WEBVTT

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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?

00:08:47.790 --> 00:08:50.947
>> WE HAVE TO BE WE HAVE TO BE
FRONTAL ABOUT. THERE ARE ISSUES

00:08:51.030 --> 00:08:52.787
THAT ARE REAL AND GETTING WORSE.

00:08:52.870 --> 00:08:57.617
LIKE WEALTH ACCUMULATION IS TOTALLY FINE.
EVEN THOUGH I AM ACTUALLY A CARD CARRYING

00:08:57.700 --> 00:09:00.387
PROGRESSIVE, I DON'T THINK CARD
CARRYING PROGRESSIVES HAVE ANYTHING.

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>> AGAINST A CARD CARRYING PROGRESSIVE.

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>> I KNOW THE QUESTION IS NOT
WHETHER I'M PROGRESSIVE. IT'S.

00:09:05.640 --> 00:09:08.297
THE QUESTION IS WHETHER SOME
PROGRESSIVES ARE PROGRESSIVE, I

00:09:08.380 --> 00:09:11.367
AM PROGRESSIVE, I WANT POOR
PEOPLE TO HAVE BETTER LIFESTYLE,

00:09:11.450 --> 00:09:14.567
HIGHER STANDARD OF LIVING,
ALL POOR PEOPLE. I GOT IN TROUBLE

00:09:14.650 --> 00:09:16.677
FOR MENTIONING THAT, YOU KNOW,

00:09:16.760 --> 00:09:19.177
40, 37% OF OUR GDP, GDP IS

00:09:19.260 --> 00:09:22.477
FEMALE, 50% OF AMERICANS, 52,

00:09:22.560 --> 00:09:26.847
ROUGHLY, ARE FEMALE.
THERE'S A DISLOCATION THERE. 67% OF

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

00:09:34.510 --> 00:09:37.427
PRESSURE. IT DOESN'T HELP
TO PRETEND WE'RE NOT GOING TO HAVE

00:09:37.510 --> 00:09:41.497
THESE PROBLEMS. IN FACT, THE PROGRESSIVE
POSITION IS PROGRESSIVE BECAUSE YOU SPEAK

00:09:41.580 --> 00:09:45.507
ABOUT PROBLEMS LIKE, OKAY,
SO WE HAVE WE CAN PROTECT OUR

00:09:45.590 --> 00:09:48.567
WORKFORCE. CAN WE PROTECT
OUR WORKFORCE AND HAVE MIGRATION

00:09:48.650 --> 00:09:51.407
THE WAY WE USED TO?
CAN WE PROTECT OUR WORKFORCE BY

00:09:51.490 --> 00:09:54.707
TEACHING PEOPLE THE SAME SKILLS
WE USED TO IN THE PAST? YOU

00:09:54.790 --> 00:09:56.977
KNOW, WE HAVE A MASSIVE
PROGRAM AT PALANTIR TO HELP

00:09:57.060 --> 00:09:59.517
NEURODIVERGENCE, NOT BECAUSE
I'M PARTICULARLY A GOOD PERSON

00:09:59.600 --> 00:10:02.257
ON THAT SCORE. I MEAN,
I AM DYSLEXIC AND SOME PEOPLE THINK

00:10:02.340 --> 00:10:05.587
I'M NEURODIVERGENT, BUT BECAUSE
THOSE PEOPLE ARE PARTICULARLY

00:10:05.670 --> 00:10:08.527
VALUABLE FOR OUR ECONOMY
AND WHAT MADE SOMEONE COME TO

00:10:08.610 --> 00:10:11.027
AMERICA FROM ALL OVER THE WORLD,
THEY WERE NEURODIVERGENT.

00:10:11.110 --> 00:10:14.667
THEY'RE LIKE, IT'S NOT WORKING OUT
FOR ME IN MY CULTURE. I GOT TO COME.

