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  1. All-In Podcast1h 9m

    The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare

    Shyam Sankar, Trae Stephens, Chamath, Jason, Friedberg, Sean Sankar

    Sean Sankar of Palantir and Trey Stephens of Anduril discuss the critical erosion of the U.S. defense industrial base and the urgent need to re-industrialize manufacturing capacity to counter China's dominance in drone and shipbuilding. The dialogue outlines how startups like Anduril are challenging traditional defense monopsonies through private R&D models and modular software platforms, while emphasizing that ethical AI and efficient data aggregation are essential for modern national security. Ultimately, the speakers argue that failing to address these structural gaps and domestic social fractures risks a loss of American global power by 2040, necessitating a shift from rigid government procurement to flexible, consumable defense strategies.