The Spear Tip Is Sharp but Thin

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens

(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup

(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo

(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat

(12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain

(41:48) Autonomous Weapons, AI Decision-Making & Future of War

(47:15) Anthropic vs Pentagon: Ethics of AI in Combat

(50:39) Palantir Surveillance State Claims

(55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence

Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin.

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Intro Music Credit:

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Intro Video Credit:

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