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S WORDS, DEFENSE CONTRACTORS,
COMPANIES WITH EXPOSURE TO THE

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WAR HAVE BEEN IN FOCUS SINCE THE CONFLICT
BROKE OUT, INCLUDING PALANTIR, WHICH HAS A

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MULTIBILLION DOLLAR CONTRACT
WITH THE ARMY. SARA EISEN JOINS

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US THIS MORNING WITH PALANTIR
CO-FOUNDER AND CEO ALEX KARP.

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MORNING, SARA. >> GOOD MORNING, CARL. IT'S

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GOOD TO SEE YOU. YES, I AM HERE
AT PALANTIR WITH THE FOUNDER

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AND CEO ALEX KARP. IT'S GOOD TO HAVE YOU.
GOOD TO SPEAK WITH YOU.

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>> VERY NICE TO BE HERE.
>> AND CARL WAS JUST TALKING

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ABOUT THE IRAN WAR RISK, WHICH
IS INFLUENCING THE MARKET TODAY,

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AND THE FACT THAT WE HAVEN'T
GOTTEN A DEAL YET. I KNOW THAT

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YOU ARE HEAVILY INVOLVED.
AI OPERATING SYSTEM FOR THE

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MILITARY. WHAT IS YOUR VIEW
ON ON WHERE THE WAR GOES FROM HERE?

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>> WELL, FIRST OF ALL, YOU KNOW,
AT PALANTIR, YOU KNOW, PEOPLE

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CURRENTLY ARE FOCUSING A LOT
ON OUR COMMERCIAL BUSINESS AND

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THERE'S A LOT OF INTERESTING
THINGS THERE. BUT ONCE A WAR

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ZONES HEAT UP ANYWHERE IN THE

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ALLIED WORLD, THE PALANTIR MAY

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EVEN PLATFORM, WHICH TAKES VERY

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VALUABLE LLMS AND MAKES THEM
ACTUALLY LETHAL AND USEFUL ON

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THE BATTLEFIELD, COME INTO ACTION.
AND THEN THE PRIMARY

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FOCUS OF OUR WHOLE COMPANY
IS BRINGING OUR AMERICAN

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WARFIGHTERS HOME SAFELY,
MEANING THAT WHEN WE ENGAGE,

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THAT THEY ENGAGE IN A WAY
THAT GIVES THEM A MASSIVELY UNFAIR

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ADVANTAGE, SCARES OUR ADVERSARIES,
AND MAKES SURE

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THAT WHEN THEY'RE IN ACTION,
THEY HAVE A THE BEST HUMANLY

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AND INHUMANLY POSSIBLE CHANCES
OF COMING HOME SAFE AND WITHOUT

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INJURY. AND SO THE WHOLE
COMPANY REALLY JUST FOCUSES ON

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THE OPERATIONS OF THAT. AND

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OBVIOUSLY, THESE THINGS BEGIN

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WELL BEFORE THE PUBLIC SEES.

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AND WE HAVE A WIDE SWATH OF OF

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PALANTIR WORKING ON VARIOUS
PLATFORMS, PARTICULARLY THE

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MAVEN PLATFORM. AND THEN THERE
ARE A LOT OF THINGS THAT ARE IN

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THE PUBLIC SPACE. SO MAVEN HAS
BEEN KIND OF DISCUSSED AND KIND

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OF OLDER VERSIONS OF MAVEN
HAVE BEEN SHOWN IN PUBLIC, BUT I

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THINK THE AMERICAN PEOPLE WOULD
BE VERY POSITIVELY SURPRISED BY

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THE ADVANCES IN TECHNOLOGY
THAT REALLY ONLY AMERICA HAS.

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>> WITHOUT GIVING AWAY TOO
MANY SECRETS, LIKE CAN YOU JUST

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EXPLAIN WHAT EDGE THAT IS
THAT YOU GIVE OUR WARFIGHTERS?

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>> WELL, FIRST OF ALL, THERE
ARE REALLY TWO THINGS. EVERY

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EVERY MILITARY FORCE IN THE WORLD.
SO YOU SEE THIS ON THE

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BATTLEFIELD IN UKRAINE. LIKE ONE OF THE
BIG ISSUES THE RUSSIANS HAD IS HOW DO YOU

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TRANSFORM YOUR OPERATIONS INTO
A MODERN OPERATION? AND IF YOU

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TAKE COMPONENTS OF MAVEN, THERE'S
BASICALLY INFRASTRUCTURE WHICH ALLOWS YOU

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TO TAKE OLDER SYSTEMS AND MAKE
THEM NEWER SYSTEMS. AND THEN SO

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THAT ALLOWS YOU TO, TO HAVE A COMPLETELY
INTEGRATED BATTLESPACE, WHICH IS SUPER

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HARD BECAUSE OF SECURITY
CLEARANCE DATA SOURCES. YOU CAN

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THINK OF IT AS INFANT DATA,
WITH WHICH SOME OF WHICH IS

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VERY SENSITIVE, SOME OF WHICH
NO ONE ELSE CAN SEE, SOME OF

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WHICH EVERYONE HAS TO SEE.
YOU HAVE ALLIES WORKING ON IT. HOW

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DO YOU GET THAT INTO ONE PANE
OF GLASS WITH THE SECURITY? HOW

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DO YOU THEN USE ADVANCES IN AI
AND MACHINE LEARNING TO ENHANCE

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THAT WHILE MAKING THOSE DECISIONS? NOT
LIKE WHAT'S PROVERBIALLY CALLED LOOSE AI

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CODE? THAT'S JUST NOT USEFUL. LIKE NONE OF
THESE THINGS ACTUALLY ARE USED ANYWHERE ON

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THE BATTLEFIELD. SO HOW DO
YOU ENHANCE YOUR ABILITY TO SEE

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THINGS? HOW DO YOU ENHANCE
YOUR ABILITY TO GO THROUGH VERY

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COMPLEX SYSTEMS? SO LIKE,
FOR EXAMPLE, IN UKRAINE, IT'S NOT

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JUST GETTING THE DRONE TO THE
END POINT. IT'S GOING THROUGH

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ADVANCED RADAR SYSTEMS.
AND THEN VIS A VIS IRAN, IT'S 100

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TIMES MORE COMPLICATED BECAUSE THEY HAVE,
YOU KNOW, IT'S LIKE YOU LOOK AT AMERICAN

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PERFORMANCE, WHICH HAS BEEN,
YOU KNOW, THANKS TO THE BRAVERY

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OF AMERICANS AND THE INGENUITY.

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AND I WOULD LIKE TO BELIEVE OUR TECH VERY
FEW LOSSES ON OUR SIDE, VERY PRECISE, VERY

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CONTROLLED. AND THEN IN A
COMPLETE ABILITY. YOU SAW THIS

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IN VENEZUELA TO DISMANTLE
THESE THINGS. AND SO BECAUSE THE

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DISMANTLING IS HAPPENING,
WE UNDERESTIMATE THE COMPLEXITY

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THAT IT TOOK TO DO THAT.
IT WAS NOT POSSIBLE TO DO THESE THINGS

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TWO YEARS AGO, THREE YEARS AGO.

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AND NOW AMERICA CAN, CAN,
CAN REALLY DO THIS WITH GREAT

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PRECISION AND WITH VERY LOW COST
TO, TO US IN TERMS OF LIVES AND.

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>> CASUALTIES, IS THAT OPENING
UP NEW BUSINESS IN DIFFERENT

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REGIONS FOR YOU, THE SUCCESS
OF WHAT YOU'RE SEEING IN THE MIDDLE.

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>> EAST, THE ONE OF THE MANY
SECRETS OF PALANTIR PEOPLE TALK

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ABOUT OUR FORWARD DEPLOYED
ENGINEERS. THEY'RE TRYING TO

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COPY TALK ABOUT ONTOLOGY.
THEY TRY TO COPY.

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>> TALK. >> TALK ABOUT, YOU KNOW,
HOW SOFTWARE, IT'S LIKE SOFTWARE IS

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WORTHLESS, BUT EVERYONE'S TRYING TO COPY
US. SO THAT'S OBVIOUSLY AT SOME POINTS OF

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SOFTWARE ARE NOT THAT VALUABLE,
BUT SOME PARTS ARE CRUCIAL.

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WELL, THERE ARE THREE KINDS OF SOFTWARE,
REALLY. THERE'S BASICALLY YOU CAN THINK OF

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INFRASTRUCTURE, WHICH IS LIKE
HARD CODED THINGS WRITTEN INTO

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THE ENTERPRISE THAT HAVE TO BE
MANAGED ON PREM OFTEN. SO YOU

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MAINTAIN THE SOVEREIGNTY OF YOUR OWN
DATA THAT IS NOT VALUABLE, THAT IS

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EXCRUCIATINGLY VALUABLE.
THEN YOU HAVE HOW DO YOU MANAGE THAT?

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SO LIKE ONTOLOGY, FOUNDRY
AND OTHER THINGS, THOSE THINGS ARE

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ARE VERY VALUABLE AND DURABLE.

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THEN YOU HAVE PHDS AND LARGE
LANGUAGE MODELS. MOST PHDS ARE

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JUST THROWING PEOPLE AT A
PROBLEM THAT ANYONE ELSE CAN

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SOLVE. SO IF YOU CAN MANAGE SO
THOSE SOME ARE VALUABLE, SOME

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ARE WORTHLESS. FREE CODE
IS ESSENTIALLY VERY EASY. SO YOU

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HAVE VERY DIFFERENT. BUT IN ANY

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CASE, WHAT YOU SEE IN CRUCIAL

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SITUATIONS IN RUSSIA,
IN THE MIDDLE EAST OR IN UKRAINE,

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MIDDLE EAST, WHERE YOU HAVE
TO BRING HOME PEOPLE SAFELY AND

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WHERE YOUR ADVERSARY HAS TO BE
DISMANTLED. AND THEN ADVERSARY,

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DON'T YOU KNOW, THE PERSIANS
AND THE RUSSIANS AND THE AND

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THE CCP ARE EXCEEDINGLY
TALENTED TECHNICAL PEOPLE IN

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VARIOUS DIFFERENT WAYS,
WITH VERY UNIQUE AND HISTORICALLY

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VALUABLE WAYS OF FIGHTING.
SO YOU'RE NOT GOING UP AGAINST AN

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ADVERSARY THAT'S JUST GOING
TO LAY DOWN. WHEN YOU HAVE TO DO

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THAT, YOU HAVE TO BRING YOUR
UNIQUE WAY OF DOING SOMETHING

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ENHANCED WITH THINGS NO ONE

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ELSE HAS. THOSE THINGS NOW ARE

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INFRASTRUCTURE, SOFTWARE,
FOUNDRY, APOLLO, AND LARGE

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LANGUAGE MODELS THAT WE ARE
PRODUCING MANAGED BY US. IT IS

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THE COMBINATION THAT IS LETHAL.

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BY THE WAY, YOU SEE THIS IN US
COMMERCIAL. AND THE INTERESTING

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THING ABOUT WHAT'S GOING ON IN THE WORLD
RIGHT NOW, SO DOMESTICALLY IS YOU HAVE

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ESSENTIALLY A REALLY IMPORTANT,

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UNIQUELY AMERICAN MOVEMENT

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CALLED FRONTIER LABS. THEY ARE.

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THE WAY WE THINK ABOUT THIS ACTUALLY
IS JUST PHILOSOPHICALLY AND TECHNICALLY

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WRONG. PHILOSOPHICALLY,
IT'S WRONG BECAUSE IT'S NOT DOOM OR

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VERSUS NOT DUMA. IT'S A HYPER
RELIGION OF HYPER OPTIMISM.

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THEY BELIEVE ALL PROBLEMS
PLEASANT PEASANT, PRESENT, PAST

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AND FUTURE, INCLUDING THE ONES THEY CREATE
AND DON'T ACKNOWLEDGE THEY CREATE, ARE

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GOING TO BE SOLVED BY THEM,
INCLUDING HUMAN NATURE.

