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"We became very good at financial engineering and forgot about engineering." Palantir CTO Shyam Sankar on how tech companies lose their edge: "Europe has created exactly zero companies from scratch in the last 50 years worth more than a hundred billion euro. We have created all of our trillion...

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Palantir CTO Shyam Sankar on Deepseek: “China is the best at long term planning— the one thing not in their plan, was AI. It is an American phenomenon.” “It’s not a coincidence they had to steal Deepseek. Distilled from OpenAI. They literally had to steal that.”
1:48

Palantir CTO Shyam Sankar on Deepseek: “China is the best at long term planning— the one thing not in their plan, was AI. It is an American phenomenon.” “It’s not a coincidence they had to steal Deepseek. Distilled from OpenAI. They literally had to steal that.”

Jawwwn

552,289 görüntüleme • 6 ay önce

Shyam explains how America's defense industry went from founder-led to a consolidated and conformist system: "In 1993, there was a very famous dinner at the Pentagon called The Last Supper. The Secretary of Defense told a subset -- 15 of the 51 primes -- the budget's getting cut, we give you permission to consolidate. This just set off a merger frenzy that led from the consolidation from 51 down to 5. The consequence is this is the moment of profound financialization and conformity in the industrial base. You lost the crazy people. They went to tech. What we would recognize in the Valley today, that's where this talent was. It was in the industrial companies of America. We think about it as Northrop Grumman. Much more accurately, it was Jack Northrop. It was Leroy Grumman. You had founder figures. The defense industry used to not just be about dividends, buyback ratios and financial engineering. It was about real engineering. We need a little more crazy back."
2:29

Shyam explains how America's defense industry went from founder-led to a consolidated and conformist system: "In 1993, there was a very famous dinner at the Pentagon called The Last Supper. The Secretary of Defense told a subset -- 15 of the 51 primes -- the budget's getting cut, we give you permission to consolidate. This just set off a merger frenzy that led from the consolidation from 51 down to 5. The consequence is this is the moment of profound financialization and conformity in the industrial base. You lost the crazy people. They went to tech. What we would recognize in the Valley today, that's where this talent was. It was in the industrial companies of America. We think about it as Northrop Grumman. Much more accurately, it was Jack Northrop. It was Leroy Grumman. You had founder figures. The defense industry used to not just be about dividends, buyback ratios and financial engineering. It was about real engineering. We need a little more crazy back."

Patrick OShaughnessy

31,998 görüntüleme • 5 ay önce

BOTTOM LINE: Palantir CTO Shyam Sankar calls AI an unexpected advantage in the U.S. competition with China, saying empowering American workers with the technology could restore productivity and revive domestic manufacturing. "China has been systematically over 50 years thinking about how to undermine American prosperity. Now, the challenge is up to us in terms of how do we use it?"
0:50

BOTTOM LINE: Palantir CTO Shyam Sankar calls AI an unexpected advantage in the U.S. competition with China, saying empowering American workers with the technology could restore productivity and revive domestic manufacturing. "China has been systematically over 50 years thinking about how to undermine American prosperity. Now, the challenge is up to us in terms of how do we use it?"

Fox News

76,650 görüntüleme • 6 ay önce

Europe has created zero companies worth more than $100B from scratch in the last 50 years. The US created every trillion dollar company in that same period. This reflects how American culture treats founders. We celebrate founders and give them the freedom to pursue ambitious ideas that initially look heretical. "As a country, we understand that there's something special about founders. There's a reason we call them the Founding Fathers. The primacy of people and being in a culture and environment that doesn't subjugate the human and allows you to pursue these things. No army that lost its morale ever won the war. Believing in yourself, believing that greatness is possible, is a precondition to being able to express it and realize it."
1:29

Europe has created zero companies worth more than $100B from scratch in the last 50 years. The US created every trillion dollar company in that same period. This reflects how American culture treats founders. We celebrate founders and give them the freedom to pursue ambitious ideas that initially look heretical. "As a country, we understand that there's something special about founders. There's a reason we call them the Founding Fathers. The primacy of people and being in a culture and environment that doesn't subjugate the human and allows you to pursue these things. No army that lost its morale ever won the war. Believing in yourself, believing that greatness is possible, is a precondition to being able to express it and realize it."

