Peter Thiel on the rise of socialism in the US: "If the Democratic socialists take over the Democratic Party—that's a much bigger deal." "That is like the end of America." Via Mathias Döpfner

Peter Thiel: If the US slows down AI development, China wins: "There's some degree to which you can never just turn the clock back." "In theory, you could slow it down if you had genuine, deep cooperation across the whole world. But I think that would require like a one world government with real teeth, real force, and the classical liberal part of me thinks that's almost a frying pan into fire. It's a cure that's worse than the disease." "Of course you can have fake global government where you have a lot of conferences to discuss it, a lot of somewhat empty statements that get put out." "And then there's also a risk that it ends up being slowed down in the West and not in China." "The Pope recently issued this anti-AI encyclical. Maybe it was too harsh, but the rhetorical point I have on it is that the Communist Party of China is not going to listen to the Pope. There's a chance people in the US will. And so in effect, the Pope's encyclical was working for the Communist Party." "I'm not saying he was an agent of the communists, but he was at least acting as a useful idiot for the CCP." Via Mathias Döpfner

.@JTLonsdale on Greenland: “It’s a frontier mindset” “I think having a frontier is very healthy. I think Britain was a healthier society when it had a frontier and was growing.” “The most competent things grow.”

Alex Karp says the reason Palantir has been so successful is because of their willingness to be "non-mimetic": "When the whole world said software had to be worthless—we built platforms that worked." "When the whole world said you couldn't extend it with FDEs—we built FDEs." "When the whole world is saying build AI slop without an ontology that allows you to put truths into the ontology and produce actual results—we stuck to our guns." "And what did we get? We got these results."

Palantir CEO Alex Karp says Nationalizing AI might "collapse the whole market" "When you have unlimited liability, the only way to deal with it would be to go to the government and say, 'We'll give you 50% of our business.' Of course, the value of the business will collapse first when you do that, collapse another time when you have people on the board, collapse another time... it might even collapse the whole market." "The only way to deal with this kind of liability is to go to the government and say, 'Nationalize us, please.'" "What is the first lesson in poker and in life? If you think the other person's the mark, you're the mark. You are the mark and it will be nationalized simply because of the liability issues they're talking about." Via @CNBC

Palantir CEO Alex Karp on how AI companies like Anthropic or OpenAI are going to explain liability issues in their S-1's when they IPO: "That's the thing. You're assuming that there will be an S-1." Via @CNBC

Palantir CEO Alex Karp: regulating AI is going to be very difficult because everyone who understands AI is currently "on the payroll" of an AI business "The first line of defense is: you're liable for your own actions. So it's a weird twist. They're asking for societal regulation to get out of the first line of defense, which is, if you build a technology that can destroy 10% of the world, that has civil and criminal liability attached to it." "The first step isn't to say, 'We get out of it because we want to self-regulate or we want regulation.' The first step is to say, 'Okay, you've disclosed this. What are you doing about it?'" "And the second step is to say, 'If you're not doing it, you're not being responsible. We're going to have to get people involved.'" "That's going to be very complicated because regulating these things needs people who understand them. Another problem we have is seemingly everyone who understands this is on some payroll." "Who are you going to trust? When we built nuclear energy and built the bomb, people did it because they believed they were not on the payroll." Via @CNBC

Palantir CEO Alex Karp: the biggest danger of the AI movement is that it's going to lead to a wealth tax. "I think it will raise the boats of most people, but you can't have a revolution where I become 50x wealthier and everyone else becomes 10% wealthier. It's going to drive political insanity." "Political insanity—what does that look like? Obviously wealthy people should pay more than their share of the taxes. But a wealth tax kills entrepreneurship." "You have to find ways to actually tax at the high end that, that aren't a wealth tax. There are ways to do this. I think the way you do it is you tie reduction of waste, fraud, and abuse to increase taxes among the very wealthy." Via @CNBC

Palantir CEO Alex Karp on why he believes AI labs want to be nationalized: "First you migrate all the IP to your business, and then because you need capped liability, both vis-à-vis the business and vis-à-vis the dangers, you've got to migrate the business to the government." "That is the core philosophy of the EA movement imposed upon a business." Via @CNBC

"How can they tell me not to wear a condom?" Palantir CEO Alex Karp says the reason AI labs supplement the cost of tokens is to steal your alpha: "The reason tokens are discounted is not so they can grow the market. They're discounted so that they can get access to your IP so that their models get better. And there was functionally no honest conversation about this or disclosure." "Our partners are livid. The kind of safety they're most upset about is what they believe is the theft of their alpha." Via @CNBC

