Trey Stevens

person on 3 shows · 6 statements across 4 episodes · said 3 times in 2 episodes since 2024

TBPN 2 Sourcery 1 All-In

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TBPN 2Sourcery 1

2024 3 mentions in 2 episodes 2 per episode

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6 statements about Trey Stevens, every show

ALL-IN Disclosure
Stephens: Palantir and Anduril's shared goal is US military deterrence
“And I think that that's really the goal of everything we were working on at Palantir is what we're working on at Anderil, which is make it unthinkable to your adversaries that they should ever challenge you.”
Trey Stevens Apr 6, 2026 ▶ 4:16 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
ALL-IN Prediction Not checkable as stated
Stephens: Defense technology market will not support a hundred new primes
“I don't think that The market is going to support a hundred new primes or something like that.”
Trey Stevens Apr 6, 2026 ▶ 15:34 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
ALL-IN Insight
Stephens: Missing single category winners usually leads to net investment losses
“If you're a space tech investor and you didn't invest in SpaceX, you probably lost money. If you're a crypto infrastructure investor and you didn't invest in Coinbase, Probably lost money. If you're a social media investor and you didn't invest in Facebook, yo…”
Trey Stevens Apr 6, 2026 ▶ 19:06 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
TBPN Opinion
Hays: Jason Calacanis is a bully who ducks charity fight challenges
“Yeah, but he, you know, he is a bully. And it's interesting that as soon as the bully is actually getting invited, saying, step into the ring. He's saying, oh, I, you know, it's, I don't want to do this.”
Jordi Hays Jan 16, 2025 ▶ 49:32 What's Happening at SONOS (Total Disaster)
SOURCERY Insight
Jacobs: Feel-good companies that are bad businesses create zero impact
“If it's, i.e. It's not a good business, but it feels good to do it that actually doesn't have an impact at all.”
Lee Jacobs Dec 20, 2024 ▶ 40:10 Cyan Banister & Lee Jacobs: Investing in 'The Magically Weird' | SpaceX, Uber, Anduril · Sourcery with Molly O'Shea
SOURCERY Insight
Coogan: Category-specific VC funds launch too late after power law winners emerge
“Trey Stevens partner at Founders Fund and co-founder Vanderell just posted this good essay in Pirate Wires about how, like by the time that there's a market trend that you can like build a VC fund around, like it might be too late because the power law company…”
John Coogan Jul 24, 2024 ▶ 56:00 John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy · Sourcery with Molly O'Shea

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