Patrick OShaughnessy

85,204 görüntüleme • 5 ay önce

"It's David's slingshot in a world where the Chinese Goliath has been this giant sucking sound of American prosperity." Palantir CTO Shyam Sankar on AI, workers, and reindustrialization: "There is an opportunity to give the American worker superpowers with AI." "I think the great lie of globalization is that we can do the innovation over here and we're gonna have the production go over there." "Innovation is a consequence of productivity. If you don't make the thing you can't innovate on how you make the thing and what the thing is." "We used to think WuXi was just some cheap set of pipetting arms for contract pharmaceutical research. And now 50% of all clinical trials are being done in China." "I think we should view this as a national emergency and a national opportunity around AI." Shyam Sankar Palantir
2:07

"It's David's slingshot in a world where the Chinese Goliath has been this giant sucking sound of American prosperity." Palantir CTO Shyam Sankar on AI, workers, and reindustrialization: "There is an opportunity to give the American worker superpowers with AI." "I think the great lie of globalization is that we can do the innovation over here and we're gonna have the production go over there." "Innovation is a consequence of productivity. If you don't make the thing you can't innovate on how you make the thing and what the thing is." "We used to think WuXi was just some cheap set of pipetting arms for contract pharmaceutical research. And now 50% of all clinical trials are being done in China." "I think we should view this as a national emergency and a national opportunity around AI." Shyam Sankar Palantir

a16z

27,143 görüntüleme • 5 ay önce

Palantir CTO Shyam Sankar— Silicon Valley can’t be replicated. American culture is unique 🇺🇸 “We did import the culture to Silicon Valley. We imported it from Iowa. It’s deeply rooted in midwestern values, a willingness to play a positive-sum game.” “Bob Noyce coined the term ‘open door policy.’” “I think that explains why it’s so hard for other countries to copy. People like their culture. They’re committed to their culture.” “One of the great American strengths in the present moment is software… America is so good at software, that we almost underestimate how good we are at it.” “There are zero Indian or Chinese enterprise software companies that are competitive on the global stage. That tells you that software is not just about IQ… it tells you there’s something very cultural about it.”
1:15

Palantir CTO Shyam Sankar— Silicon Valley can’t be replicated. American culture is unique 🇺🇸 “We did import the culture to Silicon Valley. We imported it from Iowa. It’s deeply rooted in midwestern values, a willingness to play a positive-sum game.” “Bob Noyce coined the term ‘open door policy.’” “I think that explains why it’s so hard for other countries to copy. People like their culture. They’re committed to their culture.” “One of the great American strengths in the present moment is software… America is so good at software, that we almost underestimate how good we are at it.” “There are zero Indian or Chinese enterprise software companies that are competitive on the global stage. That tells you that software is not just about IQ… it tells you there’s something very cultural about it.”

Jawwwn

53,247 görüntüleme • 6 ay önce

"I think our biggest risk as a country is suicide, not homicide." Palantir CTO Shyam Sankar joins a16z's Katherine Boyle and Erik Torenberg to discuss Shyam's new book, Mobilize, as well as defense, AI, the SaaSpocalypse, and more. 00:00 Introduction 07:53 Rebuilding the industrial base 18:01 Modernizing the Army 24:20 The SaaSpocalypse 29:42 Agency over automation 38:24 Beating China without self-sabotage 40:42 Film as cultural willpower 49:57 The story of Admiral Rickover Shyam Sankar Katherine Boyle Erik Torenberg Palantir
54:15