.@PalmerLuckey: “Our very first pitch deck 8 years ago included a very specific quote from Vladimir Putin.” “He said, ‘The country that wins in the sphere of AI will become the ruler of the entire world.” Via @LizClaman @FoxBusiness 2025

Palantir CEO Alex Karp says people arguing we should pause AI development are not living in reality and de facto saying we should let our enemies win: "If we didn't have adversaries, I would be very in favor of pausing this technology completely, but we do.” Via @cnbc

.@L3HarrisTech says Palantir helped them beat frontier AI models in less than 2 days, at 95% lower cost: "When we fine-tuned open source models trained on our own data, we were able to outperform the frontier models in less than 48 hours." "The cost of our fine-tuned open source model was 95% lower than the frontier models we were using." "AI is a commodity. It's all about the data. We view our data as a corporate asset. It's our unique hard-earned knowledge." "We believe American defense companies should not be a vassal for frontier AI labs, handing over our data and institutional knowledge, hoping to rent back the intelligence it creates." " We own the model, we own the compute, we own the advantage."

Palantir CEO Alex Karp says the rise of Germany's AfD party is due to "very deep and large migration into Germany without the buy-in of the German people, and without an honest discussion of the consequences." "AfD is much stronger than they appear. I have friends who 5 years ago were telling me they would never vote for the AfD, who are voting for the AfD, who are social democrats." "And then when the AfD is polling at 40%—there's another 10 points above that that would vote for them if they weren't the AfD." Via Mathias Döpfner

“A friend is someone that supports you in difficult times.” “If someone’s still supporting you when the chips are down—that’s a friend.” “Fairweather friends are useless.” “Everyone likes you when the chips are up, but who likes you when the chips are down?” @elonmusk with @nikhilkamathcio

.@ssankar says Palantir was able to make Nvidia's Nemotron Ultra model "better than frontier": "I literally almost felt gaslit when, within 24 hours of getting Nemotron up with no post-training, this is vanilla Nemotron Ultra, it did better than frontier." "If you just looked at the numbers, you would say, 'It's nowhere near the Frontier. That shouldn't even be possible.'" "But of course, the benchmarks are wrong. I mean, the benchmarks are right for what the benchmark's measuring, but that's not my business. Those are not the tasks my customers had that they were trying to solve."

.@DavidSacks says Palantir CEO Alex Karp is brilliant and completely correct: companies must own their means of production if they don't want to transfer their alpha to OpenAI and Anthropic. "Enterprises are at risk of transferring their knowledge, their know-how, their trade secrets and their customer data to model providers who might eventually decide to compete with them." "Enterprises are waking up to this threat, and they're not happy about it. I think Karp is exactly right about that." "What safety means for an enterprise is—they get to control their own data, their model weights and their compute, so a frontier lab can't hoover up their proprietary knowledge, their alpha, and turn it into their next product." "Look at what happened to Figma. Anthropic 'blindsided' its then business partner with the launch of Claude Design." " Anthropic's chief product officer even served on Figma's board and didn't resign until three days before the launch of Claude Design." "This is not an isolated example." "Anthropic has also launched Claude Science, Claude Security, Claude Legal, Claude Financial, and of course, Claude Code." "Every single one of these vertical apps expanded into categories that was previously served by companies building on top of Anthropic's own models." " They're watching where the value is being created on top of their models, then they're moving in directly." "The pattern is clear. They are going to use their dominant position in the model to then grab more and more territory in any interesting and lucrative vertical." " Back to Alex Karp's point: if you're an enterprise customer or a developer, why in the world would you ever want to share any proprietary data with them?" "You are mortgaging your future. You're sealing your fate. You are going to lead to disaster for your company." Via @theallinpod @jason @chamath @friedberg

Palantir CEO Alex Karp: "When OpenAI or Anthropic especially are talking about critical infrastructure—it only is being used in our product. My product." "Just so you see I'm not throwing shade—Dario is a literally historic figure." "He came from behind, and he's now number one." "I've been in business for a long time. Never seen anything like this." "The reality is—critical infrastructure does not run these models without an application layer. In almost all cases, and maybe it won't be all cases someday, that application layer is our ontology. That's a fact." Via @CNBC