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▶ 1:55 · $PLTR · Palantir's Epic Fury leapfrogs AI targeting with 10-100x more upside
episode briefing
Joe Lonsdale

America’s $700 Billion Defense Tech Rebuild

2026-07-24 · 12 company · 18 thematic
sentiment
8 bull0 bear4 neu
speakers
joe lonsdale

Joe Lonsdale hosts American Optimists. He co-founded Palantir Technologies and founded venture firm 8VC. He previously hired Scott Wu at an early company and references his experience building Palantir's forward-deployed engineer model and government technology partnerships.

kevin mandia

Kevin Mandia is a legendary cybersecurity expert who started his career in the Air Force Office of Special Investigations in 1993. He founded Mandiant in 2004, pioneering the incident response model, and sold it to Google. He later served as CEO of FireEye (which acquired Mandiant) and lived through the SolarWinds supply chain attack. He is now building Armen, an AI-native company creating autonomous cyber defense through hyper-attack simulation platforms.

shyam sankar

Chief technology officer and executive vice president of Palantir, focused on deploying data and artificial intelligence software across government and industry.

emil michael

Emil Michael served as White House Fellow under Secretary Gates (2009), led global business growth at Uber during its hypergrowth phase, and now serves as Under Secretary of War for Research and Engineering (CTO of Department of Defense), overseeing critical technology areas, DARPA, DIU, and Office of Strategic Capital.

quote
“Epic Fury is a leapfrog in capability, but I think it also shows that there is another 10x 100x to go that's illuminated by what's already been done here.”
—shyam sankar
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