Chamath Palihapitiya’s Post

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CEO at Social Capital

We will be publishing our deep dive on the U.S. defense industry at the end of this month, covering everything from what the Department of Defense spends money on to how warfare is conducted on the battlefield today. Like our previous deep dives, we will build from the ground up, assuming no prior knowledge about the U.S. defense industry. Here's what we'll cover: - Basics of the U.S. defense industry and our military presence worldwide - The history of warfare, from the Industrial Revolution to the post-Cold War era - How war is conducted today and how technology is shaping the future of war - The business of defense, including the major defense contractors - Case studies on current conflicts we are involved in If you are interested, you can subscribe below to read our deep dive when we publish it at the end of this month. Let us know if there is anything else you would like us to cover. chamath.substack.com

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Owen West

Marine | frmr Asst Sec of Defense | Goldman Sachs Energy Trading Partner (ret.) | Writer-Investor | 2nd in Command West House (no chance of promotion) | Will help any servicemember

1mo

Congressional oversight deserves a chapter. In the early sixties, the NDAA was a page or two, giving the Services broad unencumbered abilities to procure. The ever-growing NDAA pileup included over 1,000 new regulations in the last decade alone.

Nathan Brasher

Engineering @ Stripe | ex-US Navy

1mo

Spoiler alert - its full of inefficiencies, waste and in some instances outright corruption. Its also still better than the rest of the world.

Dez Hill

Systems Architect @ Enveil | Major, USMCR

1mo

Would be interesting to get your teams take on one additional point in Chapter 4 - how do publicly owned commercial entities typically align their strategies and operations with national interests during times of high-end conflict? How do they balance global operations and stakeholder interests with the national security demands of their home country? What insights can we extrapolate about the potential future behavior and strategic responses of publicly owned companies in WWIII based on, for e.g., Ford and IBM in WWII.

Justin Parnell

Girl Dad | VP of Marketing | GPT Trainer 🦾 | GTM Sherpa | Channel Spelunker | KPI Junky | Persona Empath | Customer Champion | BDR Evangelist | Executive Whisperer | Brand Builder | Former Founder | Ex Pro Gamer 🎮

1mo

I wish more people valued ground up 1st principle's thinking... It shocks me how adverse some individuals are towards this kind of thinking and bias towards "playbooks," which has led to the bloated budget and lack of innovation in many industries including defense.

Travis Naftzger

Senior Vice President Business Development

1mo

I look forward to the supply chain chapter. A big reason we won near-peer conflicts (WWII etc) was our industrial might. Clearly globalization has hollowed out our industrial capabilities and I would surmise left us vulnerable in a conflict (running out of 105mm shells recently etc & our pharma industry during covid).

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Larsen Jensen

🇺🇸 Olympian 🥈🥉 ⇀ 🇺🇸 Navy SEAL 🪖 ⇀ Founder @ Harpoon VC

1mo

Chamath Palihapitiya - Thanks for putting this together. Looking forward to it! 🇺🇸

John Gusiff

Chief Experience Officer | CX Strategy | Brand Loyalty | Customer JTBD | Experience Design | makeit toolit | Behavioral Science | GenAI |

1mo

Chamath Palihapitiya Love the All In Podcast! The type is small, is Don't leave your Border Wide Open for millions of military-age men (without background checks) from countries who don't like us covered somewhere in the agenda?

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Here is my deep dive... 1. Government: Lots of inflated $$$ 2. Contractors: Anduril, OpenAi [disclaimer] this isn't investment advice

Andrew S.

Co-Founder, Chief Executive Officer: Kynismos AI Co-Founder and CEO of 7 start-ups. Raised over $250M in seed, venture, and growth capital; 4 successful exits; one public company; and created over $1.4B in value.

1mo

Thank you Chamath Palihapitiya the vanguard of US defense tech and R&D is profoundly more advanced than what’s on the surface, though operationalizing it at scale is in a constant lag state. This is where industry can, is and will continue to play a crucial role.

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Charles Dunbar 👋

Helps Real Estate Investors Maximize Profits via Seller Financing, Note Investing & Private Money

1mo

That sounds like an intriguing deep dive. Can't wait to explore the complexities of the defense industry with you. Looking forward to reading it

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