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Speaker 1: We have got to get down to Palo Alto. There's

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Speaker 1: a big conversation being had around AI and Ed Ludlow.

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Speaker 2: You'll sat there. How has it been going well.

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Speaker 3: We're at aip coon where the focus for Palenteer is

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Speaker 3: its commercial customers, but frankly, the near term catalyst in

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Speaker 3: this stock has been the contract win around Titan. I

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Speaker 3: did sit down for an extended conversation with Alex carp

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Speaker 3: the Palenteer's CEO, where quite clearly he is showing progress

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Speaker 3: on going to a wider commercial customer base, but also

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Speaker 3: frustration about how business is done in this country. Have listened.

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Speaker 4: I'm very exquisitely happy about how well we're doing, both

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Speaker 4: in the government and commercially. But the most important change

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Speaker 4: in the US government has nothing to do with palent Here.

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Speaker 4: When we go to we started building this company, the

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Speaker 4: idea that software would power intelligence, war fighting, general health

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Speaker 4: issues was viewed as something esoteric, scandalous, obviously questionable.

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Speaker 2: The idea that America's primary advantage, premier advantage.

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Speaker 4: Would be software was viewed as also esoteric, academic, self serving,

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Speaker 4: and every institution in America and especially depending on have

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Speaker 4: begun to come to terms with the idea, the reality

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Speaker 4: that hardware driven systems purely are going our inferior to

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Speaker 4: software driven hardware systems. And beyond that, our adversaries are

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Speaker 4: as good or better at building hardware systems and have

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Speaker 4: a deficit in building software.

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Speaker 3: What is different about Titan as compared to say, Maven,

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Speaker 3: is that you are entering new relationships with other hardware

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Speaker 3: providers right like Anderil is one example. Explain how that

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Speaker 3: is working in this case.

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Speaker 4: Actually, I see this as a commonality. America needs to

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Speaker 4: establish dominance on the battlefield.

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Speaker 2: Maven.

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Speaker 4: What's publicly known about Mavin is one of these projects

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Speaker 4: that actually took what America is the best at in

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Speaker 4: the world software and put it in the hands of

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Speaker 4: our warfighter. By the way, at enormous costs. You're sitting

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Speaker 4: in pal Alto. I had people protesting here, hundreds, putting

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Speaker 4: up change in front of our office, calling us Nazis

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Speaker 4: because we were dedicated to serving the American people, because

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Speaker 4: we had the sense God gave a goat and we

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Speaker 4: realized that if you're going to do really important things

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Speaker 4: in this country, you should defend this country with every

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Speaker 4: asset we have. And what really happened on the Silicon

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Speaker 4: Valley side is that you've got because of that success,

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Speaker 4: because of the power of it, and quite frankly, because

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Speaker 4: of our success, people realize this is a place where

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Speaker 4: you should invest and make America even stronger. And then

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Speaker 4: what happened is you've got a whole ecosystem of defense

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Speaker 4: startups and an ecosystem of people inside the Pentagon who

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Speaker 4: are ready to embrace that, that are doing things, by

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Speaker 4: the way, that are very similar to what's happening in

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Speaker 4: the commercial space. And what are those things. We're going

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Speaker 4: to look at software, not off powerpoints. We're going to

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Speaker 4: look at We're going to buy software from people who

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Speaker 4: have actually sold software commercially. And what's unique about Titan

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Speaker 4: is not the difference. It's that it's the logical extension.

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Speaker 4: And what is that logical extension? People who've built software

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Speaker 4: products that have been used on the battlefield and used commercially.

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Speaker 4: You have to ask yourself a question, if your software

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Speaker 4: is so good, why have you not sold it commercially

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Speaker 4: and made yourself billions of dollars.

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Speaker 2: So that simple insight, which you.

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Speaker 4: See in the battlefield in Ukraine, which you see in Israel,

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Speaker 4: is something that is hard for institutions to internalize and

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Speaker 4: depending on. This step is one of the most historic

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Speaker 4: steps ever because what it basically says is we're going

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Speaker 4: to fight for real. We are going to put the

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Speaker 4: best on the battlefield.

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Speaker 2: What is the best.

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Speaker 4: The best is not just some not one company. It's

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Speaker 4: a team of people led by the most prominent software

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Speaker 4: provider in defense in the world, Talented.

