Shows
The High Flyers Podcast with Vidit Agarwal#279 Ryan Beiermeister: Founders Fund's Partner on Building for Billions, Human Judgement & How Debate Changed Her LifeThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________Ryan Beiermeister is a Partner at Founders Fund, one of the world’s leading venture capital firms. Before becoming an investor, she held senior roles at three of the most consequential technology companies of the past decade: VP at OpenAI leading AI safety work, Product Director at Meta across election integrity and social issues, and VP at Palantir, where she helped lead development of...
2026-09-141h 08
Boardroom ClubThe Future of Defense Tech | Dominion Dynamics CEOExclusive: Eliot Pence , Founder & CEO of Dominion Dynamics, join us to discuss how they revolutionize the defense tech ecosystem.What does it take to build defense technology for one of the hardest environments on Earth - the Arctic?We sat down with Eliot Pence, Founder and CEO of Dominion Dynamics ( @defendthedominion ) a company developing autonomous command-and-control systems for defense, national security, and critical infrastructure.Elliot shares why Dominion chose the Arctic as its starting point, how extreme environments shape the company's technology, and why his philosophy is to “do the hardest thing” and build...
2026-09-1330 min
TBPNLeopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick(00:27) - Leopold is Back!
(29:21) - Big Tech Earnings
(32:45) - Richard Craib is a mathematician, AI researcher, and founder of Numerai, an AI-driven quantitative hedge fund. Richard Craib discusses the distinction between genuine alpha and returns driven by concentrated risk, arguing that disciplined diversification, mathematical risk management, and sustainable long-term investing matter more than short-term gains or investor hero worship.
(01:00:15) - Trae Stephens, co-founder of Anduril and general partner at Founders Fund, discusses volatile venture valuations, responsible fundraising, and the evolving defense-tech ecosystem. He also covers Anduril’s autonomous aircraft and rapid manufacturing expansion, the case for mandatory civil se...
2026-07-311h 58
Deep Press AnalysisTrae Stephens & Anduril: The Company That Quietly Took Over the PentagonIn this investigative deep-dive, we deconstruct the shifting power dynamics of the U.S. military-industrial complex. Trae Stephens and Palmer Luckey founded Anduril with Founders Fund capital to entirely bypass the sluggish structure of traditional defense contracting. Instead of relying on disposable hardware, they are locking the Pentagon into a proprietary software operating system called Lattice. The Thiel Connection: By embracing the ideological baggage of Peter Thiel and partnering with MAGA-aligned networks, Anduril secures billions in valuation and creates an isolated, highly compliant workforce. Combat Beta Tests: Industry reports suggest Anduril's Lattice software and Bolt-M...
2026-07-1312 min
Repeat Rhyme / リピートライムガバナンスか、アドバイスか。スタートアップの取締役会が本当に価値を生む場面とは #208原さんの曲チョイス：With A Little Help From My Friends - The Beatleshttps://youtu.be/0C58ttB2-QgRepeat Rhymeプレイリストhttps://open.spotify.com/playlist/1qFUG8l9LOtnfjTkTlM2vj?si=edaaa0b1f28a4f7d(00:00) Intro / With a Little Help from My Friends(00:58) ボードの本質はガバナンス(04:56) 社外取締役の価値(06:33) ボード構成の変遷(07:34) バッジ収集としてのボードシートという実態(10:04) 一人のVCが入れるボードの上限(14:08) Founders FundのTrae Stephensがボードシートを断る三つの理由(15:16) 日米の取締役会の頻度と時間差(17:48) 取締役会の理想形(18:10) 事前アジェンダのプロコンと質問のための質問を避ける重要性(21:15) 人数を絞るのが正しい(25:15) ボードで価値のある・ないアジェンダ(28:33) 原さんが体験した「良いボード」の形(31:01) ボード利益相反の課題原 健一郎（@kenichiro_hara）シリコンバレー拠点のアーリーステージVC、Coreline VenturesのCo-Founder/General Partner。主な投資先は10X, CADDi, enechain等。東京大学卒、Wharton MBA. McKinsey、 スタートアップ、ヘッジファンドの経験を経て2015年よりVC.湯浅 エムレ 秀和（@emreyuasa）Globis Capital Partnersにて主に産業変革（DX）を目指す国内ITスタートアップ投資に従事。オハイオ州立大学、ハーバードMBA卒。宮武 徹郎（@tmiyatake1）バブソン大学卒。事業会社の投資部門にて主に北米スタートアップ投資に従事。2021年にOff Topic株式会社創業。米国テック・スタートアップ・ビジネス・カルチャーを扱うポッドキャスト「Off Topic」の運営・コンテンツ制作を担当。2026年よりニュースレター「Slow Times」を立ち上げ、主にUSテック、ビジネス、カルチャーについて独自の視点から発信している。
2026-07-0937 min
郭曜郎——AI 策略、循環經濟、深度寫作當矽谷開始替台灣定價矽谷正在從「談論」台灣轉向「計算」台灣：創投看風險折現、國防科技新創看嚇阻場景、半導體業看先進製程的不可替代性。這篇以 BlockTempo 整理的兩集 Podcast 為切入點，拆開 Naval Ravikant 的地理現實主義與 Trae Stephens 的科技嚇阻主義，指出它們表面相反、底層是同一個把台灣放進試算表的動作。再用鄂蘭「是誰 vs 是什麼」的分辨，點出被計算的風險：你會慢慢用別人的單位看自己。寫給關心台灣如何被科技資本重新命名的人，主張台灣要把自己說成秩序節點，而不只是別人模型裡的一個風險價格。
本集內容由 AI 合成語音朗讀，聲線克隆自作者本人。
2026-07-0801 min郭曜郎（Paul Kuo）——AI戦略・循環経済・思索のノートシリコンバレーが台湾に値をつける日シリコンバレーは台湾を「語る」段階から「計算する」段階へと移行しつつある。ベンチャー投資家はリスクの割引現在価値を見て、国防テクノロジー系スタートアップは抑止シナリオを描き、半導体業界は先端プロセスの代替不可能性を測る。本稿はBlockTempoがまとめた二本のポッドキャストを入り口に、Naval Ravikantの地理的現実主義とTrae Stephensのテクノロジー抑止主義を解体する。両者は表面上は対立しているが、根底では同じ動作（台湾をスプレッドシートに収める）を行っている。そこにアーレントの「誰であるか vs 何であるか」という区別を重ね、計算されることのリスクを指摘する。気づけば他者の単位で自分を見るようになる、という罠だ。テクノロジー資本によって台湾がどう再命名されつつあるかに関心を持つ人へ向けて書いた。台湾は他者のモデルにおける一つのリスク価格としてではなく、秩序の節点として自らを語るべきだと主張する。
この番組はAI合成音声で読み上げています。声は著者本人の声をクローンしたものです。原稿は中国語原文からのAI翻訳です。
2026-07-0802 min
Uncapped | Benchmark BreakfastUncapped #53 | Trae and Delian from Founders FundTrae Stephens is a Partner at Founders Fund and co-founder and Executive Chairman of Anduril Industries, a defense technology company building autonomous systems for the U.S. military and its allies. As of May 2026, Anduril is valued at $61 billion. Prior to co-founding Anduril, Trae was an early employee at Palantir Technologies, where he led teams focused on the intelligence and defense space.
Delian Asparouhov is a Partner at Founders Fund and co-founder and President of Varda Space Industries, a company manufacturing pharmaceuticals and advanced materials in microgravity that can't be made as effectively on Earth. Delian was...
2026-06-301h 11
Back Row with Amy OdellEmergency Gwyneth Paltrow Pod!It started with turkey meatballs and ended with an endorsement deal that led the internet to call her "Gwynicide." Gwyneth Paltrow has had quite a slew of viral moments this month.
