Anduril Industries

also referred to as: anduril

11 statements across 7 episodes · 7 bullish · 1 bearish · 5 people on the record · first statement Sep 17, 2021 by Sam Parr · said 73 times in 18 episodes since 2021 · across every show →

Mentions by year

brought up most by Sam Parr (33), Shaan Puri (31), Anthony Pompliano (4), Elad Gil (2), Palmer Luckey (1), Joe Lonsdale (1), Andrew Wilkinson (1)

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048202120222023202420252026episodes it came up in
0054108202120222023202420252026episodesmentions per episode
2026 3 mentions in 1 episode
2025 11 mentions in 3 episodes 4 per episode
2024 24 mentions in 8 episodes 3 per episode
2023 5 mentions in 2 episodes 3 per episode
2022 20 mentions in 3 episodes 7 per episode
2021 10 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Anduril Industries, oldest first

Sep 17, 2021 bullish
Prediction Not checkable as stated
Parr: Anduril will reach a $20B to $50B valuation within five years
“Can this company be worth 20, 40, fifty billion in five years? 100%. It definitely can. It definitely can.”
Sam Parr Sep 17, 2021 ▶ 20:49 12 Startups Where Stock Grants Can Make You a Millionaire | My First Million #220
Oct 25, 2022 positive
Assertion Supported
Luckey: Anduril won a $1B counter-drone contract with SOCOM
“We recently just won a billion dollar contract with SOCOM special operations command to do all of their counter drone work.”
Palmer Luckey Oct 25, 2022 ▶ 1:06:23 From Flipping iPhones To Selling Oculus For $2 Billion To Facebook | Palmer Luckey (#378)
Oct 25, 2022
Disclosure
Luckey: Anduril sells weapons only as directed by State Dept and DOD
“What it really is, is I will sell to the people that the U S state department and the U S DOD want me to like, if that, that, that, because they have information that I don't, they have intelligence that I do not. And I cannot second guess that and say, oh, yo…”
Palmer Luckey Oct 25, 2022 ▶ 1:10:37 From Flipping iPhones To Selling Oculus For $2 Billion To Facebook | Palmer Luckey (#378)
Oct 25, 2022 positive
Disclosure
Luckey: Anduril buys employees any tool they want for personal projects
“Like one of our benefits we have is that we will buy anyone in the company, any tool they want for their personal projects as well as work projects.”
Palmer Luckey Oct 25, 2022 ▶ 35:56 From Flipping iPhones To Selling Oculus For $2 Billion To Facebook | Palmer Luckey (#378)
Oct 25, 2022
Disclosure
Luckey: Anduril only covers coach travel for employees, and I fly coach
“I don't fly private and I do fly coach. For me, it's a reasoned thing where we, with exceptions for long term, like long, long international travel, we only cover coach travel for our employees.”
Palmer Luckey Oct 25, 2022 ▶ 1:27:00 From Flipping iPhones To Selling Oculus For $2 Billion To Facebook | Palmer Luckey (#378)
Oct 25, 2022 negative
Insight
Luckey: Government buyers resist efficiency because high budgets preserve their power
“The people who are in charge of purchasing for government, they often don't benefit from saving money or reducing their manpower or any of this. In many cases, the guy in charge of making the buying decision, his political power and earning power are directly …”
Palmer Luckey Oct 25, 2022 ▶ 42:25 From Flipping iPhones To Selling Oculus For $2 Billion To Facebook | Palmer Luckey (#378)
Dec 18, 2023 positive
Opinion
Sam Parr: Palmer Luckey says what billionaires are too afraid to say
“He says what you want to say if you were a billionaire, but you'd be too afraid to say it.”
Sam Parr Dec 18, 2023 ▶ 14:40 The 2023 Milly Awards (#531)
Mar 27, 2024 neutral
Opinion
Pompliano: Joining OpenAI or Anduril offers 2x to 5x upside, not 10x
“OpenAI and Anduril, I think, are both at this point where if you go and you join, like, you may be able to make a couple 100,000 dollars a year, and, like, there's probably some upside, but OpenAI at, like, eighty-five billion dollars, basically, you have to b…”
Anthony Pompliano Mar 27, 2024 ▶ 40:47 The Man Who Owns 1% Of ALL Bitcoin
Aug 7, 2024 bullish
Opinion
Companies like Anduril and Blue Forge are making factory work cool
“And what this company is doing is they are trying to make it look cool and they are totally succeeding. And you're seeing this a little bit with Andrel. You know, Andrel? Yeah. So, Palmer Luckey's defense business in Orange County, where it's cool, again, to w…”
Sam Parr Aug 7, 2024 ▶ 30:28 He Sold His Company For $15M, Then Got A Job At McDonald’s
Oct 8, 2024 bullish
Insight
Gil: Anduril Expands Defense Market Cap Through 50% Margins
“The traditional defense tech companies are what are known as cost plus, which means if you have a million dollar drone, they charge five percent. So they can't make more than five percent margins. They make 50 can a drone. You're Anduril. You can sell 10 bette…”
Elad Gil Oct 8, 2024 ▶ 11:34 How Silicon Valley’s Most Prolific Investor Picks Unicorns | Elad Gil Interview
Apr 7, 2025 positive
Assertion Supported
Puri: Anduril has reached a $20B to $30B valuation
“And they've built now a 20 to thirty billion dollar company doing this.”
Shaan Puri Apr 7, 2025 ▶ 19:53 7 Wild Business Ideas for this $3 Trillion Dollar Frontier
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