Eyedeas

politics, gaming, markets.... goal seeking for sanity.

[Eyedeas @eyedeas604]

@TheMilkBarTV @AndrewKolvet Ok, but did the judge not throw out this said evidence?

[Eyedeas @eyedeas604]

Why… would they disable the comments…. #odysseymovie

[The Odyssey Movie @odysseymovie]

The Odyssey world tour begins. Follow the epic journey around the globe. Experience The Odyssey in cinemas. Get tickets now!

[Max Blumenthal @MaxBlumenthal]

A common sentiment at the funeral for Khamenei was incandescent rage at the American leadership that authorized his assassination, but a refusal to hold average Americans collectively responsible for the crime

[Eyedeas @eyedeas604]

Fantastic res sand a take I agree with

[Arnaud Bertrand @RnaudBertrand]

After reflection, this new narrative by Palantir is probably much more consequential than people may assume.

Palantir is basically being the canary in the coal mine announcing the death of two major assumptions propping up the US economy right now:

1) that AI labs will be able to extract significant economic rent - as opposed to AI models being mere commodities

2) that other countries can accept structural dependency on US technology and services without pushing back on sovereignty concerns

Why are Palantir specifically starting to be vocal about this?

First off, major middle-powers, even US “allies”, are one by one showing them the door. In June, France announced that the DGSI - its domestic intelligence agency, which had relied on Palantir since the 2015 Paris attacks - would replace it with French firm ChapsVision, with Prime Minister Lecornu explaining (https://t.co/SLhEGprBZC) that France “cannot accept new strategic dependencies in the digital sphere” and shouldn't depend on the goodwill of companies “capable of turning off the tap.”

Germany moved even earlier: its domestic intelligence service, the BfV, also selected ChapsVision over Palantir (https://t.co/pDZVj4SYUY), and the German military has said it will no longer use Palantir at all. Then, just this week, Spain instructed state-controlled companies - including strategic firms like Telefónica, Indra and Navantia - to avoid signing any new contracts with Palantir (https://t.co/0ik4UAFrT7).

Even in the UK, Washington's most loyal vassal, the NHS's £330 million data contract with Palantir is under review following parliamentary pressure (https://t.co/uJl6g4BMsW), and London Mayor Sadiq Khan blocked a proposed £50 million Palantir contract with the Metropolitan Police.

Palantir making a lot of noise around them caring about sovereignty makes a lot of sense: it's damage control since they keep being told they're a sovereignty risk.

I doubt it will work - because it's true: they are a sovereignty risk - but the fact that they feel the need to be vocal around this tells you where the wind is blowing: they're not shaping the narrative, they're reacting to one they're losing.

What they're saying against closed-source AI (basically a broadside attack on OpenAI and Anthropic), is again highly self-serving. Palantir's sudden love of open-weight AI models conveniently coincides with them launching 2 days before a partnership with Nvidia to sell exactly that: open models models (NVIDIA's Nemotron) in sovereign environments.

So it's essentially a product launch.

It doesn't make what they're saying wrong: it is factual that the value proposition of closed-source AI labs looks increasingly unsustainable. I mean: you're paying 10X the price of Chinese open-source AI models for something that's not really better (or just marginally) and on top of that you have zero control over your data, or the models themselves.

When Palantir says that "the architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha," they're right. I'd add that this also means you shouldn't trust Palantir either with that "tribal knowledge"... they obviously left this part out 😉

When you take a step back, these two things have major implications on many other US companies.

SpaceX - which just went public at the largest IPO valuation in history - is one clear example as I describe in my latest article on the new space race with China (https://t.co/JK3ELAyEVO).

If countries like France concluded with Palantir that they couldn't depend on a company “capable of turning off the tap” when it’s merely analyzing their data, what should they conclude about a company that aims to literally control their entire connectivity - at one man's whim, from space?

What percentage of SpaceX's crazy market cap is based on the assumption that foreign governments will not do to Starlink what they're currently doing to Palantir?

And SpaceX - or Palantir - aren't alone: a significant proportion of the top US tech giants, who rose in a world where no one questioned American technological hegemony, now face an environment that's much less conducive to the kind of lock-in their business models - and valuations - depend on.