I sat down with branding expert and sociologist Ana Andjelic — CMO, author of the Sociology of Business newsletter, and host of the Hitmakers podcast — to talk about what this means (if anything) for Brand Gwyneth.
CHAPTERS:
00:00 – Introduction
01:00 – The Turkey Meatballs and the Arugula Meme
05:30 – Inside the Jade Egg Era of Goop
09:30 – The Trae Stephens Interview and the AI W...
2026-06-1736 min
Good NoticingsNoticing Emily Ratajkowski’s New Essay, Gwyneth Paltrow’s Politics, and Alex Cooper’s Leadership SkillsThe girls are Unwell this week and not just the ones employed by Alex Cooper and her evil husband. Emily Ratajkowski wrote about getting back in the dating game, it was traumatic. The only happy lady is Gwyneth Paltrow because she’s a centrist, meaning she’s on whichever side is doing the most war and right now there’s so much war and she’s doing so great.
13 min: Inside Alex Cooper’s Unwell Network
31 min: Deed Theft
41 min: Emrata’s New Essay
79 min: Gwyneth Paltrow’s Politics
1...
2026-06-172h 03
SourceryBrian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"Brian Singerman spent 17 years at Founders Fund, where he helped drive large concentrated investments into companies like SpaceX, Palantir, Airbnb, Stripe, Stemcentrx, Anduril, and Affirm. He recently left to co-found GPx, a new fund backing emerging managers. In this episode we break down the philosophy behind Founders Fund's concentration strategy, how a lifetime of competitive strategy gaming shapes the way he reads founders, and why he is now applying the same framework to GPs instead of companies."When I did get to meet Elon and learn more about SpaceX, it was extremely clear that there was nobody...
2026-06-1151 min
Bloomberg TalksAndruil Co-Founder Trae Stephens Talks Innovating in an Age of WarTrae Stephens, co-founder & executive chairman at Anduril Industries discusses AI in defense, geopolitical risk and military innovation with Bloomberg’s Ed Ludlow at Bloomberg Tech 2026 in San Francisco.See omnystudio.com/listener for privacy information.
2026-06-0419 min
the goop podcastAnduril Founder Trae Stephens on Our Modern Defense SystemGwyneth sits down with Trae Stephens, the co-founder of the AI defense company Anduril, for a wide ranging and honest conversation about how new technologies are shaping our defense system. They talk about the core mission of Anduril, America’s relationship with defense today, Silicon Valley’s evolving relationship to religion, and on how Trae reconciles his Christian faith with an industry built around weapons and warfare. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2026-06-021h 10
GritWhat It Takes to Build a Generational Company | Anduril’s Trae StephensFounder quality becomes more important as startups become easier to build.Trae Stephens, co-founder of Anduril and partner at Founders Fund, has spent years backing founders with strong conviction, including most recently at Roadrunner.He shares why too much capital too early can hurt startups, and why the best companies are built by teams with complementary strengths.Guest: Trae Stephens, co-founder, Anduril and Partner, Founders FundConnect with Trae StephensXLinkedInConnect with Joubin:XLinkedInEmail: grit@kleinerperkins.com...
2026-05-1856 min
Devenir"LA ILUSTRACIÓN OSCURA" Tecno-oligarcas, nuevos Reyes Filósofos. Land, Yarvin,Thiel, Karp.Claudio Alvarez Teran
"LA ILUSTRACIÓN OSCURA" (Parte 1) Tecno-oligarcas, nuevos Reyes Filósofos. Land, Yarvin,Thiel, Karp.
Desarrollo sobre la idea de ILUSTRACIÓN OSCURA (Primera Parte); cuerpo de ideas que sostienen el proyecto de poder de la oligarquía tecnológica, mediante el aceleracionismo neorreaccionario y la derecha radicalizada. (La segunda, y última parte, se publicará en los próximos días).
Basado en textos de Nick Land, Curtis Yarvin, Peter Thiel, Marc Andreessen y Alex Karp.
La Ilustración Oscura es el nombre de un libro escrito por Nick Land, que busca revertir las ideas de la Ilustración occidenta...
2026-05-0133 min
Wenbin Fang's Podcast PlaylistThe Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War Podcast: All-In with Chamath, Jason, Sacks & Friedberg (LS 73 · TOP 0.01% what is this?)Episode: The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of WarPub date: 2026-04-06Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarization(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain...
2026-04-061h 09
All-In with Chamath, Jason, Sacks & FriedbergThe Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a da...
2026-04-061h 09
All-In with Chamath, Jason, Sacks & FriedbergThe Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Fu...
2026-04-061h 09
Bloomberg TechBroadcom Expects AI Chips Sales to Top $100 Billion in 2027Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing.See omnystudio.com/listener for privacy information.
2026-03-0543 min
SourceryFounders Fund Leads $80M B-2 Into Nominal | Trae Stephens, Cameron McCordNominal is now valued at $1B after closing an $80M B-2 Acceleration Round led by Founders Fund, with participation from Sequoia, Lux Capital, and General Catalyst — just 10 months after Nominal’s $75M Series B led by Sequoia.In this episode of Sourcery, Cameron McCord (Co-Founder & CEO, Nominal) and Trae Stephens (Partner, Founders Fund; Co-Founder & Chairman, Anduril) break down why the round was preemptive, what Founders Fund was tracking from inside its portfolio (including Anduril), and why Nominal is becoming core infrastructure for teams building mission-critical hardware — from aerospace and defense to autonomy, energy, and advanced manufacturing.We g...
2026-03-0554 min
Four Insights With Matthew ParkerDatabricks Overtook Snowflake. Here's Why They Should IPO Before SpaceX.Databricks has overtaken Snowflake in quarterly revenue — and Matt argues they should IPO before SpaceX does. Anduril raises $4 billion at $60 billion amid the US-Israel war with Iran. And Claude crashed under "unprecedented demand" as 700K users pledge to quit ChatGPT.In today's episode:Databricks vs. Snowflake deep dive: Tunguz revenue crossover data, the public-vs-private dynamic, and the case for being the first IPO of 2026Anduril's $4B raise: war context, Trae Stephens shoutout, and the irony of Anthropic being banned while their tools are used at warClaude demand surge: the outage, Ch...
2026-03-0415 min
Investing In Integrity#93 - Best of Integrity 2: Top Episodes of 2025 (and 2024)In this second Best Of compilation, our team distilled the most powerful insights from 2025, and some from 2024—of Investing in Integrity. Spanning leadership, culture, and purpose-driven finance and investing, this special edition brings together defining moments from more than 40 conversations with some of the world’s most thoughtful executives, investors, and builders.Rather than a simple highlight reel, this episode revisits key voices across multiple dimensions of leadership — reflecting how the same principles show up differently in how we lead, how we build culture, and how we deploy capital. Selecting these moments was no easy t...
2026-01-091h 01
SourceryInside Anduril HQ: Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNATrae Stephens, Co-Founder & Executive Chairman of Anduril, & Partner at Founders Fund, joins Sourcery for a behind-the-scenes conversation on Anduril’s 2017 founding, when defense tech was deeply unpopular in Silicon Valley, the cultural shift that followed, and how software, autonomy, manufacturing scale, and ethics now converge in modern warfare and national security.Stephens explains Anduril’s core thesis: software-defined, hardware-enabled, and why the company is building a multi-domain autonomy strategy across sea, ground, air, and space. He also outlines the manufacturing view that “the factory is the weapon,” including Anduril’s expansion into scaled production with Arsenal-1 (a planned ~5...