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Speaker 3: There's something you said there that inside the Pentagon people

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Speaker 3: are ready for this. Bloomberg did some quite deep reporting

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Speaker 3: on the use of Maven, specifically in twenty twenty four

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Speaker 3: so far, and the complaint from operators in the context

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Speaker 3: that it's used for targeting is that it's still not

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Speaker 3: quite there. It's still this is I'm just offering you

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Speaker 3: an opportunity to respond to that.

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Speaker 4: I'm not going to spawn because I'd have to tell

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Speaker 4: you all sorts of things. There is no one. By

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Speaker 4: the way, there was a long and very important article.

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Speaker 4: Everyone should read it. What the way I read the

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Speaker 4: article was this is the most important thing, one of

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Speaker 4: the most important things the Pentagon has done in decades. Right,

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Speaker 4: I can tell you the way our adversaries Maven and

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Speaker 4: our friends is like, what the f how did they

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Speaker 4: actually produce this, and I tell you what the average

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Speaker 4: citizen readail oracles like thank God, we're spending the money

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Speaker 4: on things that are more valuable than what we're investing in.

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Speaker 2: And to go into more detail, I have to go

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Speaker 2: to all sorts of class.

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Speaker 4: I said that program is one of the shining stars

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Speaker 4: of what this country has done and serves as a

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Speaker 4: template for we're going on the offense. We are going

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Speaker 4: to serve dominance, and we're going to negotiate after we're

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Speaker 4: the best adds.

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Speaker 3: I host the technology show, and I want to talk

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Speaker 3: about the technology, its current capabilities, and where it can go.

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Speaker 3: Is that platform ready to move from assisting in targeting,

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Speaker 3: which is intelligence basically, to giving more infamation. The artic

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Speaker 3: will also look to the idea that there is a

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Speaker 3: hope from intelligence services in the US government that it

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Speaker 3: can be one day in a position to recommend which

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Speaker 3: weapon to use to give more tax called.

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Speaker 4: Let me give you, let me give you commercial examples.

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Speaker 4: Because I can't I can't go into I can't go

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Speaker 4: into what it can do and what it can't do.

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Speaker 4: I can tell you what we're doing commercially right now.

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Speaker 4: You are going to see a normal non engineer sitting

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Speaker 4: at their terminal, tasking satellites, exporting a logic inside the

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Speaker 4: security model of the company to figure out which satellite

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Speaker 4: should be over which part of their agricultural assets, and

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Speaker 4: what should happen based on weather conditions. Now you can

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Speaker 4: just imagine how you could do that with a weapon system.

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Speaker 4: This is exactly what palage your commercial not palenteer highly

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Speaker 4: classified environment, Palenteer with somebody that has been hired five

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Speaker 4: days ago that can't write code, that's very smart, may

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Speaker 4: not speaking English, and it's just enter the enterprise is

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Speaker 4: doing that workflow that is happening right now. And that

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Speaker 4: is why the thing that this revolution which is highly confusing.

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Speaker 4: It's highly confused. Yeah, it's confusing because a lot of

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Speaker 4: the stuff is BS. Then there's the poetry side of it.

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Speaker 4: I love poetry. If I could go read more poetry,

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Speaker 4: I would. Enterprises don't need more post Yes, you mean, well,

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Speaker 4: it's like I don't know somebody's delivers PowerPoint. We're going

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Speaker 4: to give you a you know. It's like, look, everybody

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Speaker 4: has to try to sell something. If you don't have

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Speaker 4: something to sell, you sell words right now.

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Speaker 2: So you're you're selling something that doesn't work, can't work.

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Speaker 4: You're explaining to your enterprise you can't have the car

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Speaker 4: you want, which is honestly palent here, but you can

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Speaker 4: have the car you don't want because this and this

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Speaker 4: and this and this, and.

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Speaker 2: You have to buy it.

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Speaker 4: And that's that's by the way, that that is a

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Speaker 4: plague on many societies, less so America. There is this

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Speaker 4: problem in Europe that there's really no high end software venders.

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Speaker 4: Luckily our adversaries have this problem.

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Speaker 3: And you've spoken about your frustrations with Europe not being

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Speaker 3: more adopted.

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Speaker 4: Well, I'm pro I spent half my life life in Europe.

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Speaker 4: I want the West to win, so I want. But

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Speaker 4: it's a confusing revolution. If you're sitting there and you're

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Speaker 4: sitting in society that's lead industrial evolutions for hundreds of years,

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Speaker 4: and all of a sudden, the industrial evolution is happening

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Speaker 4: basically in one place, and that's right here. That's confusing.

