"Turpentine VC" | Venture Capital and Investing

E40: Venture, AI, and the Defense Industry with Joe Lonsdale of 8VC, Josh Wolfe of Lux Capital, and Matt Steckman of Anduril

7 snips
May 21, 2024
Guest
Joe Lonsdale
Guest
Josh Wolfe
Guest
Matt Steckman
Joe Lonsdale, Josh Wolfe, and Matt Steckman discuss the role of AI in defense, the impact of startups on warfare, and the need for competition and funding. They explore the importance of autonomy, integration of AI into existing systems, and the challenges faced by innovative startups in the defense industry
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ANECDOTE

Anduril's CCA Win

  • Anduril won the CCA Low Wingman program, beating Boeing, Northrop, and Lockheed Martin.
  • This was a watershed moment for non-traditional defense companies.
INSIGHT

AI in Loyal Wingman Program

  • The CCA program involves manned fighter aircraft like the F-35 working with autonomous “wingmen”.
  • These wingmen enhance sensing, effect, and lethality using AI and automation.
INSIGHT

Cost-Effective Defense

  • Current defense spending is inefficient, using expensive systems against cheap threats.
  • Focus should be on scalable and cost-effective solutions like high-power microwaves against drone swarms.
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