2025-12-1831 min
SourceryFull Anduril R&D Tour: Matt Grimm, Co-Founder & COOMatt Grimm, Co-Founder & COO of Anduril, walks us through Anduril’s headquarters in Costa Mesa—a rare, and possibly first look, inside the physical systems that turn ideas into fielded products. We tour Building A, a 200,000 sq ft R&D facility with machine shop, composites, metrology, electronic warfare test environments, and a dev-test area designed to “break things” so the team can iterate faster.Grimm explains how Anduril scaled from a ~5,000 sq ft former lost-luggage garage (with mold and no bathroom) to a global footprint of ~7,000 employees and roughly 34–35 offices, while ramping production and operations. We also get hands...
2025-12-1734 min
SourceryInside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae StephensThis is a rare, behind-the-scenes walking tour & sit-down interview inside Anduril Industries, a $30.5B defense technology company that develops and sells autonomous systems, AI-powered software, and advanced hardware for military and security applications to protect US and allied forces.. one of the most consequential defense companies of this era.In this Sourcery exclusive, we go inside Anduril’s headquarters and R&D facilities with the founding team: Palmer Luckey, Brian Schimpf, Matt Grimm, & Trae Stephens, to understand how modern defense technology is actually built.We walk through:Anduril’s R&D labs, machine shop...
2025-12-1538 min
Uncapped | Benchmark BreakfastUncapped #35 | Trae Stephens from Founders FundTrae Stephens is a Partner at Founders Fund. He is also Co-founder and Executive Chairman of Anduril, a defense tech company focused on autonomous systems, and Co-founder of Sol, a next generation wearable e-reader. Previously, Trae was an early employee at Palantir Technologies, where he led teams focused on growth in the intelligence/defense space as well as international expansion. He was also an integral part of the product team, leading the design and strategy for new product offerings.
Prior to Palantir, Trae worked as a computational linguist building enterprise solutions to Arabic/Persian name matching and...
2025-12-0352 min
The Shawn Ryan Show#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous TechTrae Stephens is Co-founder and Executive Chairman of Anduril Industries, a defense technology company, and a General Partner at venture capital firm Founders Fund, where he invests across sectors with a particular interest in startups operating in the government space.
Previously, Trae was an early employee at Palantir Technologies, where he led teams focused on growth in the intelligence and defense sector as well as international expansion, helping large organizations solve their hardest data analysis problems. He was also an integral part of the product team, leading the design and strategy for new product offerings. While at...
2025-10-162h 22
The Shawn Ryan Show#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous TechTrae Stephens is Co-founder and Executive Chairman of Anduril Industries, a defense technology company, and a General Partner at venture capital firm Founders Fund, where he invests across sectors with a particular interest in startups operating in the government space. Previously, Trae was an early employee at Palantir Technologies, where he led teams focused on growth in the intelligence and defense sector as well as international expansion, helping large organizations solve their hardest data analysis problems. He was also an integral part of the product team, leading the design and strategy for new product offerings. While at Palantir, Trae also...
2025-10-162h 16
PID RadioP.I.D. Radio 8/30/25: Venture Capital and the AntichristWHAT DO YOU GET when you cross a tech billionaire with the gospel? Peter Thiel, co-founder of PayPal and Palantir, a company with multiple contracts with the U.S. government, will deliver a series of four lectures on the Antichrist in September and October. He recently gave an interview with Ross Douthat of The New York Times on the Antichrist. Why does a tech entrepreneur feel the need to expound at length on the great end times enemy of God and man? And why is he doing it off the record? Thiel’s lectures are presented by...
2025-08-301h 15
Divot#14: Choosing Good Quests: Innovation, AI, and Winning in a World of RegulationHow do you choose the right quest — the kind of mission that truly matters, and can survive in today’s world of regulation, politics, and entrenched incumbents?In this episode, Founders Fund General Partner and Anduril co-founder Trae Stephens shares his philosophy of “Good Quests” — and what entrepreneurs must get right when tackling hard, meaningful problems. We dive deep into how AI will transform defense and national security, why the future of warfare is distributed and AI-driven, and how entrepreneurs can navigate government sales and political opposition.From raising capital to surviving regulated markets, this is a tacti...
2025-06-1123 minBloomberg TechBloomberg Tech Summit SpecialBloomberg Technology hits the road with Ed Ludlow and Caroline Hyde live from the Tech Summit in San Francisco. They speak with Anduril Executive Chairman Trae Stephens about the company's latest fundraise and the future of defense tech, Agility Robotics CEO Peggy Johnson about her outlook for the robotics industry, and they hear from Alphabet CEO Sundar Pichai on AI competition on the horizon.See omnystudio.com/listener for privacy information.
2025-06-0539 min
Tech Won't Save UsThe New Military Industry Complex w/ Sam Biddle Paris Marx is joined by Sam Biddle to discuss how Silicon Valley is shamelessly courting government military contracts, using tactics to silence employee dissent and normalize the situation to the public, and what it all means for the future of military geopolitics.Sam Biddle is a senior technology reporter at The Intercept.Tech Won’t Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon.The podcast is made in partnership wi...
2025-06-0557 min
The GeneralistHow Anduril Is Reimagining the Defense Industry: Faster Tech, Ethical AI, and a New Kind of Deterrence (Trae Stephens, Co-Founder & Executive Chairman at Anduril)Thank you to the partners who make this possibleVanta: Automate compliance and simplify security.WorkOS: The modern identity platform for B2B SaaS.Brex: The banking solution for startups.Explore the episodeWhat happens when you apply Silicon Valley’s speed and innovation to reinvent defense technology? Trae Stephens, co-founder of Anduril, is running that experiment in real-time. His company creates software-driven, hardware-enabled autonomous systems designed to transform national security capabilities amid growing global tensions.In today's episode, Trae and I dive deep into the ethics of...
2025-05-201h 26
Summation with Auren HoffmanAnduril Co-Founder Trae Stephens - Hard Tech & Modern Defense StrategyTrae Stephens is a partner at Founders Fund and co-founder and current executive chairman at Anduril, a defense technology company that produces software-defined, hardware-enabled major weapons programs.In this episode of World of DaaS, Trae and Auren discuss:Revolutionizing defense technology manufacturingBillionaire founders in defense techSupply chain resilience for military hardwareTechnology's impact on modern relationshipsLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas. You can find Auren Hoffman on X at @auren and T...
2025-04-2250 min
SourcerySpaceX, Stripe, X, Ramp, Anduril: Navigating Liquidity in Private MarketsMolly O'Shea speaks with Christian Garrett, Partner at 137 Ventures. Christian shares his insights on the current state of private markets, the mechanics of high profile secondaries, and the growing liquidity squeeze faced by VCs.We also take a closer look at SpaceX's financing history, how 137 Ventures got involved, and why SpaceX runs tenders every six months. Christian discusses the potential reopening of the IPO window, the rise of generational talent from companies like Anduril, SpaceX, and Palantir, and why he thinks defense tech might be overrated right now.Other...
2025-03-211h 11TBPNTrae Stephens, Ashlee Vance, Avi Schiffmann, Shaan Puri, Justin Mares, Max Meyer, Everything is ComputerTBPN.com is made possible by:Ramp - https://ramp.comEight Sleep - https://eightsleep.com/tbpnWander - https://wander.com/tbpnPublic - https://public.comAdQuick - https://adquick.comBezel - https://getbezel.comPolymarket - https://polymarket.comFollow TBPN: https://TBPN.comhttps://x.com/tbpnhttps://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231https://podcasts.apple.com/us/podcast/technology-brothers/i...
2025-03-143h 09
The GapForging the Future: How Anduril Became Defense Tech’s Unstoppable ForceDive into the extraordinary story of Anduril Industries—founded in 2017 by Palmer Luckey and a team of Silicon Valley trailblazers—and discover how this fast-rising startup revolutionized the defense industry through AI, autonomous systems, and a daring “software-first” approach. In this podcast, we map out Anduril’s ambitious timeline: from developing advanced unmanned aircraft and counter-drone solutions to forging landmark deals with the U.S. Special Operations Command, the U.K. Royal Navy, and the Australian Defense Force. Learn how the company secured over $4.34 billion in funding from top venture capital firms and why its unique, self-driven R&D strategy g...
