Trae Stephens

Everything Trae Stephens said on any show that made the record, most notable first. Each card names its show and opens the statement there.

SOURCERY Disclosure

Stephens: Founders Fund holds a large position in Cognition

“Cognition, the AI coding company is a large position for us.”

Trae Stephens Dec 18, 2025 ▶ 28:56 Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea

TBPN Disclosure

Anduril is building an 800,000-square-foot defense manufacturing factory near Columbus

“Arsenal exists. Site selection is over. We're building a factory just south of Columbus, Ohio. The first, call it, 800,000 square feet is already kind of, you know, there and ready for us to construct into.”

Trae Stephens Mar 15, 2025 ▶ 10:46 Trae Stephens talks Flock Safety, Anduril, and American Dynamism.

20VC Disclosure

Stephens: Had No Logistics Thesis Prior to Backing Flexport

“Did I have like some super crazy interest in supply chain and logistics or a thesis in supply chain and logistics before I invested in flex work? No, of course not. Like I needed Ryan to like convince me of the timing to the market.”

Trae Stephens Apr 3, 2024 ▶ 44:18 Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings

20VC Prediction Open · timeframe Apr 2039

Stephens: Plans to Return to Government Civil Service Within 15 Years

“I am deeply committed to the idea of civil service. And I don't know if it's in five years or 10 years or 15 years, but at some point I want to be back as a public servant working for the good of our nation and our allies and partners.”

Trae Stephens Apr 3, 2024 ▶ 1:14:47 Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings

The other half of the tape: Trae Stephens's own voice is left out of every number here. Other people bring the name up 68 times in 30 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Harry Stebbings 16Molly O'Shea 12John Coogan 8Matt Grimm 4Delian Asparouhov 4Brian Singerman 4Kyle Harrison 3Katherine Boyle 2

Statements about Trae Stephens, by other people (1)

ALL-IN Opinion

Stephens: Denying technology to civil servants for law enforcement is morally bankrupt

“I tend to think that that position is pretty morally bankrupt, but I guess you could have that position, but ultimately I think that's what it is.”

Trey Stevens Apr 6, 2026 ▶ 54:29 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare

Every mention by year

One line per show, most statements first. The link opens Trae's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
20VCLEDGER	Partner, Founders Fund	1	61	80% 4/5	full record on 20VC →
SOURCERYLEDGER	Partner, Founders Fund	2	23	75% 3/4	full record on Sourcery →
ALL-INLEDGER	Partner, Founders Fund	0	0	33% 1/3	full record on All-In →
TBPNLEDGER	Partner, Founders Fund	1	16	—	full record on TBPN →