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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
I think not only instead of, but also in addition to.
Oh, sure.
I think a lot of these companies that are working down the supply chain, they have relevant government customers, they have old legacy customers like the Primes that are still needing to correct some of these problems or become more efficient, as well as the big successful tech companies like the SpaceXs, the Teslas, the Andurals, things like that.
So I think that the opportunity is definitely there.
It's just a matter of like,
having a novel idea and being really passionate about driving that single thing forward.
And I fear that when you look at the defense tech industrials kind of ecosystem right now, it's a lot of hype.
It's a lot of people that want to be part of a moment
And the reality is that's not how tech investing or tech startup creation has ever worked.
You know, once a thing is a category, it's kind of too late.
If you were a space tech investor and you didn't invest in SpaceX, you probably lost money.
If you're a crypto infrastructure investor and you didn't invest in Coinbase, you probably lost money.
I think that we're like nearing kind of overhype of volume in defense tech that is going to make it very difficult to separate signal from noise.
Well, I think the intersection of both of our points is that, yes, I think there's a ton of room to do that.
And secondly, all of those companies that are doing the things that you're mentioning are trying to raise oodles of venture capital dollars.
So if someone actually wanted to build this business in a more normal financial structure, yeah, I think it makes a lot of sense.
But there's 20 of the companies that you just mentioned.
They've all raised tens of millions of venture dollars, and I'm not really sure what the end game is.
Yeah, so Thunder is an autonomous attack helicopter that we just announced at Farnborough in the United Kingdom last week.
The proliferation of drones has turned the near-surface fight into a robotic kill zone.
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