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DISPARITIES IN OKAY.
AND THEN ON THE INFRASTRUCTURE SIDE,

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ENTERPRISES ARE JUST FED UP
BECAUSE THEY KNOW THIS DOESN'T

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ACTUALLY WORK THIS WAY AND IT'S
NOT WORKING. AND THAT BASICALLY

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IS DRIVES OUR COMMERCIAL

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BUSINESS ON THE ON THE

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GOVERNMENT SIDE, WE'RE,
WE ARE SUPER PRO-AMERICAN, SUPER

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PRO-WEST. >> YOU'VE ALWAYS HAD
THAT AND YOU'VE ALWAYS DONE THAT. I DO

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WONDER, THOUGH, HOW YOU
PROTECT THE COMPANY FROM GETTING

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POLITICIZED. I MEAN, YOU'VE
WORKED WITH ADMINISTRATIONS IN

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BOTH PARTIES BEFORE, BUT ESPECIALLY, YOU
KNOW, WHEN IT COMES TO THIS WAR, WHICH IS

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UNPOPULAR AND THE DEMOCRATS
HAVE BEEN FIGHTING IT. YOU KNOW,

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HOW DO YOU AVOID MAKING PALANTIR A TARGET
IN THE MIDTERM ELECTIONS OR IN THE

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NEXT PRESIDENTIAL ELECTION?
>> YOU KNOW, I DON'T WANT TO BE

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POSITIVELY OVERLY NAIVE.
WE ARE TRYING I AM TRYING SOMETIMES

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WITH SUCCESS, SOMETIMES WITHOUT

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TO MOVE PEOPLE THAT THE THE AI,
AI INFRASTRUCTURE REVOLUTION IS

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A UNIQUE OPPORTUNITY FOR AMERICA
BECAUSE WE'VE DEVELOPED

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ALMOST ALL OF IT. FIRST,

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HOWEVER, IT CANNOT BE DISCUSSED
IN BLUE RED TERMS LIKE.

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CURRENTLY, THE BIGGEST DANGER
TO AMERICA IS, YOU KNOW, IT'S

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LIKE PEOPLE ARE LIKE, OH,
THIS GUY AGREES WITH POLITICALLY.

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THEREFORE HE'S RIGHT.
THIS WOMAN AGREES, DISAGREES WITH ME

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POLITICALLY. THEY'RE LIKE, THIS IS A
MASSIVE, MASSIVE REVOLUTION AND THERE IS A

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DANGER. LOOK, I'VE BEEN RUNNING
AROUND TELLING PEOPLE FOR THE

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LAST SIX MONTHS IN PRIVATE
AND SOMEWHAT IN PUBLIC.

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>> THE NATIONALIZATION.
>> THE NATIONALIZATION IS

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COMING. AND THE REASON WHY IT'S
COMING IS YOU CAN'T DO A BLUE

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RED DEBATE. THIS IS A MASSIVE
REVOLUTION AND IT'S GOING TO

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THERE'S OPPORTUNITIES ONLY
AMERICA HAS, AND THERE ARE

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DANGERS IN THIS REVOLUTION.
AND FOR EXAMPLE, I GOT IN TROUBLE

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FOR SAYING NOT SAYING WE WOULD
HAVE A DRAFT. I WASN'T SAYING

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THAT. I WAS SAYING WE'RE IN.
>> A PPL THINK YOU WERE ADVOCATING.

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>> A DRAFT. WELL, WHAT I
WAS SAYING IS WE'RE IN A MASSIVE

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TIME OF DISLOCATION AND A DISLOCATION.
WE HAVE TO FIND WAYS TO COME TOGETHER AS A

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CULTURE. AND WHILE IT IS THE
CASE IN SILICON VALLEY THAT

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EVERYONE THINKS WE'RE GOING
TO MAGICALLY LIKE EACH OTHER

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BECAUSE THERE'S ABUNDANCE
AND NO ONE HAS A JOB UNLESS WE'RE

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ENDING HISTORY. IN FACT,
IT'S ACTUALLY VERY MUCH THE OPPOSITE.

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WE'RE GOING TO HAVE MASSIVE
RESOURCES, BUT THEY'RE GOING TO

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DISPROPORTIONATELY GO TO PEOPLE
WHO ARE ALREADY WEALTHY. OKAY,

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THAT IS A POLITICAL PROBLEM.
YOU CAN'T JUST SAY, OH, WE'RE

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ALL GOING TO HAVE MORE, THEREFORE WE'RE
HAPPY. OKAY, WELL, YOU KNOW, WE'RE NOT AT

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THE END. >> WHAT SHOULD WHAT
SHOULD THE INDUSTRY DO ABOUT IT?

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00:08:47,790 --> 00:08:50,947
>> WE HAVE TO BE WE HAVE TO BE
FRONTAL ABOUT. THERE ARE ISSUES

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THAT ARE REAL AND GETTING WORSE.

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LIKE WEALTH ACCUMULATION IS TOTALLY FINE.
EVEN THOUGH I AM ACTUALLY A CARD CARRYING

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PROGRESSIVE, I DON'T THINK CARD
CARRYING PROGRESSIVES HAVE ANYTHING.

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00:09:00,470 --> 00:09:01,857
>> AGAINST A CARD CARRYING PROGRESSIVE.

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00:09:01,940 --> 00:09:05,557
>> I KNOW THE QUESTION IS NOT
WHETHER I'M PROGRESSIVE. IT'S.

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00:09:05,640 --> 00:09:08,297
THE QUESTION IS WHETHER SOME
PROGRESSIVES ARE PROGRESSIVE, I

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00:09:08,380 --> 00:09:11,367
AM PROGRESSIVE, I WANT POOR
PEOPLE TO HAVE BETTER LIFESTYLE,

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00:09:11,450 --> 00:09:14,567
HIGHER STANDARD OF LIVING,
ALL POOR PEOPLE. I GOT IN TROUBLE

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00:09:14,650 --> 00:09:16,677
FOR MENTIONING THAT, YOU KNOW,

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00:09:16,760 --> 00:09:19,177
40, 37% OF OUR GDP, GDP IS

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00:09:19,260 --> 00:09:22,477
FEMALE, 50% OF AMERICANS, 52,

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00:09:22,560 --> 00:09:26,847
ROUGHLY, ARE FEMALE.
THERE'S A DISLOCATION THERE. 67% OF

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00:09:26,930 --> 00:09:30,717
PEOPLE WHO HAVE WHO HAVE GONE
INTO GRADUATE SCHOOL ARE FEMALE.