2025-01-0923 min
VK科技閱讀時間EP087. 國防獨角獸 Anduril 關鍵推手：如何選擇好追求、打造自身競爭優勢？｜VK 科技閱讀時間【本集節目由「國際大事收藏版」贊助播出】 覺得國際新聞好複雜、好難懂？或是台灣國際新聞節目好多，不知道該選擇哪個？ 這裡推薦 Miulaverse 旗下最新的節目「國際大事收藏版」給你：https://linktr.ee/inewsce -- 這集我們來聊聊國防獨角獸 Anduril 關鍵推手 Trae Stephens 和他的前同事 Markie Wagner 一起寫的文章〈Choose Good Quests〉。 這篇文章究竟在說些什麼？什麼是好追求？什麼是壞追求？能在新年帶給我們哪些啟發？ (00:00) 業配：國際大事收藏版介紹 (03:10) 閒聊開場：Google Deep Research (05:33) 主題介紹：Choose Good Quests (09:24) 介紹共同作者 Trace Stevens 的背景故事 (19:25) 什麼是好的追求？什麼是壞的追求？ (25:08) j壞的追求代表了更少的風險 (36:48) 如何尋找並組合出好的追求？ (50:53) 結語 歡迎閱讀最新一期電子報：國防獨角獸 Anduril 關鍵推手 Trae Stephens：尋找並選擇好的追求 以下兩者平台電子報內容相同，依據讀者習慣平台擇一即可 從方格子訂閱電子報 從 Firstory 訂閱免費／付費電子報 歡迎商業合作，邀約請洽： vktechread@gmail.com 這是 VK 還會出沒的社群 標籤 Powered by Firstory Hosting
2025-01-0152 min
The Drone UltimatumDrones for Defense and Public Safety, Autonomy, and Scaling To Win | Mike Fiuk (Podcast Ep. 10)Mike Fiuk shares Darkhive’s vision, roadmap, and insights on selling and tech in defense.
Chapters:
(0:00) Intro
(1:00) Who is Mike Fiuk?
(4:27) About Darkhive & Obelisk
(9:57) Video Games
(12:43) Supply Chains
(19:01) Reacting to Trae Stephens
(22:04) Autonomous Teaming & Analysis
(23:38) DIU Blue List
(25:35) Advice for Selling in Defense
(29:02) Ukraine Lessons & Scale to Win Wars
(34:36) How to Get Info About Ukraine
(36:30) Darkhive's 2025 Plans42:50 Keeping Products Updated
(46:10) Demos and Conferences
(53:11) Investors in Darkhive
(54:28) T-Levels in Founders (Study)
(57:35) Outro
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Mike Fiuk is the Vice President of Defense Strategy at Darkhive Inc., a company dedicated to developing U.S. produced autonomous robotic systems for defense and public sa...
2024-12-1357 minSourceryDan Wright, CEO Armada | Trae Stephens Next Big BetToday Molly O'Shea speaks with Dan Wright, CEO of Armada, backed with $100M to date from notable investors like Trae Stephens from Founders Fund, 137 Ventures, Lux, Dragon Global, Microsoft’s M12, 8VC, Shield Capital, among others. Armada is a leading edge computing company deploying servers for advanced AI applications in remote locations.
More impressively, this company barely started 2 years ago and has been out of stealth for less than a year, while achieving critical milestones like partnerships with Starlink, Skydio, Hallibutron, and more, we’ll discuss shortly.
Dan is a rema...
2024-11-2234 min
StatecraftHow to Rebuild the Arsenal of DemocracyI had the distinct pleasure of hosting Trae Stephens and Michael Kratsios on a panel in San Francisco in September on the topic of “Rebuilding the arsenal of democracy.” Trae Stephens is a general partner at Founders Fund and a Co-Founder of Anduril, a defense tech company that specializes in advanced autonomous systems.Michael Kratsios served as Chief Technology Officer of the United States in the Trump White House. He also served as acting undersecretary of defense, where he was responsible for research and engineering efforts at the Defense Department. These days, he’s managing director of Scale A...
2024-11-0638 min
"Turpentine VC" | Venture Capital and InvestingE54: Trae Stephens on Founders FundIn this episode of Turpentine VC, we revisit one of our most referenced interviews with Trae Stephens, General Partner at Founders Fund and co-founder of Anduril.Trae discusses the unique DNA of Founders Fund, emphasizing the firm's culture of open debate and high conviction in investments. He highlights the importance of concentrated portfolios, and how Founders Fund's no-process approach differentiates them from other VC firms. They also discuss Founders Fund decision-making, governance, and incubation practices.🔥 Apply to join over 400 Founders and Execs in the Turpentine Network: https://www.turpentinenetwork.co/—...
2024-09-0351 min
The New Founding PodcastGood Mafias Come From the Crucible - Trae Stephens | #41Today, Santiago & Josh interview Trae Stephens, Partner at Founders Fund and Co-Founder of Anduril Industries & Sol. We cover:
> End of the Exquisite and the rise of the Attritable
> Economics of modern warfare
> Coming back down the curve: nuclear deterrence
> Why Palmer Lucky?
> Ramjets in the swimming pool
> Form newspaper editor to international man of mystery (sort of)
> Joining Thiel's team
> Why most startups are on lame quests
> Side-quest one: read in bed
> Side-quest two: get outside
> Theology of building
> No Trump excuse + Ukraine war + peak woke m...
2024-05-131h 03
ParaPower MappingNOID-MAXXING (#2): SBF as Zio Dark $ Bag Man, Epstein Blackmail Network, Silicon Wadi in the PROMISland, and the Fall of Crypto-Babylon [TASTER—Wake for Max cont'd]SUB TO THE PPM PATREON TO ACCESS "NOID-MAXXING (#2)" IN ITS CRYPTO-BABYLON MAPPING ENTIRETY:
patreon.com/ParaPowerMapping
In which we cont eulogizing Max A z z a r e l l o, the parapol Icarus who flew too close to the noided sun & self-immolated in front of the Trump trial—celebrating his life & constructively critiquing his blog, for which Casolaro, McGowan, Ghost Stories, TrueAnon, etc were points of reference
We discuss:
The capitalist class's collective buy-in on crypto; Larry David—Bankman-Fried fam friend—hawking FTX; SBF's indictment & arrest in the Bahamas; Max excell...
2024-05-071h 03
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Is Speed the Most Important Thing from 0-1 | Why Hiring Inexperienced People is Better | The Biggest Lessons Scaling Zip to $1.5BN Valuation with Rujul Zaparde, Co-Founder and CEO @ ZipRujul Zaparde is the Co-Founder and CEO of Zip, the world’s leading Intake-to-Pay solution, adopted by leading enterprises and startups including Snowflake, Canva, Airtable, Webflow, and others. In 2023, Zip raised $100 million in a Series C round, valuing the company at $1.5 billion. Before founding Zip, Rujul was a Visiting Partner at Y Combinator and a product manager at Airbnb. In Today’s Episode with Rujul Zaparde We Discuss: From Airbnb PM to $1.5BN Founder How did Rujul’s first company fail? What were his lessons? What did Rujul learn from his time a...
2024-04-2456 min
TechCheckFounders Fund Partner Trae Stephens on Tech and IPOs, Plus Google’s Search Evolution 4/4/24Trae Stephens is a partner at the prestigious VC firm Founders Fund, co-founder of the defense startup Anduril, and an early Palantir employee. He joins us for a rare interview on investing in defense technology, the thawing IPO market, whether an AI bubble is brewing, and more. Plus, Google’s dominance was built on free products - Gmail, Drive, Maps, Search. But now, in what would be a huge change from that model, the tech giant is reportedly considering charging for AI search features, adding them to its premium subscription services. One could argue it signals some desperation as it...
