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.

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TBPN · Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick · 31 Jul 2026 podcast

You know, internally at Andral, the person that eats all of the garbage around this is Matt Graham, our COO, my co-founder.

So I would hesitate to pretend that I know what I'm talking about, but Grim is the man that made this really difficult project happen alongside his team on the manufacturing side, on the operations side.

They really put off a heroic effort.

Yeah, I mean, if we're comparing it to the semiconductor supply chain, nothing like an ASML EUV machine or anything like that, to be clear.

But yeah, of course, there's all sorts of things you have to figure out on the supply chain, not only the tooling, but also the materials that go into construction and

Of the products that we're building.

So, you know, natural resources are very challenging.

Rare earths are very challenging.

And we're working closely with the Department of War to ensure that we have offtake agreements to get those natural resources that we need to build the things that are important for them.

They've been a great active partner with us in that.

And in addition to that, I would say that labor becomes a big bottleneck.

You can't say 18 months ago, yeah, when we're ready to open the factory, when everything is built, we're going to start hiring people.

No, we started hiring people the day we announced that we were doing this.

And we had them work out of our headquarters in Orange County.

The entire team of people that are building Furies at Arsenal One in Columbus, Ohio today, we're doing the exact same thing a few months ago in Orange County, where our headquarters is located.

So you have to really get ahead of every aspect of this.

And it's a very complicated task.

But again, we're really happy to see that we have things up and running and rolling off the line today.

Well, you know, I've actually had this thought for a long time for probably close to 20 years now.

I've been kind of beating this idea around.

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