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Anduril Industries

also referred to as: anduril

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 27, 2025 by Mike Trigg · said 13 times in 5 episodes since 2022 · across every show →

Mentions by year

brought up most by Josh Wolfe (5), Mike Trigg (4), Ed Grefenstette (2), Sean Warrington (1), Brett McGurk (1)

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02320222023202420252026episodes it came up in
0021.54320222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 11 mentions in 3 episodes 4 per episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Anduril Industries, oldest first

Oct 27, 2025 bullish
Assertion Partly supported
Trigg: WCM's First Private Investment Was Anduril at an $8B Valuation
“Our first investment was in Andrel at an eight billion dollar valuation. We were also the first crossover fund to invest in Andrel.”
Mike Trigg Oct 27, 2025 ▶ 45:11 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
Dec 8, 2025 positive
Opinion
Wolfe: Anduril is the 800-pound gorilla next-prime defense contractor
“Anduril has raised several billion dollars now. There are a few companies that are competing with them. There's a long tail of wannabe next gen defense tech companies, but Anduril is the 800 pound gorilla next prime.”
Josh Wolfe Dec 8, 2025 ▶ 10:17 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
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