The Information's TITV Anduril CEO on the Business of Defense, AI Predictions for 2026, Steve Jobs’ Son | Oct 3, 2025
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Oct 3, 2025 
Brian Schimpf, co-founder and CEO of Anduril, discusses the company’s rapid growth and innovative defense technology, including counter-drone systems and space capabilities. He highlights the impact of geopolitical instability on demand for defense solutions and the balancing act of operational and ethical considerations. The conversation shifts to predictions for the future of AI, with discussions on vertical applications in healthcare and law, as well as insights into Reed Jobs’ unique career trajectory and investment focus.
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Rapid Hardware Scaling Powers Growth
- Anduril is scaling production rapidly, targeting over 100% revenue growth this year and large increases in hardware manufacturing.
- Brian Schimpf says the company is moving from development to mass production across drones, munitions, autonomous platforms, and aircraft programs.
Product Diversification Into High-End Defense
- Anduril is diversifying from border and counter-drone systems into autonomous subs, collaborative combat aircraft, space, and munitions.
- The company emphasizes lower-cost, smarter, autonomous systems and modern manufacturing to scale deterrent capabilities.
Government Focus Accelerates Defense Delivery
- The current U.S. administration is focused on fixing industrial base problems and accelerating delivery of critical deterrent capabilities.
- Schimpf praises pragmatic, results-oriented changes that reduce unnecessary friction in defense procurement.