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Episode

The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War

Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Published
Apr 6, 2026
Duration seconds
4162
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not_requested
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https://allinchamathjason.libsyn.com/the-state-of-modern-war-palantir-anduril-execs-on-drones-ai-and-the-end-of-traditional-warfare
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https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-INTV_Palantir_Anduril.mp3?dest-id=1928300
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Markdown
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Summary

(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. Follow Trae: https://x.com/traestephens Follow Shyam: https://x.com/ssankar Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect