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Defense Tech: Palantir's Mosley on AI, Warfare, and the End of US Unipolarity
Palantir TechnologiesPalantir Technologies(US:PLTR) Youtubeยท2025-11-15 06:04

Geopolitical and Technological Shifts - The world is experiencing significant geopolitical changes, moving away from American unipolarity, with adversaries like China emerging as near-peer competitors [1][2] - Concurrently, there is a technological revolution in artificial intelligence that is expected to transform various aspects of life, including defense and military applications [2][3] AI in Defense - The integration of AI into defense software is anticipated to occur rapidly, potentially within 5 to 10 years, comparable in scale to the industrial revolution [3][6] - Companies are developing software that allows for secure, auditable, and transparent deployment of AI models, enhancing productivity and efficiency in military operations [4][5] Human Oversight and Automation - A critical policy question is how to maintain human oversight in automated processes, especially in defense applications [7][8] - The software developed serves as a safeguard, capturing decision-making contexts to ensure accountability and transparency [9][10] Lessons from Ukraine - The conflict in Ukraine has acted as a real-world testing ground for AI in military contexts, leading to rapid technological advancements and innovative tactics [11][14] - The Ukrainian military's resourcefulness has resulted in significant progress in military technology, with advancements occurring every 6 to 8 weeks [14] Investment and Growth Potential - The UK is positioned as a key player in defense technology development, with a strong pool of engineering talent, making it an attractive location for investment [16][17] - The company aims to expand its presence in the UK, which is seen as a strategic hub for military technology and a bridge to the European continent [18]