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THESE PARTS OF THE MARKET ARE
GOING TO BE PUT UNDER MASSIVE

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00:09:34,510 --> 00:09:37,427
PRESSURE. IT DOESN'T HELP
TO PRETEND WE'RE NOT GOING TO HAVE

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THESE PROBLEMS. IN FACT, THE PROGRESSIVE
POSITION IS PROGRESSIVE BECAUSE YOU SPEAK

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00:09:41,580 --> 00:09:45,507
ABOUT PROBLEMS LIKE, OKAY,
SO WE HAVE WE CAN PROTECT OUR

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00:09:45,590 --> 00:09:48,567
WORKFORCE. CAN WE PROTECT
OUR WORKFORCE AND HAVE MIGRATION

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00:09:48,650 --> 00:09:51,407
THE WAY WE USED TO?
CAN WE PROTECT OUR WORKFORCE BY

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00:09:51,490 --> 00:09:54,707
TEACHING PEOPLE THE SAME SKILLS
WE USED TO IN THE PAST? YOU

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00:09:54,790 --> 00:09:56,977
KNOW, WE HAVE A MASSIVE
PROGRAM AT PALANTIR TO HELP

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00:09:57,060 --> 00:09:59,517
NEURODIVERGENCE, NOT BECAUSE
I'M PARTICULARLY A GOOD PERSON

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00:09:59,600 --> 00:10:02,257
ON THAT SCORE. I MEAN,
I AM DYSLEXIC AND SOME PEOPLE THINK

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00:10:02,340 --> 00:10:05,587
I'M NEURODIVERGENT, BUT BECAUSE
THOSE PEOPLE ARE PARTICULARLY

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00:10:05,670 --> 00:10:08,527
VALUABLE FOR OUR ECONOMY
AND WHAT MADE SOMEONE COME TO

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00:10:08,610 --> 00:10:11,027
AMERICA FROM ALL OVER THE WORLD,
THEY WERE NEURODIVERGENT.

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THEY'RE LIKE, IT'S NOT WORKING OUT
FOR ME IN MY CULTURE. I GOT TO COME.

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>> SO THESE. >> BUT IN ANY CASE, YES, BUT

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00:10:17,180 --> 00:10:22,467
BUT THE POINT IS WE HAVE
TO SOMEHOW GET EVERYBODY AROUND

190
00:10:22,550 --> 00:10:25,807
PEOPLE WHO TOTALLY GET,
YOU KNOW, IT'S LIKE WHEN BERNIE

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00:10:25,890 --> 00:10:29,147
SANDERS SAYS, I'M GOING
TO TAKE 50%. OKAY, YOU.

192
00:10:29,230 --> 00:10:30,547
>> THINK THAT'S ACTUALLY GOING TO HAPPEN?

193
00:10:30,630 --> 00:10:34,147
>> I GIVE YOU IF WE KEEP GOING,
BERNIE SANDERS, YOU KNOW HOW

194
00:10:34,230 --> 00:10:36,447
PEOPLE DON'T THINK I'M
PROGRESSIVE IN TWO YEARS?

195
00:10:36,530 --> 00:10:38,887
THEY'RE NOT GOING TO THINK
BERNIE SANDERS IS PROGRESSIVE.

196
00:10:38,970 --> 00:10:42,397
THEY'RE GOING TO BE LIKE BERNIE
SANDERS. YOU ONLY WANT 50%.

197
00:10:42,480 --> 00:10:45,427
WHAT IS THIS, 50%?
>> YOU THINK WE'RE HEADED AS A COUNTRY?

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00:10:45,510 --> 00:10:47,527
>> WE'RE ABSOLUTELY HEADED
IN THAT DIRECTION. AND WE'RE

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00:10:47,610 --> 00:10:50,267
HEADED IN THAT DIRECTION SIMPLY
BECAUSE THE MOST IMPORTANT,

200
00:10:50,350 --> 00:10:54,537
LEAVING THE TECH ASIDE,
WHICH IS ALSO DRIVING IT, THE MOST

201
00:10:54,620 --> 00:10:58,577
IMPORTANT POLITICAL DECISIONS
IN THIS COUNTRY ARE GOING TO BE

202
00:10:58,660 --> 00:11:00,677
DRIVEN BY, DO YOU UNDERSTAND AI?

203
00:11:00,760 --> 00:11:04,717
DO YOU UNDERSTAND WHAT IT'S DOING?
AND AS IMPORTANTLY, DO

204
00:11:04,800 --> 00:11:07,217
YOU ARE WE GOING TO TELL
THE AMERICAN PEOPLE, DON'T BELIEVE

205
00:11:07,300 --> 00:11:12,187
YOUR LYING EYES, LIKE POLITICIANS IN THE
PAST HAVE DONE THIS. IT DOES NOT WORK.

206
00:11:12,270 --> 00:11:17,227
THE AMERICAN PEOPLE ARE REALLY
WONDERING WHAT IS GOING TO

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00:11:17,310 --> 00:11:21,097
HAPPEN TO THEM. AND THE ANSWERS AREN'T
ALL GOOD OR BAD, AND THEN THEY CAN'T.

208
00:11:21,180 --> 00:11:26,297
>> SEE MASS JOB LOSSES. >> IT'S IT'S IT'S
NOT THE JOB LOSS, THE THING THAT IT'S MASS

209
00:11:26,380 --> 00:11:29,507
NEEDING TO RETRAIN AND RETOOL
AND DO THINGS DIFFERENTLY. BY

210
00:11:29,590 --> 00:11:33,377
THE WAY, THIS IS AN INCREDIBLY
IMPORTANT AMERICAN ADVANTAGE AS

211
00:11:33,460 --> 00:11:34,907
I SPEND HALF MY LIFE IN EUROPE.

212
00:11:34,990 --> 00:11:37,917
IF YOU JUST SAID, WHAT ARE
THE ADVANTAGES THEY HAVE? WHAT ARE

213
00:11:38,000 --> 00:11:40,047
THE ADVANTAGES WE HAVE?
THE BIGGEST ADVANTAGE WE HAVE IS

214
00:11:40,130 --> 00:11:43,587
OUR DYNAMISM, OUR ABILITY TO CHANGE,
OUR ABILITY TO REBUILD.

215
00:11:43,670 --> 00:11:46,087
BUT WE'RE GOING TO HAVE TO USE
THAT ADVANTAGE BECAUSE THE JOBS

216
00:11:46,170 --> 00:11:49,127
OF THE PAST ARE GOING TO BE
VERY DIFFERENT THAN THE JOBS OF

217
00:11:49,210 --> 00:11:52,197
THE FUTURE. AND WE'RE ALL GOING
TO HAVE TO CHANGE, AND THAT'S

218
00:11:52,280 --> 00:11:54,197
GOING TO DISPROPORTIONATELY
AFFECT PEOPLE. AND WE NEED AND

219
00:11:54,280 --> 00:11:56,167
THEN WE NEED A COMMON PURPOSE.

