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Anduril's BlueChip laptop, built with Qualcomm, already draws about 90% of its supply chain from the US and its allies, and the main missing piece is the display.
Analysts and large technology companies routinely argue that moving computer manufacturing back to the US would make devices unaffordable. Palmer Luckey, Founder of Anduril Industries, told Ed Ludlow on Bloomberg Tech that the country cannot afford the alternative.
"America invented the computer industry. We perfected it, and then we shipped it overseas... I think it's crazy to have an entire country depend entirely on its largest strategic adversary for its most critical economic powerhouses." — Palmer Luckey
Palmer is personally sanctioned by the Chinese Communist Party, and his company sells autonomous weapons that he says cannot be controlled by Chinese equipment. The same episode covered Meta's nearly $98 billion equity raise, Anthropic's IPO filing, AI-generated political ads and SoFi's record quarter.
The full episode is covered here so you can skip it. 46 minutes of audio, 10 minutes of reading.
Here are the 12 takeaways that matter.
Bloomberg Tech · Oct 27, 2026 · 46m · 36m saved
With Palmer Luckey, Founder of Anduril Industries
Key Takeaways
Anduril decided to build American computers itself after failing to get other companies to do it
Palmer says the cost of reshoring is exaggerated by companies that want to keep outsourcing
He rejects claims of $37,000 iPhones or $100,000 computers
BlueChip is about 90% US and allied today, with a roadmap to 100% US
Meta boosted its equity offering to nearly $98B, and the $25B common-stock tranche was five times oversubscribed
Anthropic's S-1 shows an $80.7B net loss on $16.3B of revenue in the first half of 2026
More than 70% of AI political ads carry no AI disclaimer, according to the Wesleyan Media Project
SoFi now has eight businesses with $100M or more of annual revenue, and 87% of its products are not loans
1. Meta's $98B Equity Raise
Ed Ludlow, who anchors Bloomberg Tech, opened with Meta boosting its equity offering to nearly $98 billion. The package is $25 billion of common stock, $12.5 billion of preferred shares and a $60 billion at-the-market program, meaning shares sold gradually into the market, in non-voting Class C stock.
Meta's $25B common-stock tranche closed five times oversubscribed, Bloomberg's Sarah Frier reported
"This is a tremendous amount of companies coming to market, having asks in the tens, nearly hundred billions for money for the AI boom." — Sarah Frier
Sarah also explained a shareholder lawsuit over the Class C structure. The suit says the structure is partly meant to give Zuckerberg cash from his holdings ahead of a possible California billionaire's tax tied to the midterms.
"They're calling Zuckerberg a boardroom bully... I will say the last time Zuckerberg tried to do this, he also was blocked by a shareholder lawsuit." — Sarah Frier
Zuckerberg dropped a similar stock-split plan in 2017 after that earlier challenge, though he keeps voting control either way.
