Trae Stephens

speaker

555 appearances 2 recordings 1 series first heard Mar 2025 last heard 31 Jul

Trae Stephens’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

TBPN · Trae Stephens, Ashlee Vance, Avi Schiffmann, Shaan Puri, Justin Mares, Max Meyer, Everything is Computer · 13 Mar 2025 podcast

producing at scale um the capabilities that we're being asked to produce, which include things like Fury, our autonomous jet fighter, Barracuda, which is a class of cruise missiles, low-cost modular cruise missiles, Roadrunners, which is our reusable interceptor.

And you know, right now that those capabilities are being built either at headquarters in limited quantity or at some of our kind of ancillary facilities.

And Arsenal

is going to be the attempt to bring all of that together in a in a modular and flexible factory environment.

And I think we'll have that initial capability up and running sometime around June or July of next uh of next year of 2026.

Yeah, I mean the the thing is is like the old defense industry model is like wait for the contract and then bill by the hour, basically.

That's how that's how it works.

Uh the Android model is spend our own money and build what matters now.

Um and so could they could they do it?

Could they build like mega scale factories?

Yeah, if the government was paying for it and they had some plan for how to eke out, you know, their same sort of growth and margin structure that they have historically

uh eked out.

The benefit here is that we're not waiting for the Pentagon to tell us what to build.

We're not waiting for the US taxpayer to show up to fund it.

Um our plan is to bring uh, you know, private capital to work to solve some of these important problems.

Um and uh we're just gonna build.

That's that's how how we're gonna approach it.

And um

You know, we've had a great track record of converting that into into production.

And you know, we have a very willing buyer on the other side of the table right now.

Showing 361–380 of 555 · page 19 of 28