Clark: Anduril won a defense program of record within two years
Philip Clark · Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea · Nov 24, 2025 · at 25:57
Philip Clark, Partner at Thrive Capital, explains how defense technology company Anduril rapidly secured major government contract milestones.
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“They, I think, won a program of record, which are the very big budget line item contracts in the National Defense Authorization Act within two years. Fastest timeline since the Korean War.”
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