logo
episode-header-image
Nov 2024
1h 23m

20VC: Anduril Co-Founder on How a Trump ...

Harry Stebbings
About this episode

Matt Grimm is the Co-Founder and Chief Operating Officer of Anduril Industries, an American defense technology company that specializes in advanced autonomous systems. To date, Anduril has raised over $3.7BN with the latest round pricing the company at a whopping $14BN. Before Anduril, Matt was a Principal at Mithril Capital Management alongside Peter Thiel. Before Mithril, Matt was an early hire at Palantir, where he was deployed to both Iraq and Afghanistan to ensure U.S. forces had the best technology for the mission. 

                           In Today’s Episode with Matt Grimm We Discuss:

1. China/Taiwan, Ukraine/Russia & Israel/Gaza:

  • How will a Trump administration change US foreign policy and approach to conflict?

  • Will China invade Taiwan? What does Matt expect to see happen there?

  • Will Trump put an end to the war in Ukraine? What will be the outcome?

  • Is Israel wrong to defend itself in the way it has? How will the situation in Gaza be resolved?

2. The Future of War:

  • What will war look like in the future?

  • How is software and autonomy changing the world of war? 

  • Why does the incentive structure of governments buying military equipment need to change around the world?

  • Will we see a world of robodogs fighting on battlefields? What does weaponry of the future look like?

3. Are We In a Defence Bubble:

  • With the massive increase in funding to defence companies, does Matt think we are in a defence bubble?

  • What does Matt believe all investors should know about the defence industry before they make investments in the space?

  • What should defence founders at the early stage know about building a defence company at scale? What changes?

  • Who will be the buyer for the many defence companies that have raised early rounds of funding and go out of business? 

4. Matt Grimm: AMA:

  • Does money make you happy?

  • What is the biggest luxury purchase you have made?

  • Should TikTok be banned in the US?

  • What would Matt do today if he knew he would not fail?

Up next
Jul 7
20VC: Scott Galloway on Are Billionaires Happy & The Impact of Money on Psychology and Self-Worth | Becoming a Better Father & Husband | Why We Should Drink More and Not Work From Home | The Tinder Effect & How it Makes Young Men Radical
Scott Galloway is a Professor of Marketing at NYU Stern, where he’s taught for over two decades. He’s the founder of several successful companies, including L2 (acquired by Gartner for over $150M), Red Envelope, and Prophet. He’s a New York Times bestselling author of four books ... Show More
1h 10m
Jul 3
20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and What it Means for Incumbents
AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal. 08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva? 16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off? 21:30 – ... Show More
1h 11m
Jun 30
20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs and Where is the Liquidity with Philip Freise
Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leon ... Show More
1h 1m
Recommended Episodes
Feb 2025
This Is Palantir's Vision for Changing How the US Does Defense Spending
This week, we saw shares of software maker Palantir soar after reporting earnings and describing demand for AI as being "untamed." But what does Palantir do, and what do they actually sell to the federal government? More importantly, how does the government actually spend money o ... Show More
47m 38s
Nov 2024
The long game: how will US missiles help Ukraine?
America feared that letting Ukraine use US weapons to attack far-off targets in Russia would escalate the conflict. Why has President Joe Biden finally changed his mind? Markets soared when Donald Trump was elected, but the longer-term impact of Trumponomics may be less positive ... Show More
24m 45s
Nov 2024
The long game: how will US missiles help Ukraine?
America feared that letting Ukraine use US weapons to attack far-off targets in Russia would escalate the conflict. Why has President Joe Biden finally changed his mind? Markets soared when Donald Trump was elected, but the longer-term impact of Trumponomics may be less positive ... Show More
24m 45s
Apr 2023
Technology, Defense, and American-Chinese Competition
Chris, Zack, and Melanie sit down to talk about a new article by Eric Schmidt on whether the United States can win an innovation race with China. Where is the United States ahead and where is it behind in the tech competition? How should the U.S. government work with private ente ... Show More
59m 1s
Mar 2025
Israel blocks aid to Gaza as it pushes new ceasefire terms
Israel has stopped humanitarian aid to Gaza as the first phase of the ceasefire deal expired this weekend. The Guardian's Julian Borger talks about why Israel has stopped that aid and ongoing negotiations with Hamas. Then, New York Rep. Gregory Meeks, the ranking Democrat on the ... Show More
27m 31s
Oct 2024
Iran Fires Missiles on Israel, Sparking Fears of Wider War
P.M. Edition for Oct. 1. U.S. Secretary of State Antony Blinken said the U.S. and others had “effectively defeated” Iran’s attack while the Israeli military signaled it would retaliate. WSJ national security reporter Alex Ward on what could come next. And Nike is the latest compa ... Show More
13m 46s
Feb 2025
Ep100. Britain's Military: A Tool for Global Ordering?
With a major war raging in Europe, a seemingly more expansionist Trump in the Whitehouse, and China’s long held desire to invade Taiwan, is Britain prepared militarily?   It’s hard to tell. The current Labour government is still refusing to set out in detail its plans for Defence ... Show More
50m 33s
Nov 2024
Mike Baker (Ex-CIA Spy): China Is Preparing & We're Not Paying Attention! Here's What Happens If They Takeover! 5 Spy Tricks You Can Use To Get What You Want!
War, economic crises, and societal meltdown: how to be prepared to face the coming geopolitical threats like a CIA spy  Mike Baker is a former CIA covert operations officer and security expert, and host of The President's Daily Brief podcast. He is also the co-founder and CEO of ... Show More
2h 16m
Jan 2025
Across the Pond: Trump’s next truce?
The returning US president has already helped broker a ceasefire between Israel and Hamas. He is now attempting to do the same for Russia and Ukraine. But what kind of deal looks likely and what would this mean for Europe’s economy and markets? Finally, which equity sectors could ... Show More
23m 22s