@tradingplacespod: Anduril is officially playing in the big leagues. Aman and Dave dive into how a $20 billion defense contract just shifted the narrative for this $4 billion ARR powerhouse. While it’s sitting at number three alongside giants like OpenAI and SpaceX, the question remains: is it too ambitious or is the momentum undeniable? Between massive government deals and secondary market premiums, the defense tech landscape is shifting under our feet. Watch the full breakdown on Trading Places Podcast Ep.28 to see if the valuation actually matches the vision. #anduril #defensetech #amanverjee #davemcclure #tradingpplacespodcast

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2026-04-09 03:41:53

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