Anduril Industries
also referred to as: anduril
94 statements across 30 episodes · 68 bullish · 7 bearish · 26 people on the record · first statement Mar 29, 2024 by Chris Power · said 496 times in 62 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (183), Kyle Harrison (65), David Ulevitch (38), Palmer Luckey (27), Eric Crispin (22), Trae Stephens (19), Christian Garrett (12), Packy McCormick (11)
tap a year for its mentions
2026 153 mentions in 21 episodes 7 per episode
- 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
- "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist" · Sourcery with Molly O'Shea
- SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea
- The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
- I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator) · Sourcery with Molly O'Shea
- Saronic's 4 Co-Founders on Building a $9.25B Shipbuilder | Part III
- Race to Save Humanity: Inside $12B Colossal Biosciences & $3.8B Astromech
- 13 more episodes that year, every mention in 2026 →
2025 317 mentions in 31 episodes 10 per episode
- Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
- How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
- Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
- $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
- Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea
- Palmer Luckey on UFOs, Anduril, Invisibility Tech, & Moon Wars · Sourcery with Molly O'Shea
- Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
- Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO · Sourcery with Molly O'Shea
- 23 more episodes that year, every mention in 2025 →
2024 26 mentions in 10 episodes 3 per episode
- Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
- Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
- Cyan Banister & Lee Jacobs: Investing in 'The Magically Weird' | SpaceX, Uber, Anduril · Sourcery with Molly O'Shea
- Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
- How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea
- Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea
- Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- 2 more episodes that year, every mention in 2024 →
Everything said about Anduril Industries, oldest first
Mar 29, 2024 neutral
Power: Series B is the riskiest stage to underwrite deep tech startups
“The way I would underwrite deep tech is basically like series B is the biggest risk point because you're starting to tip real money at the company. C and D is like what's already working. It's a fucking near monopoly. C to A is like, well, it's insane. And you…”
Apr 12, 2024 positive
Jun 28, 2024 bullish
Suster: Defense tech startups like Anduril are critical for future warfare
“I would argue that's why companies like Anduril are so important, because the future battleground are going to require a new type of weapon, a new type of defense system, that if we don't develop it, the Russians will, the Chinese will, the Koreans will, and I…”
Jun 28, 2024 positive
Oct 11, 2024
8VC partners initially feared office protests and reputational ruin for funding Anduril
“We literally had conversations internal at AVC with our partners where we were worried about our offices getting protested. And we gave a like small chance that, you know, actually maybe our reputation is completely ruined because at that time, everyone was ag…”
Oct 11, 2024 negative
Successful defense tech startups are rarely founded by industry outsiders
“Most of these companies I mentioned that we invested in are started by people who were actually at one of these successful companies, Endural, Palantir, or SpaceX before, or who were in military service themselves, and they know sort of the landscape. It's ver…”
Feb 14, 2025 neutral
Feb 14, 2025 bullish
McCormick: Anduril hit $28B valuation after doubling revenue
“Mandel just raised it a two X step up again, and they're at twenty eight billion and They're not that far off now. They're like a quarter of the way to the big defense prime's kind of market caps and continuing to grow really fast and like what doubled revenue…”
Mar 21, 2025 positive
Mar 28, 2025 bearish
Mar 28, 2025 negative
Apr 9, 2025 bullish
Schendel: The energy industry lacks a disruptive equivalent to SpaceX or Anduril
“I think the energy industry is actually in a pretty similar spot That the aerospace industry or the defense industry was in, in, in the last decade. The difference is that the energy industry doesn't have a SpaceX and it doesn't have an Android role. And we st…”
May 5, 2025 bullish
May 16, 2025
May 16, 2025 bullish
May 16, 2025 positive
Biannual tender offers allow elite companies like SpaceX to stay private longer
“As we've seen with SpaceX you know, they do biannual tenders where if you're an early stage investor or an employee there's opportunities for liquidity, and they've done that very successfully, and you're gonna continue to see that. Now you're seeing that more…”
Jun 12, 2025 positive
Slattery: SpaceX and Anduril diaspora is standardizing hardware data models
“One of the things that's made nominal possible now, or say three years ago, is that there is this crunch happening across all of these disparate industries in terms of the data types that they are using.