2024-04-0412 min
The ExchangeThe Jobs Juggle, Disney’s Next Move, Rare VC Titan Interview 4/4/24What happens if tomorrow’s key jobs number misses consensus in either direction? We’ll look at the dueling scenarios. Plus, Disney notching a win against Trian’s Nelson Peltz, but the fight is far from over. And a rare interview with Founders Fund Partner Trae Stephens on the state of VC funding, AI, and much more.
2024-04-0444 min
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Founders Fund's Trae Stephens on Why The Most Competitive Deals are the Worst, Why No Company is Successful Because of their VC, Why We are Making ZIRP Mistakes Again Today, Why Loss Ratio is BS and Upside Maximisation is Everything Trae Stephens is a Partner at Founders Fund, one of the world's leading funds where he has worked with some of the best and backed the likes of Palmer Luckey with Oculus and Ryan Peterson @ Flexport since the very early days. Trae is also Co-founder and Executive Chairman of Anduril Industries, a defense technology company focused on autonomous systems, and Co-founder of Sol, a next-generation wearable e-reader. Previously, Trae was an early employee at Palantir Technologies, where he was also an integral part of the product team, leading the design and strategy for new product offerings.
2024-04-031h 12
Building the BasePicking Winners w/ Trae Stephens , Co- Founder Anduril“If you create opportunities, and don't pick winners, then there are no winners, and then the capital runs away, the founders that are interested in the market run away, and you end up right back where you started” - Trae StephensIn this episode of the Building the Base podcast, hosts Lauren Bedula and Hondo Geurts interview Trae Stephens, the co-founder and chairman of Anduril. Stephens discusses his background in national security, his experience as a venture capitalist, and his vision for the future of the defense industry.Get a unique perspective on the convergence of technology and...
2024-04-0239 min
Upfront VenturesDefense Tech: State of the Union with Trae Stephens | 2024 Upfront SummitAnduril Co-Founder and Founders Fund Partner Trae Stephens discusses the state of defense tech with Upfront Partner Nick Kim. In the session, Trae delves into the importance of investing in defense tech, the opportunities Anduril is pushing for, and the company's approach to working with the government.
Recorded Feb 29, 2024 at the Upfront Summit.
2024-03-1923 min
Pirate Wires10 Rules Every Founder Should Know: Inside Anduril’s Secret Comms Strategy w/ Lulu Cheng Meservey and Trae StepensIn this episode, Mike Solana is joined by Lulu Cheng Meservey and Trae Stephens to discuss effective comms strategy. Trae Stephens is a Partner at Founders Fund and Co-Founder of Anduril. Lulu is the former comms at Activision Blizzard and Substack and is the Co-Founder of TrailRunner.
Lulu breaks down her 10 rules that helped shape Anduril into the multi-billion dollar company it is today and navigate through some of the lowest PR moments. This is an inside look into a company that you won’t find anywhere else. You can also read Lulu’s full...
2024-03-061h 10
Investing In Integrity#59 - Purpose-Driven Decisions in Venture Capital: Trae Stephens (Partner @ Founders Fund and Co-Founder of Anduril, Sol, and Pursuit)In this episode of Investing In Integrity, Ross Overline has an enlightening conversation with Trae Stephens, Partner at Founders Fund and Co-Founder of three companies, Anduril, Sol, and Pursuit.
Join us as we delve into the world of venture capital, Trae's background in the intelligence community, his work at Palantir, and his co-founded companies. In this episode, he shares the importance of purpose-driven leadership in finance and the moral gray zones of investing. With book recommendations and advice for young listeners, this podcast is a must-listen for those seeking fulfillment beyond financial success.
Trae provides e...
2024-02-2945 min
Startup DadThe Best of Startup Dad for 2023 (Multiple guests)Welcome to the last Startup Dad episode of 2023! It has been one hell of a year. Starting in June I released a show a week for the entire rest of the year; 27 episodes in total. Talking parenthood with dozens of startup dads and a few startup moms blew away all of my expectations. For this episode I pulled together the best of over two dozen conversations covering everything from mistakes made to frameworks for parenting success. At the end I asked many of my guests what they're most looking forward to in 2024.This episode includes excerpts from...
2023-12-292h 23
Startup DadFavorite Holiday Traditions, The Best Recipes, and The Most Disastrous Holiday Memories As A Parent (Multiple Guests)Welcome to another special Holiday Edition of Startup Dad! I went back and talked to many of my guests about their most memorable holiday traditions, the best and most secret family recipes, and most disastrous holiday memories as parents. No matter who you are or what you celebrate my hope is that hearing this helps to normalize just how different and hectic everyone's holidays can be.You'll hear from past guests Alex Cohen, Gaurav Vohra, Nick Soman, Ryan Johnson, Trae and Michelle Stephens, Will Rocklin, George Arison, Matt Greenberg, Ben Williams, Lloyed Lobo, and Tobi Emonts-Holley.
2023-12-2123 min
Fault LinesRNDF Special Series: Trae Stephens – Understanding The Future of Tech Innovation and National SecurityRecorded live at the Reagan National Defense Forum, Jamil and John interview Trae Stephens, Co-Founder and Chairman of Anduril Industries, a defense technology company focused on autonomous systems. Trae is also a Partner at Founders Fund, a venture capital firm that was the first institutional investor in SpaceX and Palantir Technologies, as well as an early investor in Facebook. What is the relationship between tech innovation and American national security? How well does the Department of Defense integrate new technologies and companies into the defense industrial base? Where does America stand today in tech innovation compared to...
2023-12-1522 min
Meditations with ZoharTrae Stephens: Choosing Good QuestsThis week, Zohar Atkins joins Trae Stephens, investor, serial entrepreneur, and faith-based public thinker, to talk about what makes for a good quest, the ethics and theology of doing things that scale and things that don't, political theology, why optimism is rational, and how to make life-altering decisions.
2023-11-301h 09
Meditations with ZoharTrae Stephens: Choosing Good Quests S2 E19This week, Zohar Atkins joins Trae Stephens, investor, serial entrepreneur, and faith-based public thinker, to talk about what makes for a good quest, the ethics and theology of doing things that scale and things that don't, political theology, why optimism is rational, and how to make life-altering decisions.
2023-11-301h 09
"Turpentine VC" | Venture Capital and InvestingE10: No Process, High Conviction — The Iconoclastic Founders Fund DNATrae Stephens, General Partner at Founders Fund, joins Erik Torenberg to chat through how the firm's focus on independent thinking and debate culture, and counterintuitive lack of true process, has been key in helping them build an enduring fund. If you’re looking to improve your sourcing, tracking, and due diligence, check out: https://synaptic.com/turpentineWe're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, ch...
2023-10-1750 min
Startup DadTwo married company founders on starting companies and family | Trae Stephens & Dr. Michelle Stephens (parents of 2, Founders Fund, Anduril, and Oath Care)In this special Startup Dad (and Mom) episode I interviewed husband and wife team Trae Stephens and Dr. Michelle Stephens. Trae is a partner at Founders Fund, and is also co-founder and Executive Chairman of Anduril Industries, a defense technology company focused on autonomous systems and a co-founder of Sol, a wearable e-reader. Prior to that he was an early employee at Palantir and was an adjunct faculty member at Georgetown University.Dr. Michelle Stephens is the co-founder and Chief Nursing Officer of Oath Care which aims to provide instant answers to all your parenting questions. She h...
2023-10-051h 14
Founder's JournalWhy Founders Should Choose Good QuestsEpisode 34: Alex Lieberman (@businessbarista) reviews the article “Choose Good Quests” and talks about 4 types of quests every entrepreneur will have to choose from. Knowing which quest you’re on can determine how much effort you should be placing on your current quest. Secondly, Alex reflects on his own journey and evaluates which quest he is undertaking. Which quest are you on?Timestamps:(00:15): Listener feedback(02:39): The 4 types of quests(06:35): Reflections on my quests(10:48): Founders who are on good questsSend us an email...
