Partner, Founders Fund; Co-Founder, Anduril; Co-Founder, Sol

Joined April 2010
442 Photos and videos
Pinned Tweet
1/ History is the record of TOP players completing GOOD quests. This is a moral imperative. Check out the latest @PirateWires post by @markiewagner and I and ask yourself what the world would look like if our best players all took on good quests. piratewires.com/p/choose-goo…
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Trae Stephens retweeted
Today, the @usairforce selected Anduril for the production phase of the Collaborative Combat Aircraft program. We are now on contract to deliver production FQ-44 fighter aircraft to support continued testing, validation, and, ultimately, operational fielding. From prototype to production in two years. The first new company to win a fighter aircraft program in more than 50 years.
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Factory to foxhole. Mud to Moon. Palantir is the Operating System of Reindustrialization. Join us in Detroit @reindsummit to see how Palantir is giving American workers and warfighters an unfair advantage.
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Wow. Exciting day of soccer.
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I love soccer. I played it growing up and both my kids live and breathe it. It is possible to both love soccer AND think that a bunch of minimal scoring TIES in the World Cup is not that exciting. The game can be improved (cards for flopping is AMAZING) and criticized.
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With the rise in nationalist populism and a rapidly expanding defense tech ecosystem, it is probably safe to assume that every country with a defense budget over ~$20B will domestically produce cheap group 2/3 one-way attack drones. The tech and production are relatively commoditized and non-exquisite with very little IP moat, so it’s an easy domestic win. Export markets will be limited given that anyone that CAN build them themselves WILL.
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Trae Stephens retweeted
In November 2022, @markiewagner wrote Choose Good Quests, then she went dark to work on her own. Today, she's launching Poetic, a new class of software that's adaptive like AI, reliable like code. This is her first public essay since CGQ, on why & how. notboring.co/p/return-on-tok…
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Yeah, get some! @micsolana
Replying to @foundersfund
MAFIA EP 002
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The first time I heard @markiewagner discuss this idea we were sitting around a campfire at something like 2am just months before the public launch of ChatGPT. Watching her pursue her Good Quest and level-up as a hero Paladin on this mission has been incredibly fun. She's become not only one of my favorite founders, but also one of my favorite people and friend. Congrats on the launch today, Markie! 🚀
Introducing @PoeticHQ: a new AI system that executes complex multi-hour tasks with 99% accuracy and 10x fewer tokens than agents. We raised $50M at $500M from Kleiner Perkins, Founders Fund, First Harmonic, and Genius Ventures to build AI that does complex work inside Fortune 500 companies without hallucination. While code is too brittle, agents are too unpredictable. The work that runs the global economy - anti-money laundering, fraud investigations, underwriting - needs extreme accuracy. So we built a new kind of software that pairs the flexibility of AI with the predictability of code. When the world stays the same, Poetic runs fixed code: fast, cheap, identical every time. When the world changes, Poetic uses AI to regenerate its approach and find its way back to the objective. In one year, we went from zero to an eight-figure run rate as a team of four. Since then, we’ve scaled the team and executed the highest-stakes processes at AIG, SoFi, and Chime. At SoFi, a large US bank, Poetic reached 99% quality on fraud investigations in five weeks.
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Incredibly cool to hear about the involvement of @Saronic's Corsair unmanned surface vessel in the search & rescue operation for the downed Apache crew in the Strait of Hormuz. This is the way.
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Happy 9th anniversary, @anduriltech. It’s been a wild ride!
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Trae Stephens retweeted
Today, @POTUS signed a National Security Presidential Memorandum on AI in the national security enterprise. The men and women who defend our nation deserve the best, most secure, and most reliable AI in the world, and our citizens deserve to know it is handled responsibly with the care and seriousness they expect. The NSPM accelerates AI adoption from multiple vendors to prevent single points of failure, updates @DeptofWar’s guidance on autonomy in weapons systems to keep pace with the frontier, and ensures no entity can disable or degrade an AI system our warfighters depend on without prior approval. Under @POTUS’s leadership, we are putting our AI dominance to work to defend the American people.
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My favorite comments on the FF Mafia video are all the people saying “why not Werewolf, Blood on the Clocktower, etc”. Dudes. Just let it be what it is. Do you watch the NBA Finals and say “you know, this would be better if they played with a football instead”?
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Thou shalt not kill…except in mafia
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Thank you Pepper Potts (I mean, @gwynethpaltrow) for your curiosity about @anduriltech and your willingness to explore complex but important topics. Thoroughly enjoyed the conversation! Link to the episode in 🧵👇
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Trae Stephens retweeted
The product line I work on is classified, so I can’t share much, but I’m extremely proud of the work I do at @anduriltech The Mission is not meant for everyone, But I was hired pre-propagandized ⚔️🇺🇸
Many people don't understand the scale @SecWar is demanding. The United States has built less than 40,000 cruise missiles, ever, since the Army asked the Dayton-Wright Company to manufacture an Aerial Torpedo in 1917. The more time passes, the fewer we make and the more they cost. Leaders like DepSecWar Feinberg and @USWREMichael are actually responding to foreign threats and giving clear demand signal that is bringing billions of dollars of private capital into solving this problem. Now America will manufacture more cruise missiles in the next three years than the last 30 years combined, at a fraction of the cost. We are in the middle of hiring for Barracuda production at Arsenal-1 starting later this year, please hit us up if this mission is one you can be passionate about.
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Proud of my friends at @armada_ai for taking another exciting step forward!
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Trae Stephens retweeted
We have to give TIME credit for having the courage to have such a powerful and bold cover. One of the best covers they've put out.
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🚀💉💊🏭🪂
Varda believes humanity's first space-made product will be a pharmaceutical. Today we announced a research collaboration with United Therapeutics. Together we will explore the use of microgravity to develop improved formulations of medicines for rare pulmonary disease aboard Varda’s orbital platform. Small molecule drugs will fly to low Earth orbit, form novel crystals in microgravity, and come home via our W-series reentry capsule. Through this collaboration we will pioneer pharmaceutical processing in space, to benefit people on Earth.
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Insane early growth 🚀 @MonacoGTM
We're announcing our $50M Series B led by Benchmark. Founders Fund and Human Capital are tripling down in the round. We gave Benchmark a sneak preview of our upcoming GA release. They saw the future of sales. We had a term sheet 2 hours later. The future of sales is Monaco.
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