The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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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
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