This week, we saw shares of software maker Palantir soar after reporting earnings and describing demand for AI as being "untamed." But what does Palantir do, and what do they actually sell to the federal government? More importantly, how does the government actually spend money on things related to security and national defense? Last year, Palantir's CTO Shyam Sankar published a document called "The Defense Reformation," containing 18 theses about arms procurement and how it should be changed. We talk to him about the history of US defense spending, and his vision for creating a more competitive, advanced environment for the US defense sector.

Read More:
Palantir Jumps Most in Year As ‘Untamed’ Demand Bolsters Outlook
Trump’s Gaza Takeover Gets Israeli Approval, Global Scorn

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This week, we saw shares of software maker Palantir soar after reporting earnings and describing demand for AI as being "untamed." But what does Palantir do, and what do they actually sell to the federal government? More importantly, how does the government actually spend money on things related to security and national defense? Last year, Palantir's CTO Shyam Sankar published a document called "The Defense Reformation," containing 18 theses about arms procurement and how it should be changed. We talk to him about the history of US defense spending, and his vision for creating a more competitive, advanced environment for the US defense sector.
Read More: <a href="https://www.bloomberg.com/news/articles/2025-02-03/palantir-gives-strong-2025-outlook-fueled-by-untamed-ai-demand?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article">Palantir Jumps Most in Year As &lsquo;Untamed&rsquo; Demand Bolsters Outlook</a> <a href="https://www.bloomberg.com/news/articles/2025-02-05/trump-idea-for-us-takeover-of-gaza-stokes-middle-east-divisions?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article">Trump&rsquo;s Gaza Takeover Gets Israeli Approval, Global Scorn</a>
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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday. 

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday.

This Is Palantir's Vision for Changing How the US Does Defense Spending

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/75d937c8-6a5b-4abd-93f3-b27b0154f578/transcript

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