisite systems
“The trend that we've seen playing out almost since the end of World War II Is the United States military, allied militaries, have sort of increasingly moved in the direction of getting smaller and smaller, having large, expensive, exquisite, sort of heavily ma…”
Disclosure
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,…”
Disclosure
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…”
