1/ We are in an undeclared state of emergency. America's adversaries are circling, and the American industrial base that dominated the 20th century is dormant. For the CCP, it is not enough for China to prosper... America must fall. It's time to Mobilize. Coming March 2026.

🇺🇸 vs 🇪🇺

We offered China peaceful coexistence. We funded their industry, educated their children, brought them into the global economy. They murder our children with fentanyl. Sabotage our critical infrastructure. Strangle our supply chains. America has a positive sum spirit. No country did more for Chinese prosperity than America. So why has no country done more to undermine America than China? For the CCP it is not enough for China to prosper, America must fall. The Chinese have made their choice. Now we must make ours. This is how we respond to the economic warfare thrust upon us: @WSJ link👇

Today I’m joining the Army Reserve, alongside some of the titans of the tech world: @boztank, @kevinweil, and @bobmcgrewai.   Our mission: help the Army transform for future missions and adopt bleeding-edge tech.   America wins when we unite the dynamism of American innovation with the military’s vital missions. This was the key to our triumphs in the 20th century. It can help us win again.   I’m humbled by this new opportunity to serve my country, my home, America. 🇺🇸

And then there is Monday’ newspaper. “May it be a light to you in dark places, when all other lights go out.” — Galadriel

💪🇮🇱 Couldn’t be prouder to stand with Israel.

The United States is an undeclared state of emergency. Our Defense Industrial Base is broken. Everyone knows it—including our enemies. We need a Defense Reformation. It’s time for a revival. It’s time for a little heresy. Here’s my treatise on how to get that done. 🧵

The Golden Age won’t build itself. It belongs to those with the courage to build.

We are building again!

Read the wall of quote tweets that categorically reject this AI slop. We are so back. We are going to win. 🫡🇺🇸

🇺🇸 ANNOUNCING: The American Tech Fellowship Silicon Valley forgot its own origin story. The culture that built tech came from Bob Noyce and Iowa cornfields—not coastal elites. I've watched blue collar autodidacts without CS degrees build incredible solutions in AIP. They have what no classroom teaches: ingenuity, grit, and an understanding of how things actually work. We will do our part to ensure every American gets a shot at our nation's technological renaissance. The individual American worker remains our competitive advantage. Time to prove it. 🚀 Official launch coming next week!

The only requirement is WINNING. @SecWar set the tone and pace. I wanted to yell “fuck yeah” more than once. ✊ The Heretics and Heroes inside and outside govt left fired up. As did the forges that will rebuild the Arsenal of Freedom.

The perfect purple. Pili community the f-ing best

The US made 300,000 planes from 1942 to 1945 Today, the max production capacity for the F-35 is approximately 150 planes per year. To revitalize the defense industrial base, it is critical that Congress, DOD, and industry implement and adopt policies that increase output, encourage innovation, and secure supply chains. Failure to do so will jeopardize America’s ability to deter China or, if necessary, go to war. Excellent report from @Heritage leading the way.

ABC News’ @SooRinKimm is working on a hit piece on Alex Karp. I’ll help her with some fact checking. It is true that Alex is wildly supportive of @elonmusk and @DOGE. ... and very happy with the direction of @realDonaldTrump's foreign policy. ... and has been very vocal in his critique of open borders. ... and predicted Trump would win every election cycle (including in 2016 when outlets like ABC News thought Hilary had it in the bag). Everything else is false or 10 years old. Trump has broken the mold of American politics. Those of us on the side of American Greatness have thrown our weight behind Donald Trump. Alex Karp is in the fight for America.

The only requirement is winning

Team integrated @grok-4-fast-reasoning and @grok-coding-fast-1 this weekend. Fast as F...! More like Mach 4, not Grok 4. Congrats @xai team! 🇺🇸

Jensen and @nvidia delivering the AI infrastructure for U.S. manufacturing dominance. Accelerated compute turbocharging AIP—from the Lowe's supply chain to the frontline. AI isn’t about AI – it is our asymmetric advantage to deliver country-scale transformation. AI is about Reindustrialization. AI is how we give the American worker superpowers and make them 50x more productive. American leadership in industrialization is re-emerging: Mobilize. 🫡

Your best employee just showed up for onboarding and signed his offer letter. Grok + AIP, let them cook!

