Anduril CEO Brian Schimpf, $1B+ Revenue & Still Doubling.

FULL INTERVIEW

Brian Schimpf, CEO of Anduril

Schimpf joins Sourcery to discuss the company’s scale, strategy, and position in the defense market. He outlines Anduril’s growth to roughly 7,000 employees, $1B+ in revenue with continued YoY doubling, & their $30.5B valuation (too low?), while addressing IPO speculation & these wild “fake SPVs.”

→ Listen on X, Spotify, YouTube, Apple

The conversation covers geopolitical instability, production constraints in the U.S. defense industrial base, and how the nearly $1 trillion defense budget is actually allocated to personnel, infrastructure, and sustainment, rather than new procurement. Schimpf draws on leadership lessons from his time as an engineer at Palantir, highlighting creativity, high agency (“Artisty & Meritocracy’), & long-term alignment with military needs.

Schimpf also explains Anduril’s expansion from early autonomous systems into a portfolio spanning autonomous aircraft, cruise missiles, electronic warfare, and networked sensing and command platforms, enabled by a shared software & hardware foundation built around Lattice. Emphasizing the company’s focus on a distributed, autonomous battlefield and the ability to rapidly field new capabilities.

FWIW: Spending time on Anduril’s campus & talking with the other founders ahead of this final interview of the day offered such a strong view into the scale & complexity of the organization Brian is leading. Walking through the facility and meeting with the founding team made the scope of Anduril’s operations very real, but also highlighted just how complementary their skill sets are & how that translates into execution at scale.

And with that, I have concluded that given the company’s growth, momentum, & market position.. Anduril may still be undervalued. :)

This is Part 1 of 4 interviews with Anduril’s founders. An extension of our compiled video that dropped yesterday :) Hope you enjoy.

Let’s just say.. there is still, much more to come. 😉

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

• (00:00) Brian Schimpf, CEO Anduril

• (01:32) $30B+ valuation, 7,000 employees, revenue doubling past $1B+

• (02:20) Favorite product: Fury, the autonomous fighter jet

• (03:55) How Anduril expanded from drones to missiles, aircraft, and Arsenal-1

• (05:40) Market timing: why 3–5 year conviction beats 10-year moonshots

• (07:45) Lattice software and building a unified autonomous battlefield stack

• (09:25) Fixed-price contracts vs. legacy cost-plus defense procurement

• (11:20) Secretary Hegseth’s shift: speed, production, & affordability over perfection

• (13:05) Where the nearly $1T defense budget actually goes

• (17:25) Australia’s Ghost Shark program & rapid autonomous submarine production

• (19:45) Global defense backlogs & why allies are rethinking procurement

• (22:00) Manufacturing at scale: WWII lessons vs. modern “Galapagos” defense industry

• (25:55) Leadership lessons from Palantir: talent, artistry, and meritocracy

• (30:15) IPO rumors, fake SPVs, + is Anduril undervalued?!

---

Brought to you by:

Brex—The intelligent finance platform: cards, expenses, travel, bill pay, banking—wrapped into a high-performance stack. Built for scale. Trusted by teams that move fast.

Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance, and enable enterprises to turn those models into powerful, production-ready systems. Visit: turing.com/sourcery

Carta—Carta connects founders, investors, and limited partners through software purpose-built for private capital. Trusted by 2.5M+ equity holders, 65,000+ companies in 160+ countries, Carta’s platform of software & services lays the groundwork so you can build, invest, and scale with confidence. Visit: carta/sourcery

Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. Try it out today: public.com/sourcery

---

The material presented on Molly O’Shea’s website are my opinions only and are provided for informational purposes and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Any analysis or discussion of investments, sectors or the market generally are based on current information, including from public sources, that I consider reliable, but I do not represent that any research or the information provided is accurate or complete, and it should not be relied on as such. My views and opinions expressed in any website content are current at the time of publication and are subject to change. Past performance is not indicative of future results.

Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.