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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I think there's a complex question. I think that there's still a lot of supply chain, especially way down in the tier two, tier three, tier four levels of supply chain that still fundamentally rely on Chinese processing, Chinese refining, and Chinese manufacturing. What is that? I'm so sorry. I'm really naive. I'm a venture investor, so it's my job.
But like tier two, tier three, tier four, what is that? So like when you buy a phone, inside the phone is a circuit board and then on that circuit board are some chips and then inside those chips are individual minerals, individual materials that go into making those chips, right? So like as you go further down in the supply chain, you get this kind of broader out pyramid
And then in the business, you refer to that as your tier one suppliers or tier two suppliers, tier three suppliers, kind of going down into like how far down into the like actual raw metal coming out of the ground do you want to trace back your supply chain?
Too much of that down in the pyramid of the supply chain depends on Chinese processing and Chinese mining, especially around rare earth minerals and rare earth elements, magnets, which means motors, a lot of the underlying components that go into silicon chips. A lot of that is still going through China. So if you think about
kind of a cold war, which to me, I think it's pretty obvious that we're in, escalating into a hot war. And then you think about like, okay, well, every drone needs electric motors. Every missile needs semiconductors to help kind of control the flight dynamics and the aiming and the avionics and all of that.
Far enough down that supply chain, you start looking at like, oh man, those individual resistors, those come from China. That individual fastener, that raw metal comes from China. So I think it's very, very, very hard in practice to actually completely divorce yourself from any Chinese influence on the supply chain whatsoever.
Nonetheless, I think if a Cold War escalates to a hot war, we as the West writ large need to be in a position where we either have stockpiled enough to make it through a conflict Or we have developed, ideally, our own supply chains for those individual components. What would lead to a Cold War becoming a hot war? A few things that could happen. I think you could see North Korea get spicier.
I think you could see an invasion of Taiwan that would get very spicy. I think you could see Russian expansionism vis-a-vis Ukraine kind of keep pushing into Eastern Europe. And I think it's a pretty hot topic in Europe these days. that would get pretty spicy and escalate.
And then I also think freedom of movement of ships and commercial traffic through the South China Sea, like a massive amount of our livelihood depends on ships moving in and out of the South China Sea. So I think if you started to see freedom of navigation get compromised, that could pretty quickly escalate into a hot war.
But vis-a-vis Andoril, what we see is we see that deterrence of long-term hot war conflict ultimately comes through strength and that there is a weakness begets hot wars.
So from our perspective, we view it as we want to equip our military, the militaries of the UK, the West, our allies, Australia, et cetera, with the best possible technology to make the cost of escalating into a hot war for our enemies, for our opponents prohibitively expensive.
My guess is that we see some sort of detente or some sort of negotiated settlement take place probably over the next year would be my guess. And if I had to bet, it looks something like Russia annexing a chunk of Eastern Ukraine more or less along the line of conflict where the line has, for better or worse, kind of held for the last year or so.
And then the war kind of deescalates and everybody goes back to rebuilding.
Yeah, political proclamations like that are easy to make on a campaign stage and hard in practice. We'll see. We'll see. I mean, I'm optimistic that he'll be able to find a resolution. I just I think in practice, it's actually pretty hard.
The whole thing's pretty tragic. If I were on the Palestinian side, I probably would rethink invading your neighbor and abducting and torturing and ultimately murdering civilian hostages. I think what we end up seeing is we end up seeing the ultimately kind of the near and total sort of conquering of Gaza.
And we end up seeing the Palestinian people like hopefully appreciating that terror and violence isn't the way forward for their society. Do you think Israel is wrong in their response? I don't at all, no. Absolutely not. Personally stand with them and we as a company do too. I think it's a pretty clear position to take.
You know, you cannot expect a country to sit idly by while your neighbors lob missiles over the border into your cities, hitting apartment buildings, hitting shops, hitting homes, to say nothing of staging an actual hostile invasion over the border and massacring civilians. And you can't expect them to stand by and watch that happen and do nothing.
War is not good for business. War is not good for humanity. What we want to do is deter war. What you want to do is to have a very big stockpile that you never have to fire. That's ideal.
Oh, man, I think it's a totally transformative. I mean, I know you spend a lot of time on your podcast talking about AI as it applies to enterprise companies, as it applies to SaaS companies, as it applies to customer service, like all of these different verticals, all these different areas. Defense is no different. I think the future around AI is incredibly bright.
There's a lot of opportunity to optimize everything from production to to field support, to maintenance, to understanding the landscape of what the battlefield looks like. That's really what we're doing with our Lattice operating system that's at the core of all of our products is trying to bring together and fuse all of this different data that's coming from
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