00:10:14.750 --> 00:10:17.097
>> SO THESE. >> BUT IN ANY CASE, YES, BUT

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BUT THE POINT IS WE HAVE
TO SOMEHOW GET EVERYBODY AROUND

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PEOPLE WHO TOTALLY GET,
YOU KNOW, IT'S LIKE WHEN BERNIE

00:10:25.890 --> 00:10:29.147
SANDERS SAYS, I'M GOING
TO TAKE 50%. OKAY, YOU.

00:10:29.230 --> 00:10:30.547
>> THINK THAT'S ACTUALLY GOING TO HAPPEN?

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>> I GIVE YOU IF WE KEEP GOING,
BERNIE SANDERS, YOU KNOW HOW

00:10:34.230 --> 00:10:36.447
PEOPLE DON'T THINK I'M
PROGRESSIVE IN TWO YEARS?

00:10:36.530 --> 00:10:38.887
THEY'RE NOT GOING TO THINK
BERNIE SANDERS IS PROGRESSIVE.

00:10:38.970 --> 00:10:42.397
THEY'RE GOING TO BE LIKE BERNIE
SANDERS. YOU ONLY WANT 50%.

00:10:42.480 --> 00:10:45.427
WHAT IS THIS, 50%?
>> YOU THINK WE'RE HEADED AS A COUNTRY?

00:10:45.510 --> 00:10:47.527
>> WE'RE ABSOLUTELY HEADED
IN THAT DIRECTION. AND WE'RE

00:10:47.610 --> 00:10:50.267
HEADED IN THAT DIRECTION SIMPLY
BECAUSE THE MOST IMPORTANT,

00:10:50.350 --> 00:10:54.537
LEAVING THE TECH ASIDE,
WHICH IS ALSO DRIVING IT, THE MOST

00:10:54.620 --> 00:10:58.577
IMPORTANT POLITICAL DECISIONS
IN THIS COUNTRY ARE GOING TO BE

00:10:58.660 --> 00:11:00.677
DRIVEN BY, DO YOU UNDERSTAND AI?

00:11:00.760 --> 00:11:04.717
DO YOU UNDERSTAND WHAT IT'S DOING?
AND AS IMPORTANTLY, DO

00:11:04.800 --> 00:11:07.217
YOU ARE WE GOING TO TELL
THE AMERICAN PEOPLE, DON'T BELIEVE

00:11:07.300 --> 00:11:12.187
YOUR LYING EYES, LIKE POLITICIANS IN THE
PAST HAVE DONE THIS. IT DOES NOT WORK.

00:11:12.270 --> 00:11:17.227
THE AMERICAN PEOPLE ARE REALLY
WONDERING WHAT IS GOING TO

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.

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

00:11:26.380 --> 00:11:29.507
NEEDING TO RETRAIN AND RETOOL
AND DO THINGS DIFFERENTLY. BY

00:11:29.590 --> 00:11:33.377
THE WAY, THIS IS AN INCREDIBLY
IMPORTANT AMERICAN ADVANTAGE AS

00:11:33.460 --> 00:11:34.907
I SPEND HALF MY LIFE IN EUROPE.

00:11:34.990 --> 00:11:37.917
IF YOU JUST SAID, WHAT ARE
THE ADVANTAGES THEY HAVE? WHAT ARE

00:11:38.000 --> 00:11:40.047
THE ADVANTAGES WE HAVE?
THE BIGGEST ADVANTAGE WE HAVE IS

00:11:40.130 --> 00:11:43.587
OUR DYNAMISM, OUR ABILITY TO CHANGE,
OUR ABILITY TO REBUILD.

00:11:43.670 --> 00:11:46.087
BUT WE'RE GOING TO HAVE TO USE
THAT ADVANTAGE BECAUSE THE JOBS

00:11:46.170 --> 00:11:49.127
OF THE PAST ARE GOING TO BE
VERY DIFFERENT THAN THE JOBS OF

00:11:49.210 --> 00:11:52.197
THE FUTURE. AND WE'RE ALL GOING
TO HAVE TO CHANGE, AND THAT'S

00:11:52.280 --> 00:11:54.197
GOING TO DISPROPORTIONATELY
AFFECT PEOPLE. AND WE NEED AND

00:11:54.280 --> 00:11:56.167
THEN WE NEED A COMMON PURPOSE.

