Zaid Admani

On top of that, Palantir already had a contract with the Pentagon that is worth up to $1.3 billion.

So the company has basically become the backbone of how the U.S.

military uses AI.

Now, what's interesting here is that despite this growing relationship between the U.S.

military and Palantir, the AI models powering Palantir's Maven system is Anthropic's clot.

And remember, the Pentagon just blacklisted Anthropic a couple weeks ago.

Anthropic had a $200 million contract with the Pentagon.

In fact, Anthropic was the first AI model developer used in classified operations by the Defense Department.

But then things blew up after it came out that Claude was used in the US military operation to capture Venezuelan President Nicolas Maduro earlier this year.

I guess Anthropic wasn't happy about that, and the company told the Pentagon that it wouldn't allow Claude to be used for autonomous weapons or mass surveillance.

The Pentagon responded by designating Anthropic as a supply chain risk.

So that would mean that Palantir, who works with the US government, would have to not use Anthropic's models to power their systems.

The problem, though, is that Anthropic is so integrated into Palantir's tech stack and also the Pentagon that the Pentagon is now giving exemptions for using Claude for mission-critical activities.

But yeah, Palantir has been a big winner recently.

Their stock is up around 5% today and up about 15% since the war with Iran started back on February 28th.

Let's shift gears and talk about prediction markets.

You know, prediction markets have become really popular over the last year or so, but they're starting to get some backlash, especially when it comes to sports betting.

See, these prediction market platforms like Calci and PolyMarket allow users to trade events contracts, and these platforms started off by letting people trade on who will win an election or what the Fed might do when it comes to interest rates.

But lately, these platforms have all become a pseudo sports betting platform.

Based on recent data, over 90% of the trading on Kalshi is sports related.