Where, 20 years ago, if we were going in and trying to i…”
Jun 12, 2025 positive
Jun 12, 2025 positive
McCord: Hardware development is shifting to tight continuous iteration pioneered by SpaceX
“The world is moving from this like type one hardware development where you will work really hard. You'll iterate on a prototype or a design of something, a widget, a machine, and then you will sort of set that design. You'll lock it and you will print manufact…”
Jul 18, 2025 bearish
Power: There will not be more SpaceXs or new defense primes
“I don't think there's going to be more SpaceX's. I don't think there's going to be more Andrews, you know, of like new defense primes or neo primes, and I don't think there's going to be more than a handful of large industrials companies.”
Jul 22, 2025 neutral
Little: Private Capital Will Flee Defense Tech if Anduril and Saronic Fail
“The part that worries me the most is, I want the Andrel, Ceronics, and Sail Drones, though, to do well. Because if they don't do well, private capital will recognize, like they did previously, that this isn't a good market to be in.”
Jul 27, 2025 bullish
Aug 27, 2025 bullish
Oct 5, 2025 negative
Lowery: Anduril is pursuing a 'me too' strategy against China's manufacturing
“There's an element, one, of folks doing me too, like Andrew's very me too to China. They said, we're going to go toe to toe. We're going to manufacturing in volume. We're going to build computers. We're going to build drones. We're going to build everything th…”
Oct 20, 2025 positive
Gil: Parker Conrad and Palmer Luckey were unfairly thrown under the bus
“Palmer Luckey is another one where I backed Andrew in the very first round, and he was controversial given what happened at Meta early on with him. I think in both cases, they basically got thrown under the bus in one form or another.”
Nov 18, 2025 positive
Nov 18, 2025 neutral
Ulevitch: a16z and General Catalyst split Anduril's Series B
“And this was their Series B. And when I went down there, I met Catherine Boyle, who was at a rival firm at General Catalyst and she thought she was going to do the Series B. And so the way we met was we ended up having to split the Series B which Anderil sort …”
Nov 21, 2025 positive
Ulevitch: Anduril only releases real product footage without CGI renders or special effects
“Palmer has always said things like, we will never ship renders. Like, we will ship, ship actual videos of our products. So when you see an explosion that, like, an Android, like munition, but like explodes in a video. That's a real explosion. They're not doing…”
Nov 21, 2025 positive
Ulevitch: Defense tech companies need public marketing to win political support
“Andrel never loses sight of who their customer is, and they have a ton, like, you know, there's tons of, like, collateral and white papers and documentation for their customers, but at the same time, they're hugely dependent on support from Washington for the …”
Nov 21, 2025 bullish
Nov 24, 2025 bullish
Clark: A new wave of hardware companies will tackle physical GDP
“I think we're gonna see a real renaissance of, you know, problems that don't just have to be solved with bits. They can also be solved with atoms as well. You know, sometimes to make a real impact on the world, you actually need to move something in reality. A…”
Nov 24, 2025 positive
Clark: SpaceX, Tesla, and Anduril accelerated growth at multi-billion scale
“I was looking at the revenue curves actually of and roll and SpaceX and Tesla the other day, and they are some of the only companies that have actually accelerated growth at scale, which is to say they are growing at a faster rate at multi-billion dollar scale…”
Nov 24, 2025 positive
Dec 15, 2025 positive
Luckey: Anduril beat Boeing, Lockheed, and Northrop for fighter contract
“We were competing against Boeing, Northrop Grumman, Lockheed Martin, and in the end, Andrew beat all of them, which was really really gratifying to, you know, go from starting this company to going toe to toe with the guys who are legends of the fighter commun…”
Dec 15, 2025 positive
Dec 15, 2025 positive
Dec 15, 2025 positive
Dec 15, 2025 positive
Luckey: Anduril operates as a defense product company, not a contractor
“We like to think of our approach as being a defense product company, not a defense contractor. That is, we're not getting paid to engage in contracted work where they say, go and do, you know, this many hours of work to build exactly this thing. Instead, we're…”
Dec 15, 2025
Dec 15, 2025
Dec 15, 2025
Stephens: Anduril opening 5M sq ft Arsenal-1 factory in Q1
“In the first quarter of next year, we'll be opening our soon to be five million square foot factory campus called Arsenal One, just outside of Columbus, Ohio which is where we'll start ramping up our collaborative combat aircraft to the autonomous fighter plan…”
Dec 15, 2025 positive
Dec 16, 2025 negative
Dec 16, 2025 bullish
Schimpf: Anduril will be involved in nearly every aspect of US/allied defense
“Over the next few years, we are going to become
So involved in nearly every aspect of U S and international defense in a way that I think is going to be very positive for us, very positive for the world, but just the sheer scale and breadth that we will be op…”
Dec 16, 2025 bullish
Dec 16, 2025 positive
Dec 16, 2025 neutral
Dec 16, 2025 bullish
Schimpf: Anduril will produce autonomous fighter jets in months
“We're making autonomous fighter jets. You know, like three years ago, we weren't believable to make autonomous fighter jets. Now we're doing it. And we're going to have them be produced in a production facility in like months from now.”
