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.

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recordings per month · last 12 months

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

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

I think the big question for in the venture community at least is, you know, do we or do we not kamikaze round?

And uh I think the the word kamikaze is a really good way of framing it because it's like maybe you win the war, but maybe you're dead.

Um and I think you know, going out and raising these mega rounds at massive prices, um, it kind of reminds me of the self-driving car phenomenon where you had these companies that understandably were capital intensive.

And it was like, Man, if it works, it's gonna be great.

Everybody's gonna make a lot of money.

The price doesn't really matter.

Um, but if it takes too long.

I mean

You're in trouble.

You've just kamikaze.

And uh I think that's kind of what we're looking at for the most part here in the humanoid space as well.

Oh totally.

I mean if we start seeing humanoid robots like carrying javelin missiles up mountains or something, yeah, let's do another podcast and have a conversation about that.

Yeah.

Well, I wouldn't say that I've seen like automotive shifting to defense necessarily, with the obvious exception of Saab, which literally doesn't make cars anymore and they focus on defense.

But I don't think that had anything to do with this European moment.

I think it had something to do with Saab not running a very good car business.

But uh but you know, one of the things we're going to see, I think, as there's been this increased push for Europe to spend money on their own defense rather than relying entirely on the United States is that as a percentage of GDP, you probably will see a lot more money um in in Europe going to towards defense, which I would argue is probably net positive for the for the continent.

Uh and it also reduces the burden on the United States to to step up uh and and do kind of

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