Anduril Industries
also referred to as: anduril
11 statements across 1 episodes · 6 bullish · 1 bearish · 2 people on the record · first statement Jun 1, 2023 by Brian Schimpf · said 40 times in 6 episodes since 2023 · across every show →
Mentions by year
brought up most by Elad Gil (20), Sarah Guo (10), Zach Dell (3), Emil Michael (3), Qasar Younis (2), Brian Schimpf (2)
tap a year for its mentions
2026 4 mentions in 2 episodes 2 per episode
2025 5 mentions in 2 episodes 3 per episode
2023 31 mentions in 2 episodes 16 per episode
Everything said about Anduril Industries, oldest first
Jun 1, 2023 bullish
Schimpf: Understanding procurement mechanisms is the most critical part of defense tech
“And having folks with the background in the defense space is incredibly important. How you sell, what that looks like, the types of problems they want to work on, how that whole mechanism works is so different than any other, you know, sort of enterprise sales…”
Jun 1, 2023 positive
Jun 1, 2023 positive
Jun 1, 2023 negative
Schimpf: US will not adopt autonomous robots making lethal strike decisions
“The U S is not going to adopt systems that have autonomous robots going out and making sort of lethal decisions about, you know, what to attack or not. That's not really how the U S works. We assign accountability to the person that employed a weapon system. T…”
Jun 1, 2023 positive
Schimpf: Anduril established a Capitol Hill lobbying group on day one
“To convince the government you are a good partner and trustworthy to do this, we've established a lobbying group day one of the company, right? We were on the Hill talking about what we do, why it's beneficial to national security and why it's beneficial to th…”
Jun 1, 2023
Schimpf: Defense tech requires controlling both hardware and software
“To be really successful in moving The, you know, technology forward, you had to control the hardware and the software to really be able to move the needle. The way defense buys at the end of the day is they want to buy a capability. They want to buy something …”
Jun 1, 2023
Schimpf: Defense hardware scaling is difficult due to episodic demand jumps
“The reality with working with a defense customer is you kind of, you know, you have very few buyers, right? It's like, there's not that many customers you're working with. And so you, you're kind of subject to their timing and desire for what they're going to …”
Jun 1, 2023 neutral
Jun 1, 2023 bullish
Gil: Anduril is his only pure-play defense investment
“The only company in defense I ever ended up actually investing in is Andrew. You know, there's other companies that are doing things that impact the defense industry, like scale for data labeling or applied intuition or companies like that. But you're the only…”
Jun 1, 2023
Jun 1, 2023 positive
Schimpf: Anduril is developing a 60-foot autonomous submarine
“The largest thing we're working on right now is an autonomous underwater submarine. That's about the size of a school bus. It's about, you know, gonna be 60 feet long, 10 feet diameter. It's a very Big boat. And you know, it'll be able to go huge distances for…”