Dec 17, 2025 positive
Grimm: Trey Stephens leads investor relations, marketing, and design at Anduril
“Trey obviously leads our investor relations, and he brings a tremendous amount of expertise there, and then this doesn't get appreciated in public enough, but he also runs our marketing and our design teams internally, so he has that kind of Drive behind our p…”
Dec 17, 2025 neutral
Dec 17, 2025
Dec 17, 2025 bullish
Dec 17, 2025 positive
Grimm: Palmer Luckey drives product innovation and serves as Anduril's public persona
“Palmer is our founder, and he is the guy who has really a lot of the, like, innovative drive behind what drives us as a company. So new product ideas, new kind of what is in the business is called ConOps. It means, like, how will they use this product? How doe…”
Dec 17, 2025
Dec 17, 2025 bullish
Dec 17, 2025 positive
Grimm: Anduril now employs 7,000 people across 35 offices globally
“So we're now just about 7000 employees. Got about 34, 35 offices around the world. Depends how you count a little bit of different buildings on the same campus, but thereabouts and are really off to the races scaling, especially on the production side as we la…”
Dec 17, 2025 positive
Grimm: Colocating engineers with machine shops cuts product delivery time and long-term costs
“Having the engineers in the building there have an idea, walk over here, get feedback from fabricators, Build things and have that cycle move very quick. Ultimately gets us to have products to market faster, and then in the long run, cheaper, even if this mach…”
Dec 17, 2025 positive
Grimm: CEO Brian Schimpf drives global defense strategy and final company decisions
“Brian is really our, like, I would call him, like, our strategic genius, so he is the one who is looking at, if Palmer has an idea for a new product, or any of our engineers really have an idea for a new product, he's the one who kind of sees the chessboard th…”
Dec 18, 2025 positive
Stephens: Defense tech shifted from Silicon Valley pariah to peak popularity
“Thinking back to when we started Anvil in 2017 as kind of the pariah of Silicon Valley. It was like not something people were doing, it was incredibly unpopular, and now all of a sudden there's like almost nothing as popular. Maybe AI slop enterprise SaaS comp…”
Dec 18, 2025 positive
Stephens: Anduril builds autonomous fighter planes near the Wright brothers' site
“In some ways it's like you're starting with the right flyer and then coming back with fully autonomous fighter plans to be built, you know, less than an hour drive. Away from where the Wright brothers were building the first airplane.”
Dec 18, 2025 bullish
Stephens: Anduril will open 5M sq ft Arsenal-1 factory in Q1
“In the first quarter of next year, we'll be opening our soon to be five million square foot factory campus called Arsenal One, just outside of Columbus, Ohio which is where we'll start ramping up our collaborative combat aircraft, the autonomous fighter plane …”
Dec 18, 2025 positive
Stephens: Founders Fund Culture Supports Partners Co-Founding Companies
“We have no build program, there's no incubation policy or anything like that at Founders Fund, but, you know, Peter started Palantir. I started Anderil. Scott Nolan started General Matter. Delia and Esperohov started Varda, and it's just kind of part of the cu…”
Dec 18, 2025 positive
Stephens: Despite its massive hardware, Anduril is fundamentally a software company
“People will think about us as like a hardware company where we're building all of these big systems, many of which you can probably see in the background of the camera here. But the core of everything that we do is actually software.”
