Anduril Industries
also referred to as: anduril
44 statements across 24 episodes · 29 bullish · 6 bearish · 12 people on the record · first statement Oct 14, 2024 by John Coogan · said 282 times in 75 episodes since 2024 · across every show →
Mentions by year
brought up most by John Coogan (97), Jordi Hays (35), Delian Asparouhov (11), Connor Love (6), Catherine Boyle (5), Palmer Luckey (4), Christian Garrett (4), Shane Arnott (3)
tap a year for its mentions
2026 13 mentions in 11 episodes 1 per episode
- Palmer Luckey: Why I Started My Own Bank
- China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
- Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
- Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN
- Sam vs Elon Trial, Coinbase Cuts 14% in AI Pivot, Digesting Meta Earnings | Diet TBPN
- Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
- 3 more episodes that year, every mention in 2026 →
2025 181 mentions in 46 episodes 4 per episode
- Connor Love (Lightspeed) on Everything You Need to Know About Defense Startups
- He's Making REAL LIFE Super Heroes! (Palmer Lucky)
- Delian Asparouhov on Defense Startups, NASA, Continuing Resolution and More
- Trae Stephens talks Flock Safety, Anduril, and American Dynamism.
- Defense Tech vs. Silicon Valley
- Can This Man Save Los Angeles? (Rick Caruso)
- HUGE Humanoid Robots Funding for 2025 ($40 BILLION)
- The END of Ski Season? (E26)
- 38 more episodes that year, every mention in 2025 →
2024 88 mentions in 18 episodes 5 per episode
- How BILLIONAIRES dress for XMAS (ep17)
- How to Spend a Trillion Dollars Fast (ep13)
- Low T levels at Y-Combinator (ep9)
- Year of Tech in Review (ep25)
- What is the TRUMP BUBBLE? (ep11)
- CEO Assassination Deep Dive (ep19)
- The "Switzerland of AI" is Crazy (ep3)
- How we became the fastest growing podcast (ep20)
- 10 more episodes that year, every mention in 2024 →
Everything said about Anduril Industries, oldest first
Oct 14, 2024
Nov 3, 2024 positive
Coogan: Correct contrarian founders must commit to their winning idea forever
“You don't want The Anderil guys being like, oh, I'm moving on to the next hot thing because I just care about doing contrarian stuff. It's like, it's okay that they've gotten, that they did the contrarian thing. They took the bet. They were correct. But now th…”
Nov 14, 2024 bullish
Coogan: Defense manufacturing boom will spawn new appliance and hardware startups
“They're not gonna be able to in-source all of that, and then there's also just gonna be the dividend of, you know, manufacturing and hard tech outside of defense. I mean, I think we talked about the impulse stove. It's like a hardware company. It's never going…”
Nov 14, 2024 positive
Coogan: Anduril built early sensor towers with off-the-shelf gaming GPUs
“They built this sensor tower, and they were using literally, like, off-the-shelf gaming NVIDIA GPUs to run open-source, like, computer vision algorithms, like ImageNet, and so it was very much, like, hacked together from literally stuff you could buy at, like,…”
Nov 14, 2024 positive
Coogan: 'Pre-made' startup teams stacked with veteran operators have an unfair advantage
“And when I think about the teams that show up with startups, like. Yeah, like, and are all very much a premade in the sense that you have Palmer, but then you also have, like, three Palantir executives. It's like, how is that not gonna be successful? They real…”
Nov 14, 2024 bullish
Hays: Anduril alumni will spin out to build domestic manufacturing shops
“And the downstream effects of a company like Anderil over time having thousands and thousands of employees are that those thousands of employees experience all these small little pain points throughout different product cycles. And then they go out and say lik…”
Nov 15, 2024 positive
Hays: Anduril ranks profitability low to focus on critical product lines
“Anduril is focused on building a bunch of really critical, important product lines and profitability is maybe like number 12 on their list of priorities. So if Palmer cared about profits right now and the team more broadly cared, then I'm sure they would be ab…”
Nov 15, 2024 bullish
Hays: Anduril has built the defense industry's best DoD distribution engine
“They have built the best possible distribution engine into the DoD. Right. So if you're, Any of these 125 new defense tech companies, you can build a really great product and not necessarily like crack distribution or crack these contracts. And so a lot of tho…”
Nov 19, 2024 positive
Dec 2, 2024 positive
Coogan: Meta exec apologies to Palmer Luckey reflect genuine regret, not expediency
“I think it's, it is impressive, mostly because they didn't need to do this. Like, Palmer is not in charge of Meta. Meta is bigger than Anderl, and sure, they might want to align a little bit more with the new administration, but I do think that there's a genui…”
Dec 2, 2024 positive
Dec 11, 2024 positive
Dec 14, 2024 negative
Hays: Defense tech ignores high-volume munitions manufacturing
“A lot of the high profile defense tech companies like Andrew roll have been going after these sort of very sexy programs like drones and autonomous submarines. And there hasn't been a player yet that's come out and made a made an effort to rebuild the sort of …”
Dec 31, 2024 bullish
Hayes: Anduril will acquire defense startups that fail at government distribution
“Andrew roll, I think benefits dramatically from a lot of this, cause there's so many smart teams that are building cool tech that just won't figure out distribution and actually getting contracts. Yeah. Anderil will acquire them and they've already proven that…”
Jan 9, 2025 neutral
Jan 24, 2025 neutral
Coogan: Anduril's original Anvil drone destroys targets via kinetic impact
“Well, no, no, the original anvil just has just a weight in it, and so it's purely kinetic, and this is the whole story with Polymer figuring out how to shoot down DJI drones, electronic warfare, takeover, and what he realized was that if you just run into it, …”
Jan 25, 2025 bearish
Hays: US will get smoked by China on drone manufacturing volume
“In a. Near peer conflict. If drones actually are an important aspect, you know, player in that, we will not be able to compete purely on an output basis. So even if we were to have a better product, say Andrel has a better product than DJI, it just purely on a…”
Mar 15, 2025 positive
Mar 15, 2025 bullish
Anduril targets tech-heavy, sales-poor defense startups for M&A acquisitions
“I won't say publicly on the Technology Bros podcast that we want cool technology companies to fail because they're bad at business development. But those do present interesting opportunities for us from an M&A perspective, for sure.”
