Matt Grimm on company growth

This 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, and test environments • Autonomous fighter aircraft (Fury) and manned-unmanned teaming • Fully autonomous submarines (Ghost Shark / Dive-XL) • Distributed command-and-control systems (Menace, Titan, Eagle Eye) • Arsenal-1, Anduril’s upcoming 5M sq ft hyperscale manufacturing campus in Ohio And discuss: • Why manufacturing capacity is now deterrence • Where the nearly $1T U.S. defense budget actually goes • Why legacy procurement systems struggle with speed • How Anduril beat Boeing, Lockheed, and Northrop on next-gen fighter programs • The ethics of AI, autonomy, and Just War Theory • Why testing to failure is essential — and misunderstood • How global instability is reshaping defense spending worldwide • It’s a candid, technically deep, historically grounded conversation about war, factories, speed, ethics, and the future of deterrence, filmed inside one of the most closed, sensitive, and technologically advanced facilities in American industry. Brian Schimpf: https://x.com/SchimpfBrian Matt Grimm: https://x.com/mttgrmm Trae Stephens: https://x.com/traestephens Palmer Luckey: https://x.com/PalmerLuckey Molly O’Shea: ⁠https://x.com/MollySOShea⁠ Sourcery: ⁠https://x.com/sourceryvc 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 Apple Podcasts: https://podcasts.apple.com/in/podcast... Spotify: https://open.spotify.com/episode/2xVT... 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 • Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery • Carta—Carta connects founders, investors, and limited partners through software purpose-built for private capital. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software & services lays the groundwork so you can build, invest, and scale with confidence. https://carta.com/sourcery/?utm_mediu... • Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery Follow Sourcery for the latest updates! https://www.sourcery.vc/ Disclosure Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. – 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 00:00 Founders of Anduril 01:30 Brian Schimpf on production, software, & the future of warfighting efficiency 05:40 Global instability & why allies are ramping spend 09:10 Ghost Shark in Australia & Anduril’s global expansion model. 12:40 Trae Stephens: “the factory is the weapon” & US re-industrialization. 15:40 Arsenal 1 megafactory in Ohio & becoming the “new defense prime”​ 18:30 Just War theory, AI, & ethics of lethal autonomy 21:50 Palmer Luckey introduces Fury, the autonomous fighter jet beating primes​ 25:10 Optical camouflage 28:30 Palmer’s UAP theory​ 31:30 Matt Grimm: from lost luggage garage to 7,000 employees and 30+ offices​ 34:30 Ghost Shark / XL UUV, dev test lab: “we break things on purpose”​ 37:30 Menace and Titan