Kyle Harrison, General Partner at venture firm Contrary, explains the operating philosophy behind Contrary Research and why it does not focus on pumping portfolio companies.
“And we have very deliberately set up contrary research to be like antithetical to content marketing. Like we actively don't want this to be like pumping our own book, which is why we don't exclusively write about our portfolio companies. And even when we do write about our portfolio companies, we go out of our way to make sure that it's a very balanced perspective on these companies.”
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More from Kyle Harrison
Opinion
Harrison: Conflict with China would invalidate a huge swath of US naval assets
“The problem with that is that if we get into any conflict with China, there's suddenly a huge swath of our naval assets that we don't want to put anywhere near China, Because they could just demolish it. And so it invalidate even a lot of the exquisite assets …”
Kyle HarrisonApr 29, 2026▶ 16:59300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
AssertionPartly supported
Harrison: $1M in Ukrainian Drones Destroyed a Third of Russia's Bomber Fleet
“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…”
Kyle HarrisonApr 29, 2026▶ 18:34300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
Opinion
Harrison: Modern Warfare Demands Mass Low-Cost Assets, Which the US Lacks
“That is modern conflict. It's like, you have to be capable of spitting out a high volume of these low cost assets to be able to engage, and we are not, we, like, we as a nation are not good at that.”
Kyle HarrisonApr 29, 2026▶ 19:14300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
Opinion
Harrison: In practical terms, the US is not top dog militarily
“In practical terms, we are not the biggest dog at the party, and so we have to acknowledge that there's some strategic changes we have to make to stay relevant.”
Kyle HarrisonApr 29, 2026▶ 21:14300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
AssertionNot checkable as stated
US would run out of munitions in 11 days in China conflict
“If we were to engage in a large scale conflict, I think it's something like 11 days. Like, we would run out of munitions in 11 days.”
Kyle HarrisonApr 29, 2026▶ 49:10300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
AssertionPartly supported
Harrison: U.S. Has Consistently Lost Wargames Against China Since 2015
“We have been effectively losing war games when they model the scenario of US versus China since, I think like, 2015. We have been, the US loses those war games.”
Kyle HarrisonApr 29, 2026▶ 49:25300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
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