government

also referred to as: the government

10 statements across 8 episodes · 6 bullish · 2 bearish · 8 people on the record · first statement May 16, 2025 by Eric Crispin · across every show →

Everything said about government, oldest first

May 16, 2025 bullish
What-if
Technologies acquired by Anduril would not have reached the military otherwise
“They've identified the technology and that technology probably never would have found its way into the hands of, you know, the government or the warfighter without Andrel”
Eric Crispin May 16, 2025 ▶ 21:50 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
May 16, 2025 bullish
Opinion
The US government gets far more value per dollar from Anduril
“Ultimately, like, the government is just getting a lot more value per dollar of spend by buying from Andrel”
Eric Crispin May 16, 2025 ▶ 21:24 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
Jun 12, 2025 negative
Opinion
McCord: Government AI predictive maintenance claims are largely 'false goods'
“On the government side specifically, I think there's been a lot of like false goods that have been sold, predictive maintenance, prognostic, you know, type things that when you actually get down to it, like the data, the telemetry and the sensor data and the l…”
Cameron McCord Jun 12, 2025 ▶ 1:04:08 Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
Jul 27, 2025 positive
Insight
Government must subsidize mining prices before private capital will invest
“If the government can support kind of a critical problem here in subsidized pricing and help create a market, right? Like there's no price, there's no market that exists right now here because you don't have the ability to get to critical scale... Basically yo…”
Christian Garrett Jul 27, 2025 ▶ 13:58 Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures · Sourcery with Molly O'Shea
Dec 15, 2025 positive
Disclosure
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…”
Palmer Luckey Dec 15, 2025 ▶ 25:14 Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea
Dec 16, 2025 negative
Opinion
Schimpf: Traditional cost-plus defense contracts are a disaster
“Versus the traditional approach where it's like the government took all the risk and you get a fixed profit fee. That's a disaster. Like everything just gets more complex and more expensive. It doesn't work out.”
Brian Schimpf Dec 16, 2025 ▶ 10:20 Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
Dec 16, 2025 neutral
Insight
Schimpf: Defense tech products unaligned with military 10-year plans fail
“You can chase kind of nonsensical you know, products that don't have longevity to it, that aren't actually fit for purpose. Maybe you can make some money off of it for like a few years, but if you're not actually aligned to where the government's going to be, …”
Brian Schimpf Dec 16, 2025 ▶ 6:11 Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
Apr 29, 2026 positive
Assertion Partly supported
Anduril's first pitch deck promised making billions by saving the government billions
“In their very first pitch deck, he said, we are going to make billions of dollars by saving the government tens of billions of dollars of revenue and of costs.”
Kyle Harrison Apr 29, 2026 ▶ 6:35 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
Aug 24, 2026 neutral
Insight
Beck: Government is non-linear and unpredictable compared to business
“Government is non-linear. So you can put an input into a government and you just never know what you're going to get out.”
Sir Peter Beck Aug 24, 2026 ▶ 36:25 How Rocket Lab CEO Sir Peter Beck Is Building a Multi-Generational Space Company
Sep 8, 2026 positive
Opinion
Mavrookas: US government moving faster on defense than ever seen before
“This is the fastest I've actually seen the government move with anything.”
Dino Mavrookas Sep 8, 2026 ▶ 4:18 Dino Mavrookas: America Needs to Build Ships Again
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