"I think our biggest risk as a country is suicide, not homicide." Palantir CTO Shyam Sankar joins a16z's Katherine Boyle and Erik Torenberg to discuss Shyam's new book, Mobilize, as well as defense, AI, the SaaSpocalypse, and more. 00:00 Introduction 07:53 Rebuilding the industrial base 18:01 Modernizing the Army 24:20 The SaaSpocalypse 29:42 Agency over automation 38:24 Beating China without self-sabotage 40:42 Film as cultural willpower 49:57 The story of Admiral Rickover Shyam Sankar Katherine Boyle Erik Torenberg Palantir

a16z

276,664 görüntüleme • 5 ay önce

Under Secretary of War for Research & Engineering, & Department of War CTO Emil Michael (Under Secretary of War Emil Michael & Department of War CTO) says Neros Technologies is one of the emerging defense tech companies he is most excited about: "Everyone talks about Anduril & Palantir & SpaceX. Those are the 3 companies that in the last 10 years have broken into the defense sector to challenge Lockheed Martin, Northrup Grumman, the older primes." "My job is to create 5 more companies that work in the department and bring new capabilities." " I'm excited about everything from Planet Labs that does commercial satellite imagery, to Neros the drone company, to Hadrian that's doing AI manufacturing." "These companies are awesome, and they're doing great things, and they're doing things that are hard, that involve hardware, not just software."
1:00

Under Secretary of War for Research & Engineering, & Department of War CTO Emil Michael (Under Secretary of War Emil Michael & Department of War CTO) says Neros Technologies is one of the emerging defense tech companies he is most excited about: "Everyone talks about Anduril & Palantir & SpaceX. Those are the 3 companies that in the last 10 years have broken into the defense sector to challenge Lockheed Martin, Northrup Grumman, the older primes." "My job is to create 5 more companies that work in the department and bring new capabilities." " I'm excited about everything from Planet Labs that does commercial satellite imagery, to Neros the drone company, to Hadrian that's doing AI manufacturing." "These companies are awesome, and they're doing great things, and they're doing things that are hard, that involve hardware, not just software."

sourcery

19,228 görüntüleme • 17 gün önce

Palantir CTO Shyam Sankar responds to Alex Karp saying tokenmaxxing is dumb and companies are just transferring their alpha to OpenAI or Anthropic: "The token itself is a means to the end." "There's a little bit of confusion in the Valley about how valuable the token is." " That's going to be determined by the people who use these tokens—and the results that we see in these businesses and their growth and the prosperity of the worker." "There is a real question of: every business wants to own its compounding asset." "What is the alpha in the business versus what is the beta?" "We want to empower these companies to put that into a model that they feel they have control over, that they're not ceding their sovereignty and their prosperity as a consequence of doing that." Via NTD News
1:06

Palantir CTO Shyam Sankar responds to Alex Karp saying tokenmaxxing is dumb and companies are just transferring their alpha to OpenAI or Anthropic: "The token itself is a means to the end." "There's a little bit of confusion in the Valley about how valuable the token is." " That's going to be determined by the people who use these tokens—and the results that we see in these businesses and their growth and the prosperity of the worker." "There is a real question of: every business wants to own its compounding asset." "What is the alpha in the business versus what is the beta?" "We want to empower these companies to put that into a model that they feel they have control over, that they're not ceding their sovereignty and their prosperity as a consequence of doing that." Via NTD News

Jawwwn

41,162 görüntüleme • 1 ay önce

IN OUR HANDS: Palantir CTO Shyam Sankar says that despite the narratives, the future of AI is still being decided "every single day by the actions that we take." "Are we going to use it to build trinkets of marginal value — or are we going to use it to actually reindustrialize the country, to drive American prosperity, to create jobs, to have a normative view of the productivity that we can get from this to make our country great?"
3:17

IN OUR HANDS: Palantir CTO Shyam Sankar says that despite the narratives, the future of AI is still being decided "every single day by the actions that we take." "Are we going to use it to build trinkets of marginal value — or are we going to use it to actually reindustrialize the country, to drive American prosperity, to create jobs, to have a normative view of the productivity that we can get from this to make our country great?"

