Matt Grimm
Co-Founder & COO, Anduril Industries. On 2 shows, 3 appearances. The Shows tab opens the full record on each.
founderexecutiveoperatorinvestorengineer@mttgrmm ↗anduril.com ↗
Grimm co-founded defense technology contractor Anduril Industries in 2017, overseeing global business operations, manufacturing, and security. Prior to Anduril, he was a Principal at Mithril Capital Management and an early engineer at Palantir Technologies deployed to Iraq and Afghanistan.
2shows
3appearances
74statements
16resolved
11supported
1contradicted
69%fully supported
24said about them ↓ Everything Matt Grimm said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Grimm predicts Israel will achieve near and total conquering of Gaza
“I think what we end up seeing is we end up seeing the, ah, ultimately kind of the near and total sort of conquering of Gaza,”
Anduril and Co-Founder Matt Grimm Officially Stand With Israel
“I don't at all, no. Absolutely not. Personally stand with them, and we as a company do too.”
Grimm: Anduril will become the sixth defense prime alongside incumbents
“I don't see it as like Lockheed, Boeing, Northrop, Raytheon, et cetera. We're going to take all of them down. I don't see that at all. I think it's going to be like, we're going to become the sixth prime alongside them and that there's still plenty, plenty, pl…”
Grimm: China is the primary geopolitical threat to Western values
“China, hands down. The mindset of the PRC, I think their approach to basic human rights, I think their conducting of an ongoing genocide with their Uyghur population, I think their approach to free speech, to political assembly, to religious freedom, are funda…”
Grimm: TikTok should have been banned in the US years ago
“Hundred percent absolutely yesterday, if not years ago.”
Grimm: The West is in a Cold War escalating toward hot war
“Which to me, I think it's pretty obvious that we're in escalating into a hot war.”
Grimm predicts Russia-Ukraine negotiated settlement within the next year
“My guess is that and it's a complete conjecture here. I have no insider information whatsoever, but my guess is that we see some sort of detente or some sort of negotiated settlement take place probably over the next year would be my guess. And if I had to bet…”
Grimm: SPV brokers exploit unsophisticated investors with high fees and bad numbers
“What is fundamentally happening is you get a representation of bad numbers. To kind of like relatively unsophisticated investors on the other end who are paying usually pretty steep premiums to the kind of what we would describe as the fair market price with u…”
Grimm: Anduril will absolutely not hire to meet demographic quotas
“No, absolutely not. And anybody who tells you that they are, I think, like, I think is misguided.”
Grimm: Startups pitching as the 'Anduril of X' will lose to Anduril
“Well, you should know that the andrel of X is going to be andrel and that you're Your best bet is probably buying as many andrel shares as you can.”
Grimm: The West lacks munitions capacity for a prolonged nation-state war
“The US right now does not have the production capacity, nor does the UK, nor does Australia, kind of the West at large, to make enough munitions to fully equip a prolonged nation on nation conflict.”
Matt Grimm: Foreign control of social media algorithms risks long-term US national security
“What we are willingly doing is we are willingly letting a strategic adversary control the knobs on what gets mainlined into the psyche of our youth. And if you don't think that that has long-term strategic implications for the motivation, for the ambition, for…”
Grimm: True capitalism has been missing from defense sector for decades
“Kind of the return of capitalism to the defense sector, which has been sorely missing for decades, ah, a rebuilding the American industrial base relying on cost plus contracts less and turning to more firm fixed contracts.”
Matt Grimm: China will not invade Taiwan if Western deterrence holds
“I, Think that if America does its job and the West and our allies do their jobs, I think no.”
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.”
Grimm: Completely removing Chinese influence from hardware supply chains is nearly impossible
“I think it's very, very, very hard in practice to actually completely divorce yourself from any Chinese influence on the supply chain whatsoever.”
Grimm: Lockheed Martin spent 4x more on buybacks than R&D in 2023
“Like last year alone, Lockheed Martin, the twenty-twenty-three numbers, Lockheed Martin spent six billion dollars on stock buybacks. They only spent 1.5 billion dollars on IRAD, which is called internal R&D. Their own at risk funding of research and developmen…”
Software-first modular design enables 2-3 year defense hardware cycles
“I think a two, three year cycle is extremely believable, especially if you architect your products to be pretty modular. If you architect your products to be upgrade friendly, if you upgrade your you design your products around a software kind of mentality whe…”
Grimm: Defense will never be a venture-style winner-take-all market
“I don't think there will ever be a kind of venture style dynamic of a winner take all. I don't think this is a situation of like Google versus Yahoo where, where one is the obvious dominant winner by 10 X and then there's the other rands. I don't think that's …”
Grimm predicts many newly funded defense tech startups will implode
“Ultimately, I'm a little nervous about a lot of these companies kind of getting over their skis and then getting one or two fundraisers under them and then realizing it's a lot harder than it looks on paper and ultimately struggling and probably, probably impl…”
Grimm: Early-stage defense tech valuations are too high for VC returns
“I think I would not be investing in defense at some of the valuations that these early stage companies are pulling down, because I think there's a sort of a view of a venture return in some of these companies that I think is going to be pretty hard to achieve.”
Grimm: Anduril is underpriced at its $14 billion valuation
“I don't think so. I think Andrel's underpriced today.”
Grimm: I am a lifelong Democrat and donated to Kamala Harris
“For me personally, I'm a Democrat. I've been a lifelong Democrat. I've supported Democrats my entire life. I donated to Kamala. I donated to Hillary Clinton, donated to a number of House Democratic races, Senate Democratic races, recently hosted a fundraiser f…”
The other half of the tape: Matt Grimm's own voice is left out of every number here. Other people bring the name up 23 times in 12 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Harry Stebbings 8Christian Garrett 4Molly O'Shea 3David Ulevitch 3Trae Stephens 2Philip Clark 1Kyle Harrison 1Justin White 1
Statements about Matt Grimm, by other people (1)
Every mention by year
tap a year for its mentions
Sourcery 14
20VC 9
2026 9 mentions in 4 episodes 2 per episode
- 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
- 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- Inside America’s Million-Drone Factory
- Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 10 mentions in 5 episodes 2 per episode
- SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
- $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
- Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 4 mentions in 3 episodes 1 per episode
- Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
- Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
- Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
One line per show, most statements first. The link opens Matt's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| 20VCLEDGER | Co-Founder & COO, Anduril Industries | 1 | 61 | 70% 7/10 | full record on 20VC → |
| SOURCERYLEDGER | Co-Founder & COO, Anduril Industries | 2 | 13 | 67% 4/6 | full record on Sourcery → |