America's AI Avengers are coming together for something absolutely massive. The time is NOW. From Edge to Enterprise and back again. Mission Autonomy and AI. @anduriltech & @PalantirTech bringing together America's top industry partners... because winning matters. And 🇺🇸 is going to win.

There are more data centers in the US than in all other major countries combined!

More change has happened in the first 40 days than the prior 40 months.

DOGE /dōj/ Verb: - To @DOGE - To create meritocracy, transparency, and accountability in a system or situation, especially one that was previously muddled with bureaucracy or corruption. Conjugations: - Past Tense: DOGE’d - Used when one has successfully established a system of meritocracy, transparency, and accountability. Example: "After the new Founder DOGE’d the company, productivity soared and morale improved." - Present Participle: DOGE’ing - The act of currently working towards or in the process of establishing meritocracy, transparency, and accountability. Example: "A DOGE’ing each decade keeps decay away." Synonyms: To streamline, to clarify, to purify (from first principles). Antonyms: To complicate, to obscure, to entangle. Note: "DOGE" might not yet be recognized or understood by those not versed in the Primacy of Winning.

Today, we’re launching the American Tech Fellowship to find, train, and unleash the American talent that others have overlooked and undervalued. The Heartland supplied the brains and brawn for America to win the 20th century. Neil Armstrong was from Ohio. Chuck Yeager was from West Virginia. Bob Noyce was from Iowa. Millions of patriotic Americans whose names we’ll never know stoked the flames of production and innovation. Now companies are starved for technical talent. The demand for engineers to build the factories and the digital infrastructure that will determine who wins the next century is massive, far outstripping the supply. Where are the workers, they ask? Did they even look? The Heartland got hollowed out, but the people remain. The Great Middle of the country is a gold mine of talent—a strategic national resource just waiting to be tapped. I’ve seen blue-collar workers without CS degrees create incredible solutions with our software. More legends are out there, if we give them the tools and the opportunity. This is their moment and ours. It’s time to build up the builders. American Tech Fellows will receive a high-intensity crash course on Palantir’s AIP, led by our partner, Ontologize. They’ll put in blood, toil, tears, and sweat to get certified on our software. And exceptional talent will get job offers, whether at Palantir or our many partners across the country. American renewal without American workers is a contradiction in terms. American Tech Fellows will be the technical shock troops for revitalizing the Heartland and winning the 21st century.

When we were hobbitlings... @PalantirTech's original office @garrytan and Aki soaking up Dr. Karp's philosophy The original Palantir swag: "Cowardice Kills" @Elianoayounes bring it back.

Twenty years after @PalantirTech founding and thirty years after the Last Supper, we want to flip the script and go all in on expanding Palantir’s mission by supporting and growing today’s nascent but inspiring defense tech ecosystem. blog.palantir.com/from-last-…

Last week, I went to Detroit for @Reindsummit to deliver a message: The future will be Made in America, by Americans. Here’s how we’re going to do it. 🧵

Boromir and Faramir unite for something BIG.