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Speaker 4: It's confusing because three vendors are saying they're going to

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Speaker 4: offer the same thing. One thing is like, you know,

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Speaker 4: I'm gonna explain to you why it doesn't work.

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Speaker 2: You have to buy our BS thing.

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Speaker 4: The others like, oh, it does work, but it's only poetry.

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Speaker 4: And then there's a third category which judges by the

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Speaker 4: fruits we provide, which is exactly what we're doing, which

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Speaker 4: is like, great, We're not going to argue about this

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Speaker 4: part of our product.

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Speaker 2: That part of our product.

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Speaker 4: I'm happy to explain it to somebody who's technical. We're

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Speaker 4: going to show you what happens in four to six

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Speaker 4: hours as opposed to what happened in your whole enterprise

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Speaker 4: over the last two years.

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Speaker 3: We will talk about the commercial business, we will talk

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Speaker 3: about bootcoms, but let.

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Speaker 2: Me just say we can talk about whatever you want.

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Speaker 3: A final point, you talked about the confusion of the revolution. Okay,

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Speaker 3: Today probably will be the first time that a president

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Speaker 3: says artificial intelligence in a State of the Union speech.

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Speaker 3: So it's a very simple question, what is your summary

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Speaker 3: of this administration's leadership, so to speak of the US

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Speaker 3: in the context of AI.

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Speaker 4: You know, it's very helpful if you spend a lot

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Speaker 4: of time abroad, because like if you look at this internally,

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Speaker 4: like internally in America, there's a long list of criticisms

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Speaker 4: that you could make of anyone. This country is the

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Speaker 4: dominant country with no second country in the world. So

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Speaker 4: whatever we're doing, it's working out pretty damn well. So

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Speaker 4: it's like, you know, yeah, could we be better, could we

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Speaker 4: have better regulation, could we understand these things better?

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Speaker 2: But again, we are dealing with a revolution.

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Speaker 4: That's one of the really confusing things again for Americans

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Speaker 4: is like, normally you have a revolution and multiple countries

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Speaker 4: are participating. This is a revolution where the technology is

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Speaker 4: pretty being produced in America, mostly in Silicon Now you do.

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Speaker 3: Have multiple customers. To just spare with me on this one.

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Speaker 3: Take for example, Israel, where you are doing some work

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Speaker 3: with that country. Administration as an example, is pushing for

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Speaker 3: a cease fire in that region, but.

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Speaker 2: You were working with Israel.

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Speaker 3: How do you manage that? Because it sounds like your

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Speaker 3: first priority is the United States?

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Speaker 2: How do we manage Look.

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Speaker 4: I'm very happy, We very happily supply our products to

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Speaker 4: our allies, including Israel.

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Speaker 2: I don't like Israel.

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Speaker 4: What's going on here is does America provide Israel with

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Speaker 4: more aid? I don't think there's any question of does

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Speaker 4: Israel have the right to buy the world's best technologies,

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Speaker 4: assess them, and implement them. Israel, I think has decided

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Speaker 4: we have some of the world's best technologies.

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Speaker 2: They've implemented many of them and publicly.

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Speaker 4: Discussed some of them, and I palente Heer. I think

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Speaker 4: the really orthogonal may be more question was why do

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Speaker 4: we stay in public what everyone else believes in private?

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Speaker 4: We should defend the West, we should not apologize for

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Speaker 4: fighting terrorism, and we are going to provide our sharp

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Speaker 4: tools to our allies.

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Speaker 2: Let's talk about the commercial business.

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Speaker 3: Okay, you told my colleague Gazette Chapman one month ago,

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Speaker 3: almost of the day quote, we don't know what to

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Speaker 3: do with the onslaught of demand in the commercial context.

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Speaker 3: Do you know one month on what to do now?

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Speaker 2: Now?

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Speaker 4: I mean if you're going to see a boot camp.

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Speaker 4: Here a series of things we've had to you know,

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Speaker 4: we haven't been able to meet demand. We've had to

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Speaker 4: tell people we couldn't accommodate them. We have hundreds of

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Speaker 4: people coming, not just people but leaders of industry. And

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Speaker 4: if you just look at it from the internal dynamics

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Speaker 4: of how do you deal with the contracting, how do

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Speaker 4: you deal with the implementation. It's true these things have

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Speaker 4: gone from taking us three months to four hours, but

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Speaker 4: it's also true.

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Speaker 3: But the idea is you cram four months worth of

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Speaker 3: work into a day in these boot camps.

