Matt Grimm
speaker
244 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Matt Grimm’s voice in public audio — every appearance, attributed to the second.
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Appearances
Yes and no. Who is? China. So if you think about the mindset of the PRC, I think their approach to basic human rights, I think they're conducting of an ongoing genocide. With their Uyghur population, I think their approach to free speech, to political assembly, to religious freedom are fundamentally antithetical to how the West values human life and how we think about human rights.
Should TikTok be banned in the US? 100% absolutely yesterday, if not years ago.
I think there's a couple of interesting things here. For me personally, I'm a Democrat. I've been a lifelong Democrat. I've supported Democrats my entire life. I donated to Kamala. I donated to Hillary Clinton, donated to a number of House Democratic races, Senate Democratic races, recently hosted a fundraiser for now Senator-elect Adam Schiff of California.
So I have supported a lot of sort of left of center national security Dems through my career. So, of course, on a personal level, like, yeah, I wish the election had gone differently. That said, I think there's a lot of interesting potential for both Anduril and the defense sector writ large in a new administration.
I think having a new approach, a new mindset, a new approach to innovation, a new approach to funding different defense programs could be pretty interesting. We'll see how things evolve. We'll see what control of the House and the Senate looks like. I think for Anduril going forward, I think there's a lot of things of bright future.
The other thing I would add here is that internal to Anderle, we're an apolitical company. We don't talk about personal politics inside the company.
We kind of subscribe to the Brian Armstrong, Coinbase kind of philosophy of we're here for a mission, and our mission at Anderle is to bring the best technology to the defense sector, period, regardless of who's in the White House, regardless of what party is in control of Congress. So for us internally, it doesn't really matter to the day-to-day life.
But externally, of course, perceptions are what they are. So yeah, we have to play the political game and influence where we can.
Better, I think, is doing a lot of work in that line. I think we were going to succeed under either. Like we've succeeded under President Biden. We succeeded under President Trump before that. So I don't think there's a massive difference to Andrew. Mostly what we're excited about in a new administration is
are new appointees who bring different mindsets to defense procurement, like a different kind of approach, a recognition that the status quo is not acceptable, a new approach to funding, a new approach to contracting, seeing more urgency, more ambition, kind of the return of capitalism to the defense sector, which has been sorely missing for decades.
A rebuilding the American industrial base, relying on cost plus contracts less and turning to more firm fixed contracts, a whole number of different policy approaches that were pretty optimistic that a new administration is going to at least take some of that and put into practice.
What we would like to see happen is a recognition of and an acknowledgement of what we see as a pretty obvious and emerging conflict around freedom, around democracy, around the rights of citizens to have free speech, free assembly, and to have their voices heard in their own government. A philosophy that I would say does not apply to mainland China or to Russia for that matter as well.
So I think a new approach to seeing the emerging threat that's there and then reflecting on kind of the capitalistic and industrial base that relies on China right now and taking an approach that brings a lot of those jobs, a lot of that industry, a lot of that kind of tier two, tier three, lower down in the supply chain types of work back to America and our allies, because I think depending on China in the long run is kind of a dicey position to be.
Do you think China will invade Taiwan? If America does its job and the West and our allies do their jobs, I think no. I think the ambition is there. I think the vision is there. I mean, I was personally sanctioned by China for selling missiles to Taiwan, as was my co-founder, Brian Schimpf.
And it is pretty clear to me that if China is taking the position that arming Taiwan for their self-defense is an affront to the one China policy and then issuing direct international sanctions as a result of that, pretty clear to me where their ambition lies. Whether that results in an actual straight up invasion, I think depends largely on the West and our position in posturing to defend Taiwan.
I was on the Peloton in the morning just writing and got a news alert from a Bloomberg story that said, Anderle and key executives sanctioned by China and thought, oh, hmm. And the story listed.
I literally thought, oh, wow, that's new. That's going to play weird. And it said, Anderle and three key executives. And I was like, hmm. which ones? And then open the story. It's like, oh, literally found out from a Bloomberg story. Pretty wild. Darling, we're not going to Beijing this summer. Exactly. And the sanctions notice, it was kind of a hilarious thing.
The sanctions notice said, we're seizing your assets in China and preventing any entry into mainland China, Macau or Hong Kong, to which the obvious question is like, What assets? I've never been there. I'm not going to go there. I don't own any property there. Like, what the hell are we talking about? It's just this posturing kind of PR political message.
Then for us, for like, seriously, for Andrew, like we interpret that both as a sign that like we're doing something right. Like if China is taking that kind of aggressive action towards us, like we see that as like, oh, well, we were kind of on the right path here. And then and then second, I think, is a pretty clear indication of at least their ambitions vis-a-vis Taiwan.
I think it will be. We're already seeing the early results at the TSMC plant in Arizona that has some pretty good yields that are slightly outperforming the yields of their Taiwan factories. Of course, we'll see how that plays out in the longer run. But yeah.
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