The latest EO reinforcing the Admin's view on enforcing the 1994 Federal Acquisition Streamlining Act is a game changer for America, a catalyst for the Defense Reformation, and the biggest tourniquet on incompetence and corruption that comes from the default-developmental approach. In the press around the EO, Palantir's landmark lawsuit against the Army was mentioned. I naively thought after that lawsuit in 2016 the government lawyers and acquisition folks would all take notice. They didn't. This thriller of a story by @StevenBrill from 8 years ago is required reading for the companies at the @firstbreakfast and the reformers inside the United States Department of Defense... And maybe for those who aren't so sure about the need for reform too. "I’ve read all the documents in this case—briefs, exhibits, depositions—and interviewed key figures on both sides. In years of writing about legal disputes, I cannot remember one that was this one-sided. And one that so vividly tells a tale of long-running, systemic dysfunction when it comes to how the government spends money." -Steve Brill

Today we deleted nearly 5 million lines of code. The original @PalantirTech Gotham workspace was built in Java Swing. And it did magical things. So much charisma. The inventor of Java, James Gosling, stopped by our HQ- the building that years earlier he had invented Java in- to see Gotham. He was floored by what we did with Swing. The Swing Workspace drove epic outcomes for customers the world over. The Swing Workspace represented so much capability and functionality that it took us 12 years of hard yards to replace it completely. The summer of 2012 we launched Code33 - a web replacement. It was a killer demo. But we grossly misunderstood the scale of the challenge of replacing 8 years of red bull powered features and functionality in Workspace. Thinking it was a technical flaw, we tried again with a project called RoadRunner. It was a strategy mistake. The reality was that the only way to eat the elephant is one bite at a time. And that meant creating a new runtime that would execute both Swing and Web side by side in the Workspace. We would replace Swing a pixel at a time with Web. Engineers hated this aesthetic. HATED IT. But it was very RIGHT. On this easter, the Dark Knight rises. Old Swing screenshots:

It is time for Cost-Minus contracting -- you only make money for saving the government money. This is how you get radical price performance improvements, costs that deflate over time, and resurrect the American Industrial Base. Cost-Plus contracting made us dumber, slower, and poorer. We can fix this.

Two weeks ago, I announced the American Tech Fellowship, @PalantirTech’s effort to find and unleash the American patriots who will create the AI age. Today, I’m pleased to introduce the inaugural class of American Tech Fellows. More than 500 applied. Thirty-eight were chosen. They are already meeting, learning, and building. We’re treating this mission with the utmost urgency because the times demand it. The pace of technological change is relentless. Talent and taste are more important than ever. AI doesn’t replace human judgment and thought; it supercharges them, rewarding the ready and resourceful. Our partners urgently need more qualified engineers to deploy this technology and tailor it to their organization and workflows. Likewise, America needs AI architects to realize the full potential of this technology and ensure it is pointed at our most important challenges, from reindustrializing and revitalizing American communities to deterring war in the Pacific. We’re also sprinting because we have high conviction in our thesis: the solution to the talent shortage can be found right here at home, from all backgrounds and corners of the country—including the places where most businesses don’t think to look. America is a wonderland, not a wasteland. Our people are an incredible source of strength, a strategic national resource just waiting to be tapped. Give Americans the tools and they’ll build the 21st century, just like their ancestors built the 20th century. Looking at our fellows, this thesis has been totally vindicated. The range of experience is astonishing. We have fellows across the country, from conventional tech meccas like California to Ohio, Alabama, Florida, even Hawaii. We have fellows who graduated in 1993 and 2023—and at least one who never graduated. Fellows with decades of work experience and some with none at all. Veterans from every branch of the Armed Forces, save the Space Force (we’ll rectify that in the next cohorts). They’re combat medics, electricians, MBAs who decided there must be more to life than spreadsheets and rollups, MFAs who taught themselves how to code, and hard-tech hustlers looking to unite the houses of atoms and bits—and that’s just a sample. The backgrounds of the American Tech Fellows are different. What they share is a common home and a common hunger to hone their talents and use them to serve their country, their communities, and their families. One of our fellows put it better than I ever could, when he described why he was applying: “I have posterity here and this is our only homeland. I want to contribute to ending and reversing this decline and hand to my posterity what my forefathers handed to me; a great country built and stewarded by a great people whose ingenuity, fortitude, creativity, work ethic, humility, kindness and acts of civic duty made our country great.” I’ll have more to say about the fellowship as it progresses. This isn’t some ordinary certification program or glorified internship. Our goal is to connect elite American talent with innovative companies and vital missions. Our top performers will be at the Reindustrialize Summit in Detroit later this month. Job placements at partner companies and at Palantir will begin soon. Two weeks in, and we’re already off to a running start. The American revival starts now.

