Valuetainment - July 30, 2026


“Cheaper, Faster Weapons” – Palmer Luckey’s Cheaper Missiles Push Anduril Toward $100 BILLION


Episode Stats


Length

12 minutes

Words per minute

177.74

Word count

2,232

Sentence count

138

Harmful content

Hate speech

7

sentences flagged


Transcript

Transcript generated with Whisper (turbo).
Hate speech classifications generated with facebook/roberta-hate-speech-dynabench-r4-target .
00:00:00.000 A company named Andruil with Palmer Luckey is all of a sudden worth $100 billion,
00:00:05.320 and they're building interceptors, missiles, built-in car factories, cheaper, faster.
00:00:12.260 And people are like, wait, what?
00:00:14.640 What did they just build?
00:00:16.100 Yeah, this guy, this defense tech company,
00:00:19.160 is in talks of raising funding at a $100 billion valuation.
00:00:24.760 And if you remember about a year and a half ago,
00:00:26.940 I didn't know if I publicly shared the stocks and the companies I went in, but I went heavily into nuclear, into military companies, smaller ones, not the general dynamics, the big ones that we all know, Boeing, bless you, smaller ones, because I do think we found a leak in our military and what we need to build.
00:00:44.740 And we saw what, you know, Ukraine was doing with Ukraine building those small little, you know, drones. 0.60
00:00:51.800 And so America's got to get behind it.
00:00:53.560 And so defense company Andruel is in discussions with investors and new funding group that could see a value that $100 billion rivaling companies like Northrop Grumman, Lockheed Martin, two sources familiar with the matter.
00:01:03.780 The funding ground and valuation reported here for the first time were still fluid.
00:01:07.180 One idea that had been floated was for the company to use a two-stage process where investors would need to commit to financing ground at a higher valuation that could occur within a year.
00:01:17.660 Sources said the valuation for the second funding could involve and drool meeting with certain financial benchmarks.
00:01:24.520 The talks comes as the company has posted booming military sales and generated investor enthusiasm around its suit of drone software missiles.
00:01:32.040 amid the U.S. conflict with Iran just two months ago.
00:01:34.660 The company doubled its valuation to $61 billion in a $5 billion round.
00:01:39.300 So this is a very interesting story.
00:01:41.280 I'm actually excited about this.
00:01:42.820 And a $5 billion round was led by Thrive Capital and Andreessen Horowitz.
00:01:46.160 Tom, thoughts on this?
00:01:47.320 So I want to just underline something here.
00:01:50.860 Very interesting.
00:01:52.560 This is how they do their contracts with the government.
00:01:55.820 Now, you guys will be senators.
00:01:58.700 I've got this design here.
00:02:00.560 It's called the drone killer.
00:02:02.040 and the DroneKiller 1.0 works like this, what do you think?
00:02:05.500 And we've got a couple of prototypes here, but we've got to finish the R&D.
00:02:08.740 You both senators vote for it.
00:02:11.280 Who's paying for the R&D?
00:02:12.820 The American people.
00:02:13.980 And then we'll say, and by the way, we'll do this cost plus.
00:02:18.040 So I'm going to determine the cost, and then I'm going to get plus a profit.
00:02:21.940 You two senators negotiate with me on the profit, and then guess what happens?
00:02:27.780 Cost overruns.
00:02:29.240 And it takes longer, and it takes more R&D.
00:02:31.560 who's paying for it we are the american people whereas andero you know what they do they say no
00:02:37.640 no tell you what i'll build it on my balance sheet in other words i will build it and then
00:02:43.260 i will sell it to you and that's why i'll do it i'll sell you a finished unit the defense industry
00:02:49.320 has made its bones getting the american people to pay for r&d and then on these cost plus deals
00:02:56.660 where guess what's in the cost plus when it was time for you boys to run for re-election every
00:03:03.260 six years in senate who did i make sure supported you oh really like that yes it's legal i give to
00:03:10.880 a pack i give to you you know there are things that are legal there's things that aren't legal
00:03:15.080 that still happen anyway but andrew what's interesting is they are talking about efficient
00:03:20.860 manufacturing where they are acting like a company not competing for a contract but competing for a
00:03:28.820 finished good you don't like the yeti you buy the one by this other company over here that's how
00:03:34.440 they're competing and i love the fact that they're not on cost plus that they're coming out and trying
00:03:40.060 to do it now they've they've run into things in europe they had a deal uh rhein metal i think it
00:03:44.940 was in europe and that that contract kind of crashed a little bit but they've also brought
00:03:49.520 things forward that are really interesting. Last week, they were talking about a thing called
