Trae Stephens on Palantir, Thiel, Anduril, and AI valuation risks
adityaag · x · 2026-11-06
adityaag released a long conversation with Trae Stephens covering his Palantir years, how Peter Thiel recruited him to Founders Fund, lessons from 500 startup pitch meetings, Founders Fund's strategy of a few companies driving returns, warnings on sky-high AI valuations, and founding Anduril with Palmer Luckey — including building its first products against defense incumbents.
Related event: Anduril Co-founder Trae Stephens on His Path from Palantir to Defense Tech(2 posts)→
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