E160: 2024 Predictions! Markets, tech, politics, and more
(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner (32:08) 2024's Biggest Business Loser (37:31) 2024's Biggest Business Deal (41:15) 2024's Most Contrarian Belief (51:18) 2024's Best-Performing Asset (56:46) 2024's Worst-Performing Asset (1:06:14) 2024's Most Anticipated Trend (1:12:28) 2024's Most Anticipated Media (1:22:28) Emotional condition heading into 2024 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill https://news.gallup.com/poll/512135/support-third-political-party.aspx https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541 https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06 https://www.facebook.com/watch/?v=853724306532726 https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624 https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415 https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high https://www.anduril.com/roadrunner https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://twitter.com/CeciliaZin/status/1740109465918328844 https://www.nytimes.com/2023/09/06/business/china-car-exports.html...
#AIS: Palmer Luckey on Anduril
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist 0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense & the current thing 25:24 Bestie Q&A with Palmer 53:13 Jason gives closing thoughts Follow Palmer: https://twitter.com/PalmerLuckey Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Links referenced in the show: https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine
Bloomberg Tech Summit Special
Bloomberg 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.
Bloomberg's Defense and Space Tech Special
Bloomberg Technology is on the road for a deep dive into the space and defense tech industry. Executives from Rocket Lab, Varda Space, Northwood and Anduril sit down with Ed Ludlow and Caroline Hyde at Rocket Lab's manufacturing facilities in Southern California.See omnystudio.com/listener for privacy information.
Alibaba Earnings and Tesla FSD Test Drive
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest earnings from Alibaba and JD.com and investor moves as Soros and Druckenmiller sell out before the sell-off. Plus, the Tesla analyst who almost crashed using FSD is back with another review of the Tech. And: Anduril raises a massive fundraise with a whopping $14 billion valuation. See omnystudio.com/listener for privacy information.
Tech Earnings and Apple's New iPads
Bloomberg's Caroline Hyde gauges the health of technology earnings with 80% of S&P 500 companies out with results. Plus, as Buffet cuts his stake, we push ahead to Apple's product event as the company prepares to launch new iPads, and Anduril founder Palmer Luckey joins for an exclusive interview on the company's new AI-powered products.See omnystudio.com/listener for privacy information.
Spotify Layoffs, Crypto Rally and Defense Tech
Bloomberg's Caroline Hyde and Ed Ludlow break down Spotify's steepest job cuts this year. Plus, Bitcoin tops $42,000 for the first time since April of 2022, and Anduril unveils a tiny, reusable fighter jet to blow up drones. See omnystudio.com/listener for privacy information.
Bloomberg Tech Summit Special
Bloomberg 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.
Bloomberg's Defense and Space Tech Special
Bloomberg Technology is on the road for a deep dive into the space and defense tech industry. Executives from Rocket Lab, Varda Space, Northwood and Anduril sit down with Ed Ludlow and Caroline Hyde at Rocket Lab's manufacturing facilities in Southern California.See omnystudio.com/listener for privacy information.
Alibaba Earnings and Tesla FSD Test Drive
Bloomberg's Caroline Hyde and Ed Ludlow break down the latest earnings from Alibaba and JD.com and investor moves as Soros and Druckenmiller sell out before the sell-off. Plus, the Tesla analyst who almost crashed using FSD is back with another review of the Tech. And: Anduril raises a massive fundraise with a whopping $14 billion valuation. See omnystudio.com/listener for privacy information.
Tech Earnings and Apple's New iPads
Bloomberg's Caroline Hyde gauges the health of technology earnings with 80% of S&P 500 companies out with results. Plus, as Buffet cuts his stake, we push ahead to Apple's product event as the company prepares to launch new iPads, and Anduril founder Palmer Luckey joins for an exclusive interview on the company's new AI-powered products.See omnystudio.com/listener for privacy information.
Spotify Layoffs, Crypto Rally and Defense Tech
Bloomberg's Caroline Hyde and Ed Ludlow break down Spotify's steepest job cuts this year. Plus, Bitcoin tops $42,000 for the first time since April of 2022, and Anduril unveils a tiny, reusable fighter jet to blow up drones. See omnystudio.com/listener for privacy information.
#158 CRO Anduril Industries, Matt Steckman: On Defense
Guest: Matt Steckman, CRO of Anduril IndustriesWalk into one of Anduril Industries offices and it might take a minute for you to realize: This is a defense contractor. It feels like a tech company, stylistically, says CRO Matt Steckman, because we know we have to recruit the best software talent in the world. Matt says the executive team spends a comical amount of time on recruiting, one of his personal passions, and especially works to minimize the number of people who turn down offers. Thats something that a lot of companies, both tech and non-tech, miss ... Are you losing...
David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]
My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firms growth investing business. His team has backed many of the defining companies of this era including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. This conversation is a detailed look at how David built and runs the a16z growth practice. He shares how he recruits and builds his team a Yankees-level culture, how his team makes investment decisions without traditional committees, and how they work with...
Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey is a relentless builder and original thinker. He founded Oculus, bringing virtual reality to the mainstream, and is now reshaping the future of defense and technology with Anduril. I hope you enjoy this conversation. Palmer is the founder of Anduril, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in...
Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, EP.350]
My guest today is Palmer Luckey. Palmer is the founder of Defense company Anduril Industries, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in the Defense industry. Prior to Anduril, Palmer founded Oculus VR, a virtual reality business that he sold to Facebook for $2 billion. Palmer is only in his early 30s, but he has already experienced more than most people will in a 40-year career. We talk about innovation, invention, differentiated thinking, and so much more. Please enjoy this...
Trae 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. Traes 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 havent 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 founders. Please...
Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59]
Today, we are running a special episode of Business Breakdowns. With geopolitics playing an increasingly important role in society again, this episode with Andurils CEO offers an inside look at the state of the defense industry and how it is changing. If you enjoy this episode, subscribe to Business Breakdowns on your preferred podcast player, where youll find past episodes on Block, Goldman Sachs, AutoZone and many others. Today, we are breaking down Anduril. Anduril builds high tech defense systems for the US Department of Defense and its allies. Crucially, it does so with speed that emanates from Silicon Valley....
Marine Corps AI
In this episode of Phoenix Cast, hosts John, Rich, and Kyle are joined by special guest Capt Chris Clark - the Marine Corps Artificial Intelligence Lead in the Marine Corps Deputy CLinks:-(USMC Fellowships) https://www.marines.mil/News/Messages/Messages-Display/Article/4315247/fy26-artificial-intelligence-fellowship-programs/-https://www.marines.mil/News/Messages/Messages-Display/Article/4325857/update-to-maradmin-46025-fy26-artificial-intelligence-fellowship-programs/-(Private Sector Solutions) https://www.anduril.com/article/anduril-s-eagleeye-puts-mommandant for Information Service Data Office to discuss Marine Corps AI. Have a listen, and let us know what you think!We'd love to hear your thoughts! Tweet us at our new handle, @ThePhoenixCast, and don't forget to join our LinkedIn Group to connect with fellow Phoenix Casters. If you enjoyed the episode, help us out by leaving one of those coveted 5-star reviews on...
#245 Trae Stephens - Inside Andurils AI Superweapons: Eagle Eye Helmet and Autonomous Tech
Trae 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...
#216 Katherine Boyle - America's Defense Tech Renaissance
Katherine Boyle is a General Partner at Andreessen Horowitz and cofounder of its American Dynamism practice, investing in sectors such as defense, aerospace, manufacturing, and infrastructure. She serves on the boards of Apex Space and Hadrian Automation, and is a board observer for Saronic Technologies and Castelion. Previously, she was a partner at General Catalyst, where she co-led the seed practice and backed companies like Anduril Industries and Vannevar Labs. She was also a reporter at The Washington Post. Katherine holds a BA from Georgetown, an MBA from Stanford, and a Master's from the National University of Ireland, Galway. She...
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment
Scott Nolan is the CEO of General Matter, enriching uranium in America to reshore domestic nuclear fuel capacity and power the American energy production needed to lead in AI, manufacturing, and other critical industries. General Matter is backed by Founders Fund, the first institutional investor in SpaceX, Palantir, and Anduril.Scott is also a partner at Founders Fund, where for the past 13 years he led hardtech investments across energy, infrastructure, manufacturing, aerospace, and defense. Companies Scott has worked with include SpaceX, Neuralink, Crusoe Energy, Planet Labs, The Boring Company, Nubank, Impulse Space, and Radiant Nuclear. Previously, Scott was an early...
#171 Palmer Luckey - Superhuman Soldiers, AI Missiles and Exoskeletons in Warzones
Palmer Luckey is an entrepreneur and innovator best known for founding Oculus VR and Anduril Industries. In 2012, he launched Oculus VR and developed the Oculus Rift, a groundbreaking virtual reality headset that redefined a wide array of industries. The company was acquired by Facebook in 2014 for $2 billion, where Luckey subsequently worked until 2017. Following his departure, he founded Anduril Industries - a defense technology company specializing in autonomous systems including drones, surveillance towers, and aircraft. Anduril has secured major contracts with the U.S. Department of Defense and international allies. The company has raised significant funding, including $1.5...
#2394 - Palmer Luckey
Palmer Luckey is the founder of defense technology company Anduril Industries, designer of the Oculus Rift, a virtual reality head-mounted display, and the founder of Oculus VR, which was acquired by Facebook in 2014.
www.anduril.com/profile/palmer-luckey
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464: Palmer LuckeyThe Department of War Has a Mullet
Tech founder, defense disruptor, and founder of Anduril Industries Palmer Luckey chats with Mike about the strange haircut on America's military bureaucracyall business in the front, chaos in the back. Luckey explains how Anduril is trying to bring speed, accountability, and modern technology to national defense, often in spite of layers of red tape. Along the way, they discuss why Palmer got into defense contracting, who was pivotal in the Department of Defense becoming the Department of War, and why he donated to AOC. Shout out to our great sponsors PureTalk.com/RoweGet talk, text and data for JUST $20 a month!...
From AI and Defense Tech, to Tariffs and the New Streaming Wars: The Best of Bold Names
WSJs Christopher Mims and Tim Higgins take a trip into the Bold Names podcast archives. Theyve covered everything from artificial intelligence and humanoid robots, to the online sports betting industry and the new streaming wars. Check out highlights from some of their favorite interviews. Plus, Tim and Christopher look back on what made these conversations memorable and share their own insights on guests including Anduril founder and CEO Palmer Luckey, venture capitalist Sarah Guo and Microsoft AI chief Mustafa Suleyman. Bold Names returns with new episodes on Fridays starting September 12 on YouTube and wherever you get your podcasts. Check...
Palmer Luckey's 'I Told You So' Tour: AI Weapons and Vindication
Palmer Luckey, the founder of weapons manufacturer Anduril, was part of a minority in the tech sector that supported President Trump during his first run at the White House. Now, Luckey wields influence in both Silicon Valley and Washington, D.C.and hes using it to secure U.S. military contracts while trying to remake the governments approach to national security. Luckey speaks to WSJs Christopher Mims and Tim Higgins in the latest episode of our interview series Bold Names. Check Out Past Episodes: Humanoid Robot Startups Are Hot. This AI Expert Cuts Through the Hype. Reid Hoffman Says AI Isnt an Arms...