Defense technology company; portfolio holding of Anti Fund.
“All of my most moral and effective friends work at Palantir — because this was a genuine belief that this person held... Why do all these students want to work at Anduril and Palantir now is basically the question I came up with.”
Source→“All of a sudden I'm getting Alfred Lynn and Alex Karp and Anduril and all these people.”
Source→“Named as a marquee portfolio holding alongside SpaceX; part of 137's defense-adjacent concentration thesis.”
“Referenced alongside SpaceX, Airbnb, Stripe, and Anduril as part of Founders Fund's biggest bets”
“Anthropic and Anduril have already moved to ban these structures. SpaceX will be 'the first major test of the legitimacy of multi-layer SPV'”
“Trae Stephens — Contributed questions; cited for sharing his biggest lesson from Peter Thiel”
“Palmer Luckey is one of the most honest real people that there is.”
“I asked him, what is one thing about Peter Thiel, your biggest lesson? What did you learn? And he was like, that he's always right.”
Source→“Palmer Luckey is one of the most honest, like real people that there is... Palmer is one of the most talented from a like visionary crazy product idea that could actually work... He is also Palmer also knows what he is really good at and what he needs to supplement.”
Source→“Companies like Anduril and to a degree Palantir being successful at breaking into the market of selling into the U.S. defense infrastructure will be an inspiration for both sides.”
Source→“I had a conversation with Trey Stevens. And he was like, 'I don't think you get the mix here. Weapons are a system that deters violence.'”
Source→“Nomi manages $100M in AUM across 24 investments – Anduril, Castelion, Gecko Robotics, and Epirus among them.”
“The first slide on the Anduril pitch deck and our seed investment said, we are going to save the American taxpayer hundreds of billions of dollars a year. And we are going to make hundreds of billions of dollars.”
Source→“Do people want to watch the likes of Sam Altman, Trae Stephens & Palmer Luckey compete in a party game?”
Source→“Marlinspike and Stephens were standouts, quickly taking control of the conversation and directing lines of inquiries away from themselves.”
Source→“He sold Oculus at 21... When he left Facebook, he basically left a place where he noticed that the smartest people in the world were all focused on increasing advertising revenue or basically getting you addicted to mindless entertainment.”
Source→“Luckey — ever the fundraiser — guided him on the storytelling... Schimpf (Anduril's CEO) pushed him on strategy... Grimm helped him think about how to pitch VCs.”
Source→“Most attention focuses on Palantir, Anduril, or drone companies in the defense tech narrative. But the orbital domain — specifically MEO and GEO defense — is receiving a disproportionate budget surge that has barely registered in public market discourse.”
Source→“"I think Anduril is the biggest Neoprime and it's going to make the most money." — Joe Lonsdale [00:25:05]”
Source→“Anduril is, of course, the most famous. But tons of companies doing something. Drone-specific companies. Submarine boats. Missiles.”
Source→“Palmer Luckey is a friend of mine and we don't agree on everything, but I do think that we agree on some important aspects of how we need to respond here.”
Source→“In early 2026, the US Army consolidated over 120 separate procurement actions into a single enterprise agreement with Anduril, a fixed-price, multi-year deal with a ceiling of roughly $20 billion.”
“He created Anduril, the leading, the first kind of significant tech company that was doing defense stuff. It's worth like whatever, a hundred billion dollars.”
Source→“Anti Fund already in Ramp, Anduril, and Cognition with a $30M fund and 70M+ followers”
“This comes just days after True Anomaly was picked to help develop the Golden Dome missile interceptor program... Others participating in the $3.2 billion worth of U.S. Space Force contracts included defense primes and defense-tech juggernaut Anduril.”
Source→“"Others participating in the $3.2 billion worth of U.S. Space Force contracts included defense primes and defense-tech juggernaut Anduril."”
“Anduril — GC portfolio company; part of the global resilience / defense prime investment thesis”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.