Core Insights - Shyam Sankar, CTO of Palantir Technologies, warns that the U.S. has lost its deterrence and is no longer feared by adversaries [1][2] Geopolitical Context - Sankar attributes the loss of deterrence to various geopolitical events over the past decade, including the 2014 Crimea crisis and China's militarization of the Spratly Islands in 2015 [2][3] - He emphasizes that the current state of peace is absent, citing Iran's nuclear capabilities and recent developments in Israel as contributing factors [3] Military and Industrial Credibility - The decline in military and industrial credibility is seen as a catalyst for a patriotic realignment in Silicon Valley, which Sankar believes is correcting a post-Cold War malaise [3][4] - He argues that peace is derived from deterrence, which has been compromised due to the excesses following the Cold War victory [4] Shift in Tech Industry - The Russian invasion of Ukraine is identified as a pivotal moment that clarified the tech industry's role in national security, reminding stakeholders of the existence of global threats [4] - Sankar's direct commission into the Army Reserve, along with other tech executives, signifies a shift towards modernizing military capabilities with advanced technology [4][5] Financial Performance - Palantir Technologies is set to release its Q3 earnings, with analysts expecting earnings of 15 cents per share on revenue of $1.09 billion [6] - The company's stock has seen significant gains, up 166.62% year-to-date and 384.11% over the past year, indicating strong market performance [6]