Russia

“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…”

“And if we think of what's happening in Russia, Ukraine, while people often talk about AI and autonomy, the real narrative is about quantity. And so for us having a strong manufacturing base that can build a lot of things, that is the best way to be able to lea…”

“There's a Russian imports ban on, you know, in place now, but that ban actually goes into full effect when the waivers end on January first, 20, 28.”

“If we need HALU, which is more enriched fuel for the factory built reactors, we need to get that fuel from Russia. Only Russia makes it today.”

“And so we're here now today with the U S doing less than .1% of global enrichment, effectively R and D capacity, not much commercial capacity, and just completely relying on foreign state backed entities. About 25% of enrichment in the U S comes from Russia an…”

“So in Ukraine, there was this, I think it was called Operation Spiderweb, where, ah, Ukraine snuck basically like under false floorboards of a truck. They snuck a million dollars of worth of drones into Russian territory. And then the drones basically took fli…”

“What DJI makes, which, you know, they make the best consumer drones in the world, but they also make the most commonly used reconnaissance drones for the battlefield. Like, Ukraine and Russia are using Mavic's, Matrice's, all these DJI products that are incred…”

“Now that's really coming true, where, like, 90% of the DeepStrike Shawhead drones that Russia is using are getting taken out of the sky before they can even hit a target.”

“There's still the limitation where, ah, you can't use Starlink into Russian territory, so, ah, drones that are trying to deep strike into Russia, ah, are not using Starlink”

“China is supplying drones and components to both sides. So to Ukraine and to Russia, and they have by far the strongest drone and just electronics industrial base.”