Brian Schimpf Talks the Political Tensions Between the United States and China | Bloomberg Talks

Anduril CEO Brian Schimpf outlines the defense technology company's rapid scaling, projecting a revenue increase to over $2 billion this year as operations shift from experimental development to mass production. Amid breaking news of escalating U.S.-China tensions and potential new tariffs, Schimpf highlights China’s strategic use of industrial policy and export controls on rare earth materials to create geopolitical leverage. To counter these vulnerabilities, Anduril is spearheading "Arsenal One," a massive manufacturing complex in Ohio designed to re-shore the defense supply chain by utilizing commercial manufacturing techniques. This shift toward software-defined, autonomous systems—such as reusable missiles and autonomous fighter jets—is central to a broader strategy of attracting top-tier engineering talent from traditional tech sectors to address modern national security challenges.