Substrate is building a next-generation foundry to return America to dominance in semiconductor production. To achieve this, we will use our technology—a new form of advanced X-ray lithography—to power them. America invented semiconductors. We will lead again.

Valthos builds next-generation biodefense. Of all AI applications, biotechnology has the highest upside and most catastrophic downside. Heroes at the frontlines of biodefense are working every day to protect the world against the worst case. But the pace of biotech is against them: more powerful methods to design biological systems, with near-universal access, open up an increasing surface area of threats. In this new world, the only way forward is to be faster. So we set out to build the tech stack for biodefense. Our team of computational biologists and software engineers applies frontier AI to identify biological threats and update medical countermeasures in real-time. We are backed by $30M from @OpenAI, @Lux_Capital, @foundersfund and others including @Definition_Cap. We are actively hiring engineers to join in the mission - if that sounds like you, get in touch.

In this episode, I sit down with Trae Stephens, co-founder and executive chairman of Anduril Industries, a defense tech company redefining modern warfare through AI and autonomous systems. A partner at Founders Fund and early Palantir employee, Trae shares his journey from small-town Ohio to Silicon Valley, his deep Christian faith, and his bold stance on why righteous AI weapons align with just war theory. We dive into his time in the intelligence community, the rise of tech in national security, misconceptions about surveillance, and why Anduril is building the future of American defense across land, sea, air, and space. @traestephens @anduriltech

The NSA is one of the most important institutions in America Snowden's leaks made it uncool to work there, thereby decimating its recruiting capacity We need new leadership that knows both the mission set AND how to recruit America's most talented minds

Official preview with my next guest, Trae Stephens, co-founder and the executive chairman of Anduril Industries and a General Partner at venture capital firm Founders Fund. @traestephens @anduriltech

Private businesses are driving amazing advancement in AI when government gets out of the way. By moving away from policies that impede innovation, the Trump Administration is giving the industry the regulatory certainty it needs to develop disruptive technologies that deliver results. Marty Makary and I wrote an op-ed about our recent actions. @HHSGov @US_FDA @DrMakaryFDA washingtonexaminer.com/resto…

BREAKING NEWS: We just launched the newest addition to the @eightsleep ecosystem 🚀 Pod Pillow Cover Pillows haven’t changed in decades. Today, we reinvented them by adding our proprietary technology. ✅ First pillow cover with active, water-powered cooling ✅ Slips over any pillow ✅ Keeps you cool all night, adapts in real time ✅ Works in conjunction with the Pod Cover on your bed Now available in all our shipping destinations

He’s back. October 14th. Flatiron Plaza.

One quarter into the first Bengals preseason game. Defense? Who needs defense!? We're going to be unstoppable as long as we can score 40 pts per game.

We should choose good quests.  Ones that lead to prosperity for the American worker and a stronger nation.    AI shouldn’t be about frivolous pursuits that further fracture our attention and connection to humanity.  We are a great nation with serious challenges, amongst them the CCP waging a war to supplant and subjugate us and the legitimacy/capacity of our institutions, public and private.  To win we must reindustrialize, produce more energy, empower the American worker – and use our asymmetric advantage in AI to do it.  Frivolous applications of AI do nothing to address the greatest challenges of our time and adds more weight to the growing anti-AI movement which sees America’s AI companies as disinterested in their fate, exploitative, and craven.  What are the outcomes? Whose life is being improved?  What are you delivering to the American people and the nation?  These are the essential questions that all of us working on AI must answer.

NEW from Anduril cofounder and Founders Fund partner @traestephens: “I regularly see startups chasing what I’ve come to call a ‘Kamikaze’ funding round: an early, enormous check tagging the company with a valuation vastly outpacing its current status in the market.” This usually ends in disaster. It’s effectively suicidal. Pressure to grow forces companies to take insane risks without solid revenue. Failure to live up to an inflated valuation sets off a downward spiral of dilution, wiping out founders and early investors. There’s no law against taking less money at a lower valuation. Trae writes, “At Anduril, we’ve never taken the highest price offered in any round. Whatever we’ve lost in not-strictly-necessary dilution, we’ve more than made up for in overwhelming demand…” Founders, don’t go Kamikaze. It will (probably) end in explosion. Full piece threaded 👇

I don't know how it will go for Elon, but for midwit atheists like me (now Christian), there are stages: The first realization is that Christianity *works.* This leads to statements like "We need religion." When people say this, they mean other people need it, not them. "The plebs need it." The second realization is that Christianity is *True*. Metaphorically true, the way Jordan Peterson decscribes it. It will work for you personally. It's not just something "people" in general need, but something you need. It's a system, a philosophy. The third realization is that Christianity is *literally* true. The resurrection happened as written in the Gospels. Such a miracle would be no obstacle for the Creator of the universe. The spiritual world is real. You have a heavenly Father. And he loves you so much he sacrificed his son for you. For me the journey happened from reading Jordan Peterson > C.S. Lewis > G.K. Chesterton, then finally the Gospels themselves. How did it happen for you?