00:11:56.250 --> 00:11:58.367
WHAT IS OUR COMMON PURPOSE?
AND THAT'S SOMETHING THAT WE'RE

00:11:58.450 --> 00:12:01.007
REALLY STRUGGLING WITH.
AND WHEN YOU HAVE THESE STRUGGLES,

00:12:01.090 --> 00:12:04.177
PEOPLE GO TO THE FAR RIGHT
AND THE FAR LEFT, AND THEY'RE VERY

00:12:04.260 --> 00:12:07.007
CHARISMATIC. WE SHOULD NOT MAKE
THE MISTAKE EUROPE HAS MADE BY

00:12:07.090 --> 00:12:10.217
NOT ADDRESSING THESE THINGS.
AND THEN THE ONLY PEOPLE WHO

00:12:10.300 --> 00:12:12.787
WIN POLITICALLY ARE PEOPLE
WHO MAY NOT KNOW WHAT THEY'RE

00:12:12.870 --> 00:12:15.287
TALKING ABOUT, BUT ARE VERY
CHARISMATIC BECAUSE THEY'RE

00:12:15.370 --> 00:12:18.517
ADDRESSING A REAL ISSUE.
AND IN THIS CASE, THE REAL ISSUE IS

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

00:12:22.340 --> 00:12:25.157
SOMEBODY I'VE SPENT 20 YEARS
IN ENTERPRISE. WE WORK WITH THE

00:12:25.240 --> 00:12:27.897
MOST IMPORTANT GOVERNMENTS.
WE ARE CONTROVERSIAL, QUITE

00:12:27.980 --> 00:12:31.897
FRANKLY, BECAUSE WE POWER EVERY
SINGLE WESTERN POWER THAT'S AT

00:12:31.980 --> 00:12:35.037
WAR. YEAH. AND BY THE WAY,
WE'RE ALL WE'RE ALL. YOU KNOW

00:12:35.120 --> 00:12:37.707
WHY WE'RE ALSO CONTROVERSIAL.
THEY HAVE CAPACITIES THEY

00:12:37.790 --> 00:12:40.207
DIDN'T HAVE IN THE PAST.
AND OUR ADVERSARIES HATE THAT.

00:12:40.290 --> 00:12:42.347
>> I KNOW YOU CONTINUE TO MAKE THAT POINT.

00:12:42.430 --> 00:12:46.347
>> BUT BUT THE COMMERCIAL THING,
THE COMMERCIAL ENTERPRISES ARE

00:12:46.430 --> 00:12:49.817
ALSO UNHAPPY. YOU KNOW,
IT'S NOT JUST THE MAN AND WOMAN ON

00:12:49.900 --> 00:12:54.187
THE STREET THAT IS UNHAPPY
WITH THE FRONTIER LABS. IT'S IN

00:12:54.270 --> 00:12:56.697
PRIVATE. EVERY SINGLE
ENTERPRISE WE DEAL WITH, AND WE

00:12:56.780 --> 00:12:57.957
HAVE THIS THING INSIDE PALANTIR.

00:12:58.040 --> 00:13:00.497
IT'S SOMEWHAT CONTROVERSIAL,
BUT WE KEEP DEBATING SHOULD WE

00:13:00.580 --> 00:13:03.327
PAY PEOPLE TO GO TO LARGE
LANGUAGE MODEL COMPANIES BEFORE

00:13:03.410 --> 00:13:06.267
THEY COME TO US? BECAUSE PEOPLE
COME OUT OF THERE SCREAMING,

00:13:06.350 --> 00:13:08.967
SAYING, THIS COULD NEVER WORK
FOR ME. THEY DON'T UNDERSTAND

00:13:09.050 --> 00:13:12.577
THE ENTERPRISE. THEY DON'T CARE ABOUT
MY ENTERPRISE. THEY WANT A TOKEN MAX.

00:13:12.660 --> 00:13:15.347
>> AND SO THIS IS YOU'RE
GETTING TO THE HEART OF IT.