I'll spill the beans. Our Thielian secret. Something that is true and most people don't believe to be true. If you talk with the serious AI Labs, they will tell you that only @PalantirTech is doing anything in the enterprise with LLMs. Chat is the wrong paradigm to harness the power of this stochastic genie. dead end. Value comes from changing how your enterprise operates. That means upgrading the 'logic' that powers your operations. Better, Smarter, Faster. That requires Ontology. Then LLMs can wield the data, logic (everything from algebra to AI), and actions to win. This is the secret. As people approach the cliff's edge with mindless, mimetic RAG, they will absorb this truth. Or spend 8 hrs in a bootcamp, hands on keyboard, and get their before the masses.

.@Columbia. @Yale. @Harvard. @Penn. @MIT. WTF. This passover, mark your door with a new symbol of protection. Join the fellowship. Fight for right with your l33t coding skills. Hag Sameach

Was really fun to sit down with @amitisinvesting and @arny_trezzi and hang out with them at the AI Expo. Heroes of the Shire!

@nvidia is a GREAT American company. And Jensen is a GREAT American entrepreneur who cares deeply about our country. This is about the CCP and what they continue to do to undermine America.

Imports from Mexico now surpass imports from China. They said it couldn't be done. It won't happen. It can happen. It is happening.

Did you know that Palantir's software manages 21% of hospital beds in the US. It is one of our fastest growing areas. @jmweiner_ broke all the rules to earn a spot as an FDE. 36 Chambers style. He came to our recruiting event. He followed zero instructions. Didn't build the simple workflow in AIP. Instead he built the most baller ML project tailored for hospitals. Stayed up through the night. 24hrs to Outcomes. If this resonates, join Joshua's hands on event. palantir.events/buildnow

Critical update ☢️ 2 years, 4 months, 13 days with 50 people Valar Atomics’ first nuclear core went critical.

China is accelerating its push into AI-driven warfare at an alarming pace. New products unveiled showcase their quest to automate the battlefield—drones, autonomous systems, and advanced robotics are just the start. This isn’t just innovation; it’s a clear signal of intent. The AI arms race is here, and China’s sprinting. Are we?

In 2021, we spent $7.5bn for a 500k electric-vehicle charging stations. 3 years later, only 8 had been built. Not 8,000. Not 800. 8. If this were a one-off, we could treat it as an unfortunate case study of waste and inefficiency. But it’s not.

Arsenal-Won

The AI revolution belongs to America, and to the American worker.

To the Ivory Tower AI Doomers, AI is anti-human and job destructive. That's their choice. Our experience is AI makes human taste and talent exponentially more valuable. We've watched AI unleash human agency and creativity. That's how you give the American worker superpowers, and that's why we created the American Tech Fellowship. You want to bet on the American worker? Arm them with AI and let them BUILD.

The Bitter Pill of Reliance of China 💊 Half of generic active pharmaceutical ingredients consumed in the U.S. originate in China. And more than 100 of these can be sourced only in China. How would Americans respond if forced to choose between amoxycillin for their kids and anti-ship missiles for the PLA Navy? Read my op-ed with Julia Dimon on how to bring manufacturing back to America in the @WSJ ⏬

You can read my reflections on patriotism, service, and joining the Army here. I’m grateful to @bariweiss and @thefp for publishing them. thefp.com/p/im-the-cto-of-pa…

One small step for Tony Stark, one giant leap for the Defense Tech Avengers. Tesla made your car software-defined. Palantir and SuperFriends are making your weapon systems AI-defined.

It is the battle of the experts vs. the exceptional. Bet on American exceptionalism.

