February 6, 2025· 48 min

This Is Palantir's Vision for Changing How the US Does Defense Spending

Shyam Sankar

Orality

Model

84%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(1,284 words)

M:29%

HostTracy Alloway(2,057 words)

M:29%

GuestShyam Sankar(5,797 words)

M:29%

Oral Indicators

Agonistic30%

very, terrible, basically

Engagement79%

you, our, your

Memory Aids100%

listen, so, now

Repetition100%

like (112x), know (72x), think (64x)

Parallelism72%

So why would I pay for stuff I..., And I'm Tracy Alloway...., And I know you've said at vari...

Sound Patterns52%

51 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases2%

i mean

Literate Indicators

Hedging7%

could, might, maybe

Passive Voice5%

is characterized, was driven, is viewed

Abstract Nouns25%

investment, business, verizon.com/business

Subordination7%

because, since, provided

Sentence Length38%

Avg: 14.5 words/sentence

Word Complexity49%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style21%

777 personal pronouns found

Descriptive Style93%

exactly, apply, monthly

Description

This week, we saw shares of software maker Palantir soar after reporting earnings and describing demand for AI as being "untamed." But what does Palantir do, and what do they actually sell to the federal government? More importantly, how does the government actually spend money on things related to security and national defense? Last year, Palantir's CTO Shyam Sankar published a document called "The Defense Reformation," containing 18 theses about arms procurement and how it should be changed. We talk to him about the history of US defense spending, and his vision for creating a more competitive, advanced environment for the US defense sector. Read More: Palantir Jumps Most in Year As ‘Untamed’ Demand Bolsters Outlook Trump’s Gaza Takeover Gets Israeli Approval, Global Scorn Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

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