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defense tech startups

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Dec 18, 2025 by Trae Stephens · across every show →

Everything said about defense tech startups, oldest first

Dec 18, 2025 negative
Opinion
Stephens: DoD operated like a centrally planned economy for over 30 years
“We think it's really great to have more companies in the space that are, ah, you know, moving away from kind of the semi-communist, centrally planned economy way that the department has been doing business for really the last 30 plus years.”
Trae Stephens Dec 18, 2025 ▶ 6:28 Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA · Sourcery with Molly O'Shea
Aug 11, 2026 negative
Assertion Not checkable as stated
Monroe-Anderson: Very few defense tech startups have deployed meaningful equipment in Ukraine
“And there's very few defense tech startups that have a meaningful amount of equipment deployed in Ukraine. Like you can just go down the list and see.”
Soren Monroe-Anderson Aug 11, 2026 ▶ 22:32 The $2.5B Drone Company Trying to Become the Toyota of Defense
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