00:13:15.430 --> 00:13:17.547
BECAUSE I THINK THE BIGGEST
QUESTION AROUND PALANTIR RIGHT

00:13:17.630 --> 00:13:20.317
NOW ON WALL STREET IS WHETHER
THE LARGE LANGUAGE MODELS, THE

00:13:20.400 --> 00:13:23.257
ANTHROPIC'S AND THE AI'S,
WHICH ARE ABOUT TO GO PUBLIC, CAN

00:13:23.340 --> 00:13:26.217
REPLICATE WHAT YOU'RE DOING.
>> YOU KNOW WHAT? IT'S IT'S A

00:13:26.300 --> 00:13:30.597
REAL QUESTION THAT NO ONE
IN ENTERPRISE FACTUALLY IS WORRIED.

00:13:30.680 --> 00:13:34.067
LIKE, YOU KNOW, INVESTORS ARE
REALLY INTO SHORT TERM, HAVE NO

00:13:34.150 --> 00:13:35.197
IDEA WHAT THEY'RE TALKING ABOUT.

00:13:35.280 --> 00:13:38.867
LONG TERM END UP BEING RIGHT.
WE, WE, WE WILL JUST DEBATE

00:13:38.950 --> 00:13:42.777
THIS WITH THE FACTS. YOU KNOW,
I, I'VE SPENT ALL MY LIFE, FOR

00:13:42.860 --> 00:13:45.607
BETTER OR WORSE, DEALING
WITH THE MOST COMPLICATED, MOST

00:13:45.690 --> 00:13:49.917
INTERESTING ENTERPRISES. I'M ON THE GROUND
FLOOR OF THAT, PROBABLY LIKE NO ONE ELSE.

00:13:50.000 --> 00:13:52.987
>> AND I DON'T YOU'RE SAYING.
>> I MEAN, MOST OF THEM ARE

00:13:53.070 --> 00:13:56.687
CHILL, CHILL, CHILL, RELAXING
OVER THEIR LATTE, READING A

00:13:56.770 --> 00:13:58.957
REPORT ABOUT SOMETHING
THAT THEY DON'T UNDERSTAND THE

00:13:59.040 --> 00:14:00.687
TECHNICAL CAPACITY ABOUT, YOU KNOW.

00:14:00.770 --> 00:14:05.767
>> BUT THEY'RE HIRING THE KIND
OF ENGINEERS. THAT GREAT THAT YOU HAVE.

00:14:05.850 --> 00:14:08.027
>> THAT AND THOSE KIND
OF ENGINEERS ARE GREAT ENGINEERS.

00:14:08.110 --> 00:14:10.797
AND I'M TELLING YOU,
THEY DON'T TALK TO THE ENTERPRISES OR

00:14:10.880 --> 00:14:13.637
DON'T UNDERSTAND THE TECHNICAL
CHALLENGE. AND ALSO, BY THE WAY,

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

00:14:17.960 --> 00:14:21.847
LANGUAGE MODELS ARE MORE USEFUL BECAUSE
IT'S, IT'S PROBABILISTIC AND YOU DON'T

00:14:21.930 --> 00:14:25.347
HAVE TO GET BETTER THAN REALLY
51% IF YOU WANT TO MANUFACTURE

00:14:25.430 --> 00:14:28.047
A CAR AND YOU NEED A PART,
OR YOU WANT TO SEND A ROCKET TO

00:14:28.130 --> 00:14:31.187
THE MOON, OR YOU WANT TO PUT
A MISSILE ON YOUR ADVERSARY'S

00:14:31.270 --> 00:14:33.957
HEAD AND BRING HOME AMERICANS
SAFELY, THAT STUFF DOESN'T SHIP.

