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Invest Like the Best

Deep conversations with investors, founders, and operators about business quality, capital allocation, strategy, and enduring competitive advantage.

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Invest Like the BestEN · 82 min

How AI Is Changing Warfare | Palantir CTO

Patrick O'ShaughnessyShyam Sankar

Shyam Sankar argues that military innovation comes from heretics who build outside bureaucracy, while defense-specialist spending rose from 6% of major weapon-systems spending in the Cold War era to 86% today.His reindustrialization thesis links production capacity to innovation and AI productivity, with hundreds of founders now treated as “plan A” inside the Pentagon and more than $100B invested in their projects, making execution and cost-plus contracting key signals to monitor.