“Rabbits sometimes make mistakes or grow lazy. That’s when the tortoise seizes its chance,” Xu said, referring to the US abandoning molten salt reactor research in the 70s. “The US left its research publicly available, waiting for the right successor, We were that successor”. We got there first. Then we turned our back on the atom. Our biggest mistake. If not now, when? If not us, who? M-Day was yesterday.

The secret: We are an artist colony. Not a factory. Dali didn't get better because he was told to paint more like Monet. We don't have roles you fit in. The person defines the role. All the opioids that comfort corporate creatures do no exist here. Rejection of linearized views of growth. It is painful but real. Bruce Banner did not become the incredible hulk through progressive overload. Come to @PalantirTech to get blasted by a potentially fatal dose of gamma rays.

The CCP is not killing Americans on the first or second island chains. They are killing them on every street in America. @ICEgov FTW 300,000 kilos!

.@Panasonic_NV $4B 4,000-person EV battery gigafactory in Kansas is being constructed on the site of what was the world’s largest smokeless powder ammunition plant during WWII. Reindustrialization... Powered by Warp Speed!

I exercised and sold 1.967M options as part of my 10b5-1 plan and I took ALL the after tax proceeds to exercise and hold as many options as I could which is 1.4M. So I added 1.4M long shares. These forms are confusing and really need to be redesigned.

S&P 500 is the most important capital markets index. The last Defense new venture (no spinouts or mergers) to be added to the index was in 1978 - 45 years ago. The Primes have been in the index since its inception in 1957. You could confuse this for European capital markets. That's going to change. Welcome to American Dynamism. $100Bn of capital has been deployed into Defense Tech. 100s of new startups. All serving the national interest. Palantir might be the first, but a Defense Tech 🌊 is coming. 🇺🇸

Warp Speed surpassed $100M in TCV in the single month of Feb. The Primes might be plodding in their adoption, but the new entrants went straight to Warp 10.

@PalantirTech's Mixed Reality Service and Immersive Command and Control (IC2) in action with the @2dCavalryRegt at a recent exercise. Do the work up on the way to the X. Plan in real time across the battle space - in the rear, at the front, and on the way in the same virtual JOC. Infinite screen real estate inside the Stryker.

Fired up after meeting the American Tech Fellows at @reindsummit in Detroit! This an elite crew: former combat medics, fighter pilots, electricians, MBA defectors, and much more. Their backgrounds are different, but their mission is the same: create the AI age in America. What they built in just three weeks on Palantir’s platform is truly incredible. …And this is only cohort #1. There’s so much more to build.

Of America's public defense companies only @PalantirTech (#6) was founded in the 21st century Bigger than BAE and L3Harris. 80% of Northrop Just getting started Next: create more value by growing the primes' marketcap and helping new entrants via 1st bfast so 🇺🇸 wins

American workers built the 20th century. American workers will build the 21st. My op-ed with @RealTheoWold on why @PalantirTech started the American Tech Fellowship.

After a bootcamp, engineer at a customer was so pumped he built 85% of an AIP App on a Friday night Bootcamping is believing.

“I wish it need not have happened in my time," said Frodo. "So do I," said Gandalf, "and so do all who live to see such times. But that is not for them to decide. All we have to decide is what to do with the time that is given us.” Build.

18 years ago today, after a second breakfast with @JTLonsdale at Straights Cafe in Palo Alto, I set off on an adventure. The Mission Continues...

