Matthew Steckman

speaker

505 appearances 1 recordings 1 series first heard Mar 2026 last heard 23 Mar

Matthew Steckman’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril · 23 Mar 2026 podcast

Special Forces for all of their counter UAS systems.

That started as an as-a-service contract where they weren't buying hardware, they weren't buying software.

They were literally buying a service that obligated us to defend certain sites from certain types of threats.

And as long as we were meeting the KPIs on the contract, we were fulfilling the obligations of the agreement.

So quite novel.

And that contract has since gone in a lot of different directions and we do a lot of different things on it.

Not just that, but we have been dogged in our approach to this, basically realizing that the more ways we give our customers to get at us, the better it's going to go.

There's a lot of answers to this question, but maybe from my lens, it is how few and far between the large wins are and how hard it is in between those periods of time.

If you look at our business, this year we'll do a couple billion in revenue.

We'll do 600 separate contracts this year.

Only 20 of those are probably of material revenue size.

And so the hardest thing is like, what happens in between the 20?

And what are you doing to position yourself for the 21st?

And because it's so concentrated, every single one of those deals is considered risk to the business, right?

If it goes right, if it goes wrong.

The government can sometimes tell you where they want you to go, but oftentimes they don't.

And so a lot of this is trying to predict an unpredictable system, right?

So how many lenses can you look at at sort of the next couple of years?

I can look at it through what the government is saying, through their rhetoric and through their budgeting.

I can look at it through a warfighting lens and what general officers are saying and what military theorists are saying.

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