2023-08-2814 min
Pirate WiresMilitary Defense Has Taken Over The Tech Industry | PIRATE WIRES EP#9EPISODE NINE: In this episode, Mike is joined by John Coogan and the Founder of Anduril Trae Stephens. We discuss the history of defense companies, how the tech startup Anduril became a player in the defense industry, the shift in opinion working with the government, and what the future of tech defense holds.
Featuring Mike Solana , John Coogan, Trae Stephens.
Subscribe to Pirate Wires:
https://www.piratewires.com/
Topics Discussed:
https://www.youtube.com/watch?v=UI4l-o4AcHs&t=1s&ab_channel=JohnCoogan
Pirate Wires Twitter: https://twitter...
2023-08-1152 minPirate WiresThank God For The Atom Bomb | PIRATE WIRES EP#7EPISODE FOUR: In this episode, Mike is joined by Kmele Foster and Trae Stephens. We break down the movie Oppenheimer, the aftermath of dropping nuclear weapons, and the discourse surrounding the film.
Featuring Mike Solana , Kmele Foster, Trae Stephens
Subscribe to Pirate Wires:
https://www.piratewires.com/
Pirate Wires Twitter: https://twitter.com/PirateWires
Mike Twitter: https://twitter.com/micsolana
Kmele Twitter: https://twitter.com/kmele
Trae Twitter: https://twitter.com/traestephens
TIMESTAMPS:
0:00 - Intro - Welcome Kmele & Trae
2023-07-241h 05
Faith AngleCarolyn Chen and Trae Stephens: How Work Replaces Religion in Silicon ValleyTime and again in American life, technology has made room for new, better things that ease human burdens and free up RAM—think just of dishwashers, vacuum cleaners, microwaves, and airplanes. Of course today, Silicon Valley represents this new frontier perhaps better than anyplace else in the world. It’s there that Carolyn Chen – a sociologist and Professor of Ethnic Studies at UC Berkeley, where she’s co-directs the Berkeley Center for the Study of Religion – has discovered something compelling in her new book Work Pray Code: When Work Becomes Religion in Silicon Valley (Princeton 2022).
Time after time...
2023-07-1147 min
The Just Basketball ShowJimmy Butler Explodes, LeBron James Closes, and Our NBA Playoffs Burning QuestionsIt felt like the NBA Bubble all over again this week as Jimmy Butler and LeBron James both put their teams on their back in a classic NBA playoffs night. Plus, as the Atlanta Hawks, Los Angeles Clippers and Cleveland Cavaliers face elimination, change could be on the way.
Brendon Kleen and Chris Manning break down the Miami Heat going up 3-1 on Giannis Antetokounmpo and the Milwaukee Bucks and the Los Angeles Lakers taking care of business and putting Ja Morant and the Memphis Grizzlies on the ropes. Then, we answer our NBA Playoffs burning questions on the teams...
2023-04-261h 09
Podcast Notes Playlist: Signal From The Noise: By Podcast NotesTrae Stephens - Find Good Quests - [Invest Like the Best, EP.319]Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday
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My guest this week is Trae Stephens. Trae is a partner at Founders Fund and co-founder and Executive Chairman of Anduril. Trae’s philosophy can be boiled down to finding good quests, which has led him to investing in businesses that work closely with the government on societally important issues. Clearly, that extends to co-founding Anduril and I would highly recommend listening to my Business Breakdowns episode on Anduril if yo...
2023-03-1700 minBloomberg TechMore Job Cuts at Meta and Big Equity Firms Circle SVB AssetsBloomberg's Caroline Hyde and Ed Ludlow break down Meta's restructuring plans to slash 10,000 roles and 5,000 vacant positions, and why the likes of Apollo and Blackstone are eyeing SVB's assets. Plus, a conversation with Founders Fund's Trae Stephens and former IBM CEO Ginni Rometty.See omnystudio.com/listener for privacy information.
2023-03-1438 min
Invest Like the Best with Patrick O'ShaughnessyTrae Stephens - Find Good Quests - [Invest Like the Best, EP.319]My guest this week is Trae Stephens. Trae is a partner at Founders Fund and co-founder and Executive Chairman of Anduril. Trae’s philosophy can be boiled down to finding good quests, which has led him to investing in businesses that work closely with the government on societally important issues. Clearly, that extends to co-founding Anduril and I would highly recommend listening to my Business Breakdowns episode on Anduril if you haven’t already. In this conversation, we discuss the importance of lobbyists, why the high-tech defense firms of the past became stale, and how he hunts for disagreeableness in foun...
2023-03-071h 07
Invest Like the Best with Patrick O'ShaughnessyTrae Stephens - Find Good QuestsMy guest this week is Trae Stephens. Trae is a partner at Founders Fund and co-founder and Executive Chairman of Anduril. Trae’s philosophy can be boiled down to finding good quests, which has led him to investing in businesses that work closely with the government on societally important issues. Clearly, that extends to co-founding Anduril and I would highly recommend listening to my Business Breakdowns episode on Anduril if you haven’t already. In this conversation, we discuss the importance of lobbyists, why the high-tech defense firms of the past became stale, and how he hunts for disagreeableness in f...
2023-03-071h 08
The Just Basketball ShowAnalyzing the Breakout Players of the NBA SeasonBrendon Kleen and Chris Manning dig into the breakout players of the NBA season including Shai Gilgeous-Alexander, Tyrese Haliburton, Lauri Markkanen and Nic Claxton, as well as what comes next for each young star. Then, a look at some of the young NBA players who have had their stock fall most this season in Trae Young and LaMelo Ball. But first, a breakdown of the biggest recent games from a thrilling NBA slate, including the Cavs keeping pace with the Nuggets, the Clippers and Kings making history, and Boston besting Philadelphia in another MVP showing from Joel Embiid.
1:15 Cavs-Nuggets thoughts
7:40...
2023-02-271h 03
On with Kara SwisherWelcome to AI WarfareAI isn’t just changing search. It’s changing national security, too. Today, Kara talks to Trae’ Stephens, the co-founder and Executive Chairman of Anduril, about how the growing defense tech industry is using the power of AI and the speed of Silicon Valley to challenge “beltway bandits” like Lockheed Martin and Raytheon. They discuss drones in Ukraine, the ethics of “smart walls” along the US-Mexico border and, yes, those balloons. Thoughts? Questions? Email us on@voxmedia.com or find us Kara and Nayeema on Twitter @karaswisher and @nayeema. Learn more about your...
2023-02-2051 min
Acquisition TalkThe next generation of defense primes with Matt Steckman and Trae StephensMatt Steckman and Trae Stephens joined me on the Acquisition Talk podcast to discuss their approach at Anduril Industries to scaling up in defense. Matt is the Chief Revenue Officer and a former guest of Acquisition Talk, while Trae is Anduril's co-founder and executive chairman, as well as a partner at Founder's Fund.
In the episode, we discuss:
- How Anduril is becoming a hardware rich company
- Reactions as to whether tech-bros are helping in Ukraine
- Why software companies have larger margins than defense primes
- Whether Anduril will adopt DoD business systems as they scale
- How t...
