I think Anduril shouldn'tn be dismissed as a vaporware shop- they're very big in terms of market cap ( as is palantir, which is about as big as RTX)
I think they're in the 'true believers' camp in Alex Karp arsenal of democracy vein. Like, 'if you're going to pay the beltway bandit you might as well get something for it'.
And much like Uber had to work very hard to make taxi cartels in look good, it's not like traditional big Defense is full of virtue.
Of course it's easier to be a true believer, when it is allows you to get rich from your political connections and the public trough.
I think there's something to the idea that SV went from dont be evil utopians, to I want to keep what's mine nationalists as the dot com folks hit their 40s and 50s. Maybe someone has already told that story....
the Altman/Ive pic looks so much like the Simon and Garfunkel 'Bookends' album cover it's driving me nuts
It can't be a coincidence
Altman's lips are unsettling
I think Anduril shouldn'tn be dismissed as a vaporware shop- they're very big in terms of market cap ( as is palantir, which is about as big as RTX)
I think they're in the 'true believers' camp in Alex Karp arsenal of democracy vein. Like, 'if you're going to pay the beltway bandit you might as well get something for it'.
And much like Uber had to work very hard to make taxi cartels in look good, it's not like traditional big Defense is full of virtue.
Of course it's easier to be a true believer, when it is allows you to get rich from your political connections and the public trough.
I think there's something to the idea that SV went from dont be evil utopians, to I want to keep what's mine nationalists as the dot com folks hit their 40s and 50s. Maybe someone has already told that story....
Whew, I was afraid one of them was going to be Glenn Greenwald
(These are also horrifying for different reasons)