StarZero All shows Try the podcast clipper →

Anduril Industries

also referred to as: anduril

16 statements across 9 episodes · 8 bullish · 5 bearish · 8 people on the record · first statement Jun 7, 2022 by Antonio Gracias · said 68 times in 28 episodes since 2022 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (15), Jason Calacanis (13), Palmer Luckey (8), David Sacks (6), Emil Michael (5), JD Vance (4), David Friedberg (4), Adam Goldstein (3)

tap a year for its mentions
0010420820222023202420252026episodesmentions
04820222023202420252026episodes it came up in
002.545820222023202420252026episodesmentions per episode
2026 17 mentions in 7 episodes 2 per episode
2025 14 mentions in 8 episodes 2 per episode
2024 18 mentions in 8 episodes 2 per episode
2023 2 mentions in 1 episode
2022 17 mentions in 4 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Anduril Industries, oldest first

Jun 7, 2022 negative
Disclosure
Gracias: Not putting more capital into Flexport was a major mistake
“We invested in Andrewl with Palmer. We have a small investment in Flexport, which should have been one of the biggest mistakes the last 10 years of my career is not putting more money in Flexport.”
Antonio Gracias Jun 7, 2022 ▶ 5:56 #AIS: Bestie AMA with Valor's Antonio Gracias
Jun 23, 2022 negative
Assertion Not checkable as stated
Critics like Calacanis only changed their tune after Anduril became successful
“And Jason, like many influential people, some of them even in this room, who have treated me like shit for years, suddenly changed their tune as soon as Andrew was on the upswing.”
Palmer Luckey Jun 23, 2022 ▶ 24:17 #AIS: Palmer Luckey on Anduril
Jun 23, 2022
What-if
Raising Anduril's initial capital would have been impossible without Oculus
“Imagine how hard it would have been to raise money if I hadn't founded Oculus. Would have been impossible.”
Palmer Luckey Jun 23, 2022 ▶ 6:33 #AIS: Palmer Luckey on Anduril
Jun 23, 2022 negative
Disclosure
Early Anduril VC pitches focused heavily on ethics over execution
“The vast majority of conversations that we had were about whether or not it was even ethically okay to ever build a company that would build weapons.”
Palmer Luckey Jun 23, 2022 ▶ 6:04 #AIS: Palmer Luckey on Anduril
Jun 23, 2022 positive
Assertion Supported
Anduril won a $1B counter-drone contract with US Special Operations Command
“We just won a billion dollar contract with US SOCOM, Special Operations Command, to do counter drone work”
Palmer Luckey Jun 23, 2022 ▶ 43:43 #AIS: Palmer Luckey on Anduril
Sep 10, 2024 positive
Disclosure
Vance discloses he was a seed investor in Anduril
“I was a seed investor in Anduril.”
JD Vance Sep 10, 2024 ▶ 14:45 JD Vance | All-In Summit 2024
Dec 25, 2024 bullish
Prediction Not checkable as stated
Friedberg predicts defense tech startup Anduril will become the next Boeing
“I just think that that's going to be the next Boeing.”
David Friedberg Dec 25, 2024 ▶ 1:02:10 The All-In Holiday Spectacular
Jan 4, 2025 bearish
Prediction Not checkable as stated
Friedberg predicts legacy defense contractors will face severe challenges in 2025
“I went with the kind of old defense and aerospace providers, Boeing, Lockheed Martin, Raytheon. Driven by kind of China dominance, driven by US defense budgets that I think are going to need to shift towards a more kind of tech oriented and ROI driven rational…”
David Friedberg Jan 4, 2025 ▶ 41:29 2025 Predictions: Tech, Business, Media, Politics!
Feb 15, 2025 negative
Assertion Supported
Chamath: Microsoft turned to Anduril after failing a $24B Army contract
“They had a twenty four billion dollar contract with the United States Army to deliver some whiz bang thing. And they realized that they couldn't deliver it. And so what did they do? They went to Anduril.”
Chamath Palihapitiya Feb 15, 2025 ▶ 39:41 JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
Jan 25, 2026 neutral
Disclosure
Archer Aviation builds aircraft airframes while Anduril adds military systems
“We build the core aircrafts, and Andrel missionizes it, so think sensors or munitions, those kind of things.”
Adam Goldstein Jan 25, 2026 ▶ 1:37:24 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jan 25, 2026 positive
Disclosure
Goldstein: Archer Aviation partnered with Anduril to build autonomous military aircraft
“We do have a really strong partnership with Anderil. And so we've been building the new kind of autonomous, attributable aircrafts.”
Adam Goldstein Jan 25, 2026 ▶ 1:36:46 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Apr 6, 2026 bullish
Disclosure
Stephens: Anduril is building a 5-million-square-foot factory campus in Ohio
“One of the things we're doing with Andrill right now is we're building out a five million square foot factory campus in Columbus, Ohio”
Trey Stevens Apr 6, 2026 ▶ 11:24 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Apr 6, 2026 neutral
Assertion Supported
Stephens: Fully autonomous weapons like the Navy's CIWS system are not new
“Fully autonomous weapons are not new. We've had autonomous systems in operation like CWIS, which is deployed on naval vessels. That shoots down aerial threats fully autonomously.”
Trey Stevens Apr 6, 2026 ▶ 48:23 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Apr 6, 2026 bullish
Disclosure
Stephens: Anduril funds capabilities via private R&D instead of government contracts
“Anderil, on the other hand, we're doing all of this as private R&D investment, and then we're selling the outcome, the output of that as a product.”
Trey Stevens Apr 6, 2026 ▶ 15:17 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Apr 6, 2026 positive
Assertion Not checkable as stated
Stephens: Anduril reached $10M ARR in 22 months versus Palantir's five years
“What took Palantir, I guess, probably about five years to get to ten million annually in revenue, we did that in 22 months.”
Trey Stevens Apr 6, 2026 ▶ 21:58 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Jun 7, 2026 bullish
Assertion Supported
Gerstner: Secondary transactions equal 31% of primary VC activity in 2025
“This is the amount of employee secondary. So this is people buying into Anduril, Anthropic, SpaceX, now represents 31% of all primary venture activity. Is buying into these secondaries in 20, 25.”
Brad Gerstner Jun 7, 2026 ▶ 1:47 Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more