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20VC: Anduril Co-Founder on How a Trump Administration Changes the Defence Industry | What Happens Between China vs Taiwan, Israel vs Palestine, Russia vs Ukraine | How Software Changes War & Why TikTok Should Be Banned with Matt Grimm

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Nov 11, 2024

Matt Grimm, Co-founder and COO of Anduril Industries, discusses how a potential Trump administration may reshape U.S. foreign policy concerning conflicts like China/Taiwan and Russia/Ukraine. He considers the future of warfare, highlighting the role of AI and robotics in military evolution. The conversation covers the implications for the defense industry with rising funding, examining whether it's facing a bubble. Grimm also reflects on the need for innovative procurement practices and the importance of effective technology in modern combat.

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INSIGHT

China as Adversary

Matt Grimm, Anduril COO, views China as the greatest evil due to their human rights abuses and their stance against Western values.
He believes China's actions regarding free speech and political assembly are fundamentally different from the West.

ADVICE

Address Emerging Conflicts

Acknowledge and recognize the emerging conflict surrounding freedom and democracy, particularly concerning China.
Bring jobs and industry back to America and its allies, reducing reliance on China.

INSIGHT

US Semiconductor Success

Matt Grimm believes the US attempts to bring semiconductor manufacturing back will be successful.
Early results from the TSMC plant in Arizona show promising yields, outperforming those in Taiwan.

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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?