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Trey Stevens

3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Apr 6, 2026 by Trey Stevens · across every show →

Everything said about Trey Stevens, oldest first

Apr 6, 2026 bearish
Prediction Not checkable as stated
Stephens: Defense technology market will not support a hundred new primes
“I don't think that The market is going to support a hundred new primes or something like that.”
Trey Stevens Apr 6, 2026 ▶ 15:34 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Apr 6, 2026 neutral
Insight
Stephens: Missing single category winners usually leads to net investment losses
“If you're a space tech investor and you didn't invest in SpaceX, you probably lost money. If you're a crypto infrastructure investor and you didn't invest in Coinbase, Probably lost money. If you're a social media investor and you didn't invest in Facebook, yo…”
Trey Stevens Apr 6, 2026 ▶ 19:06 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Apr 6, 2026 positive
Disclosure
Stephens: Palantir and Anduril's shared goal is US military deterrence
“And I think that that's really the goal of everything we were working on at Palantir is what we're working on at Anderil, which is make it unthinkable to your adversaries that they should ever challenge you.”
Trey Stevens Apr 6, 2026 ▶ 4:16 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
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