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.@PalmerLuckey: If you let your population size collapse, your country becomes irrelevant: “South Korea has a rapidly declining birth rate. They’re down to 0.67 births per woman average. You need to be at 2.1 to meet replacement.” “North Korea doesn’t need to fight South Korea to win—all they have to do is keep having kids and making artillery shells.” “What happens when there’s less than a million people in Seoul? It doesn’t matter how smart they are. Maybe they’re really rich per person. But they’re economically irrelevant.” “Is the US going to be able to justify fighting WWIII over a country that’s shrunk down to be smaller than a small town?” Via @mikeroweworks

Palantir CTO @ssankar on AI layoffs: “We’re listening too much to the inventors of AI.” “I know that’s appealing. They’re geniuses.” “We need to be listening to the frontline factory workers using AI saying, ‘Wow, I was able to add a third shift. I was able to hire more workers.’” “Or the ICU nurse who says, ‘I was able to spend more time with my patients and ensure they don’t code during a shift change now.’” Via @FoxNews

Palantir CEO Alex Karp on how tech leaders talk about trust and AI-fueled job loss to the public: “It's a cluster fuck.” “Could it be worse?” “It's like, ‘We're going to take your job. We're not going to give you anything. We're going to get very wealthy. We don't talk in a way one could easily understand what we're saying. In many cases, we're talking our playbook.’” Via @AmerCompass

There are reasonable places for charity, but overall, the best form of philanthropy from the wealthy is probably providing value and making it as cheap as possible. In some ways, 𝕏 and Grok is @elonmusk’s best philanthropic mission. Truth in your hands, completely free.

Alex Karp on NYC Mayor Zohran Mamdani: “We’re about to probably have a complete disaster. I was born in New York. “If you asked, ‘Do these things actually work?’ Everyone’s like, ‘Of course I’m not going to vote for that.’ Instead they ask, ‘Does it work in theory?’” Via @CNBC

Thank you @PirateWires @micsolana for shipping this shirt in time for 4th of July so I could wear it yesterday 🇺🇸🌖

4th of July Palantir hype video 🇺🇸🦅🔮

Palantir CTO @ssankar: America was built by Founders 🇺🇸 “This is a country that understands the importance of Founders. We call them the ‘Founding Fathers’ for a reason.” “You don’t get SpaceX without @elonmusk.” “The Founders are back.” Via @hughhewitt

My favorite 4th of July memory is pulling up to a Tesla supercharger and seeing a Red, White, and Blue Tesla 🇺🇸

Ever since I was little, I’ve kept a $2 bill in my wallet. My great grandfather gave my family a huge wad of them when he died. He thought they’d become rare and valuable (they didn’t). But I always thought it was America’s best bill with the detailed signing of the Declaration of Independence on the back. They’ve become sort of a good luck charm for me, and I occasionally will hand them out as tips 🇺🇸

“It’s a revolution born and bred in America—the bastion of all good in this world.” — Palantir CEO Alex Karp on AI

whenever I come across Americans trashing the American experiment, I think back to Dr. Karp talking with Bill Maher about what makes America special. "Part of the problem and part of the reason why people don't stand up for America is they don't understand how magical it is to get these things to work, and no other place does it at our scale with our diversity and different kinds of people and different kinds of thought. And like, in my case, you know, I was viewed as the Frankenstein monster. I don't come from wealth, and I get the opportunity to prove myself. No one in this country cares how crazy you are if you deliver." Happy USA 250. I love this place. Cheers to the next 250 🇺🇸🚀

In 2018, Peter Thiel said California is “close to bankrupt” and will likely “go broke” in the next recession: “We have this incredible tech thing in Silicon Valley.” “If you go just to the East Bay, across the Bay Bridge or Dumbarton Bridge—you're basically in a failing state.”

Palantir CEO Alex Karp: "When the @DeptofWar goes to you and says, 'I need this application,' do they get to control the weights to do it, or do you get to control the weights?" "Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley?" "That is F'ing insane." @PeteHegseth @emilmichael

.@DavidSacks says Palantir CEO Alex Karp is brilliant and completely correct: companies must own their means of production if they don't want to transfer their alpha to OpenAI and Anthropic. "Enterprises are at risk of transferring their knowledge, their know-how, their trade secrets and their customer data to model providers who might eventually decide to compete with them." "Enterprises are waking up to this threat, and they're not happy about it. I think Karp is exactly right about that." "What safety means for an enterprise is—they get to control their own data, their model weights and their compute, so a frontier lab can't hoover up their proprietary knowledge, their alpha, and turn it into their next product." "Look at what happened to Figma. Anthropic 'blindsided' its then business partner with the launch of Claude Design." " Anthropic's chief product officer even served on Figma's board and didn't resign until three days before the launch of Claude Design." "This is not an isolated example." "Anthropic has also launched Claude Science, Claude Security, Claude Legal, Claude Financial, and of course, Claude Code." "Every single one of these vertical apps expanded into categories that was previously served by companies building on top of Anthropic's own models." " They're watching where the value is being created on top of their models, then they're moving in directly." "The pattern is clear. They are going to use their dominant position in the model to then grab more and more territory in any interesting and lucrative vertical." " Back to Alex Karp's point: if you're an enterprise customer or a developer, why in the world would you ever want to share any proprietary data with them?" "You are mortgaging your future. You're sealing your fate. You are going to lead to disaster for your company." Via @theallinpod @jason @chamath @friedberg

.@chamath says Palantir CEO Alex Karp is " an incredible, smart, brilliant guy" who "completely nailed it and called out on its face the huge risk" of giving your company's alpha to OpenAI and Anthropic: "If you are a reasonable company, why are you not finding an independent way to access this intelligence in a way that doesn't leak your edge away?" "To do so at this point now is kind of becoming derelict and irresponsible." "Back then, you could be experimenting because you didn't know any better." "Now, when you know all of these data points, to continue to make the same decision is really insanely dumb." Via @theallinpod @DavidSacks @friedberg @Jason

Reminder that the Moon is American 🇺🇸

The fireworks this year are crazy