00:03:53.960 Thunder. Thunder is a tri-rotor, a helicopter with three-rotor, but it's autonomous.
00:03:58.760 They fly two of them with our Apache. And so our Apache, with our pilots and everything,
00:04:04.300 now get wingmen, autonomous helicopters, fully armed, that aren't afraid to die.
00:04:09.520 So it makes us more lethal. So they're coming forward with a lot of great innovation
00:04:14.540 that i'm really happy about and we covered last week did we not say pat that we were concerned
00:04:22.840 this man tom i said i was concerned that maybe the patriot missiles didn't have enough ammunition
00:04:29.220 in the patriot battery for those two uh they had two confirmed kills remember pat they said there
00:04:34.500 was another soldier that was three because he couldn't be identified at first tragically which
00:04:39.840 means that was a a very messy death well guess what over the weekend we heard them say
00:04:45.380 somebody came out from defense and said oh we've um we had some issues um we've asked trump to
00:04:53.220 hold off certain parts of iran escalation because we have an interceptor shortage
00:04:57.780 interceptor shortage let me translate it for you we ran out of patriot battery ammunition
00:05:03.940 and here are these guys talking about building it like they build in a factory but i'm going to show
00:05:08.120 There's a video of him in Japan explaining this on what they're doing.
00:05:11.540 By the way, Palmer Luckey is the guy that started Oculus and sold it to Facebook for $2 billion.
00:05:15.940 So this guy, you're like, oh, it's just the Oculus guy.
00:05:18.940 Nah, this is very – watch what he's talking about here with the military equipment they're building.
00:05:23.720 Go for it.
00:05:24.600 This is a cruise missile.
00:05:26.340 Yeah, so this is one of three cruise missiles that Anderil is manufacturing.
00:05:30.060 One of the key things that Anderil has done that is different from many other companies
00:05:33.800 is design our cruise missiles so that they can be very easily manufactured
00:05:38.080 by automotive-style assembly lines, workers, and manufacturing equipment.
00:05:43.320 Most other companies design very exquisite missiles
00:05:45.960 that are built by high-end aerospace factories.
00:05:48.960 But by building missiles with 90% less parts,
00:05:52.440 they can be built in 10% of the time using automotive-style factories.
00:05:57.320 It means that a country can make all of its automotive factories
00:06:01.200 into part of its deterrent strategy.
00:06:03.580 Remember that during World War II, for example,
00:06:06.380 the United States and Japan both used their peacetime factories
00:06:11.580 that were making automobiles, motorcycles,
00:06:13.660 and they pivoted them to wartime use.
00:06:15.260 But it took time to design weapon systems that could be made in that way.
00:06:19.020 We're doing it before any potential conflict.
00:06:21.900 It can be launched from the ground or from the air or from sea.
00:06:25.660 Actually, we recently showed it doing a ground launch
00:06:28.300 that we paid for that demonstration ourselves.
00:06:30.700 But you can also launch these out of, for example, cargo aircraft.
00:06:33.820 I can put them into a dispenser so that even airplanes that aren't military aircraft, I can load this in.
00:06:39.800 And I can push them out the side of the aircraft.
00:06:42.740 And then the dispenser goes, turns your whole cargo aircraft fleet into part of your long-range weapons strategy. 0.55
00:06:49.720 This is designed to scare China into not taking action on Taiwan.
00:06:54.900 It is a very specific problem.
00:06:56.440 Leave it to an entrepreneur to solve big problems.
00:06:59.100 You see, this is why I love the mentality of, again, the Vault Conference, why do we do this?
00:07:04.360 You're in a room with almost 10,000 people who are all thinking about solving bigger problems, and you get inspired.
00:07:09.500 And all of a sudden, a guy's going to build this.
00:07:11.380 He sold it for $2 billion.
00:07:12.620 How much money do you think he's going to make right now off of this?
00:07:14.980 Think about it.
00:07:15.740 And how many events he went to to network with others and say, hey, well, how about we do this?
00:07:20.060 And then we leverage these relationships.
00:07:21.880 This is why, you know, people go to business conferences to network.
00:07:25.300 If you haven't yet registered for it, go to vault2026.com to learn more about the Vault Conference.
00:07:30.560 Tom, when you're seeing this taking place and you're reading this, Adam, yourself, Vinny, yourself,
00:07:36.440 how are you processing this when you hear what this guy's doing with Palmer Lockett?
00:07:39.720 When I saw him speaking like that to that individual, you know he reminded me.
00:07:43.620 He's the Elon Musk of weapons.
00:07:45.780 He's the Elon Musk.
00:07:46.880 He's going to make it cheaper and faster and giving them options of where you could build it.