220
00:11:56,250 --> 00:11:58,367
WHAT IS OUR COMMON PURPOSE?
AND THAT'S SOMETHING THAT WE'RE

221
00:11:58,450 --> 00:12:01,007
REALLY STRUGGLING WITH.
AND WHEN YOU HAVE THESE STRUGGLES,

222
00:12:01,090 --> 00:12:04,177
PEOPLE GO TO THE FAR RIGHT
AND THE FAR LEFT, AND THEY'RE VERY

223
00:12:04,260 --> 00:12:07,007
CHARISMATIC. WE SHOULD NOT MAKE
THE MISTAKE EUROPE HAS MADE BY

224
00:12:07,090 --> 00:12:10,217
NOT ADDRESSING THESE THINGS.
AND THEN THE ONLY PEOPLE WHO

225
00:12:10,300 --> 00:12:12,787
WIN POLITICALLY ARE PEOPLE
WHO MAY NOT KNOW WHAT THEY'RE

226
00:12:12,870 --> 00:12:15,287
TALKING ABOUT, BUT ARE VERY
CHARISMATIC BECAUSE THEY'RE

227
00:12:15,370 --> 00:12:18,517
ADDRESSING A REAL ISSUE.
AND IN THIS CASE, THE REAL ISSUE IS

228
00:12:18,600 --> 00:12:22,257
AMERICANS ARE AFRAID. AND BY THE WAY, THE
OTHER REAL ISSUE, AND I'LL JUST TALK ABOUT

229
00:12:22,340 --> 00:12:25,157
SOMEBODY I'VE SPENT 20 YEARS
IN ENTERPRISE. WE WORK WITH THE

230
00:12:25,240 --> 00:12:27,897
MOST IMPORTANT GOVERNMENTS.
WE ARE CONTROVERSIAL, QUITE

231
00:12:27,980 --> 00:12:31,897
FRANKLY, BECAUSE WE POWER EVERY
SINGLE WESTERN POWER THAT'S AT

232
00:12:31,980 --> 00:12:35,037
WAR. YEAH. AND BY THE WAY,
WE'RE ALL WE'RE ALL. YOU KNOW

233
00:12:35,120 --> 00:12:37,707
WHY WE'RE ALSO CONTROVERSIAL.
THEY HAVE CAPACITIES THEY

234
00:12:37,790 --> 00:12:40,207
DIDN'T HAVE IN THE PAST.
AND OUR ADVERSARIES HATE THAT.

235
00:12:40,290 --> 00:12:42,347
>> I KNOW YOU CONTINUE TO MAKE THAT POINT.

236
00:12:42,430 --> 00:12:46,347
>> BUT BUT THE COMMERCIAL THING,
THE COMMERCIAL ENTERPRISES ARE

237
00:12:46,430 --> 00:12:49,817
ALSO UNHAPPY. YOU KNOW,
IT'S NOT JUST THE MAN AND WOMAN ON

238
00:12:49,900 --> 00:12:54,187
THE STREET THAT IS UNHAPPY
WITH THE FRONTIER LABS. IT'S IN

239
00:12:54,270 --> 00:12:56,697
PRIVATE. EVERY SINGLE
ENTERPRISE WE DEAL WITH, AND WE

240
00:12:56,780 --> 00:12:57,957
HAVE THIS THING INSIDE PALANTIR.

241
00:12:58,040 --> 00:13:00,497
IT'S SOMEWHAT CONTROVERSIAL,
BUT WE KEEP DEBATING SHOULD WE

242
00:13:00,580 --> 00:13:03,327
PAY PEOPLE TO GO TO LARGE
LANGUAGE MODEL COMPANIES BEFORE

243
00:13:03,410 --> 00:13:06,267
THEY COME TO US? BECAUSE PEOPLE
COME OUT OF THERE SCREAMING,

244
00:13:06,350 --> 00:13:08,967
SAYING, THIS COULD NEVER WORK
FOR ME. THEY DON'T UNDERSTAND

245
00:13:09,050 --> 00:13:12,577
THE ENTERPRISE. THEY DON'T CARE ABOUT
MY ENTERPRISE. THEY WANT A TOKEN MAX.

246
00:13:12,660 --> 00:13:15,347
>> AND SO THIS IS YOU'RE
GETTING TO THE HEART OF IT.

247
00:13:15,430 --> 00:13:17,547
BECAUSE I THINK THE BIGGEST
QUESTION AROUND PALANTIR RIGHT

248
00:13:17,630 --> 00:13:20,317
NOW ON WALL STREET IS WHETHER
THE LARGE LANGUAGE MODELS, THE

249
00:13:20,400 --> 00:13:23,257
ANTHROPIC'S AND THE AI'S,
WHICH ARE ABOUT TO GO PUBLIC, CAN

250
00:13:23,340 --> 00:13:26,217
REPLICATE WHAT YOU'RE DOING.
>> YOU KNOW WHAT? IT'S IT'S A

251
00:13:26,300 --> 00:13:30,597
REAL QUESTION THAT NO ONE
IN ENTERPRISE FACTUALLY IS WORRIED.

252
00:13:30,680 --> 00:13:34,067
LIKE, YOU KNOW, INVESTORS ARE
REALLY INTO SHORT TERM, HAVE NO

253
00:13:34,150 --> 00:13:35,197
IDEA WHAT THEY'RE TALKING ABOUT.

254
00:13:35,280 --> 00:13:38,867
LONG TERM END UP BEING RIGHT.
WE, WE, WE WILL JUST DEBATE

255
00:13:38,950 --> 00:13:42,777
THIS WITH THE FACTS. YOU KNOW,
I, I'VE SPENT ALL MY LIFE, FOR

256
00:13:42,860 --> 00:13:45,607
BETTER OR WORSE, DEALING
WITH THE MOST COMPLICATED, MOST

257
00:13:45,690 --> 00:13:49,917
INTERESTING ENTERPRISES. I'M ON THE GROUND
FLOOR OF THAT, PROBABLY LIKE NO ONE ELSE.

258
00:13:50,000 --> 00:13:52,987
>> AND I DON'T YOU'RE SAYING.
>> I MEAN, MOST OF THEM ARE

259
00:13:53,070 --> 00:13:56,687
CHILL, CHILL, CHILL, RELAXING
OVER THEIR LATTE, READING A

260
00:13:56,770 --> 00:13:58,957
REPORT ABOUT SOMETHING
THAT THEY DON'T UNDERSTAND THE

261
00:13:59,040 --> 00:14:00,687
TECHNICAL CAPACITY ABOUT, YOU KNOW.