00:14:34.040 --> 00:14:37.227
AND BY THE WAY, AND THERE'S
NOT A SINGLE HIGH END ENTERPRISE

00:14:37.310 --> 00:14:40.227
LIKE THAT THAT WOULD
EVER PUT, BY BEFORE YOU

00:14:40.310 --> 00:14:44.297
GET TO THE CULTURAL IMPASSE,
LIKE THE THE GO TO SAN

00:14:44.380 --> 00:14:47.537
FRANCISCO AND TALK TO THEM.
THEIR BASIC VIBE IS WE DON'T

00:14:47.620 --> 00:14:49.777
HAVE TO SOLVE YOUR PROBLEM TODAY,
BECAUSE TOMORROW YOU'RE

00:14:49.860 --> 00:14:52.747
GOING TO GO AWAY AND ALL
OF YOUR PROBLEMS ARE GOING TO BE

00:14:52.830 --> 00:14:53.977
SOLVED. IT'S LARGELY RELIGIOUS.

00:14:54.060 --> 00:14:56.877
AND THEN YOU GET TO WE'RE GOING
TO WE'RE GOING TO REPLICATE

00:14:56.960 --> 00:14:59.787
PALANTIR BY DOING A DEPLOY.
I MEAN, IT'S A COMPLETE FARCE.

00:14:59.870 --> 00:15:02.617
LIKE THE PEOPLE WHO GO THERE
TO SOLVE THE SIMPLEST, EASIEST

00:15:02.700 --> 00:15:06.927
PROBLEMS THAT SELL TOKENS
AND THE PART THEY DON'T UNDERSTAND,

00:15:07.010 --> 00:15:09.757
HONESTLY. AND I TOLD THEM THIS,
I PROBABLY SHOULDN'T IS THEY

00:15:09.840 --> 00:15:12.957
DON'T UNDERSTAND HOW UNLIKABLE
THEY ARE. SO THE PRODUCT

00:15:13.040 --> 00:15:16.397
DOESN'T ACTUALLY WORK THE WAY
IT'S VERY EXPENSIVE. AND YOU

00:15:16.480 --> 00:15:19.907
GOT TO OVERCOME THE FACT THAT
YOU MAY NOT REALIZE OUTSIDE OF

00:15:19.990 --> 00:15:22.337
LIKE, ACTUALLY, I'M NOT EVEN
SAYING I FIND THEM UNLIKABLE

00:15:22.420 --> 00:15:25.677
BECAUSE ACTUALLY SOME OF THE BEST AND MOST
INTERESTING CONVERSATIONS I'VE HAD IN

00:15:25.760 --> 00:15:29.277
BUSINESS ARE LIKE HANGING OUT
WITH SOME SAM DARIO OTHERS. I

00:15:29.360 --> 00:15:32.617
MEAN, THESE ARE HIGH, YOU KNOW,
LIKE YOU TALK TO DARIO, IT'S A

00:15:32.700 --> 00:15:35.647
GREAT TIME. AND HE'S HE DOES.
>> WE WERE TOGETHER AT AIG. I

00:15:35.730 --> 00:15:38.757
WAS GOING TO ASK IS ANTHROPIC
ARE THEY ARE THEY FRIEND OR FOE.

00:15:38.840 --> 00:15:40.527
ARE THEY COMPETITOR. WELL PARTNER.

