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X @The Wall Street Journal
The Wall Street Journal· 2025-11-19 13:15
Israel has spent the past two years fighting fierce wars across the Middle East, largely from the air. It has yet to lose a single plane. https://t.co/OI1LbU60KZ ...
Defense Tech: Palantir’s Mosley on AI, Warfare, and the End of US Unipolarity
Bloomberg Technology· 2025-11-15 06:04
Geopolitical and Technological Shifts - The world is moving away from American unipolarity, with China emerging as a near-peer or potentially stronger adversary [1] - A revolution in artificial intelligence (AI) technology is underway, poised to transform all aspects of life, including defense and military, within 5-10 years [2][3] Palantir's Role and Technology - Palantir provides a software layer for deploying AI models securely, auditably, and transparently, maximizing their value [4] - Palantir's software aims to replace daily tasks involving human cognition, enhancing productivity and efficiency for allies [5][6] - Palantir emphasizes the importance of keeping humans in the loop in automated defense systems, while acknowledging the technological trend towards increased automation [7][8] - Palantir's software acts as a "harness" for AI models, enabling transparent, secure, and auditable decision-making processes [9] AI in Military Context and Ukraine - Ukraine has become a real-world R&D lab for AI in a military context, experiencing rapid advancements in military technology [11][12] - Military technology in Ukraine is experiencing major leaps every 6-8 weeks, necessitating frequent changes in tactics and procedures [14] UK Investment and Expansion - The UK is considered a prime location outside the US and China for engineering talent needed to build Palantir's software [16] - Palantir aims to significantly grow its presence in the UK, building upon its existing 1,000-person office in London, which is its second-largest globally [17] - The UK is viewed as a key military power in Europe, a pillar of NATO, and a potential bridge to the rest of the continent [17][18]
X @Bloomberg
Bloomberg· 2025-10-27 12:58
Massachusetts entrepreneurs and politicians see an opening to make the state more of a military technology powerhouse and blunt the economic damage caused by the loss of federal support for industries such as life sciences and clean energy https://t.co/1TkWS57Dou ...
China views rare earths as a national treasure, says American Elements CEO Michael Silver
CNBC Television· 2025-10-16 12:25
Geopolitical & Supply Chain Concerns - China's restriction on rare earth mineral exports is viewed as a threat to the global supply chain [1] - China restricted seven rare earth materials initially, and added five more recently [3][4] - These restricted rare earths, critical for commercial and military tech, constitute only about 1% of a rare earth deposit [4] - The move may indicate China's intention to retain these materials long-term, potentially impacting the US [5] - China may be using rare earth restrictions as leverage in trade disputes [6] Market & Economic Impact - China's potential reduction of serium, lanthanum, neodymium, and praodmium prices (the bulk of rare earth deposits) could negatively impact the profitability of new and existing rare earth mines [8] - This could necessitate US government subsidies to maintain operations like the Mountain Pass mine [8][9] - Restrictions will impact electric car production due to the use of dysprosium in neodymium boron magnets [16] - China has historically manipulated rare earth pricing to achieve strategic goals, including attracting foreign investment [16] US Response & Strategic Considerations - The US government may need to subsidize the Mountain Pass mine to secure turbium, dysprosium, scandium, and yttrium, essential for military technologies [10] - The US possesses sufficient heavy rare earth deposits to support military applications, particularly from Mountain Pass and Lionus' Mount Weld mine in Australia [13] - Government involvement and subsidies are likely needed to develop domestic rare earth resources in Wyoming, Alaska (UKORB site), and potentially Greenland [19] - There's a trend towards sovereign control over these materials [19]
X @BBC News (World)
BBC News (World)· 2025-10-14 00:42
Nato chief jokes about 'limping' Russian submarine https://t.co/dzz2JubgVn ...
Inside Europe's military technology resurgence
NBC News· 2025-10-11 18:08
Geopolitical Landscape & Defense Strategy - Europe is rethinking its defense strategy due to the Russia-Ukraine war and airspace breaches, focusing on smaller systems and smarter technology [1] - Unidentified aerial incursions are viewed as a coherent campaign to unsettle citizens, test resolve, divide the union, and weaken support for Ukraine, described as hybrid warfare [4] - Leaders are considering measures like drone walls to shield eastern borders [4] Technological Innovation & Military Modernization - A €12 billion AI startup in Munich, Housing, is compared to Andril Industries (valued at ~$30 billion), both changing military spending and building [1] - Innovations include AI-powered fighter jets, autonomous systems, and insect-sized surveillance tools equipped with cameras and stimulators for remote control [2] - Heling's CA1 Europa is an autonomous combat aerial vehicle designed to redefine air dominance [3] Funding & Scaling Challenges - Venture-backed tech is significantly funding drone technology and insect-sized technology [9] - Risks exist with venture funding, as smaller companies may innovate quickly but struggle to scale production to meet army requirements [10][11] European Defense Buildup & US Influence - European nations have realized they lagged in technology and defenses due to Russian actions [6] - American presidents since the 1990s have urged European nations to increase defense spending [8] - The US administration's pressure has made European nations more nervous about their defense commitments [9] Future Outlook - Ukraine could potentially become the arsenal of Europe if it overcomes corruption issues, having built a significant defense industry during the war [12]
China's Xi Shows Off New Weapons, Technology in Military Parade
Bloomberg Television· 2025-09-03 15:59
China’s once-a-decade military parade marking the end of World War II showed off an array of new weapons — including, for the first time, large autonomous sea vehicles. Xi Jinping led the event in Beijing, joined by Russia's Vladimir Putin and North Korea's Kim Jong Un. China also showcased other new systems, including the JL-3 submarine-launched ballistic missile, the YJ-21 hypersonic anti-ship ballistic missile, and a directed-energy weapon, highlighting its growing military capabilities. -------- More on ...
X @The Economist
The Economist· 2025-08-31 06:20
The Flamingo missile packs a punch, on paper. If even half of its claims hold, it has the potential to deal serious damage to targets almost anywhere in European Russia https://t.co/QqwMLmOxcS ...
X @Bloomberg
Bloomberg· 2025-08-26 03:12
China is preparing to showcase its latest anti-ship missiles, combat drones and nuclear-capable ballistic missiles in a parade aimed at demonstrating its military prowess — and perhaps attracting potential buyers https://t.co/5L6pCi3clx ...