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

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

April 6, 2026 · 1h 9m

About this episode

The episode features discussions with Palantir and Anduril executives on the future of warfare, including the role of AI and drones.

(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…

People in this episode

Hosts: Chamath, Jason, David Sacks, Friedberg

Guests: Shyam Sankar, Trae Stephens

Topics covered

Keywords

Sponsors

Axon.ai

Mentioned in this episode

Organizations: Palantir, Anduril, CIA, Anthropic, Pentagon, AppLovin

Places: US, China, Taiwan

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