00:15:40.610 --> 00:15:43.627
>> NO AGAIN THIS WELL, I MEAN,
MOST OF THE THINGS THEY TALK

00:15:43.710 --> 00:15:47.997
ABOUT IN PUBLIC ARE RUNNING
ON PALANTIR. SO IT'S LIKE NOW AT

00:15:48.080 --> 00:15:52.397
THIS SCALE, WE'RE A NATION STATE.
BASICALLY. THEY ARE LIKE,

00:15:52.480 --> 00:15:57.277
WE ARE LIKE, I KNOW,
AND THEY'RE AND HE IS THE, HE IS

00:15:57.360 --> 00:16:00.507
THE FRONTIER PERSON OF A,
OF THE LEADING FRONTIER MODEL

00:16:00.590 --> 00:16:04.817
COMPANY CURRENTLY. AND HE'S
GONE FROM BEING WAY BEHIND TO

00:16:04.900 --> 00:16:08.747
BEING AHEAD. AND HE'S JUST,
HE'S A VERY, VERY IMPORTANT

00:16:08.830 --> 00:16:11.517
PERSON. AND I'LL TELL YOU,
HE BELIEVES WHAT HE'S SAYING. I

00:16:11.600 --> 00:16:15.727
JUST WOULD SAY THAT HE BELIEVES
ALL PROBLEMS IN THE. I THINK

00:16:15.810 --> 00:16:19.597
AND I IMPUTE HIM OR BELIEVES
ALL PROBLEMS OF THE CURRENT

00:16:19.680 --> 00:16:23.237
PRESENT AND FUTURE,
THE OUR TRANSITIONARY TO A PERFECT

00:16:23.320 --> 00:16:26.507
FUTURE. I BELIEVE THAT WE NEED

00:16:26.590 --> 00:16:30.377
HEAVEN ON EARTH, NOT HEAVEN
IN THE NEXT IN 20 YEARS. AND I'M

00:16:30.460 --> 00:16:32.677
VERY. WE DISAGREE ON THESE
THINGS, BUT DOESN'T MEAN THAT,

00:16:32.760 --> 00:16:35.477
YOU KNOW, IT'S LIKE WE DON'T
AGREE ON OTHER THINGS. IT'S

00:16:35.560 --> 00:16:38.247
LIKE, YOU KNOW, THEY AGREE
ON CERTAIN NATIONAL SECURITY. WE

00:16:38.330 --> 00:16:41.547
DISAGREE. IT'S NOT IT'S NOT
AS SIMPLE AS AGREE, DISAGREE, BAD,

00:16:41.630 --> 00:16:43.987
GOOD. THESE ARE SOME OF THE MORE
INTERESTING AND IMPORTANT

00:16:44.070 --> 00:16:48.087
PEOPLE IN THE WORLD.
I, I AM BETTING HEAVILY AND MY

00:16:48.170 --> 00:16:52.027
CUSTOMERS PRETTY MUCH ARE
ON MY SIDE THAT, YOU KNOW, IT IS NOT

00:16:52.110 --> 00:16:55.227
THAT LARGE LANGUAGE MODELS
AREN'T CRUCIAL FOR THE WORLD.

00:16:55.310 --> 00:16:58.867
IT'S JUST THE IMPLEMENTATION
IS WHERE THE VALUE IS CERTAINLY IN

00:16:58.950 --> 00:17:02.067
THE NEXT SEVEN YEARS.
AND IF YOU WANT TO ASK ME WHAT'S GOING

00:17:02.150 --> 00:17:05.807
TO HAPPEN IN TEN YEARS, I DON'T KNOW.
BUT YOU KNOW, THE RISK OF

00:17:05.890 --> 00:17:08.607
A PATHOGEN DESTROYING US
IS PROBABLY AS HIGH AS.

00:17:08.690 --> 00:17:12.277
>> IS THAT WHY YOU GUYS ARE WORKING
SO MUCH ON HEALTH CARE RIGHT NOW?

00:17:12.360 --> 00:17:15.847
>> WELL, YOU KNOW, THE THING IS,
THESE LOW PROBABILITY EVENTS

00:17:15.930 --> 00:17:20.027
THAT SHAPE THE WORLD ARE OFTEN
UNDERESTIMATED. AND THEY ARE

00:17:20.110 --> 00:17:21.887
AGAIN, THESE ARE NOT LIKE THESE.

00:17:21.970 --> 00:17:25.427
THESE ARE EVENTS THAT REQUIRE
SOFTWARE INFRASTRUCTURE

00:17:25.510 --> 00:17:28.367
IMPLEMENTATION, ONTOLOGY,
AND LARGE LANGUAGE MODELS. AS AN

00:17:28.450 --> 00:17:33.437
EXAMPLE, IF YOU HAVE A A DEADLY
PATHOGEN COME INTO THIS COUNTRY,

00:17:33.520 --> 00:17:35.137
THE SIGNS OF THIS ARE GOING TO

00:17:35.220 --> 00:17:36.977
BE VERY SIMILAR TO THE SIGNS OF

00:17:37.060 --> 00:17:40.607
FINDING A A SOMEBODY MOVED A

00:17:40.690 --> 00:17:44.117
TRUCK BY TWO CENTIMETERS
AND THAT MEANS THEY'RE GOING TO

00:17:44.200 --> 00:17:46.047
ATTACK IS IT IS ONLY POSSIBLE.

