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The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
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Episode: The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
Pub date: 2026-04-06
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(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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