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

Appearances

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and go back with the primes.
That's shifted.
You know, that's not the case anymore.
There are much better pathways.
You know, in the early Palantir days, we worked with In-Q-Tel, which is the CIA's venture capital firm on these work programs.
And that's the same way that we got started at Anderle, actually.
And, you know, right around that same time, Raj Shah and Chris Kershoff were standing up the Defense Innovation Unit and making that like a relevant contracting pathway.
You know, all of the like soft works, AFW,
Army Futures Command, they all started developing pathways for companies to get funded.
Now there's StratFi funding, which can come through under the SBIR umbrella that allows you to get tens of millions of dollars in matching funds from the government as you're scaling.
There's bridging funding to go from pilot to prototype to production.
It's much better understood.
But the problem is, is that a lot of these are still at the end of the day funded out of the research and development budgets rather than production budgets.
So, you know, the U.S.
government has a history of kind of this let all flowers bloom strategy where they are always happy to give out low single digit millions of dollars to hundreds or thousands of different companies.
But there's a big difference between having, you know.
$10 to $20 million of research and development funding and having billions of dollars of production funding under major weapons acquisition programs, program offices, things like that.
And that muscle is still needing to be developed.
It's early days.
Absolutely.
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