262
00:14:00,770 --> 00:14:05,767
>> BUT THEY'RE HIRING THE KIND
OF ENGINEERS. THAT GREAT THAT YOU HAVE.

263
00:14:05,850 --> 00:14:08,027
>> THAT AND THOSE KIND
OF ENGINEERS ARE GREAT ENGINEERS.

264
00:14:08,110 --> 00:14:10,797
AND I'M TELLING YOU,
THEY DON'T TALK TO THE ENTERPRISES OR

265
00:14:10,880 --> 00:14:13,637
DON'T UNDERSTAND THE TECHNICAL
CHALLENGE. AND ALSO, BY THE WAY,

266
00:14:13,720 --> 00:14:17,877
THE ABILITY TO BE A GREAT INVESTOR AND
THE KIND OF WHERE THOSE THAT'S WHERE LARGE

267
00:14:17,960 --> 00:14:21,847
LANGUAGE MODELS ARE MORE USEFUL BECAUSE
IT'S, IT'S PROBABILISTIC AND YOU DON'T

268
00:14:21,930 --> 00:14:25,347
HAVE TO GET BETTER THAN REALLY
51% IF YOU WANT TO MANUFACTURE

269
00:14:25,430 --> 00:14:28,047
A CAR AND YOU NEED A PART,
OR YOU WANT TO SEND A ROCKET TO

270
00:14:28,130 --> 00:14:31,187
THE MOON, OR YOU WANT TO PUT
A MISSILE ON YOUR ADVERSARY'S

271
00:14:31,270 --> 00:14:33,957
HEAD AND BRING HOME AMERICANS
SAFELY, THAT STUFF DOESN'T SHIP.

272
00:14:34,040 --> 00:14:37,227
AND BY THE WAY, AND THERE'S
NOT A SINGLE HIGH END ENTERPRISE

273
00:14:37,310 --> 00:14:40,227
LIKE THAT THAT WOULD
EVER PUT, BY BEFORE YOU

274
00:14:40,310 --> 00:14:44,297
GET TO THE CULTURAL IMPASSE,
LIKE THE THE GO TO SAN

275
00:14:44,380 --> 00:14:47,537
FRANCISCO AND TALK TO THEM.
THEIR BASIC VIBE IS WE DON'T

276
00:14:47,620 --> 00:14:49,777
HAVE TO SOLVE YOUR PROBLEM TODAY,
BECAUSE TOMORROW YOU'RE

277
00:14:49,860 --> 00:14:52,747
GOING TO GO AWAY AND ALL
OF YOUR PROBLEMS ARE GOING TO BE

278
00:14:52,830 --> 00:14:53,977
SOLVED. IT'S LARGELY RELIGIOUS.

279
00:14:54,060 --> 00:14:56,877
AND THEN YOU GET TO WE'RE GOING
TO WE'RE GOING TO REPLICATE

280
00:14:56,960 --> 00:14:59,787
PALANTIR BY DOING A DEPLOY.
I MEAN, IT'S A COMPLETE FARCE.

281
00:14:59,870 --> 00:15:02,617
LIKE THE PEOPLE WHO GO THERE
TO SOLVE THE SIMPLEST, EASIEST

282
00:15:02,700 --> 00:15:06,927
PROBLEMS THAT SELL TOKENS
AND THE PART THEY DON'T UNDERSTAND,

283
00:15:07,010 --> 00:15:09,757
HONESTLY. AND I TOLD THEM THIS,
I PROBABLY SHOULDN'T IS THEY

284
00:15:09,840 --> 00:15:12,957
DON'T UNDERSTAND HOW UNLIKABLE
THEY ARE. SO THE PRODUCT

285
00:15:13,040 --> 00:15:16,397
DOESN'T ACTUALLY WORK THE WAY
IT'S VERY EXPENSIVE. AND YOU

286
00:15:16,480 --> 00:15:19,907
GOT TO OVERCOME THE FACT THAT
YOU MAY NOT REALIZE OUTSIDE OF

287
00:15:19,990 --> 00:15:22,337
LIKE, ACTUALLY, I'M NOT EVEN
SAYING I FIND THEM UNLIKABLE

288
00:15:22,420 --> 00:15:25,677
BECAUSE ACTUALLY SOME OF THE BEST AND MOST
INTERESTING CONVERSATIONS I'VE HAD IN

289
00:15:25,760 --> 00:15:29,277
BUSINESS ARE LIKE HANGING OUT
WITH SOME SAM DARIO OTHERS. I

290
00:15:29,360 --> 00:15:32,617
MEAN, THESE ARE HIGH, YOU KNOW,
LIKE YOU TALK TO DARIO, IT'S A

291
00:15:32,700 --> 00:15:35,647
GREAT TIME. AND HE'S HE DOES.
>> WE WERE TOGETHER AT AIG. I

292
00:15:35,730 --> 00:15:38,757
WAS GOING TO ASK IS ANTHROPIC
ARE THEY ARE THEY FRIEND OR FOE.

293
00:15:38,840 --> 00:15:40,527
ARE THEY COMPETITOR. WELL PARTNER.