00:17:46.130 --> 00:17:48.917
AND THEN THE SECURITY AROUND IT,
WHICH PEOPLE OFTEN

00:17:49.000 --> 00:17:51.817
UNDERESTIMATE THAT WE DO,
WHICH IS THE BEDROCK OF THE REASON

00:17:51.900 --> 00:17:53.287
WHY PALANTIR IS INDISPENSABLE.

00:17:53.370 --> 00:17:56.497
IT'S LIKE YOU CAN'T JUST USE
DATA SETS IN THIS ENVIRONMENT.

00:17:56.580 --> 00:17:59.397
EACH SINGLE DATA SET YOU CAN
THINK OF AS EACH SINGLE MICRO

00:17:59.480 --> 00:18:03.167
PART OF THE DATA SET HAS TO BE
ITS OWN SOVEREIGN DATA SET. SO

00:18:03.250 --> 00:18:06.337
THIS WHOLE MOVE YOU GET OF WHAT
PART OF THE DATA IS SOVEREIGN

00:18:06.420 --> 00:18:09.367
YOU CAN THINK OF IT.
WE DO THAT AT THE MILLIMETER LEVEL, LIKE

00:18:09.450 --> 00:18:12.777
WHICH PART OF THE ATTRIBUTE
IS SOVEREIGN TO THE PERSON? WHAT

00:18:12.860 --> 00:18:15.477
CAN BE SHARED? WHAT CAN BE
IMPUTED, WHAT CAN'T BE IMPUTED,

00:18:15.560 --> 00:18:18.677
WHAT CAN'T BE GENERALIZED AND SHARED,
WHAT HAS TO BE SHARED,

00:18:18.760 --> 00:18:22.757
WHICH EXPERTS CAN SEE WHAT'S
UNDER WHAT CONDITIONS IS THE

00:18:22.840 --> 00:18:24.657
MEASUREMENT ACCURATE?
HOW LONG IS THE MEASUREMENT ACCURATE?

00:18:24.740 --> 00:18:28.557
UNDER WHAT CONDITIONS IS IT ACCURATE?
WHO DOES THE IMPLEMENTATION? DO THEY HAVE

00:18:28.640 --> 00:18:30.357
THE CLEARANCE? WHAT ALL THESE THINGS.

00:18:30.440 --> 00:18:33.767
>> THAT'S WHAT YOU'RE. >> WORKING ON THAT
ALL THOSE THINGS HAVE TO BE MODELED AND

00:18:33.850 --> 00:18:36.697
DONE IN A PLATFORM THAT'S BEEN
DOING THIS. BY THE WAY, THE

00:18:36.780 --> 00:18:39.597
CYBER THREAT, LIKE YOU CAN'T
JUST RUN LARGE LANGUAGE MODELS.

00:18:39.680 --> 00:18:42.637
YOU ACTUALLY HOW DO YOU PATCH
WHAT YOU FIND? HOW DO YOU PATCH

00:18:42.720 --> 00:18:45.707
WHAT YOU FIND AT SCALE?
HOW DO YOU IS THE SOFTWARE YOU.

00:18:45.790 --> 00:18:47.677
>> RUN CROWDSTRIKE IN PALO ALTO ARE.

00:18:47.760 --> 00:18:50.717
>> SAYING, HOW DO YOU.
AND IF YOU COULD DO ALL THAT, HOW DO

00:18:50.800 --> 00:18:53.687
YOU HAVE THE ACCREDITATION
TO WORK ON A SECURE NETWORK IF

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

00:18:57.740 --> 00:18:59.587
INVOLVED AND YOU NEED
THE ACCREDITATION TO DO IT.