Dec 18, 2025 positive
Dec 18, 2025 positive
Stephens: Anduril succeeded by targeting a sector with zero VC competitors
“It really does not make sense or would not have made sense for Andrel in 2017 to go and compete in these highly, you know, crowded marketplaces. We went and targeted an area where there were no venture backed players at all. And that gave us an incredible head…”
Dec 18, 2025
Stephens: Selling defense tech requires government relations because end users don't control budgets
“You have to hire a strong government relations team because your customer is not the budget appropriator. Like they're not the same. So you have to be able to work the administration. You have to be able to work Congress. You have to work political appointees …”
Dec 18, 2025 negative
Stephens: Massive advisory boards of retired military generals never work for defense companies
“There's a long history in Companies that are doing business with the department where they have these massive advisory boards of retired generals and things like that, and it was just clear that that's never worked, and so that was never really part of our str…”
Dec 18, 2025 positive
Stephens: Defense Secretary Hegseth and senior DoD leadership visited Anduril
“So, not only, you know, the secretary, but also his entire senior leadership was here, and so being able to interact with Under Secretary Duffy, Under Secretary Michael General Counsel you know, it was a really cool opportunity, not only for, You know, Andrew'…”
Dec 22, 2025 positive
Dec 22, 2025 positive
Dec 22, 2025 positive
Dec 22, 2025 positive
Dec 22, 2025 positive
Dec 22, 2025 positive
Dec 22, 2025 positive
Dec 22, 2025 positive
Luckey: Self-funding defense products creates better speed incentives
“Instead, we're investing our own money in building what we think the right products are, and then we sell them to the government. So we want to be going to the government Generally, with a product rather than a PowerPoint, or at least a prototype instead of a …”
Dec 22, 2025 neutral
Jan 17, 2026 positive
Feb 11, 2026 positive
Apr 29, 2026 bullish
Apr 29, 2026 neutral
Harrison: Anduril is actively working on subterranean warfare technology
“Like several people are working on that, including Anduril, much to the surprise, I don't know if you have heard this story, but there was a story of Palmer talking about subterranean warfare, and the marketing person at Anduril was there, it was like, to the …”
Apr 29, 2026 positive
Apr 29, 2026 positive
Harrison: Anduril risks private capital on internal R&D instead of government funds
“Where the military, you know, where the military is trying to acquire things built to spec, the goal of Anduril is to acquire things built to mission, right, so they fund their own R&D, they put their own money up, rather than asking the government for R&D dol…”
Apr 29, 2026 bullish
Harrison: Anduril has nailed all five core concepts from its original pitch deck
“In their first pitch deck there, if I can remember all of them, they basically had five things, and they had all these weird ways to describe things like, you know, VR for war fighters and perimeter security on a stick and all these things that were, like, the…”
Apr 29, 2026 bullish
Harrison: Anduril is shifting from augmenting defense assets to replacing them
“And now increasingly, what is most impressive is that what started as very much a sort of, like, product suite of adjacencies of, like, these are all things that will augment a lot of existing assets. We're now getting into potentially, like, asset replacement…”
Apr 29, 2026 bullish
Harrison: Investors overlook defense supply chain opportunities chasing the next Anduril
“People are under-appreciating a lot of the, like, second and third order effects from, like, a supply chain perspective around defense, because they're so focused on, well, who's gonna be the next andurl, and it's like, you can make a lot of money investing in…”
Apr 29, 2026 neutral
Apr 29, 2026 positive
Harrison: Anduril took over Microsoft's $22B IVAS contract for EagleEye
“And then a year ago Microsoft basically admitted defeat to some extent, and the government said, we're going to recompete the contract, and Anduril first as a potential partner to Microsoft, and then eventually took over a twenty-two billion dollar IVAS contra…”
Apr 29, 2026 neutral
Apr 29, 2026 positive
Harrison: Autonomous aircraft like Fury extend pilot reach while eliminating pilot risk
“So like you look at, so Fury as an example, it's not only replacing in some cases, because there are some missions that we no longer need to send pilots into danger, we can do it autonomously, but there are some cases where you still want human judgment and sp…”
Apr 29, 2026 neutral
Harrison: Only a small handful of new defense primes will emerge
“There's not going to be 30 new defense primes. There's probably going to be a very small handful of companies that can check all the boxes you need to be able to do that. Obviously, I think Android can be one of them, and there's maybe a few others”
Apr 29, 2026 positive
Jun 11, 2026 positive
Singerman says no single Anduril founder could have built the company alone
“The Andurl founding team are all so complimentary to each other and different, but respect each other so much and are good in different ways that Not any one of them, not any one of the four of them could have, like, pulled this off, but I do think that the co…”
Aug 12, 2026 positive