Why is America the best by far at software? Culture. Not IQ, there are smart people everywhere. But globally competitive enterprise software companies: -China has 0. -India has 0. America is the only place where this culture exists at scale. And this culture was imported by an immigrant to Silicon Valley… from Iowa. Bob Noyce, co-inventor of the Integrated Circuit and co-founder of @intel. It is midwestern culture - strong work ethic, emphasis on community and cooperation, humility, and an innovative spirit – that gave birth to the hallmarks of SV culture: openness, meritocracy, and the willingness to take risks and learn from failure. Noyce's own management style - open-door policy, lack of hierarchy, and encouragement of teamwork and innovation - reflected these values. It became the blueprint. Founder Effect in every sense of the term. It is why it is so hard to replicate. In "The Tinkerings of Robert Noyce," (1983) Tom Wolfe argues that the revolution didn't just happen; it was engineered by a small number of people, midwesterners, whose horizons were as unlimited as the Iowa sky. Collectively, they engineered Tomorrow. Foremost among them is Robert Noyce. web.archive.org/web/20210204… h/t @0xine

1/ Between 2020 and the first half of 2022, our #healthcare business has grown 267%. Our impact scales far beyond #COVID19 response. @PalantirTech is the most comprehensive health tech startup you’ve never heard of. 🧵

For college coders interested in Defense Tech, I’m launching the Code Breakers internship program this fall. Start your clearance process as soon as you accept your offer. You'll see your code used highside in real world operations.

Applications for Class 02 of @PalantirTech’s American Tech Fellowship are LIVE.  We created the American Tech Fellowship because we believe the AI Revolution will be led by the American worker. This conviction is contrarian only to those who ignore or forget our history. It was heretical heroes from the Heartland who broke the sound barrier and put footsteps on the Moon. Today, the most innovative and productive applications of AI are coming from workers on factory floors, in hospital wards, and on frontlines.

I’ll be wearing my Shyamulke tonight. Shabbat Shalom 🇮🇱

We turned our back on the atom in more than one way. Reindustrialization matters. And software-defined production is leading us back. From planes, trains, automobiles... and ships, it is already happening. americanaffairsjournal.org/2…

This is the single most important action to enable the Defense Reformation. It will impact not only future acqusitions. It provides the impetus to cancel ongoing efforts that chose a path to certain failure. And create the reason to get back on track. Every program is on notice.

Honored to meet with @Isaac_Herzog, the President of Israel, in Jerusalem today. Our discussion reaffirmed @PalantirTech’s unwavering support for the state of Israel and its courageous people.

The PM of America’s closest ally @keir_starmer visits @realDonaldTrump & immediately comes to @PalantirTech to see Karp. If you'd told me this 10 years ago, I'd have loved it but I might not have believed it. Times change but the Special Relationship remains. Excited to take it to the next level! 🇺🇸💪🇬🇧

TITAN 🚨 Visited the TITAN production lines at @northropgrumman 's Azusa Facility and @anduriltech's SA9 with the dream team of partners and the kickass team leading the effort. LFG! Cranking! Group photo on first shelter in production in this phase for the advanced variant. Go @USArmy

We brought our second cohort of American Tech Fellows together over the weekend. They came from all over the country, representing 19 states and a variety of industries—manufacturing, agriculture, healthcare, energy, construction... They're Builders. Heretical optimists. There's the field engineer in Louisiana wielding AI to build America's critical infrastructure. The autodidact in Tennessee, who began his career as a tech on the shop floor and is now driving a digital revolution at his company. The Silicon Valley elitists who claim AI is going to replace you forgot a simple truth: you never bet against the American worker.

For most of our early history, Palantir was a wildly unpopular company. Initially it was just investor skepticism and a disinterest in defense tech. Later it became some sort of political statement toward nihilism. But for me the hardest time at Palantir around 2013, when a brief window opened up where Wall Street fell in love with us. Suddenly, a wall of lemmings and trend followers wanted to join. It was a difficult adjustment because we had gotten so much psychographic filtering for free in our recruiting efforts for nearly a decade. Fortunately, Wall Street came to our rescue and started hating on us again by 2016. 🙏

This is because the CCP acts as the capital source and ongoing subsidy for their manufacturing base. CCP spends ~5% of GDP on industrial subsidies — 10x more than the US, Brazil, Germany, and Japan combined. Their goal is NOT profit. It is dominance and subjugation.

In the land of Anne Frank? ... When did Never Again become Once Again? No. You Shall Not Pass.

