Ukraine

“The target country for Russia is of course, Ukraine. But now that Russia has built so many, is building so many new pipelines to Europe that circumvent Ukraine, Europe is building what are called reverse pipelines that take the gas that goes from Russia to Ger…”

“We caught a, Year delay, which cost us almost ten million dollars because of a diplomatic spat between Ukraine and Russia.”

“Nothing really matters unless you're able to generate the kind of mass that Mike is talking about that the Ukrainians need now, and I would say that's kind of the double A ball version of what, you know, I think we're talking about in sort of an Asia Pacific s…”

“So we've delivered thousands of systems to the Army, to the Marines to allies, and we have hundreds of systems now being used every day in Ukraine.”

“Nearly every drone company that's been deployed into there has had the same reaction. Very little works on that communication link. You gotta actually very quickly innovate on it and solve these problems.”

“If the Ukrainians had an arsenal of advanced technologically sophisticated weaponry from the start, if we'd been able to equip them and make them a prickly porcupine that nobody wanted to step on, then this conflict likely never would have even started.”

“The Russians took out that satellite on day one of the invasion with a massive cyber attack. And just in one fell swoop, cut off comms across, you know, almost all of Ukraine because they've been very heavily reliant on just this one satellite.”

“Quite frankly, it's one of the reasons why Russia is able to do what it's doing in Ukraine is it has this flow of money from oil you know, which in, in a counterfactual universe where the world by now had cut over to civilian electric Like they wouldn't have t…”

“So software-driven Ukraine more than anywhere else has shown the pace, the rapid pace of iteration in terms of the development of the technologies and the capabilities. Again, a lot of it's software.”

“The United States clearly has an advantage in intelligence that's paid off substantially and to the extent that we can help our partners with that, in this case, Ukraine that, you know, that's an area we know is a strength to build on.”

“Turns out invading Ukraine was probably the single biggest shift I've seen in terms of people recognizing that, look, like, there are still bad actors in the world.”

“You know, I think a lot of the things that were starting to happen in Ukraine, a lot of the great work Palantir did was on things like this, where it was like the targeting process of going from satellite imagery through to, hey, this looks like a tank, throug…”

“Example that I brought up in a recent post that I feel like was just kind of overlooked. Maybe you covered at some point. I don't know, but overlooked in the broader media was when someone used to deep fake in order to call up the chairman of the foreign relat…”

“The vast majority of what's happening in Ukraine is still basically one-to-one. Like you've got these FPV pilots who are expert operators who are flying the thing, or they're flying drones with like, with very limited kinds of, you know, pretty simple mission,…”

“Candidly, like, our first round of drones in Ukraine basically failed.”

“This is a war of mass and attrition and production. These are not going to be short wars. They're going to be long wars.”

“And in Ukraine, you know, these things with the drones on cables, just crazy thing they're doing there, right? Like, you know, those like big unwindy cable things that you sometimes see on like ships, right? So they have these cables for these one-way drones t…”

“Every time I talk to people on the ground and ask them, what's the most important piece of technology that you use, they all said Starlink.”

“China has been supplying both sides of that war. When you look at sort of the drone warfare that is, that has come out of the trenches for the last three years, You know, China is a supplier in the same way that Russia is a supplier to its own side, but that m…”

“I actually think there's very few lessons from Ukraine that are going to be relevant in the future war, candidly.”