294
00:15:40,610 --> 00:15:43,627
>> NO AGAIN THIS WELL, I MEAN,
MOST OF THE THINGS THEY TALK

295
00:15:43,710 --> 00:15:47,997
ABOUT IN PUBLIC ARE RUNNING
ON PALANTIR. SO IT'S LIKE NOW AT

296
00:15:48,080 --> 00:15:52,397
THIS SCALE, WE'RE A NATION STATE.
BASICALLY. THEY ARE LIKE,

297
00:15:52,480 --> 00:15:57,277
WE ARE LIKE, I KNOW,
AND THEY'RE AND HE IS THE, HE IS

298
00:15:57,360 --> 00:16:00,507
THE FRONTIER PERSON OF A,
OF THE LEADING FRONTIER MODEL

299
00:16:00,590 --> 00:16:04,817
COMPANY CURRENTLY. AND HE'S
GONE FROM BEING WAY BEHIND TO

300
00:16:04,900 --> 00:16:08,747
BEING AHEAD. AND HE'S JUST,
HE'S A VERY, VERY IMPORTANT

301
00:16:08,830 --> 00:16:11,517
PERSON. AND I'LL TELL YOU,
HE BELIEVES WHAT HE'S SAYING. I

302
00:16:11,600 --> 00:16:15,727
JUST WOULD SAY THAT HE BELIEVES
ALL PROBLEMS IN THE. I THINK

303
00:16:15,810 --> 00:16:19,597
AND I IMPUTE HIM OR BELIEVES
ALL PROBLEMS OF THE CURRENT

304
00:16:19,680 --> 00:16:23,237
PRESENT AND FUTURE,
THE OUR TRANSITIONARY TO A PERFECT

305
00:16:23,320 --> 00:16:26,507
FUTURE. I BELIEVE THAT WE NEED

306
00:16:26,590 --> 00:16:30,377
HEAVEN ON EARTH, NOT HEAVEN
IN THE NEXT IN 20 YEARS. AND I'M

307
00:16:30,460 --> 00:16:32,677
VERY. WE DISAGREE ON THESE
THINGS, BUT DOESN'T MEAN THAT,

308
00:16:32,760 --> 00:16:35,477
YOU KNOW, IT'S LIKE WE DON'T
AGREE ON OTHER THINGS. IT'S

309
00:16:35,560 --> 00:16:38,247
LIKE, YOU KNOW, THEY AGREE
ON CERTAIN NATIONAL SECURITY. WE

310
00:16:38,330 --> 00:16:41,547
DISAGREE. IT'S NOT IT'S NOT
AS SIMPLE AS AGREE, DISAGREE, BAD,

311
00:16:41,630 --> 00:16:43,987
GOOD. THESE ARE SOME OF THE MORE
INTERESTING AND IMPORTANT

312
00:16:44,070 --> 00:16:48,087
PEOPLE IN THE WORLD.
I, I AM BETTING HEAVILY AND MY

313
00:16:48,170 --> 00:16:52,027
CUSTOMERS PRETTY MUCH ARE
ON MY SIDE THAT, YOU KNOW, IT IS NOT

314
00:16:52,110 --> 00:16:55,227
THAT LARGE LANGUAGE MODELS
AREN'T CRUCIAL FOR THE WORLD.

315
00:16:55,310 --> 00:16:58,867
IT'S JUST THE IMPLEMENTATION
IS WHERE THE VALUE IS CERTAINLY IN

316
00:16:58,950 --> 00:17:02,067
THE NEXT SEVEN YEARS.
AND IF YOU WANT TO ASK ME WHAT'S GOING

317
00:17:02,150 --> 00:17:05,807
TO HAPPEN IN TEN YEARS, I DON'T KNOW.
BUT YOU KNOW, THE RISK OF

318
00:17:05,890 --> 00:17:08,607
A PATHOGEN DESTROYING US
IS PROBABLY AS HIGH AS.

319
00:17:08,690 --> 00:17:12,277
>> IS THAT WHY YOU GUYS ARE WORKING
SO MUCH ON HEALTH CARE RIGHT NOW?

320
00:17:12,360 --> 00:17:15,847
>> WELL, YOU KNOW, THE THING IS,
THESE LOW PROBABILITY EVENTS

321
00:17:15,930 --> 00:17:20,027
THAT SHAPE THE WORLD ARE OFTEN
UNDERESTIMATED. AND THEY ARE

322
00:17:20,110 --> 00:17:21,887
AGAIN, THESE ARE NOT LIKE THESE.

323
00:17:21,970 --> 00:17:25,427
THESE ARE EVENTS THAT REQUIRE
SOFTWARE INFRASTRUCTURE

324
00:17:25,510 --> 00:17:28,367
IMPLEMENTATION, ONTOLOGY,
AND LARGE LANGUAGE MODELS. AS AN

325
00:17:28,450 --> 00:17:33,437
EXAMPLE, IF YOU HAVE A A DEADLY
PATHOGEN COME INTO THIS COUNTRY,

326
00:17:33,520 --> 00:17:35,137
THE SIGNS OF THIS ARE GOING TO

327
00:17:35,220 --> 00:17:36,977
BE VERY SIMILAR TO THE SIGNS OF

328
00:17:37,060 --> 00:17:40,607
FINDING A A SOMEBODY MOVED A

329
00:17:40,690 --> 00:17:44,117
TRUCK BY TWO CENTIMETERS
AND THAT MEANS THEY'RE GOING TO

330
00:17:44,200 --> 00:17:46,047
ATTACK IS IT IS ONLY POSSIBLE.

331
00:17:46,130 --> 00:17:48,917
AND THEN THE SECURITY AROUND IT,
WHICH PEOPLE OFTEN

332
00:17:49,000 --> 00:17:51,817
UNDERESTIMATE THAT WE DO,
WHICH IS THE BEDROCK OF THE REASON

333
00:17:51,900 --> 00:17:53,287
WHY PALANTIR IS INDISPENSABLE.

334
00:17:53,370 --> 00:17:56,497
IT'S LIKE YOU CAN'T JUST USE
DATA SETS IN THIS ENVIRONMENT.

335
00:17:56,580 --> 00:17:59,397
EACH SINGLE DATA SET YOU CAN
THINK OF AS EACH SINGLE MICRO

336
00:17:59,480 --> 00:18:03,167
PART OF THE DATA SET HAS TO BE
ITS OWN SOVEREIGN DATA SET. SO

337
00:18:03,250 --> 00:18:06,337
THIS WHOLE MOVE YOU GET OF WHAT
PART OF THE DATA IS SOVEREIGN

338
00:18:06,420 --> 00:18:09,367
YOU CAN THINK OF IT.
WE DO THAT AT THE MILLIMETER LEVEL, LIKE

339
00:18:09,450 --> 00:18:12,777
WHICH PART OF THE ATTRIBUTE
IS SOVEREIGN TO THE PERSON? WHAT

340
00:18:12,860 --> 00:18:15,477
CAN BE SHARED? WHAT CAN BE
IMPUTED, WHAT CAN'T BE IMPUTED,

341
00:18:15,560 --> 00:18:18,677
WHAT CAN'T BE GENERALIZED AND SHARED,
WHAT HAS TO BE SHARED,

342
00:18:18,760 --> 00:18:22,757
WHICH EXPERTS CAN SEE WHAT'S
UNDER WHAT CONDITIONS IS THE

343
00:18:22,840 --> 00:18:24,657
MEASUREMENT ACCURATE?
HOW LONG IS THE MEASUREMENT ACCURATE?

