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Palantir’s CEO and Wall Street Annoy Each Other Straight to the Bank. The "tendies" love Daddy Karp, the institutional investors... not so much. Here's more on the $80 billion AI software co which joined the S&P today and why reasonable people disagree. bloomberg.com/news/articles/…

Palantir shares surge after it reports record profit and raises outlook, citing ‘unwavering’ AI demand. The BIG driver: US commercial deals bloomberg.com/news/articles/… via Bloomberg Technology

Thanks Jeff Lawson for buying the Onion so we could get this great zoom in on electoral coverage. No other news source has gone to this level of detail.

NEW: OpenAI is partnering with Anduril on using its technology to detect and respond to unmanned drone threats against the US military, in its biggest push yet into the defense sector. From me and Lizette Chapman gift link: bloomberg.com/news/articles/…

Archer Aviation Partners With Anduril, Gets $430 Million in Backing To Build Hybrid VOTL For DoD bloomberg.com/news/articles/…

Mike Gallagher, the former congressman turned Palantir executive, thinks tech startups can help prepare the US Defense Department for a new era of modern warfare bloomberg.com/news/articles/… via Bloomberg Technology *Gift link here* bloomberg.com/news/articles/…

NEW: These defense tech startups are poised to have an outsized impact on the way America wages war in 2025 bloomberg.com/features/2025-… via Bloomberg Technology

$PLTR investors hitting each other up rn

NEW: AI robots aren't just for the assembly lines or battlefield. Robotic massage AI startups Aescape raises $83 million, expanding nationwide to 60 Equinox gyms bloomberg.com/news/articles/… via Bloomberg Technology

Sequoia Capital valued Peregrine Technologies at $2.5 billion (a 7X increase since May) to expand its data analytics software from law enforcement to fintech and beyond. Palantir alums - who comprise 25% of total team- say its like PLTR but cheaper Gift link here:

Defense Startup Shield AI Lands $5.3 Billion Valuation, Pushing Into Autonomous Software. 🎁 link here bloomberg.com/news/articles/… bloomberg.com/news/articles/…

Cyan Banister, Arielle Zuckerberg and Lee Jacobs have raised a $181.81 million fund to back "magical weirdos" building unusual seed stage tech startups. bloomberg.com/news/features/… via Bloomberg Technology Long Journey *Gift🎁 link here: *bloomberg.com/news/features/…

Deglobalisating. Ignoring Paris. Making NATO pay up. Doing something about unsustainable debt. All things that were well underway pre Trump. Is he a catalyst not a cause? (Spoiler.. yes..) bloom.bg/449F8xQ

US shipbuilding poised for a comeback but not all will have captains. Defense tech startup Blue Water Autonomy is building an open water autonomous vessel, joining Anduril Industries Saronic Saildrone vatnsystems to fill the seas with thousands of drones. bloomberg.com/news/articles/… via

Last year, I sat down with Scott Nolan to talk about the company he was incubating at Founders Fund. Today, General Matter, a new uranium enrichment company, officially launched. 12 years in the making and only just getting started.

Exclu: Founders Fund backs Scott Nolan’s uranium enrichment startup General Matter, Peter Thiel joins board w Shoko Oda bloomberg.com/news/articles/… via Bloomberg Technology

NEW: Silicon Valley is coming for the Pentagon's $1 Trillion Budget. Big Take with Julia Han Janicki 🌻 Tom Février @allversprille on how Palantir Anduril Industries and other startups could shape war: bloomberg.com/graphics/2025-… Gift link here: bloomberg.com/graphics/2025-…