When you pair this with the fact that it increasingly looks like the US made a wrong bet with closed-source AI - an extremely expensive wrong bet - the picture that emerges is of a country that bet its economic future on two things - proprietary AI and captive allies - and is losing both at the same time.

And to compound the problem, it doesn't help that the official narrative of the US government - via the voice of Jacob Helberg, the Under-Secretary of State (https://t.co/Z1rotPl9Ee) - is to be vocally opposed to "AI Sovereignty": essentially telling everyone "you know what, your worst fears are real, our tech companies are really out to undermine your sovereignty."

Read Helberg's post (the one I linked) and put yourself in the shoes of - say - a European or Asian leader and ask yourself how you'd react to being told that building your own AI capabilities is "marching in perfect formation into the past," that your pursuit of sovereignty is really just "synchronized mediocrity," and that your only path to the future runs through American technology.

If it was me in a position of power, I'd read this as a massive wakeup call: when another country's official position is that your sovereignty is a problem, history says you're about to need it.

So yes, it looks like - unexpectedly - Palantir, of all companies, is being quite the canary in the big tech mine. Yes they obviously do this for self-serving and cynical purpose, and yes they're of course also very much part of the problem and not the solution. But it doesn't make them wrong: sometimes it takes a vulture to tell you something is dying.

[Eyedeas @eyedeas604]

This is what is happening effectively a death blow to closed model frontier AI labs. If I’m at OpenAI or Anthropic, this should be full on panic mode internally. They have to come up with a legit way to address this or they’re all finished.

[Aaron Rupar @atrupar]

here is the entirety of Palantir CEO Alex Karp's televised nervous breakdown this morning on CNBC

[Eyedeas @eyedeas604]

@elonmusk Ahhh, a fellow man of culture.

[Nicolas Hulscher, MPH @NicHulscher]

A SINGLE dose of a newly discovered frog gut bacterium ELIMINATES 100% of cancerous tumors within just a few days in mice.

A new landmark study found the natural bacterium Ewingella americana selectively targets, colonizes, and terminates tumors—with NO detectable toxicity.

They re-introduced cancer into the cured animals... and the tumors COULD NOT GROW.

[Eyedeas @eyedeas604]

@ChristianEmerg1 This is wild

[Eyedeas @eyedeas604]

I really want to like and use #Grokbuild, but it just keeps messing up the code bases it touches :(

[Build Canada @build_canada]

You've likely seen the headlines from bills C-34, C-36, and C-22 in the media.

Each may sound reasonable on their own: protect kids online, modernize privacy, help police catch criminals.

But buried within is an emerging Digital Regulatory Superpower unlike anything Canadians have ever seen.

These bills hand one unelected commission power over what Canadians can say, what stays private, and who the state can watch.

As of today, the Federal Government is rushing to enact massive Internet Surveillance Reform into law without proper debate.

[Eyedeas @eyedeas604]

@77R4PTOR @Ocieracz @pathofexile Seconded.

[Eyedeas @eyedeas604]

@pathofexile Fuck… time for another supporter pack 😂😂

[Grok @grok]

Yes. In his Feb 2025 Channel 12 interview, Gallant confirmed the Hannibal Directive was issued tactically “in various places” near Gaza on Oct 7. He said it was given in some areas but not others—“and that is a problem.” He did not dispute it meant shooting to kill vehicles with Israeli hostages.

[Eyedeas @eyedeas604]

@B1TuckerCarlson It is ironic that this video claims that facts of the case were omitted, cherry picked, or presented as favouring one side when in fact, it’s exactly what this video does itself.

[Eyedeas @eyedeas604]

@FinRiff @cryptogoos Basically this

[Eyedeas @eyedeas604]

@NVIDIAGeForce #rtxpowersplay great service!!

[Eyedeas @eyedeas604]

@MeghanEMurphy I can appreciate that this is common, but that’s not really a helpful take, even from a third party observer like this post. Marriage is a two way street, it’s about balance and equally contribution. I think the outcome described is unfair because it’s entirely one sided.

[Eyedeas @eyedeas604]

@WhaleLandUtahni @AkzaAKAFetuss @pathofexile im going to second that question

[Eyedeas @eyedeas604]

@DanielsMartos I didn’t even know this could be done

[Eyedeas @eyedeas604]

@Dave_Eby It’s nice that Eby took time away from literally giving away our province to talk smack about sovereignty. It could not be more ironic.