Fox News

50,271 görüntüleme • 6 ay önce

Palantir CTO Shyam Sankar says AI is the “antidote to the 20th century's managerial evolution.” Shyam says some of the “most compelling AI application developers” are people in the military without formal computer science degrees. “As someone who's worked with the military for 20 years, I was asking myself, ‘Where did these people come from?’” “I came to the obvious conclusion— they've always been here, but 10 years ago, what would they have done? Make a PowerPoint slide? Try to convince someone else in some program office that their idea was any good? No, they're too smart for that. They know that they would've just been shut down.” “Instead, they go off in a corner for a week, build it themselves and now— you're arguing about an empirical reality.” Via Bloomberg Technology Ed Ludlow Caroline Hyde
1:38

Palantir CTO Shyam Sankar says AI is the “antidote to the 20th century's managerial evolution.” Shyam says some of the “most compelling AI application developers” are people in the military without formal computer science degrees. “As someone who's worked with the military for 20 years, I was asking myself, ‘Where did these people come from?’” “I came to the obvious conclusion— they've always been here, but 10 years ago, what would they have done? Make a PowerPoint slide? Try to convince someone else in some program office that their idea was any good? No, they're too smart for that. They know that they would've just been shut down.” “Instead, they go off in a corner for a week, build it themselves and now— you're arguing about an empirical reality.” Via Bloomberg Technology Ed Ludlow Caroline Hyde

Jawwwn

14,441 görüntüleme • 4 ay önce

Palantir CTO Shyam Sankar on the future of AI: "For too long the national discourse has really been dominated, the discourse on AI has been dominated by voices from Washington, D.C., from Silicon Valley, from Wall Street. But I think we've heard enough from the regulators, the researchers, the investing class. It's time to hear from the builders. And that's because AI is a tool, and the value of that technology is going to be determined by the people who wield it. It will be determined, in fact, it is being determined by the American worker."
3:20

Palantir CTO Shyam Sankar on the future of AI: "For too long the national discourse has really been dominated, the discourse on AI has been dominated by voices from Washington, D.C., from Silicon Valley, from Wall Street. But I think we've heard enough from the regulators, the researchers, the investing class. It's time to hear from the builders. And that's because AI is a tool, and the value of that technology is going to be determined by the people who wield it. It will be determined, in fact, it is being determined by the American worker."

Ryan Saavedra

16,324 görüntüleme • 16 gün önce

“The Zoomers are so much better than the Millennials” Marc Andreessen 🇺🇸 on the AI-native Zoomers who learned tech from YouTube and have a burning desire to build something great: “2015 to 2024... was a very, very strange period. And a lot of just things got really weird. And the Zoomers are the generation that basically was on the receiving end of that.” “And they're not walking around feeling guilty about everything all the time. They're not feeling like they have to deny that they want to be successful.” “They've seen a thousand hours of YouTube videos from all the great people in tech talking about how to do everything. They just know so much more than previous generations of founders did.” “They're all AI native. They all basically learn AI from scratch and in college. They're coming out, and they totally understand it.” “They wear their heart on their sleeve. They're gonna build something great. And they're completely unapologetic about it.”
1:33

“The Zoomers are so much better than the Millennials” Marc Andreessen 🇺🇸 on the AI-native Zoomers who learned tech from YouTube and have a burning desire to build something great: “2015 to 2024... was a very, very strange period. And a lot of just things got really weird. And the Zoomers are the generation that basically was on the receiving end of that.” “And they're not walking around feeling guilty about everything all the time. They're not feeling like they have to deny that they want to be successful.” “They've seen a thousand hours of YouTube videos from all the great people in tech talking about how to do everything. They just know so much more than previous generations of founders did.” “They're all AI native. They all basically learn AI from scratch and in college. They're coming out, and they totally understand it.” “They wear their heart on their sleeve. They're gonna build something great. And they're completely unapologetic about it.”

a16z

132,883 görüntüleme • 7 ay önce

"AI is going to be the antidote to the managerial revolution of the 20th century." - Palantir CTO Shyam Sankar "All this power that was sucked away from the frontline workers, who actually knew what they were doing, to an amorphous blob of middle managers — that's being reversed. All the bureaucracy is getting cut." "In the military, I'm seeing incredible AI application developers who are not formally trained computer scientists. What happened? I've been doing this for 20 years. This feels like a discontinuity. Where did these people come from?" "I realized they've always been there. The thing is — what would this guy have done 10 years ago? Make a PowerPoint? Try to convince some program manager that his ideas were good, only to be told they weren't?" "Now he just goes away in a corner for 2 weeks and builds it. And he's arguing about something that's empirical. And the commander is like, 'This works. Let's go.'"
1:04

