00:00I think we're living through two big global changes. One is geopolitical and the other is technology.
00:06The interesting thing is they're happening at once. So you've got the world moving to a much more, well, let's call it the moment of American unipolarity is over.
00:18There are now adversaries, particularly China, that are near peer or even potentially stronger than the US in certain ways.
00:26So that's a fundamental geopolitical shift. But at the same time, you're seeing a revolution in artificial intelligence, technology which will change every aspect of our lives, not least defence and military.
00:38And I think that will play out over a very short period of time. This could happen in five to ten years.
00:43And it's of the scale of the Industrial Revolution, but will play out over a much shorter period of time.
00:48So what does that look like then in five years time, given how rapidly AI is innovating and if scaling continues, as we expect, what does defence software look like in five years?
01:01How agentic will it be and how do you keep human in the loop?
01:04So I think the question of how you keep humans in the loop is going to be a policy question.
01:08Technologically, unfortunately, I think we're moving in a direction where much of the process can be automated.
01:17So lots of this could be done by agents. And so the big question that we're all going to have to confront is where do you insist on having a human in the loop?
01:24And I think in the West, we're very clear about the importance of maintaining that.
01:28My concern is that adversaries may not be.
01:30So you've signed pretty significant contracts with the M.O.D. here in the U.K.
01:34You're investing here in the U.K.
01:36How does that position Palantir to grow and lock in future contracts of that size and scale, not just in the U.K., but on the continent?
01:43The U.K. is, we believe, the country outside of the U.S. and China that has the best quality and quantity of the kind of engineering talent that you need to build software like ours.
01:56So the U.K. can be an epicenter of defense, military technology development.
02:04It has all of the all of those ingredients.
02:06So that's why we're very keen to make a significant investment here.
02:09We want to tap that talent in effect.
02:11We already have a thousand people in London, but and that is our second largest office globally.
02:15But we want to grow that significantly over the next five years.
02:18And the U.K. is the, you know, the premier military power in Europe.
02:22It's a key pillar of NATO.
02:24I think it has the potential to be a key bridge into the rest of the continent, but also act as that security guarantee for many other countries.
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