Keep pulling the thread on Sham Sankar.
Palantir's core product is an enterprise operating system that creates an "ontology" layer, making the business programmable and focusing on improving decisions rather than just managing data.
The United States has failed to deter multiple major conflicts over the last 10 years, including Russia's 2014 annexation of Crimea and 2022 invasion of Ukraine, and China's militarization of the Spratly Islands.
The United States' nuclear submarine force, which was established in the 1950s, is one of its last remaining asymmetric military advantages over China.
The US defense industrial base has shifted from 94% of major weapons spending going to dual-use commercial companies before the fall of the Berlin Wall to 86% now going to defense-only specialists.
A 1993 Pentagon meeting known as "The Last Supper" initiated a wave of consolidation that reduced the number of prime US defense contractors from 51 to five.
The belief that the US can focus on innovation while other countries handle production is a fallacy, as innovation is a direct consequence of being involved in the production process.
Apple has spent an inflation-adjusted equivalent of two and a half Marshall Plans over the last five years building talent and production capacity in China.
80% of generic drugs used in the United States, including active pharmaceutical ingredients (APIs) and finished products, originate from China.
China's primary asymmetric advantage over the U.S. is its capacity for long-term planning, exemplified by its systematic investment since 1991 to counter American military technology.
The United States' key asymmetric advantage over China is its unpredictability and ability to rapidly pivot its entire economy around new technologies like AI, a strength derived from its culture of 'heretics'.
Over $100 billion from US venture capital has been invested in hundreds of new founder-led companies focused on national interest and defense technology.
The Pentagon's perception has shifted to the point where new defense tech entrants are now considered 'Plan A' for some initiatives, a stark contrast to the environment in 2006.