"AI is going to be the antidote to the managerial revolution of the 20th century." - Palantir CTO Shyam Sankar "All this power that was sucked away from the frontline workers, who actually knew what they were doing, to an amorphous blob of middle managers — that's being reversed. All the bureaucracy is getting cut." "In the military, I'm seeing incredible AI application developers who are not formally trained computer scientists. What happened? I've been doing this for 20 years. This feels like a discontinuity. Where did these people come from?" "I realized they've always been there. The thing is — what would this guy have done 10 years ago? Make a PowerPoint? Try to convince some program manager that his ideas were good, only to be told they weren't?" "Now he just goes away in a corner for 2 weeks and builds it. And he's arguing about something that's empirical. And the commander is like, 'This works. Let's go.'"

TBPN

36,590 görüntüleme • 5 ay önce

Right before they were about to IPO, Covid hit, and Brian Chesky saw Airbnb lose 80% of its business in 8 weeks. “Andy Grove from Intel once said, ‘bad companies are destroyed by a crisis. Good companies survive a crisis. But great companies are defined by a crisis.’” “It was very bad. We went from the hottest IPO since Uber, to a respected journalist asking, ‘Is this the end of Airbnb?’” “I said — this is gonna be our defining moment. And I now have a blueprint.” “We're gonna be this really lean, elite organization, where not only am I in the details, we're all in the details.” “And by all being in the details, it's like having one shared consciousness. It was the best thing we ever did. We made these changes and, in a way, never looked back.” Brian Chesky on FORTUNE
3:08

Right before they were about to IPO, Covid hit, and Brian Chesky saw Airbnb lose 80% of its business in 8 weeks. “Andy Grove from Intel once said, ‘bad companies are destroyed by a crisis. Good companies survive a crisis. But great companies are defined by a crisis.’” “It was very bad. We went from the hottest IPO since Uber, to a respected journalist asking, ‘Is this the end of Airbnb?’” “I said — this is gonna be our defining moment. And I now have a blueprint.” “We're gonna be this really lean, elite organization, where not only am I in the details, we're all in the details.” “And by all being in the details, it's like having one shared consciousness. It was the best thing we ever did. We made these changes and, in a way, never looked back.” Brian Chesky on FORTUNE

a16z

93,896 görüntüleme • 6 ay önce

Palantir CTO Shyam Sankar explains what The Last Supper was: “A big dinner in 1993 when then-Deputy Secretary of Defense Bill Perry sat down the 50 defense primes and said, ‘Not all of you are going to survive. I give my blessing to consolidate. We’ll give you an oligopoly in return for getting lean.’” “This was the definitive moment that kicked off the financialization of defense. It became all about buybacks, dividends and leverage ratios, and new venture formation became about buyouts and roll ups.” “As a consequence, Founder-driven cultures and mavericks were eliminated. Consolidation leads to conformity.” “I cannot imagine wanting to work with mercenaries instead of missionaries.” “20 years on, I can feel this is all about to change, massively.”
2:44

Palantir CTO Shyam Sankar explains what The Last Supper was: “A big dinner in 1993 when then-Deputy Secretary of Defense Bill Perry sat down the 50 defense primes and said, ‘Not all of you are going to survive. I give my blessing to consolidate. We’ll give you an oligopoly in return for getting lean.’” “This was the definitive moment that kicked off the financialization of defense. It became all about buybacks, dividends and leverage ratios, and new venture formation became about buyouts and roll ups.” “As a consequence, Founder-driven cultures and mavericks were eliminated. Consolidation leads to conformity.” “I cannot imagine wanting to work with mercenaries instead of missionaries.” “20 years on, I can feel this is all about to change, massively.”

