PodcastHardpointsOctober 1, 2026
Anduril's CEO Says Defense Tech Is a Bubble. So Why Is His Company Talking $100 Billion?
Two former fighter pilots discuss defense tech startups Anduril and Mach Industries, their soaring valuations, government contracting, and whether the sector is a bubble.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
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.