00:07:51.180 And if it's cheaper, Pat, he made a great point.
00:07:53.800 We allegedly—
00:07:55.240 A tenth of a time for a tenth of the price using all our audio manufacturing factories.
00:08:01.500 Which is—if that's not a Blue Ocean strategy—
00:08:04.100 That's a Blue Ocean strategy.
00:08:05.040 You tell me what is.
00:08:05.840 And he makes a great point.
00:08:07.100 Tom, you made a great point.
00:08:08.420 If it means not losing U.S. soldiers because we're running out of missiles to protect us,
00:08:13.800 like, good for him.
00:08:14.840 That's not an if.
00:08:15.700 There's two stories that seem to indicate that the Patriot missile battery was low in ammunition
00:08:19.920 and we lost two—we lost three soldiers.
00:08:22.420 I thought it was up to four, but yeah, no, you might, you're, I think it's great.
00:08:28.180 Well, just remember the name Palmer Luckey.
00:08:31.060 I remember just hearing about this guy a few years ago, Palmer Luckey, Palmer Luckey, Palmer Luckey.
00:08:34.880 And I was like, who is this guy?
00:08:36.440 And people, you're absolutely right.
00:08:37.480 I think he sold his company to Facebook for $2 billion, complete capitalist, complete helping the American national defense company save money.
00:08:46.260 You know, they say the only thing that stops a bad guy with a gun is a good guy with a gun.
00:08:50.240 Well, the only thing that stops a bad military is a good guy that has a good defense company. 0.97
00:08:58.120 So this Anderil company that he's doing is helping America.
00:09:01.520 It's helping our allies.
00:09:02.400 It's helping Israel.
00:09:03.480 And I don't want to upset Tucker Carlson, but he called himself a radical Christian Zionist.
00:09:09.660 Not to infuse that right now, but this is the type of person that we need leading and not following the nonsense that's out there.
00:09:16.140 Who's a radical Christian Zionist? 0.75
00:09:18.560 He is.
00:09:19.600 Tucker called him?
00:09:21.760 No, he is.
00:09:23.380 And Tucker Carlson said the least thing that he hates in the world are Christian Zionists. 0.99
00:09:28.060 And he's saying that commercial, regular commercial aircraft could actually launch these. 1.00
00:09:32.060 You hear that?
00:09:32.660 Yes.
00:09:32.980 It's just amazing.
00:09:34.180 So our flight today will go from JFK to Tel Aviv.
00:09:38.440 And at the two-third distance, we'll have dinner, followed by the dropping of the missile.
00:09:43.220 Yeah. 0.67
00:09:43.940 So it's over on Iran.
00:09:45.120 So if you've ever wanted to see Carg Island disappear, look out to the left, people.
00:09:50.020 Wednesday, July 29th, those of you guys that are going to the vault,
00:09:53.960 the networking event that happened here for CEOs and founders,
00:09:57.580 you'll get a tour from Tom or myself that will show you the entire operation.
00:10:01.360 And in executives, you'll get a tour of the people who are bot executives.
00:10:05.900 Our executives will give you a tour.
00:10:07.160 And then Platinum and General, you'll get a chance to network for two hours.
00:10:10.380 I'm getting so many messages.
00:10:11.220 Can I come? Can I come?
00:10:12.220 Get a ticket.
00:10:13.240 Go to the vault.
00:10:13.840 Commit to it.
00:10:14.980 It'll be people that are going to the vault to network from now.
00:10:17.200 So before they go to the event, they already have a relationship established with each other.
00:10:20.840 And if you don't remember what happened last year, I want to show you how this went last year.
00:10:24.340 It's a 30-second clip of what last year's networking event going into the vault conference five weeks away looked like.
00:10:30.500 Go for it.
00:10:37.360 Recently, our company's softball team lost the big game by one run.
00:10:41.740 Then Dale tried to console us with the quote,
00:10:44.220 winning isn't everything.
00:10:46.080 Well, Dale and I are very different.
00:10:49.760 I get early payout from Bet365.
00:10:51.680 If my team goes up big, I get paid out instantly,
00:10:54.500 even if they blow the lead later.
00:10:56.500 Sound familiar, Dale?
00:10:58.300 Thanks, Bet365.
00:10:59.920 Must be 19 or older, Ontario only.
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00:11:11.460 all right there you go again last chance if you want to be at the networking event
00:11:35.220 go to vault 2020 there's so many of you that are watching the same path i'm gonna go well
00:11:39.800 then come in already, vault2026.com, come to the networking event,
00:11:44.780 and let's spend a few days together and go into Las Vegas,
00:11:48.200 picking up new strategies, network, all this other stuff, relationships,
00:11:51.680 take your business and your life to the next level.
00:11:54.040 If you enjoy this video, you want to watch more videos like this, click here.
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00:12:31.260 you? Call 1-866-531-2600 or visit connexontario.ca.