Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
Invest Like the Best with Patrick O'Shaughnessy
China Plays a Different Kind of War
Shyam Sankar describes China as a systemic adversary using deception, industrial strategy, and sub-threshold conflict rather than open kinetic confrontation.
My guest today is Shyam Sankar, the CTO of Palantir Technologies.
In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the origins of Palantir’s forward-deployed engineering model and the lessons he learned from Alex Karp about identifying people's "superpowers".
We also talk about Shyam’s fascination with the "heretics" of American history, the unconventional builders who challenged bureaucracy and created many of the systems that powered America’s military and industrial success. Shyam argues that the United States must reindustrialize after decades of moving production overseas, and explains what we can learn from America’s industrial past.
In a new Colossus profile, our Editor in Chief Jeremy Stern tells the story of how Shyam became one of the most important but largely unseen figures behind Palantir, tracing his journey from immigrant roots to employee #13 and the architect of the company's success and distinctive culture.
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
-----
Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe.
-----
Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus.
-----
Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.
-----
WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit WorkOS.com to transform your application into an enterprise-ready solution in minutes, not months.
-----
Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest.
-----
Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai.
-----
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Timestamps:
(00:00:00) Welcome to Invest Like the Best
(00:02:43) Intro: Shyam Sankar
(00:03:24) Defining Heretics in US Military History
(00:05:01) The Story of Hyman Rickover
(00:09:55) Formative Experiences & Worldview
(00:14:50) Components of American Greatness
(00:17:56) How to Unlock Talent
(00:25:56) Palantir's Distinct Culture
(00:28:15) Origin of Forward Deployed Engineering
(00:34:24) What Does Palantir Actually Do?
(00:36:19) Example: Airbus
(00:40:20) State of the US Military Today
(00:47:33) The U.S. Needs to Reindustrialize
(00:52:19) Perspective of China
(00:55:56) Our Key Asymmetric Advantages
(01:00:57) Executive Orders for a Day
(01:02:37) Negative Aspects of US Culture
(01:04:47) Managing Rapid Pivots
(01:09:17) Where Will AI Value Accrue?
(01:12:37) Undeclared State of Emergency
(01:15:45) Surprising Aspects of Palantir
(01:17:50) To Do or To Be
(01:18:50) Reflecting on Fatherhood
(01:19:46) The Kindest Thing
The AI-powered Podcast Player
