Trae Stephens
6 statements across 2 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Dec 15, 2025 by Trae Stephens · said 29 times in 12 episodes since 2024 · across every show →
On the record as a speaker too: Trae Stephens's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Molly O'Shea (12), Matt Grimm (4), Kyle Harrison (3), Eric Crispin (2), Dan Wright (2), Chris Power (2), Philip Clark (1), Justin White (1)
tap a year for its mentions
2026 6 mentions in 2 episodes 3 per episode
2025 11 mentions in 7 episodes 2 per episode
- Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO · Sourcery with Molly O'Shea
- How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
- Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
- Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda · Sourcery with Molly O'Shea
- SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
2024 12 mentions in 3 episodes 4 per episode
- How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea
- Get Tesla Big | Chris Power, Hadrian · Sourcery with Molly O'Shea
- Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea
- every mention in 2024, scene by scene →
Everything said about Trae Stephens, oldest first
Dec 15, 2025
Dec 15, 2025
Dec 15, 2025 positive
Stephens: AI and autonomous defense fulfill Just War Theory by maximizing precision
“The goal is take humans out of dull, dirty, dangerous jobs so we're not putting our, you know, men and women, brothers and sisters, in horribly dangerous situations and become as accurate and precise as possible. And that's really what Just War Theory is all a…”
Dec 18, 2025 bullish
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…”