The Ledger, every show

“Where there's something like 250 times the shipbuilding capacity you know, massively, massively, probably thousands of times on the weapon side. You know, it is just on drones. It's massive. Like, you just, kind of look category by category, massively outpacin…”

“You know, one of the areas where we see it is showing up with weapons, so when you look at these wargaming sort of scenarios, and you know, all these wargames are sort of questionable in their own ways but pretty consistently the stockpile of key U.S. Munition…”

“Russia today is outproducing NATO on one five five munitions and took about two years.”

“China has strategically kind of strangleholded that, you know, not only did they have the processing of those rare earths, but now they've exported, controlled, so they don't allow the export of magnet-making technology. That is now a restricted national techn…”

“Sam especially has been very clear that he supports our war fighters and he cares about having the best minds in AI working on national security and like who better exists to work through these hard problems.”

“Empirically, Russia, You know, about same duration, about two years to retool their industry against defense production. They are now out producing all of NATO on munitions.”

“We know that China is, you know, investing in similar technologies. We know they're going to move out on it,”

“As a result, we're shooting Patriot missiles and, you know, advanced air-to-air missiles at these 100,000 dollars threats, shooting two million dollar missiles at them.”

“We're making autonomous fighter jets. You know, like three years ago, we weren't believable to make autonomous fighter jets. Now we're doing it. And we're going to have them be produced in a production facility in like months from now.”

“I think the way they're structuring some of these is actually really clever, right? Like they basically, with one of these, this empty materials company, they basically guaranteed a minimum offtake and a price floor.”

“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…”

“It was just like under two years from when we started from Never having done a weapons program to having a fielded weapon capability”

“Historically the US has been one of the few countries that has been able to make like cruise missiles, but with the low cost of drones, now effectively Iran and nearly every country has the equivalent of low cost cruise missiles. For, you know, like a 100,000 …”

“The procurement budget as a percentage of GDP, for example, is I think the lowest it's ever been.”

“And so the US posture on this is very much, we want to have humans accountable for what happens in war.”

“New missile takes about 12 years to go from concept through to fielding, like, 12 years.”