The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 6 April 2026
⏱️ 69 minutes
🧾️ Download transcript
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.
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Transcript
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| 0:00.0 | Trey Stevens, Sean Sankar, welcome to the All In Podcast at the Hill and Valley Forum. |
| 0:04.8 | Thank you guys for being here. What's up? How are you guys doing? Thanks for having us. Good. Good to be here too. You guys are friends, right? You guys go back like a long time. A really long time. Okay, tell us how you guys know each other. Palantir, and roll. What's the connection and the history? Well, I'll start. You can fill in all the gaps. |
| 0:21.8 | I feel like I know the story you're going to tell and it's going to be very uncomfortable. Anderol, what's the connection and the history? Well, I'll start. You can fill in all the gaps. |
| 0:21.9 | I feel like I know the story you're going to tell, and it's going to be very uncomfortable. |
| 0:29.2 | Every few years, a new ad channel opens before the market catches on. |
| 0:33.4 | That's axon.a.i right now. |
| 0:35.4 | The AI ad platform behind one of the biggest runs in tech with access to over a billion daily active users. |
| 0:40.9 | Full-screen video ads in mobile games watched for a median of 35 seconds. |
| 0:44.8 | Businesses are profitably spending hundreds of thousands of dollars a day on it, |
| 0:48.3 | and most advertisers don't even know it exists yet. |
| 0:50.6 | The window is open at axon.aI slash all in. |
| 0:57.4 | So, Trey, I think in the early days of Pallantir, I was roaming around, giving demos to anyone who could possibly want to see |
| 1:02.0 | them. Tray was working in an Intel agency and happened to see one of these demos. And he should |
| 1:07.9 | tell you his version of it, his side of it, his frustration with bureaucracy. |
| 1:11.4 | But I think he realized like, hey, this might be really cool. Maybe I should leave the hell |
| 1:16.1 | hole I'm in in the basement of this building, getting nothing done, talking about sports |
| 1:20.2 | with other people to go join this crusade. So Trey reached out and applied. He made a big faux pa. |
| 1:27.7 | He came all the way to Palo Alto, and he wore a full-on-suit tie cufflings. |
| 1:33.7 | CIA cufflings, mind you. |
| 1:36.3 | Coming to interview with, I don't know, we were probably 20 people, you know, who wore |
| 1:40.7 | T-shirts and, you know, secondhand me-down clothes. |
| 1:46.2 | And, you know, he was intercepted in the lobby by a receptionist who really cared about him and told him to get ditch the tie and try to dress |
... |
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