Anduril Co-Founder Trae Stephens - Hard Tech & Modern Defense Strategy

Joshua Steinman is the co-founder and CEO of Galvanick, a cybersecurity company building tools to secure industrial infrastructure and AI systems.In this episode of World of DaaS, Joshua and Auren discuss:Foreign spies in tech companiesVulnerabilities in critical infrastructureLessons from Stuxnet and UkraineBuilding resilience against cyber threatsLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Josh Steinman on X at @JoshuaSteinman. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Brian O'Kelley is the co-founder and former CEO of AppNexus, which built core infrastructure for programmatic advertising and was acquired by AT&T for $1.6 billion in 2018. He's now the co-founder and CEO of Scope3, a company working to reduce the carbon footprint in digital advertising.In this episode of World of DaaS, Brian and Auren discuss:The zero-sum game of auction paradigmsAI tools revolutionizing software developmentBuilding personal brands in techClimate tech's shifting business caseLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Brian O’Kelley on X at @bokelley. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Trae Stephens is a partner at Founders Fund and co-founder and current executive chairman at Anduril, a defense technology company that produces software-defined, hardware-enabled major weapons programs.In this episode of World of DaaS, Trae and Auren discuss:Revolutionizing defense technology manufacturingBillionaire founders in defense techSupply chain resilience for military hardwareTechnology's impact on modern relationshipsLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Trae Stephens on X at @TraeStephens.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Scott Stephenson is the former Chairman, President, and CEO of Verisk Analytics (NASDAQ: VRSK), where he led the company's transformation from a nonprofit insurance data collective into a global data analytics powerhouse with a market cap of over $40 billion.In this episode of World of DaaS, Scott and Auren discuss:Data monetization and defensibility strategiesAI's impact on data businessesLeadership succession in data companiesEffective board membershipLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Scott Stephenson on Linkedin. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Martin Casado is a General Partner at Andreessen Horowitz (a16z), where he focuses on AI and infrastructure investments. He previously co-founded Nicira which was acquired by VMware for $1.2 billion in 2012.In this episode of World of DaaS, Martin and Auren discuss:Economics of open source AIChinese AI innovation with DeepSeekModel collapse and data moatsRegulatory challenges in AILooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Martin Casado on X at @martin_casado.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Bill Wise is the CEO and co-founder of Mediaocean, an adtech platform that processes over $200 billion in global media spend annually.In this episode of World of DaaS, Bill and Auren discuss:The hidden plumbing of global advertisingMeasurement monopolies in adtechThe transition from linear TV to CTVCultural integration in tech acquisitionsLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Bill Wise on X at @billwise. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Rob Henderson is a developmental psychologist, author of the New York Times bestseller Troubled and columnist for the Free Press and the Boston Globe.In this episode of World of DaaS, Rob and Auren discuss:How elites exploit the poor with luxury beliefsThe vital importance of marriage for upward mobilityThe conspiracy behind useless college degreesThe “late bloomers” phenomenonLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and on X at @robkhenderson. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Jackie Reses is the co-founder and CEO of Lead Bank, fintech infrastructure bank with over $2.5 billion in assets under management.In this episode of World of DaaS, Jackie and Auren discuss:Fintech's regulatory reckoningThe future of community bankingState regulator competitionLessons from Square's payment revolutionLeadership insights from Jack DorseyLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Jackie Reses on X at @jackiereses.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Alex Cohen is the co-founder and CEO of Hello Patient, a healthcare AI company that streamlines scheduling and patient management for medical practices.In this episode of World of DaaS, Alex and Auren discuss:The hidden costs of SaaS sprawlWhy specialized tools beat all-in-one solutionsBuilding relevancy through niche contentThe future of health data and personalized medicineLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Alex Cohen on X at @anothercohen.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Mario Gabriele is the founder of The Generalist, a tech analysis substack with over 132,000 subscribers. Mario also runs Generalist Capital, which invests in early stage companies. In this episode of World of DaaS, Mario and Auren discuss:Why 70-80% of VCs destroy valueThe rise of mullet capitalismNavigating secondary sales in ventureLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Mario Gabriele on X at @mariogabriele.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)