Mar 15, 2025 bullish
Mar 24, 2025 bearish
Asparouhov: VCs Are Blindly Funding Defense Tech Expecting Another Anduril
“I'm a, you know, obviously mega bull on like the team at Andrewl. Cause like they have the like bench, the capability, the, you know, set of different products, suite, different programs going, like they will navigate this, but like, I don't know if there's go…”
Mar 25, 2025 bullish
Stebbings: Defense AI startup Helsing is the European equivalent of Anduril
“It's funny you said there about like the Andrew of Europe, it's Helsing. And my favorite thing is when you see defense funds and you're like, no, no, I don't quite know if defense is quite the category. It's more like Andrew and Helsing.”
Mar 27, 2025 negative
Apr 1, 2025 neutral
Power: Single-program defense startups face existential risk from continuing resolution delays
“For larger companies like Andrel, you know, they're working on 10 programs at once, so if a couple of them get delayed, it's not a huge issue. I think Dellian's out Absolutely right about like, if you're a startup and you're bidding on one and that revenue cyc…”
Apr 1, 2025 positive
Love: Multi-product systems companies are the sweet spot for defense venture returns
“The sweet spot in my opinion is what I define as these like systems companies. And again, like, you know, and I'll use Andrew as an example here because everybody knows them, but it's like, you know, there's a clear software kind of component to what they do. …”
Apr 1, 2025 bearish
Love: There will not be 100 Andurils; many defense VCs will fail
“Like, to be clear, I'm not pounding the drum that, like, there's gonna be a hundred andurils. Like, I hate to break it to you. There's not. There's gonna be a lot of investors who are gonna lose their shirts. There's gonna be a lot of entrepreneurs who are gon…”
Apr 1, 2025 bullish
Love: Anduril has a unique acquisition machine that nobody else matches
“The acquisition machine that they are with like APP and Grimm and Babak and the team there's like, they're taking things that are cool pieces of technology and they're 10, a hundred X in that. And it's like, nobody else can do that. That is such a unique kind …”
Apr 1, 2025 positive
Apr 8, 2025 neutral
Apr 10, 2025
Apr 10, 2025 positive
Apr 10, 2025 positive
Apr 10, 2025
Arnott: Subsurface Is the Hardest Operational Domain for Autonomy
“So underwater is the worst domain. So comms suck. There's no GPS, all the things that you rely on for an autonomous system. So we've, it is the masterclass for autonomy. So not space, not air, not surface, not land. It is subsurface. It's the most difficult ro…”
Apr 10, 2025 negative
Apr 10, 2025 positive
Arnott: Anduril's Seabed Sentry is completely wireless and fully electric
“One of the key things I will, ah, lay out is this is a cableless system. So it's completely wireless. So all the systems, as you guys probably know, a Cold War era, you need big cable laying ships to put these, ah, systems on the sea floor, ah, almost impossib…”
Apr 10, 2025 positive
Apr 10, 2025 positive
Apr 10, 2025
Arnott: Submarine Hardware Is Easy, Communication and Approval Chains Are Hard
“I think everyone can build, you know, a sub, a submarine, autonomous submarine. That's not difficult. Having it survive, communicate, act, still be on a stream from a human, particularly when you're taking kinetic action. To make sure all the approvals are don…”
Apr 10, 2025 neutral
Apr 26, 2025 bullish
Langtry: Fusion power will be ideal for defense autonomous vehicles
“Fusion is going to be really great for mobility and stuff. So like autonomous vehicles, fusion powered, like an Android dive XL or something like that. Like, I think that's going to be a really great application for fusion in defensive space.”
Jun 21, 2025 positive
Oct 21, 2025 positive
Anduril integrated its UI into the Army's SBMC in under two weeks
“Did you know that when we took over SBMC from Microsoft, that we integrated our UI and features that we've been building on Lattice in less than two weeks? Like, we literally, like, we did in two weeks what the army had been working on for years because we've …”
Oct 21, 2025 positive
Microsoft's $22B Army augmented reality contract vehicle has moved to Anduril
“Who would have bet that eight years later, that Microsoft contract, that twenty-two billion dollar contract vehicle for the architecture of the Army's AR future would move over to Anduril, that we would be launching something like Eagle Eye”