Pentagon Has Two Years to Prevent World War III. The only way to promote peace is to go to war on day one—not with China, Russia or Iran but with the Pentagon bureaucracy. - ⁦@chairmang⁩ wsj.com/opinion/two-years-to…

📢Calling all Devs. This is the place to have impact.  Where your code commits met your moral commitment. Build the digital ironman suit that met its moment against Iranian strikes. Push back the dragon and bear. Transform Air and Space operations. Build electromagnetic battle management. Come create the future of spatial computing in defense. While enabling economic prosperity and revitalization manufacturing and production. Write code that lives by your code.

The Foundry is cranking. Launching @PalantirTech's Industry AI at Reindustrialize.(@newindustrials) Because winning matters. 🇺🇸 A single pane of glass built on a single pane of data - your sensors, ERPs, MESs, P&IDs, 3D models, equipment manuals, ... aip.palantir.com/workflow/d8…

Reindustrialization. It is happening. At Warp Speed.

If I've learned one thing from observing great individuals (and great companies), it's that greatness is inherently asymmetric. If that sounds dangerous, it is. Any scholar of counterterrorism or cyber war will tell you that asymmetric threats require asymmetric countermeasures, but more fundamentally, they require asymmetric people. When forming a team, I don't want to assemble a polite roster of cross-functional professionals. I want the X-Men: a medley of mutants united for good.

The software-industrial complex is a cargo cult. The employment of technology is a proxy for actually solving the problem and obtaining ground truth. But the actual problems are unsolved. It turns out the Great Stagnation is caused by technology and not despite it. Layers of abstraction turned obfuscation & AI only accelerates this trend. Break free of the cult! shyamsankar.com/p/technology…

Remember the heroes and heretics 🇺🇸🫡

We should choose good quests.  Ones that lead to prosperity for the American worker and a stronger nation.    AI shouldn’t be about frivolous pursuits that further fracture our attention and connection to humanity.  We are a great nation with serious challenges, amongst them the CCP waging a war to supplant and subjugate us and the legitimacy/capacity of our institutions, public and private.  To win we must reindustrialize, produce more energy, empower the American worker – and use our asymmetric advantage in AI to do it.  Frivolous applications of AI do nothing to address the greatest challenges of our time and adds more weight to the growing anti-AI movement which sees America’s AI companies as disinterested in their fate, exploitative, and craven.  What are the outcomes? Whose life is being improved?  What are you delivering to the American people and the nation?  These are the essential questions that all of us working on AI must answer.

I love this. Breaking the Monopsony! When we started the F-35, we should have challenged the existing platforms to prove us wrong. We should have had each service pursue their own variant. Now that's what we see with 6th gen. Lockheed plans to upgrade the F-35 and F-22 to get you 80% of capability for 50% of the money. I love this! The only requirement is winning.

Warriors fight with guns and git. We’re proud that our partner in reindustrialization, @anduriltech, is using Warp Speed to transform their operations and accelerate the speed of the OODA loop. Warp Speed, built on AIP, Industrial AI, and Ontology, is the modern American manufacturing operating system that reimagines how to bend atoms better with bits. Join the movement 🚀

The compounding power of the Ontology. The American Industrial Base. Is. Back. @anduriltech, the flame of the west!

Innovation is a consequence of Productivity. ...of PRODUCTION. The future of the American people and the Nation depend on full-tilt boogie Reindustrialization. At the dawn of WW2, we were the best at mass production. Today our adversary is (thanks to decades of moronic policy and corporate greed). We must play to our asymmetric strengths: AI, automation, software. Arm American workers with the best technology in the world. The Golden Age belongs to those who BUILD.

