December 16, 2025 · 📺 Sourcery with Molly O'Shea
Full Interview: Brian Schimpf, Co-Founder and CEO of Anduril, joins Sourcery to discuss the company’s scale, strategy, and position in the defense market. He outlines Anduril’s growth to roughly 7,000 employees, $1B+ in revenue with continued YoY doubling, and a reported $30.5B valuation (too low?), while addressing IPO speculation & these wild “fake SPVs.”
The conversation covers geopolitical instability, production constraints in the U.S. defense industrial base, and how the nearly $1 trillion defense budget is actually allocated to personnel, infrastructure, and sustainment, rather than ne…
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