JOE LONSDALE: DOGE AND THE NEW ADMIN WILL DRIVE 10X EFFICIENCY GAINS

“I'm a huge fan of DOGE. 

I have a lot of friends involved in DOGE and have been doing my best to help them. 

There's so much waste in government. 

There's so much to cut. 

Companies like Palantir and Anduril actually do better when you cut the waste. 

If you are forced to use your money more efficiently, and to say, we're going to have to do this twice as efficiently, 10 times as efficiently, that's when Palantir and Anduril will win. 

You literally have things they're deploying that are a tenth the cost that are better. 

Pete Hegseth, our Secretary of Defense, was very clear that he wants to have competition, he wants the best ideas to win. 

I don't think he's going to favor new things versus legacy companies. 

He's going to favor whatever the best solution is. 

And that means companies like Anduril and like Palantir are going to keep growing really fast. 

I mean, you're going to cut a lot of other nonsense that's really crony and shouldn't be there.”

Source: CNBC, February 7, 2025