2023-01-0357 min
The Realignment320 | Trae Stephens: Rebooting the Arsenal of DemocracyThis episode is a part of The Realignment's daily end-of-year coverage of the themes and topics that defined 2022. Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/.Rebooting the Arsenal of Democracy: https://www.rebootingthearsenal.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/JOIN MARSHALL & SAAGAR AT OUR LIVE CONFERENCE IN DC ON 1/25/2023: https://www.eventbrite.com/e/realignment-live-tickets-443348436107?aff=erelexpmltPURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail us at: realignmentpod@gmail.com
2022-12-0658 min
The Burn Bag PodcastLive from RNDF22: Trae Stephens, Co-Founder of Anduril IndustriesThis week, Burn Bag co-host Ryan Rosenthal comes to us from Simi Valley, CA, covering the 2022 edition of the Reagan National Defense Forum, one of the nation's largest gatherings of the defense community.In this mini-episode, Trae Stephens, Co-Founder of Anduril Industries, talks to Ryan about venture-backed defense innovation, startups in defense technology, and Anduril's recently announced SeriesE funding round.Stay tuned for more from the 2022 Reagan National Defense Forum!
2022-12-0413 min
Coffee with KenTrae Stephens of AndurilTrae Stephens, Co-Founder and Executive Chairman of Anduril, joins Ken Biberaj on Coffee with Ken for a discussion on Rebooting the Arsenal of Democracy.
2022-11-1529 min
RiskgamingThe United States has never won a conflict with the hardware that it had going into itToday we're talking about the future of American defense. And we have three of the leaders changing the trajectory of this important field with us is the leadership of Anduril Industries. First, Palmer Luckey Founder, also Brian Schimpf Co-Founder, and CEO, as well as Trae’ Stephens, Co-Founder and Executive Chairman, along with us is Josh Wolf from Lux.
I want to start out by painting the least rosy picture I can of the American defense industry over the last year and 2021. In Afghanistan, we saw a massive pull out of the American forces there. After more than tw...
2022-07-1524 min
Village Global's SolarpunkWhy Defense Matters with Trae StephensTrae Stephens (@traestephens), co-founder at Anduril and partner at Founders Fund joins Lucas Bagno (@lucasbagnocv) and Ian Cinnamon (@iancinnamon) to discuss:- What keeps him up at night when he looks at the US today.- What he would change about the US government if he could wave a magic wand.- Common mistakes made by people selling to government.- How they think about acquisitions at Anduril.- Advice for people looking to build in the defense space.- What gives him hope when he thinks about...
2022-03-1549 min
Village Global PodcastWhy Defense Matters with Trae StephensTrae Stephens (@traestephens), co-founder at Anduril and partner at Founders Fund joins Lucas Bagno (@lucasbagnocv) and Ian Cinnamon (@iancinnamon) to discuss:- What keeps him up at night when he looks at the US today.- What he would change about the US government if he could wave a magic wand.- Common mistakes made by people selling to government.- How they think about acquisitions at Anduril.- Advice for people looking to build in the defense space.- What gives him hope when he thinks about...
2022-03-1549 min
DatacastEpisode 83: Startup Scrappiness, Venture Matchmaking, and Thinking In Bets with Leigh-Marie BraswellShow Notes(01:43) Leigh-Marie shared her formative experiences of her childhood — growing up in Alabama, solving math problems competitively, and going to Phillips Exeter Academy.(04:21) Leigh-Marie discussed her undergraduate experience at MIT studying Math with Computer Science.(06:41) Leigh-Marie went through her internship experience at Jane Street and Blend.(10:07) Leigh-Marie recalled lessons learned from interning at Google — as an ML engineer for the Research and Machine Intelligence Team and an Associate Product Manager for the Chrome Web Platform team.(13:39) Leigh-Marie talked about her decision to join the early founding team of Scale API (now known as Scale AI) after finishing MIT.(17:30...
2022-02-0959 min
Bring It OutFinding a Life-Giving Vocation with Trae StephensIn Episode 4 of the Bring It Out podcast, Ben has a compelling conversation with Trae Stephens. Trae is a partner at Founders Fund and a co-founder of Anduril Industries. Trae talks about how to align your vocation with what gives you life, how to steward influence well, what kinds of ideas capture people's attention, and what it takes to carry heavier assignments in life.
2022-01-1142 min
Finding Genius SeriesDelian Asparouhov: Varda IndustriesTrinet works with some of the most exciting small businesses in the country by providing exceptional medical benefits and world-class technology – web-based, mobile, and internal systems/processes, that positively impacts clients and their employees. Please reach out to RaeEllen Zekas (raeellen.zekas@trinet.com) to learn more. First Republic has extensive experience working with PE and VC firms. We understand the complex nature of this business and the sense of urgency that accompanies it. Through our skilled team of industry experts and a suite of specialized products, we can quickly meet your firm’s goals. Please reach out to Kyle...
2021-10-1231 min
Insert PreviewFaith Collides - Max Anderson - Venture FundDo you feel like a jack-of-all-trades, but master of none? Has your career taken a very non-linear path, as you bounced back and forth between different callings and passions? If so, you’ll probably resonate deeply with Max Anderson’s story.
Max is currently the managing partner of Saturn Five, a venture fund in Denver, Colorado. But in the past 20 years, Max has also worked for McKinsey & Company, at Tim Keller’s Redeemer Church in New York City, and for Bridgewater Associates, one of the largest hedge funds in the world.
He also came up with a...
2021-05-2437 minFaith CollidesMax Anderson - Venture FundDo you feel like a jack-of-all-trades, but master of none? Has your career taken a very non-linear path, as you bounced back and forth between different callings and passions? If so, you’ll probably resonate deeply with Max Anderson’s story.
Max is currently the managing partner of Saturn Five, a venture fund in Denver, Colorado. But in the past 20 years, Max has also worked for McKinsey & Company, at Tim Keller’s Redeemer Church in New York City, and for Bridgewater Associates, one of the largest hedge funds in the world.
He also came up with a...
2021-05-2437 min
Good Faith EffortTrae Stephens - Taking Religion and Tech Seriously: Ep. 22As tech expands our ability to do both great and terrible things, how do we use the lessons of tradition and faith to exercise wise and virtuous moral leadership? Can religious wisdom help us navigate especially fraught areas of human affairs like the defense sector? Can the tools of tech be a net positive for traditional moral thinking? And why is it important to watch Star Wars and read Rene Girard? This week Rabbi Lamm speaks about all of this and more with Trae Stephens, a Partner at Founders Fund, and Chairman of Anduril Industries, a defense technology company
2021-03-1837 min
Faith CollidesBONUS: Trae Stephens- Venture CapitalTrae Stephens is a partner at Founders Fund, a San Francisco-based venture capital firm with a portfolio that includes Airbnb, SpaceX, and Palantir. Trae is also the chairman and co-founder of Anduril Industries, a rapidly growing US defense technology company with over 350 employees, and a valuation of $1.9 billion.
In this bonus content, Trae opens up on how he met his wife Michelle, how he learnt about stock options when he moved to big data start-up Palantir after working for the US intelligence, how he had to solidify his faith at Georgetown and how faith continues to impact...
2020-12-2121 min
Faith CollidesTrae Stephens - Venture CapitalTrae Stephens is a partner at Founders Fund, a San Francisco-based venture capital firm with a portfolio that includes Airbnb, SpaceX, and Palantir. Trae is also a co-founder of Anduril Industries, a rapidly growing US defense technology company with over 350 employees, and a valuation of $1.9 billion.
Trae opens up on growing up in rural Ohio with a grandfather who was the pastor of his church. He shares how he had the opportunity to travel to the Middle East on an overseas mission trip, what it was like to be the editor-in-chief of his high school newspaper, and...
2020-12-1437 min
Hello, Good Bis!Queer Black VoicesBlack Queer Folx, Organizations, and Advocates You Should Follow
Resources Marquise Mentioned
Thank you, Marquise!
Black Trans-Led Organizations
GLITS https://www.glitsinc.org/about
Black Trans Femme in the Arts Collective https://www.instagram.com/btfacollective/
The Okra Project https://www.theokraproject.com/
The Black Trans Travel Fund https://www.blacktranstravelfund.com/
Marsha P. Johnson Institute https://marshap.org/
Transforming (if someone has a link, please share)
Destination Tomorrow https://destinationtomorrow.org/
Black Trans Media https://blacktransmedia.wixsite.com/blacktransmedia
Black Trans TV https://www.blacktranstv.com/
For the Gworls https://www...
