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“This is an island country. That is, you know, seven days away from a total energy block, blackout if they get an oil and gas blockade from China so that they can't bring in ships to deliver oil and fuel.”

“We have placed the largest bet in American history on the proposition that this country will win the next century of technology.”

“Project Maven was used to make sure that we didn't leave anyone behind in Afghanistan.”

“I think the war in Ukraine really put a very, very bright light On how our exquisite large platforms are not gonna be the platforms for the fight of the future.”

“And that spend is ultimately gonna go, there aren't enough incumbents in Europe to have all that money go to companies in Europe. So it's a huge opportunity for their strongest ally, which is the United States, for the companies here to actually go and increas…”

“If they all come from China, and we ever get into a real conflict with China, whether it's an economic conflict or an actual kinetic conflict, like, They're going to cut us off.”

“And so, I do think that compute is gonna just, I think we actually probably are underestimating the amount of compute that we're gonna soak up over the, with electricity over the next, you know, 10, 2030, 4050 years.”

“I think I read that globally, one third of all wind turbines are out of service at any given time.”

“We should stop calling the spent fuel nuclear waste, because it's really not waste. Almost all of it can be recycled and reused.”

“AI can just automate all these things that take armies of consultants, You know, months or years to do can be, you know, brought down into being minutes or hours.”

“Right now for instance, there's a country that, that very much would like nuclear reactors for energy in the US is not allowed to sell into that country, and currently the only other country bidding on a reactor is China.”

“We work with a company called Skydio, and they were sanctioned by China, and, ah, you know, we usually hear stories about how companies are, you know, sanctioned by the United States from doing business here, but it actually, if you're a company that's an impo…”

“The Google Project Maven moment in 2018 in many ways as a galvanizing moment to actually wake up a lot of founders and builders and say, hey, wait a minute. I actually do want the government to have the best technology and best capabilities. I do want to build…”

“I think we're gonna have lights out factories the way they do in China.”

“I think Radiant is going to turn on the first fueled nuclear reactor of a new design in like 50 plus years. I think they're going to do it next year.”

“I think as you look to the future, I mean, everyone has their own view of what the future will look like for American dynamism, but I think we, you'll see us increasingly shift left. That's why we look at minerals and we look at critical, critical minerals and…”

“China, their ability to build ships is much, much faster than ours. A lot of the raw materials we need for our own shipbuilding comes from China, the steel and many of the metals. A lot of the things we need for batteries, for motors, for a lot of the ingredie…”

“What we're already seeing in the market is, A, these companies are ramping their revenue faster than companies have in these categories ever before.”

“The energy grid and electrical grid of the future, it's not just going to be the dichotomy of generation, transmission, and storage, but as Aaron brought up, like, you might do all three of those things in the same place and not have to worry about how... How …”

“I mean, I think that Constellation just turned up a new nuclear reactor, or is reactivating a reactor, and I think Meta immediately sucked up all of the power that they're going to generate, or nine 10th of it, or something from the new Constellation reactor t…”

“We've read reports that they spend well over 200 dollars a gallon at times, sometimes after 400 dollars a gallon for diesel, effectively, to get diesel into the right place at the right time.”

“We have competitors at other venture firms that go to just incredible, incredible lengths to come up with alternative phrasing to not say American dynamism, you know, industrial revolution, resilience.”

“Some of the biggest advocates for flock safety in communities with high crime rates are those community leaders from more marginalized communities.”

“I think we're very close to a moment in time where somebody can call nine one and a drone will be automatically dispatched from the roof of a police department to immediately provide eyes on the sky.”

“We don't have very many steel smelters in this country anymore. We used to have a lot. We have almost none now.”

“I think we, I think, I don't know, but I think we have more cash in Anduril than any other investor.”

“A lot of the American Dynamism companies, at least the early sort of innings of where they started, a lot of them were using off-the-shelf commodity hardware with really advanced software.”

“So Flox Safety was basically a camera a cell phone camera in a box with power to it and an LTE connection.”

“Almost every major country in Europe has made a commitment to double or more their spending their GDP level spend on, on defense.”

“Part of the shift to electric vehicles, obviously we have EVs today, but as we shift to more autonomous vehicles, all those vehicles are going to be electric as well.”

“The workforce has aged out.”

“We had to go out and train, hire and train entire specialized crews, specialized people that work with cement and concrete. Specialized people that work with steel to go build the large Vogel reactors in Georgia. We put them on Vogel reactors three and four. W…”

“We're also at this sort of technology inflection point where AI can help some of these things not just be a consumption driver, but even be an enabler and facilitating more efficient use of electricity, better monitoring of the grid better, better ways to even…”

“The electrical grid doesn't really have that, and so to be able to send messaging and things is very, very difficult, and now a lot of people just do it out of band using the internet.”

“It's a one megawatt reactor. It can be put on the back of an eighteen-wheeler and shipped around.”

“There is no Splunk for the electrical grid. There's no Palo Alto networks for the electrical grid yet. Like there's a whole bunch of things that mirror the IT and OT landscape, whether it's around cyber, And monitoring and logging and analytics. You know, ther…”

“I think we are the largest venture capital firm in the world.”

“10 or 15 years from now, the idea that we can't just immediately turn on a reliable and enduring power source for a community, that's going to be unimaginable. Like, it just, it will be a solved problem.”

“Like, we're not going backwards in our energy consumption. That, that ship has sailed.”

“And then companies like Microsoft have spun up nuclear teams, nuclear energy teams to figure out how do they procure energy that comes from a nuclear power plant.”

“Massive industries that support America in the lives of Americans. But which have yet to be dramatically improved by advanced software and technology.”

“And what gets me excited is that I think we're all starting to think and work like developers.”

“Like when I'm helping somebody with a sales commission plan, there's no software that's looking back in time at all the previous sales commission plans and all the performance telling me, hey, if you just turn these knobs, you might improve revenue.”

“The best sales reps at Cisco who had the biggest deals never put them into Salesforce.”

“Palmer has always said things like, we will never ship renders. Like, we will ship, ship actual videos of our products. So when you see an explosion that, like, an Android, like munition, but like explodes in a video. That's a real explosion. They're not doing…”

“Their first century tower was essentially off the shelf parts that they put together with very advanced software.”

“We are the largest public safety venture capital investors in the world.”