Monday May 13, 2024
Good Mafias Come From the Crucible - Trae Stephens | #41
Today, Santiago & Josh interview Trae Stephens, Partner at Founders Fund and Co-Founder of Anduril Industries & Sol. We cover:
> End of the Exquisite and the rise of the Attritable
> Economics of modern warfare
> Coming back down the curve: nuclear deterrence
> Why Palmer Lucky?
> Ramjets in the swimming pool
> Form newspaper editor to international man of mystery (sort of)
> Joining Thiel's team
> Why most startups are on lame quests
> Side-quest one: read in bed
> Side-quest two: get outside
> Theology of building
> No Trump excuse + Ukraine war + peak woke mind virus === defense tech 🚀
> Investing in a "category"? You're too late.
> Lessons from 10 years at Founders Fund
Learn more about Trae Stephen's work:
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Version: 20240731