Americaโs capital markets are an underrated strategic weapon.
Anduril CEO Brian Schimpf on turning that edge into a tool for national priorities:
"The US capital market structure is, it's not like it's 10% better than anyone else, it's like several thousand times better than anyone else. Like it is just wildly better."
"If you're leaning into that and saying, 'Hey, we actually have great capital allocators that know how to underwrite companies and lean in on these things.' Great, let's just use the capital stack in a way that is aligned with national priorities around certain industries, certain capabilities, things like that."
"Where else could you finance $200 billion of data center investments with like basically no real revenue to show for it? Like it's crazy."
@SchimpfBrian @eriktorenberg