Sarah Kreps

Yeah, and I think we should take a step back and acknowledge why they're at the tip, no pun intended, the tip of the spear here with the Pentagon, which is that a year or so ago, they seemed to go in the direction of focusing on enterprise.

And with that, more than a year ago, because their first contract with Palantir was in 2024.

And so that's the market they're going for.

And so they were part of...

you know, $200 million contracts with Palantir and the Pentagon in part of that enterprise kind of business that they're focusing on.

And so as part of that, that enters them into a, you know, this arrangement that I think has then led to where we are now, which is this standoff

in terms of how they balance their kind of ethical constitution with the need to be doing enterprise work that will bring in the revenue.

Well, I think they're definitely two sides of this story.

So what I think makes this generative AI so different from bombs and bullets and nuclear weapons is that nuclear weapons and missile silo only has one purpose, and it was built by defense contractors.

the cutting edge AI is coming out of the civilian world.

And it's a classic dual use technology problem, which is it's starting in a civilian space and now it's getting appropriated and used by the Pentagon.

And so it really, it's a civilian technology that now has this critical national security value.

And so that's where this tension is, that both sides are correct.

But the Pentagon does have a lot of leverage because it's the federal government.

It is surprising that we're seeing this repeat of 2018 where Google and the CEO seem to have been blindsided by the employees' reluctance to work with the Pentagon.

And here we are eight years later, and it seems like a repeat of this that could have been avoided.

But I think if we put ourselves in the position of how quickly AI has been moving in the last couple of years, you can see how

this just becomes kind of somehow new territory, even though it feels like we've been here before.

And so I think what was happening the last year or two, AI was moving so quickly, the Pentagon is moving quickly, trying to do things differently.

And you can see then why, and I worked in the acquisition business in the Air Force,