1 00:00:00,000 --> 00:00:02,207 - You went a bit viral the other week or month 2 00:00:02,290 --> 00:00:04,960 for talking about subterranean capabilities. 3 00:00:05,550 --> 00:00:07,677 Vehicles that can maneuver through the crust of the Earth 4 00:00:07,760 --> 00:00:11,767 the same way that submarines move through the water are going to be a huge deal. 5 00:00:11,850 --> 00:00:15,347 I think they're going to define at least the second half of this century, 6 00:00:15,430 --> 00:00:17,307 What are you guys planning? What are up to? 7 00:00:17,390 --> 00:00:20,057 - Anduril has working prototypes of subterranean systems 8 00:00:20,140 --> 00:00:23,987 that can deliver a variety of kinetic, electronic, and other effects. 9 00:00:24,070 --> 00:00:26,777 I've been talking about it louder and louder and louder, 10 00:00:26,860 --> 00:00:29,027 because, first, when I started talking about it 11 00:00:29,110 --> 00:00:31,577 before we had built anything years ago, everyone thought that I was crazy. 12 00:00:31,660 --> 00:00:33,077 And to be clear, the thing people thought was crazy 13 00:00:33,160 --> 00:00:33,287 is I said, "I think the next war-fighting domain, 14 00:00:33,370 --> 00:00:35,957 is I said, "I think the next war-fighting domain, 15 00:00:36,040 --> 00:00:38,207 before it's the moon, is the subterranean domain." 16 00:00:38,290 --> 00:00:40,037 - Is it subterranean, then the moon? 17 00:00:40,120 --> 00:00:41,417 - Yeah, subterranean, then the moon. 18 00:00:41,500 --> 00:00:45,047 The moon's just gonna take longer to become an actual war-fighting domain. 19 00:00:45,130 --> 00:00:48,297 And I'd say it's not a domain when it's like a special weirdo little place 20 00:00:48,380 --> 00:00:49,427 where a few people might live. 21 00:00:49,510 --> 00:00:51,547 Like it needs to be larger than that. 22 00:00:51,630 --> 00:00:54,467 Look, the United States and the Soviet Union both believed during the Cold War 23 00:00:54,550 --> 00:00:57,137 that the crust of the earth would turn into a battle space, 24 00:00:57,220 --> 00:01:01,517 and that you would move people and machines and effects 25 00:01:01,600 --> 00:01:04,937 through fire and logistics chains using the crust of the earth 26 00:01:05,020 --> 00:01:08,147 the same way that a submarine moves through the ocean. 27 00:01:08,230 --> 00:01:10,107 And I think that the thing that killed that dream 28 00:01:10,190 --> 00:01:12,737 isn't that we decided that it was impossible, 29 00:01:12,820 --> 00:01:15,947 it was that we won the Cold War and we turned the spigot off 30 00:01:16,030 --> 00:01:18,117 on a lot of very, very interesting things. 31 00:01:18,200 --> 00:01:20,497 The difference now is that with the power of autonomy, 32 00:01:20,580 --> 00:01:24,540 you can now build these things much more cheaply, much, much, much lower risk. 33 00:01:24,830 --> 00:01:27,167 I've been talking louder and louder about this, 34 00:01:27,250 --> 00:01:29,257 because when I talk about these things, 35 00:01:29,340 --> 00:01:32,717 it acts as a lighthouse that attracts all of the people. 36 00:01:32,800 --> 00:01:34,597 They say, "Wait, what's that over there? 37 00:01:34,680 --> 00:01:35,597 There's a guy who's doing this." 38 00:01:35,680 --> 00:01:38,937 And so I'm talking about it loudly to attract all the right people, 39 00:01:39,020 --> 00:01:40,687 the people who wanna work on these problems, 40 00:01:40,770 --> 00:01:43,057 the people in government who need to solve these problems. 41 00:01:43,140 --> 00:01:48,440 And it's moving along slower than I would like, because it seems so crazy. 42 00:01:48,940 --> 00:01:52,070 It isn't. - What's the most badass thing Anduril has built? 43 00:01:52,860 --> 00:01:54,617 - I'm supposed to love all my children equally. 44 00:01:54,700 --> 00:01:55,947 - Everyone has a favorite child. 45 00:01:56,030 --> 00:01:58,247 - Everyone, everyone. It's true. 46 00:01:58,330 --> 00:01:59,580 The science bears it out. 47 00:02:01,080 --> 00:02:06,297 I think the coolest thing, you know, there's a bit of recency bias here, 48 00:02:06,380 --> 00:02:11,627 but I think that the coolest thing that we've built in my mind right now is Fury. 49 00:02:11,710 --> 00:02:15,090 It's an autonomous fighter jet for the United States Air Force. 50 00:02:17,260 --> 00:02:19,347 You know, we were competing with a lot of the big guys. 51 00:02:19,430 --> 00:02:22,807 And to go toe to toe with them and then get selected by the Air Force 52 00:02:22,890 --> 00:02:27,437 to deliver these prototypes to them was just the coolest thing ever. 53 00:02:27,520 --> 00:02:29,027 Only about half of our products are public, 54 00:02:29,110 --> 00:02:30,987 which is another thing that makes this difficult. 