2020-06-2913 min
Mostly Human with Laurie SegallAI: To Kill or Not to Kill?Should Artificial Intelligence be able to make the decision to take a human life? And if it does, who will be liable if — or when — it goes wrong? When it comes to the future of war and technology, the ethics are murky.Tech is creating a new arms race. Will the U.S. be able to keep up with the likes of China and Russia? And what ethical lines will we draw, or cross, to maintain our national defenses?Let’s rewind to Orange County circa 2017: A handful of entrep...
2020-02-241h 23
Air Adam PodcastEpisode 128 : Crystalline Carbon "...as long as I'm alive, I will make it." - Kim Stephens It's been a subdued start to the year in the main, and my equipment may have conspired against me, but nothing was getting in the way of the first podcast episode of the decade! There are definitely some popular classics in the selection, right next to brand new releases, and some slightly older tracks which deserve a second - or even first - chance in your headphones. Twitter : @airadam13 Playlist/Notes Roc Marciano : Richard Gear
2020-01-3152 min
David's NotesPeter Thiel & Josh Wolfe: Harnessing and Securing American Innovation: How Venture Capital Impacts DefensePeter: By my count, there are only two companies that have been started since The Cold War, that are (1) focused on national security, and (2) have reached a billion-dollar valuation: SpaceX and Palantir. [4:00]Peter: A lot of innovation gets driven by smaller companies. This is absolutely critical. When not many people are doing it— if you are one of the few who do it— there is a lot of opportunity. [4:25]Josh: Strength comes in part from technological dominance. Technological dominance comes from brilliant engineers that are inventing cutting edge technologies. [6:20] Josh: Palmer Luckey, Trae Step...
2019-12-0906 min
Paradox Podcast#4 — Trae Stephens — Just warfare in the age of technologyTrae Stephens (@traestephens) is a venture capitalist at Founders Fund with partners like Peter Thiel, Brian Singerman, Cyan Banister and Keith Rabois, where he invests across sectors with a particular interest in startups operating in the government space. He’s also Co-founder and Executive Chairman of Anduril Industries with Palmer Luckey, who founded Oculus, which was acquired by Facebook in 2014. Anduril is a defense technology company focused on developing autonomous systems for U.S. military and is by far one of the most interesting, and for some controversial, new startups in the last two years. In our conversation Trae described it...
2019-10-311h 06
Entrepreneur Talks by STATION FInterview with Trae Stephens, Partner at Founders FundMeet Trae Stephens, partner a Founders Fund, a one with other high-profile partners like Peter Thiel and an all-star portfolio including Facebook, SpaceX, Airbnb, Palantir - and even the odd European company, like Spotify. Also in this episode, Jonathan Parisot, founder and CEO of ActionDesk, a startup from STATION F's Founders Program that just finished Y Combinator. Hosted on Acast. See acast.com/privacy for more information.
2019-10-1127 min
The InnovatorsEpisode 11: The Innovators -- Trae StephensOn this episode of The Innovators, Trae Stephens, partner at Founders Fund, shares what VCs are looking for when they invest and offers tips for what founders can do to stand out as they try to get funded.
2019-08-271h 07
Faith Driven EntrepreneurEpisode 70 - Entrepreneurs Who Create their Own Category with Trae Stephens of Founders FundToday’s episode takes us to Silicon Valley to connect with Trae Stephens. You may have seen Trae on CNBC, or you may know him as one of the Partners at Founders Fund. It was an honor to have Trae on to share about his experiences—everything from his time in politics working for Congressmen and in Embassies to now working alongside Peter Thiel. Trae also shares about his life as a Christ-Follower and how it shapes his view of the investing world.
In particular, Trae outlines what it means for an entrepreneur to be an outlier. He d...
2019-08-2037 min
Faith Driven EntrepreneurEpisode 70 - Entrepreneurs Who Create their Own Category with Trae Stephens of Founders FundToday’s episode takes us to Silicon Valley to connect with Trae Stephens. You may have seen Trae on CNBC, or you may know him as one of the Partners at Founders Fund. It was an honor to have Trae on to share about his experiences—everything from his time in politics working for Congressmen and in Embassies to now working alongside Peter Thiel. Trae also shares about his life as a Christ-Follower and how it shapes his view of the investing world.
In particular, Trae outlines what it means for an entrepreneur to be an outlier. He d...
2019-08-2037 min
Faith Driven InvestorEpisode 3 - Creating Abundance to Decrease Competition with Trae Stephens of Founders FundToday’s episode takes us to Silicon Valley to connect with Trae Stephens. You may have seen Trae on CNBC, or you may know him as one of the Partners at Founders Fund. It was an honor to have Trae on to share about his experiences—everything from his time in politics working for Congressmen and in Embassies to now working alongside Peter Thiel. Trae also shares about his life as a Christ Follower and how it shapes his view of the investing world.
In particular, Trae outlines what it means for an entrepreneur to be an outl...
2019-08-2036 min
Eye On A.I.Trae Stephens and Brian SchimpfThis week I talk to Trae Stephens and Brian Schimpf from Anduril Industries, an AI defense contractor, about the current state of AI research and deployment for national security, including how the US stacks up against China. We also talked about the resistance among US engineers to work on defense applications and whether that hobbles the US in the global AI arms race.
2019-06-0552 min
Anatomy of NextTechnology and Defense at Founders Fund HQFounders Fund recently hosted a panel on defense: a conversation at the intersection of the U.S. government and the technology industry, or D.C. vs. Silicon Valley. Moderated by Dan Primack, and featuring Chris Lynch, Heather Podesta, and Trae Stephens.
Technology has changed the nature of the threats our society is facing, but the defense industry is still generally approaching these questions with a twentieth century mindset. Before we can make meaningful progress in the space, we need to reconceptualize our approach to the question.
But before we dig any further into the specifics of the technology, and developments...
2019-01-1641 min
TechdirtGovernment, Activism & Silicon ValleyIn late September, Mike joined a panel at the Lincoln Network's Reboot conference to tackle the question "will rising activism limit government’s access to Silicon Valley?" along with Trae Stephens, Pablo E. Carrillo, with moderator Katie McAuliffe. For this week's episode, we've got the full audio from that panel plus an additional introduction from Mike with some thoughts after the fact. Enjoy!
2018-11-0655 min
Axios Re:CapSilicon Valley vs. The US MilitaryDan is joined by Trae Stephens, a partner with Peter Thiel's Founders Fund, to talk about why he believes tech workers are ostracizing the US military, and why that could threaten national security. Also, in the "Final Two" Dan talks about Elon Musk explaining himself in taking Tesla private and a stunning decision in California on the scooter wars.
https://www.washingtonpost.com/opinions/silicon-valley-should-stop-ostracizing-the-military/2018/08/08/7a7e0658-974f-11e8-80e1-00e80e1fdf43_story.html
Learn more about your ad choices. Visit megaphone.fm/adchoices
2018-08-1310 min
The Veritas ForumOvercoming Echo Chambers | Robert George & Hamza YusufCan Christians and Muslims get along in America? That’s the question we asked Christian intellectual and Princeton law professor Robert George and Islamic scholar and Zaytuna College president Shaykh Hamza Yusuf at the San Francisco Jazz Center this Spring. George and Yusef, who are good friends, believe that unity across religious backgrounds is not only possible but also necessary, and their friendship serves as an embodiment of that belief. Over the course of their conversation, moderated by Trae Stephens, principal at Founders Fund, they discuss unresolved tensions, the role of religion in civic life, and a potential path fo...
2017-10-071h 39