Company
Anduril
- Episodes
- 12
- Share
- 1.1%
- Shows
- 12
- Net sentiment
- +0.67
Up from 0.8% of episodes in the weeks before; net sentiment was +0.29.
Bullish 6Mixed 3Neutral 3Bearish 0
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Anduril. Longest episodes first.
Bullish 6
- Counter-positioned, self-funded R&D and commercial-off-the-shelf approach offers cheaper, more effective defense products.Defense Industry & The Anduril Thesis | Kyle Harrison, Contrary · The Augment Exchange · Sep 30
- Cited as a private defense-tech success that has opened the sector to family offices.The New Era of Defense Investing: Technology, Capital and the Family Office · The Mack Podcast · Oct 2
- Expanding into Japan with plans for local manufacturing investment and government and startup partnerships.How Japan un-banned defense investing, Anduril, Terra Drone, and the 2026 white paper | Build with Japan #1 · Build with Japan · Oct 1
- Luckey's defense company wins contracts, builds its own products and displaces costly legacy systems.Palmer Luckey: Autonomous Weapons Are Ancient and Why Anduril Won't Build Humanoids | Moonshots Live | EP #295 · Moonshots with Peter Diamandis · Sep 28
- Cited as a US defense company partnering with government on new procurement models.The $500B Opportunity in Europe’s Defense Buildout · Sourcery · Sep 30
- Its Fury was named a CCA fighter and fired a radar-guided missile in testing.US Air Force Just Named Its First Two Robot Fighters · The Afterburn Podcast · Oct 2
Mixed 3
- CCA program depends on procurement dollars; hosts debate whether funding flows and whether it stays sole vendor.Tech Is Getting Smarter. War Is Still Messy. · Goat Rodeo · Oct 2
- Revenue growing fast and valuation near $61B, but hosts question the insider path and valuation bubble.Anduril's CEO Says Defense Tech Is a Bubble. So Why Is His Company Talking $100 Billion? · Hardpoints · Oct 1
- Autonomous weapons maker tied to Pentagon acquisition pipeline and Project Meridian.Generals Out, Drones In: Hegseth's Plan for the Military · Left Face · Oct 3
Neutral 3
- Palmer Luckey named as co-leader of Project Meridian, with no investment view given.The Daily Herold: 10/1/26 - Project Meridian, Auto WarCom, and a Ted Kaczynski Deep Dive · Badlands Media · Oct 2
- Selected by the Army for advanced long-range missile prototype agreements.President Trump Meets with Senior Advisors at Camp David; Iran War & Saudi Arabia - Houthi Conflict on Agenda + Saudi Arabia Preparing Offensive Against Houthis + US Army Precision Strike Missile Increment 4 Program · I - On Defense Podcast · Oct 3
- Palmer Luckey's defense company is referenced through his government contracts, including a large Army deal.Pete Hegseth’s Speech Was a Hyper-Macho Freak Show · Bulwark Takes · Sep 30
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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