Product Company vs. Contractor

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

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YouTube : https://youtu.be/RBXXYpjs9TE

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