Jawwwn

33,770 görüntüleme • 7 ay önce

🚨ZUCK: We had organizations looking into us that weren't even involved in Social Media. We had the CFPB looking after us. I didn't even know what that is. It's some financial institution that Elizabeth Warren set up. We're not a bank, what does Meta have to do with this? They came up with some theory and were trying really hard to make it work. I don't know how this stuff works -- is it a directive? A quiet consensus? It's tough to be at the other end of that. The US Government should be defending its companies, not at the tip of the spear attacking its companies. The EU has fined the tech companies more thsn $30B over the last 10-20 years. This is a EU wide policy for how they want to deal with tech, it's kind of like a tariff. The US Government led the attacks against their companies which gave permission for the EU and other countries to go after US companies as well. I think that the American tech industry is a bright spot in the US economy, it's a strategic advantage, and it should be part of the US' strategy going forward to defend that. I am optimistic about that with Trump, I think he just wants the US to win. At least in the US we have rule of law, you get your day in court, and we usually win, but other countries don't have that. If the US wants to remain strong, the US has to have a role in defending their tech."
4:06

🚨ZUCK: We had organizations looking into us that weren't even involved in Social Media. We had the CFPB looking after us. I didn't even know what that is. It's some financial institution that Elizabeth Warren set up. We're not a bank, what does Meta have to do with this? They came up with some theory and were trying really hard to make it work. I don't know how this stuff works -- is it a directive? A quiet consensus? It's tough to be at the other end of that. The US Government should be defending its companies, not at the tip of the spear attacking its companies. The EU has fined the tech companies more thsn $30B over the last 10-20 years. This is a EU wide policy for how they want to deal with tech, it's kind of like a tariff. The US Government led the attacks against their companies which gave permission for the EU and other countries to go after US companies as well. I think that the American tech industry is a bright spot in the US economy, it's a strategic advantage, and it should be part of the US' strategy going forward to defend that. I am optimistic about that with Trump, I think he just wants the US to win. At least in the US we have rule of law, you get your day in court, and we usually win, but other countries don't have that. If the US wants to remain strong, the US has to have a role in defending their tech."

Autism Capital 🧩

1,842,936 görüntüleme • 1 yıl önce

Elon Musk: Leading an engineering department without being good at engineering is like being a cavalry captain who can't ride a horse. “If somebody is going to lead something in technology, they must themselves be good at technology. If they're going to lead something that involves complex engineering, they must themselves be good at engineering. They don't necessarily need to be the best engineer on the team, but they need to be very competent in their field. This is incredibly important. To me, if somebody's leading a given engineering field or engineering department, and they are not good at that, then that would be like a cavalry captain who can't ride a horse. Problem: great leader in every way, except he can't ride a horse. Then you've got to charge into battle, and the cavalry captain falls off the horse. It's not inspiring. So, the cavalry captain must be able to ride a horse. They don't need to be the best horse rider, but they must be competent in this regard. Otherwise, they cannot evaluate the talent of the team. And they don't understand the technology that's being developed. This may seem like a simple thing, but it is often the case that this is overlooked.” Interview at West Point, August 16, 2024
1:03

Elon Musk: Leading an engineering department without being good at engineering is like being a cavalry captain who can't ride a horse. “If somebody is going to lead something in technology, they must themselves be good at technology. If they're going to lead something that involves complex engineering, they must themselves be good at engineering. They don't necessarily need to be the best engineer on the team, but they need to be very competent in their field. This is incredibly important. To me, if somebody's leading a given engineering field or engineering department, and they are not good at that, then that would be like a cavalry captain who can't ride a horse. Problem: great leader in every way, except he can't ride a horse. Then you've got to charge into battle, and the cavalry captain falls off the horse. It's not inspiring. So, the cavalry captain must be able to ride a horse. They don't need to be the best horse rider, but they must be competent in this regard. Otherwise, they cannot evaluate the talent of the team. And they don't understand the technology that's being developed. This may seem like a simple thing, but it is often the case that this is overlooked.” Interview at West Point, August 16, 2024

ELON CLIPS

98,628 görüntüleme • 1 yıl önce