55 00:02:31,070 --> 00:02:34,157 But Fury was one where we went toe-to-toe with the big guys 56 00:02:34,240 --> 00:02:38,327 for their bread and butter, not like a side thing that they're not interested in, 57 00:02:38,410 --> 00:02:42,497 and we won. And that, to me, was very gratifying, 58 00:02:42,580 --> 00:02:45,417 for me, for the team working on the product, 59 00:02:45,500 --> 00:02:47,457 for all the other teams building mission systems 60 00:02:47,540 --> 00:02:50,507 and support stuff that went on the product, the people building the buildings 61 00:02:50,590 --> 00:02:52,640 that are being used to build the product. 62 00:02:53,460 --> 00:02:54,587 I think that that is one 63 00:02:54,670 --> 00:02:56,717 that everyone's still riding a bit of an emotional high on. 64 00:02:56,800 --> 00:02:59,597 - What won't you build? What's your red line? 65 00:02:59,680 --> 00:03:01,010 - What wouldn't I build? 66 00:03:02,470 --> 00:03:04,517 That's an interesting one. - Nuclear weapons. 67 00:03:04,600 --> 00:03:06,227 - I would definitely build nuclear weapons. 68 00:03:06,310 --> 00:03:07,357 I would build fission weapons. 69 00:03:07,440 --> 00:03:09,727 I would build fusion weapons. I think that nuclear weapons 70 00:03:09,810 --> 00:03:13,947 have been one of the most stabilizing forces in history ever. 71 00:03:14,030 --> 00:03:17,327 It's never been like that in history where total war is off the table. 72 00:03:17,410 --> 00:03:19,907 So fission weapons, fusion weapons, absolutely I would build them. 73 00:03:19,990 --> 00:03:21,620 I would probably not build, 74 00:03:22,870 --> 00:03:24,497 I would not build biological weapons. 75 00:03:24,580 --> 00:03:26,577 - Chemical weapons? - Chemical weapons I would build, 76 00:03:26,660 --> 00:03:28,207 but in a very specific vertical. 77 00:03:28,290 --> 00:03:30,457 And this is a very controversial thing, and please don't clip, 78 00:03:30,540 --> 00:03:33,257 "Yes, I would build chemical weapons," and put it on the Axios- 79 00:03:33,340 --> 00:03:34,967 - So I wanna be very, very specific about this. 80 00:03:35,050 --> 00:03:39,137 And so if you guys post it, you know, please include this as well. 81 00:03:39,220 --> 00:03:44,597 I'll give you an example. Pepper spray is illegal for most non-military police units 82 00:03:44,680 --> 00:03:47,937 to use in the military. So like certain MPs can use pepper spray. 83 00:03:48,020 --> 00:03:50,017 We are not able to use pepper spray, tear gas 84 00:03:50,100 --> 00:03:52,357 as part of our conventional offensive military tactics. 85 00:03:52,440 --> 00:03:53,777 I think that's a huge mistake. 86 00:03:53,860 --> 00:03:55,907 It falls under a lot of these chemical weapon prohibitions. 87 00:03:55,990 --> 00:03:59,527 And I understand the worries about fear of escalation or a slippery slope. 88 00:03:59,610 --> 00:04:00,987 I think we understand chemical weapons enough 89 00:04:01,070 --> 00:04:05,167 to know there's no real slippery slope from literally hot pepper juice 90 00:04:05,250 --> 00:04:08,670 to, you know, nerve, nerve agents that are going to kill you. 91 00:04:08,790 --> 00:04:12,047 - On Arsenal-1, y'all said the production lines could go hot 92 00:04:12,130 --> 00:04:15,210 as soon as this July, a few months from now. 93 00:04:16,260 --> 00:04:18,217 - Actually, they're going live in a matter of weeks. 94 00:04:18,300 --> 00:04:20,637 We're ahead of schedule. So I just came back from Ohio, 95 00:04:20,720 --> 00:04:22,467 we were doing our final site survey. 96 00:04:22,550 --> 00:04:24,640 We have our first main building. 97 00:04:25,640 --> 00:04:28,687 We have our first main building done, about a million square feet, 98 00:04:28,770 --> 00:04:32,357 and we have the exterior work done on the second building. 99 00:04:32,440 --> 00:04:35,687 So that first line is actually gonna be coming online in a matter of weeks. 100 00:04:35,770 --> 00:04:37,320 - What's rolling off that line? 101 00:04:38,360 --> 00:04:44,747 - We are making a variety of aircraft and missiles and other stuff. 102 00:04:44,830 --> 00:04:49,627 - So like Barracuda and Fury? - Barracuda is there, Fury is there. 103 00:04:49,710 --> 00:04:53,587 There's another aircraft that we're making there as well for a different. 104 00:04:53,670 --> 00:04:58,087 Look, this facility is making things for SOCOM, for the Army, for the Marine Corps, 105 00:04:58,170 --> 00:05:01,097 for the Air Force, and one other customer. 106 00:05:01,180 --> 00:05:06,557 I mean, like we already have the space all allocated to make all of these things. 107 00:05:06,640 --> 00:05:10,227 You know, it's more slanted towards one customer than another 108 00:05:10,310 --> 00:05:11,767 in terms of square footage right now. 109 00:05:11,850 --> 00:05:14,357 But yeah, that's coming online in a matter of weeks. 110 00:05:14,440 --> 00:05:18,690 And we should be at full scale with that by, 111 00:05:21,650 --> 00:05:24,410 it'll probably be Q2 next year.