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Trae (Trey) Stephens

👤 Speaker
1250 total appearances

Appearances Over Time

Podcast Appearances

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

Right now, the answer is no.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

That's a real problem.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

Militarily, I think, you know, Xi has been very explicit that, you know, he intends to reunify China.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

And Taiwan has, like, a ticking timeline of 2027.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

Now, is he going to move by 2027?

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

Like, I don't know.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

It depends on how seriously you take him at his word.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

But

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

There's a lot of risk, particularly if you think about even just semiconductors as an important part of our technology ecosystem.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

If China takes Taiwan and shuts down our access to TSMC, that's a huge problem for the US economy.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

We really need to think through all of that.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

You know, the Chinese, they have a different cultural history than we do.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

And when you try to frame their actions through like a Western understanding of the world, you reach very different conclusions than they reach.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

Like, you know, Western history is, you know, be open about your strengths.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

And, you know, this is where the peace through strength thing came from.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

It's like, we're going to tell people what we have and why we're strong, and that will prevent them from doing crazy things.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

The Assassin's Mace story, which is like a parable in China, is hide your strength, bide time, and then strike when you have an unfair advantage.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

And so it's to their advantage to go into these international dialogues and say like, oh, no, we're weak.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

We're not competing.

The Shawn Ryan Show
#245 Trae Stephens - Inside Anduril’s AI Superweapons: Eagle Eye Helmet and Autonomous Tech

We don't have the ability to do that.