Invest Like the Best with Patrick O'Shaughnessy

Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]

600 snips
Nov 28, 2025
In this conversation with Palmer Luckey, founder of Oculus VR and Anduril Industries, he shares insights on innovation and defense technology. Palmer discusses his journey of building impactful companies and the potential of synthetic fuels to disrupt traditional electrification. He highlights the importance of assessing U.S. innovation and the necessity of engaging institutions to scale new ideas. With Anduril, he aims to revolutionize national security while tackling the challenges of government contracting and fostering breakthroughs in AI.
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INSIGHT

Cheap Synthetic Fuels Could Upset Energy Bets

  • Synthetic long-chain hydrocarbon fuels could undercut massive EV/hydrogen investments by plugging into existing engines.
  • Cheap synthetic jet/diesel would be a carbon-capture and strategic game-changer if made near $1/gal.
INSIGHT

Look Back To Find Forgotten Practical Solutions

  • Revisiting mid-century government thinking uncovers practical, overlooked solutions now politically unfashionable.
  • Many discarded ideas weren't infeasible; they were simply premature or politically sidelined.
ADVICE

Steer Education Funding Toward National Needs

  • Stop subsidizing all degrees equally; align public education incentives with national needs.
  • Prioritize funding for technical and strategic fields rather than equally supporting every academic pursuit.
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