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Speaker 4: Right, it is not even a day, it's ours and

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Speaker 4: so and so.

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Speaker 3: Why is that important, Palenteer, Why did you go down

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Speaker 3: that route?

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Speaker 4: Well, the most important reason it's important to palent here

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Speaker 4: is we can fight with people about power points and

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Speaker 4: their ability to do Why.

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Speaker 3: Do you keep bringing up power points? Is the point

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Speaker 3: you're making that your competitors go in with a debt.

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Speaker 2: Absolutely, this is what we'll do.

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Speaker 3: But they don't have a.

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Speaker 2: Well, I'm not saying anything.

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Speaker 4: What I'm really saying is if you have a retage,

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Speaker 4: you said exactly. So what I'm telling to everyone there

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Speaker 4: is like they may have a product, we're showing you

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Speaker 4: our product.

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Speaker 2: Okay, I can't comment about where they have a product.

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Speaker 4: I can't tell you they're they're very buttoned up and

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Speaker 4: not showing any leg We show our product.

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Speaker 2: And why is it important? Yes, why it's important.

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Speaker 4: I'm telling you why it's important because a people fight us,

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Speaker 4: or fight enterprises that are doing the most important work

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Speaker 4: with slick power points and great steak dinners. We're bad

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Speaker 4: at slick power points or even worse at steak dinners.

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Speaker 2: We don't play golf.

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Speaker 4: What we do do is we play software. We will

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Speaker 4: put if you want to actually compete, compete on your

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Speaker 4: product and what's very special? And yes, do I enjoy

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Speaker 4: humiliating people who have better steak dinners and sharp ourn

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Speaker 4: eyes and better at golf.

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Speaker 2: So yes, I do you know what?

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Speaker 4: I really I really like that we win in that way.

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Speaker 4: It makes me very happy, and it makes our clients

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Speaker 4: happy because let me sorry, let me finish.

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Speaker 2: Saying, but we're getting close great well that people.

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Speaker 4: And why are our clients happy Because American industry knows

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Speaker 4: that this is a structural advantage and that needs the

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Speaker 4: best products. And why is the boot camp overrun? Because

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Speaker 4: the clients themselves are tired of these damn steak dinners

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Speaker 4: and the golf. They want to see products that actually work,

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Speaker 4: that actually live up to what people are saying.

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Speaker 2: What are people saying? You will transform your enterprise.

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Speaker 4: You'll make it cheaper to run your enterprise, that you'll

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Speaker 4: make it safer to run the enterprise. You'll be able

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Speaker 4: to track what you're doing, and you'll be able to

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Speaker 4: uplift workers who formerly only could be engineers, and.

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Speaker 2: Now they can be everywhere.

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Speaker 4: And by the way, you can do all this in America,

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Speaker 4: you can manufacture like you or manufacturing Japan and Taiwan.

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Speaker 2: In America.

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Speaker 4: You can use workers that used to have to be

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Speaker 4: engineers right here in this country. And why is it

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Speaker 4: it's also fun for pounds here because we are winning.

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Speaker 3: Alex, I've got to ask you before I lose you. Actually,

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Speaker 3: the most common question that I get to ask you

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Speaker 3: from the audience I post on social media coming on

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Speaker 3: is when will there be a direct to consumer or

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Speaker 3: a I don't even know what we would call it,

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Speaker 3: but that a publicly available version of AIP.

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Speaker 2: And if that, let me tell you.

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Speaker 3: Because they see you as a leader in the space

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Speaker 3: the Palenteer, not necessarily you as an individual.

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Speaker 2: How whatever they see, that's happy.

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Speaker 4: But okay, look, Palenteer, you are seeing the tip of

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Speaker 4: the iceberg when you are buying our product.

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Speaker 2: Now we've been working on these things.

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Speaker 3: You can't buy it if you're a person off the street.

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Speaker 4: You are seeing the tip of the iceberg of our

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Speaker 4: product development.

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Speaker 2: And we are going to show more and more and

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Speaker 2: more of what we have. And I think.

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Speaker 4: People, and I would also like a lot of those

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Speaker 4: people asking the question, by the way, are non academic

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Speaker 4: they are investors in Palenteer, and they have supported us

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Speaker 4: when we were down on the ropes.

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Speaker 2: And those are the people that we are fighting for.

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Speaker 1: Anyone else thinking about steak dinners right now. Palenteer CEO

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Speaker 1: co founder Alex kup what an interview ed Ludlow.

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Speaker 2: Great work.