Tim Miller

I mean, it's not crazy for me to imagine that a Democratic –

President in 2029 would say we're canceling all contracts with Palantir.

You know, I mean, part of it is based on experience because there was a lot of that talk after the first Trump presidency and the Biden administration didn't do anything.

They thought Biden was anti-tech.

They might get a different kind of leftist next time.

They should be careful.

It's true.

But I think part of it is they think that, first of all, the second Trump presidency, they see it as a massive opportunity.

And that's part of the reason CARP is all in with ICE this time, is they see this as a massive opportunity.

It's a huge government contractor as it is, but they see this as an opportunity to become even more deeply entrenched in the bowels of government, if you will, to the point that it would be very hard and very disruptive to

to to switch vendors.

But they also, you know, and again, this is based on experience that maybe the next Democrat will decide we're not trying to do immigration enforcement.

So it's not that hard to switch vendors, actually, because we don't have it.

We don't need a new vendor at all.

We're just going to get rid of this one.

Maybe.

But I think, you know, based on what they what they experienced with Biden and just what they kind of experience in general, I mean, for instance, ICE itself, I mean, this was kind of the amazing, you know,

coda to the controversy during the first Trump presidency, ICE itself tried to terminate the contract with Palantir after Biden became president, not because of the controversy, but because it thought it could develop similar capabilities in-house.

And it didn't work out.

They came back to Palantir and re-upped with Palantir.