America's current AI policy: USE IT. EU bans it. America created all of her 1Tr companies from scratch in the last 50 years. Europe has created 0 worth more than 100bn. A stark reminder of the primacy of winning

And the @USArmy has corrected the record that Louie DiPalma got wrong: ----- Raftery offered additional context regarding his remarks on data ownership. “To clarify my remarks last week, our concern about data ownership/rights is directed at the entire defense technology community regarding the Army’s expectations of industry and will inform future data requirements across several programs,” he said. “To be clear, we’re satisfied with the Army Vantage program, its IP contract language, its open data environment to facilitate Army collaboration and its connection with third- party tools." ---- eis.army.mil/newsroom/news/p…

@Novartis leading the way bringing co-pilots and generative AI to drug discovery and research. The well-ontologized Data42 data asset (built on Foundry) provides a headstart to accelerate outcomes with @PalantirTech's AIP.

AIP solves @chamath's (56:00) points on reliability, integration, outcomes. Everyday, more and more production wins. And that's because we have been maniacally focused on Proof, not proof of concepts. I simply don't think you can get there without Ontology. And Chat is not the way. It is a dead end. nitter.app/PalantirTech/status/17…

People were pumped to see AIP for Developers at @ycombinator today. It was great to see the Palantir Pack of Founders powering the next generation of companies and building on AIP. Thank you @garrytan!

LLMs exposed the Modern Data Stack as a castle in the sand.  It has not delivered the primitives or tools required to push AI into every decision you make every day. The Modern data stack is literally a modernization of a legacy architecture that treats data like exhaust to be managed and analyzed not fuel to drive.  It has been accountable to the wrong goals: producing reports and/or predictions as efficiently as possible.  Thus, all the innovation has been in rate of data processing in some way shape or form.  But the MDS has dramatically undervisualized the application layer, waving it away through “data apps” (also failed) and assuming how those insights and predictions would be deployed into the enterprise was someone else’s problem or an easy last mile (it is the hardest part).  An analytic cube or datamart is not your context window.  The idea of acting on that context, with all of the governance requirements that implies, isn’t even contemplated. @PalantirTech has been focused on building operating systems that work backwards from the decision maker, operator, and application layer to define requirements for what people actually need at the point of decision to make intelligent, coordinated, compounding decisions.  This has led us to invest substantially in a vertically integrated stack.  Critically it means we have a years-long headstart on the primitives required to use AI in decision making processes.  We look at AI and see insane potential beyond chat, which is such a limiting interface for this technology. CONTEXT: Specifically you can think of every decision, made every day in the enterprise as something that can be transformed by AI. You want to take the current state of the finite state automata that is Your Enterprise and fit it in the context window.  That context window is defined by known and hidden states and by data streaming in from ERP, MES, CRM, sensors and every other data source.  This is what the Ontology is.  An opinionated way of defining data driven context for operators, human or AI. TOOLS: Then in order to actually act and do something you need tools.  What are tools?  You need to be able to ask what-if questions in a sandbox to understand what would happen.  You need models, functions, and actions to write to systems.  Of course you need to govern, audit, introspect and improve how those tools are used to make decisions over time. AI OS: Application state and user+agent intention is the prompt. We see application state enabling every decision in the enterprise as a means of delivering the required constrained context window, we view all of the models, and actions or writeback routines as tools for the AI to wield, and we think with this paradigm there is an opportunity to inject AI into every decision made, every day. I broke this down in detail at AIPcon: piped.video/akieze8_tSE?t=30 Who Dares, Wins.

Yesterday I went to kibbutz Kfar Aza and the Nova music festival grounds. There are no words.

In Feb­ruary, I trav­eled to Ukraine to see first­hand how de­fense and in­tel­li­gence agen­cies are us­ing tech­nol­ogy. I also wanted to get a sense of what we could be do­ing to help Ukrain­ian forces increase their sit­u­a­tional aware­ness on the bat­tle­field. We are seeing what happens when you con­script 300,000 of the world’s most ca­pa­ble soft­ware en­gi­neers, prod­uct man­agers and tech­nol­ogists and send them into bat­tle. wsj.com/articles/ukraines-de…