344
00:18:24,740 --> 00:18:28,557
UNDER WHAT CONDITIONS IS IT ACCURATE?
WHO DOES THE IMPLEMENTATION? DO THEY HAVE

345
00:18:28,640 --> 00:18:30,357
THE CLEARANCE? WHAT ALL THESE THINGS.

346
00:18:30,440 --> 00:18:33,767
>> THAT'S WHAT YOU'RE. >> WORKING ON THAT
ALL THOSE THINGS HAVE TO BE MODELED AND

347
00:18:33,850 --> 00:18:36,697
DONE IN A PLATFORM THAT'S BEEN
DOING THIS. BY THE WAY, THE

348
00:18:36,780 --> 00:18:39,597
CYBER THREAT, LIKE YOU CAN'T
JUST RUN LARGE LANGUAGE MODELS.

349
00:18:39,680 --> 00:18:42,637
YOU ACTUALLY HOW DO YOU PATCH
WHAT YOU FIND? HOW DO YOU PATCH

350
00:18:42,720 --> 00:18:45,707
WHAT YOU FIND AT SCALE?
HOW DO YOU IS THE SOFTWARE YOU.

351
00:18:45,790 --> 00:18:47,677
>> RUN CROWDSTRIKE IN PALO ALTO ARE.

352
00:18:47,760 --> 00:18:50,717
>> SAYING, HOW DO YOU.
AND IF YOU COULD DO ALL THAT, HOW DO

353
00:18:50,800 --> 00:18:53,687
YOU HAVE THE ACCREDITATION
TO WORK ON A SECURE NETWORK IF

354
00:18:53,770 --> 00:18:57,657
IT'S NEVER BEEN, IF YOU'VE NEVER ACTUALLY
DONE THAT BEFORE, YOU HAVE NO IDEA WHAT'S

355
00:18:57,740 --> 00:18:59,587
INVOLVED AND YOU NEED
THE ACCREDITATION TO DO IT.

356
00:18:59,670 --> 00:19:03,357
>> SO, SO THEY'RE NOT A CURE ALL.
FINALLY, ALEX, I DID WANT

357
00:19:03,440 --> 00:19:05,757
TO ASK YOU ABOUT SPACE BECAUSE
IT'S GOING PUBLIC THIS WEEK AS

358
00:19:05,840 --> 00:19:09,737
WELL. AND I KNOW YOU'VE PARTNERED WITH
THEM ON, ON PROPOSALS LIKE THE GOLDEN DOME

359
00:19:09,820 --> 00:19:12,467
MISSILE PROTECTION, AND YOU
ARE WORKING ON AI OPERATING, I

360
00:19:12,550 --> 00:19:13,707
THINK, AS IT RELATES TO SPACE.

361
00:19:13,790 --> 00:19:16,337
SO I'M JUST CURIOUS
HOW YOU VIEW THAT AREA.

362
00:19:16,420 --> 00:19:18,937
>> I VERY OPTIMISTIC FOR THE FUTURE.
I ROOT FOR EVERY

363
00:19:19,020 --> 00:19:23,977
ENTREPRENEUR. I'M ROOTING FOR ELON.
AND WE PARTNER IN SOME

364
00:19:24,060 --> 00:19:27,517
AREAS AND PROBABLY DON'T
COMPETE IN OTHERS. BUT IT'S

365
00:19:27,600 --> 00:19:31,857
LOOK, WHEN A, WHEN, WHEN,
WHEN A MASSIVE IPO FIRST OF ALL, YOU

366
00:19:31,940 --> 00:19:36,027
KNOW, WE'RE SO BLESSED IN THIS
COUNTRY, LIKE, OKAY, SO I MEAN,

367
00:19:36,110 --> 00:19:37,357
I SPENT HALF MY LIFE IN GERMANY.

368
00:19:37,440 --> 00:19:41,397
IF THERE WAS AN IPOGPO
OR ANYTHING AT LIKE THE $120

369
00:19:41,480 --> 00:19:44,867
BILLION RANGE, THE WHOLE
COUNTRY WOULD BE JUMPING UP AND

370
00:19:44,950 --> 00:19:49,207
DOWN HERE WE HAVE A COUNTRY
WHERE IT'S LIKE APPEARS TO BE

371
00:19:49,290 --> 00:19:53,137
THE ONE OF THE LARGEST,
IF NOT THE LARGEST IPO EVER. IT'S

372
00:19:53,220 --> 00:19:56,077
SUPER COOL TECHNOLOGY, THINGS
THAT NO ONE ELSE HAVE DONE. AND

373
00:19:56,160 --> 00:19:59,277
LIKE I THINK, I THINK MOST
AMERICANS, AND CERTAINLY I HOPE

374
00:19:59,360 --> 00:20:02,117
ALL ENTREPRENEURS ARE ROOTING FOR SUCCESS.

375
00:20:02,200 --> 00:20:06,157
>> AND SPACEX BULLISH. ARE YOU BULLISH
ON SPACEX? ARE YOU GUYS DOING STUFF THERE.

376
00:20:06,240 --> 00:20:08,527
>> WELL AGAIN IT'S VERY SIMILAR
TO THESE OTHER DEBATES YOU

377
00:20:08,610 --> 00:20:12,527
PEOPLE UNDERESTIMATE. IT'S LIKE BULLISH ON
SPACEX. IF THE PERSON DOING IT KNOWS WHAT

378
00:20:12,610 --> 00:20:17,197
THEY'RE DOING. BULLISH ON ELON IN SPACE.
YES. BULLISH ON SPACEX. NO IDEA.

379
00:20:17,280 --> 00:20:20,067
>> OKAY. ALEX KARP THANK YOU
VERY MUCH. THANK YOU. ALWAYS

380
00:20:20,150 --> 00:20:23,237
GOOD TO TALK TO YOU.
YEAH YOU'RE IN GREAT DEMAND. THANK YOU.

381
00:20:23,320 --> 00:20:25,807
>> GREAT DEMAND ALEX. GREAT DEMAND.

382
00:20:25,890 --> 00:20:31,247
>> GLAD I GOT. >> ON HERE. >> BYE BYE.
PALANTIR REALLY DEFENDING THE COMPANY CARL

383
00:20:31,330 --> 00:20:34,080
AGAINST I THINK SOME OF THE
NARRATIVES THAT WE TALK ABO