00:18:59.670 --> 00:19:03.357
>> SO, SO THEY'RE NOT A CURE ALL.
FINALLY, ALEX, I DID WANT

00:19:03.440 --> 00:19:05.757
TO ASK YOU ABOUT SPACE BECAUSE
IT'S GOING PUBLIC THIS WEEK AS

00:19:05.840 --> 00:19:09.737
WELL. AND I KNOW YOU'VE PARTNERED WITH
THEM ON, ON PROPOSALS LIKE THE GOLDEN DOME

00:19:09.820 --> 00:19:12.467
MISSILE PROTECTION, AND YOU
ARE WORKING ON AI OPERATING, I

00:19:12.550 --> 00:19:13.707
THINK, AS IT RELATES TO SPACE.

00:19:13.790 --> 00:19:16.337
SO I'M JUST CURIOUS
HOW YOU VIEW THAT AREA.

00:19:16.420 --> 00:19:18.937
>> I VERY OPTIMISTIC FOR THE FUTURE.
I ROOT FOR EVERY

00:19:19.020 --> 00:19:23.977
ENTREPRENEUR. I'M ROOTING FOR ELON.
AND WE PARTNER IN SOME

00:19:24.060 --> 00:19:27.517
AREAS AND PROBABLY DON'T
COMPETE IN OTHERS. BUT IT'S

00:19:27.600 --> 00:19:31.857
LOOK, WHEN A, WHEN, WHEN,
WHEN A MASSIVE IPO FIRST OF ALL, YOU

00:19:31.940 --> 00:19:36.027
KNOW, WE'RE SO BLESSED IN THIS
COUNTRY, LIKE, OKAY, SO I MEAN,

00:19:36.110 --> 00:19:37.357
I SPENT HALF MY LIFE IN GERMANY.

00:19:37.440 --> 00:19:41.397
IF THERE WAS AN IPOGPO
OR ANYTHING AT LIKE THE $120

00:19:41.480 --> 00:19:44.867
BILLION RANGE, THE WHOLE
COUNTRY WOULD BE JUMPING UP AND

00:19:44.950 --> 00:19:49.207
DOWN HERE WE HAVE A COUNTRY
WHERE IT'S LIKE APPEARS TO BE

00:19:49.290 --> 00:19:53.137
THE ONE OF THE LARGEST,
IF NOT THE LARGEST IPO EVER. IT'S

00:19:53.220 --> 00:19:56.077
SUPER COOL TECHNOLOGY, THINGS
THAT NO ONE ELSE HAVE DONE. AND

00:19:56.160 --> 00:19:59.277
LIKE I THINK, I THINK MOST
AMERICANS, AND CERTAINLY I HOPE

00:19:59.360 --> 00:20:02.117
ALL ENTREPRENEURS ARE ROOTING FOR SUCCESS.

00:20:02.200 --> 00:20:06.157
>> AND SPACEX BULLISH. ARE YOU BULLISH
ON SPACEX? ARE YOU GUYS DOING STUFF THERE.

00:20:06.240 --> 00:20:08.527
>> WELL AGAIN IT'S VERY SIMILAR
TO THESE OTHER DEBATES YOU

00:20:08.610 --> 00:20:12.527
PEOPLE UNDERESTIMATE. IT'S LIKE BULLISH ON
SPACEX. IF THE PERSON DOING IT KNOWS WHAT

00:20:12.610 --> 00:20:17.197
THEY'RE DOING. BULLISH ON ELON IN SPACE.
YES. BULLISH ON SPACEX. NO IDEA.

00:20:17.280 --> 00:20:20.067
>> OKAY. ALEX KARP THANK YOU
VERY MUCH. THANK YOU. ALWAYS

00:20:20.150 --> 00:20:23.237
GOOD TO TALK TO YOU.
YEAH YOU'RE IN GREAT DEMAND. THANK YOU.

00:20:23.320 --> 00:20:25.807
>> GREAT DEMAND ALEX. GREAT DEMAND.

00:20:25.890 --> 00:20:31.247
>> GLAD I GOT. >> ON HERE. >> BYE BYE.
PALANTIR REALLY DEFENDING THE COMPANY CARL

00:20:31.330 --> 00:20:34.080
AGAINST I THINK SOME OF THE
NARRATIVES THAT WE TALK ABO