Grimm: CEO Brian Schimpf drives global defense strategy and final company decisions
“Brian is really our, like, I would call him, like, our strategic genius, so he is the one who is looking at, if Palmer has an idea for a new product, or any of our engineers really have an idea for a new product, he's the one who kind of sees the chessboard th…”
Schimpf: Anduril has 7,000 employees and is still doubling revenue past $1B
“So we're eight years ish in we're at about 7000 employees. We have consistently doubled revenue like every year, right? So even like over a billion, we're still doubling revenue.”
Schimpf: Brokers are offering secondary Anduril stock they don't possess
“Everyone is slinging Andurl stock that they don't have.”
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…”
Schimpf: China holds far greater industrial independence than the US
“China has definitively more industrial independence and the ability to continue production absent, you know, kind of like their choke points are quite a bit more, more mineral minimal, right?”
Schimpf: U.S. government lacks data on deep defense supply chain dependencies
“Number one, I think you need data, right? Like there's very little data on like what two, three levels down into the supply chain is actually on that bill of materials and what are the, you know, kind of critical components.”
Schimpf: Rebuilding unplanned defense supply chains takes five years in a crisis
“But if we are looking at, you know, we've got to add a crisis work all the way back to the raw materials that we didn't plan for. Now you're looking at five years of lack of being able to reconstitute that supply chain.”
Schimpf: Xi Jinping prioritizes CCP preservation over economic growth
“The, he has demonstrated that he does not care if he harms the economy, if he believes it is in the interest of national security and preservation.”
Meyer: Palmer Luckey has no direct reports at Anduril
“Palmer Luckey is one of the founders of Anderil. Most people are under the impression that Palmer is actually the CEO of Anderil. In fact, it's Brian. And everyone at Onderell is emphatic that Brian is the decision maker, is the executive. We learned in that p…”
Schimpf: Perfect global battlefield intelligence creates overwhelming information overload
“Now I say I had a perfect AI system that could tell me where every ship, aircraft, and soldier was in the world. What are you gonna do with that? Now I know everything. That is overwhelming.”
Schimpf: Traditional defense industry technology is outdated, slow, and lacks competition
“The tech is old. It is not moving fast. It is very lethargic. There are relatively few competitors at this point.”
Schimpf: AI's primary defense role is managing massive sensor scale
“So when I think about, like, where AI is going to drive The most value for warfare. It is dealing with the scale problem, which is really like the amount of information that is the number of sensors, like the sheer volume of systems that are going to be fielde…”
Schimpf: Ukraine invasion was biggest global wake-up call on bad actors
“Turns out invading Ukraine was probably the single biggest shift I've seen in terms of people recognizing that, look, like, there are still bad actors in the world.”
Schimpf: Military surveillance and strikes will soon achieve high automation levels
“Yeah, I, look, I think the mechanics of, okay, there's this airfield, and you want to go surveil it, and, like, take it you can do some strike, you can do some surveillance, you can do all these things. That, there will be a large degree of automation in that,…”
Schimpf: Selling to the Pentagon is only 30% harder than commercial sales
“Is it much worse than selling to a bank or an oil and gas company? It's like, I don't know, maybe like, 30% worse, but like, probably not five X worse.”
Schimpf: Anduril doesn't need government procurement reform to succeed
“Do I think it's necessary to change for us to be successful? Not really. Like, we're just going to play the game that they present.”
Grimm: China personally sanctioned me for selling missiles to Taiwan
“I mean, I was personally sanctioned by China for selling missiles to Taiwan as was my co-founder, Brian Schimpf, and a couple other executives in the company itself.”
Stephens: Brian Schimpf Is the Most Brilliant Software Engineer I've Worked With
“We should keep in mind that the co-founder CEO is Brian Schimpf, who is the most brilliant software engineer I've ever worked with.”
Schimpf: Urgent conflict and top-down leadership drive change in DoD
“There's two things that drives change in any organization, and especially in the DoD. It is an urgent conflict, and it is top-down leadership, and those are the two things that get changed to happen.”
Defense tech will not produce hundreds of major startup success stories
“I think the hard reality with this is it's just like venture. It's just like any sort of industry where there isn't going to be 500 success stories. That is unlikely to be the case, right?”
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 …”
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…”
Drone attacks on U.S. military bases will increase in frequency
“The attack in Tower 22 is very tragic, and it's the type of thing that I think is going to, frankly, increase in frequency.”
Nearly every country now possesses cruise missile-equivalent drone technology
“Nearly every country has what is the equivalent of cruise missiles.”
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,…”
Schimpf: Understanding procurement mechanisms is the most critical part of defense tech
“And having folks with the background in the defense space is incredibly important. How you sell, what that looks like, the types of problems they want to work on, how that whole mechanism works is so different than any other, you know, sort of enterprise sales…”
Schimpf: Defense tech requires controlling both hardware and software
“To be really successful in moving The, you know, technology forward, you had to control the hardware and the software to really be able to move the needle. The way defense buys at the end of the day is they want to buy a capability. They want to buy something …”
Schimpf: Anduril is developing a 60-foot autonomous submarine
“The largest thing we're working on right now is an autonomous underwater submarine. That's about the size of a school bus. It's about, you know, gonna be 60 feet long, 10 feet diameter. It's a very Big boat. And you know, it'll be able to go huge distances for…”
Schimpf: Anduril Builds Weapons and Believes It Is Ethical and Necessary
“We've been clear. We work on weapons. We believe that's important. We believe you can do it ethically. We believe it's necessary. And we're not shy about that.”
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…”
Schimpf: DoD spends far less on software than commercial tech firms
“When you look at, like, how these things play out in terms of, like, what do modern technology companies spend? Take a Tesla, take any of these companies that are building, you know, kind of modern hardware, software enabled systems. You know, what's the perce…”