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Defense Tech: Palantir’s Mosley on AI, Warfare, and the End of US Unipolarity | Bloomberg Technology | YouTubeToText
YouTube Transcript: Defense Tech: Palantir’s Mosley on AI, Warfare, and the End of US Unipolarity
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Core Theme
The world is undergoing simultaneous geopolitical shifts, moving away from American unipolarity towards a multipolar landscape, and a technological revolution driven by AI, which is rapidly transforming all sectors, particularly defense.
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I think we're living through two big global changes.
One is geopolitical and the other is technology.
The 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 uni. Polarity is over.
There are now adversaries, particularly China, that are near-peer or even
potentially stronger than the US in certain ways.
So that's a fundamental geopolitical shift.
But same time, you're seeing a revolution in artificial intelligence
technology, which will change every aspect of our lives, not least defense
and military. And I think that will play out over a
very short period of time. This could happen in 5 to 10 years, and
it's of the scale of the industrial revolution, but will play out over a
short period of time. How does the AI component play into
policy central clearly to what you do. How does generative AI and large
language models, how you building them into your products, particularly when it
comes to automated defense software and solutions?
So we provide the software layer in which you deploy the models so the limbs
are held, if you like, in harnesses by our software so that they can be used in
secure, auditable and transparent ways. And that means you can get the maximum
value from them. The best way of thinking about our lab
is like a unit of cognition. So all of the workflows, all of the
daily tasks that involve some element of human cognition, those are what you
might be able to replace over time with our lives.
Now, of course, you need to do that in a way that's very secure, that's very
transparent, that's very auditable, but that's what what we're embarking upon
now. So our software is being deployed by a
number of allies in the West, broadly defined to do precisely this.
And what you're seeing is an exponential improvement in their productivity and in
the efficiency of what they've traditionally done.
So that's here. And now, 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 defense software look like in
five years? How against it will it be?
And how do you keep human in the loop? So I think the question of how you keep
humans in the loop is going to be a policy question.
Technologically, unfortunately, I think we're moving in a direction where much
of the process can be automated. So 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?
And I think in the West, we're very clear about the importance of
maintaining that. My concern is that adversaries may not
be. What specifically does Palantir put in
place to ensure that there aren't disastrous errors in the deployment of
this software? What mitigating factors are built in?
Well, you could think about software as the mitigating factor.
So we are the harness in which you run the model so that you can do that
transparent lease securely and auditable.
And the audit is the key thing. It means you can know and you can go
back in time to check when a decision was taken.
What did the decision maker know at that moment in time?
What was the context in which they made the decision and so forth?
And in the end, that's the safeguard. There's a human in the loop taking the
decision. But the software captures everything
that the human knew at the time. And so, for example, if it's a question
of collateral damage, was that something that was available as information to the
decision maker at the moment when they took that step?
You've worked very closely, of course, Palantir, in Ukraine for a number of
years since that conflict. What has Palantir learned?
What has your team learned by operating, working with Ukrainians, particularly
when it comes to the pace of digital transformation on the battlefield?
Ukraine has been the R&D lab for AI in a military context for last three years.
It is the absolute bleeding edge of military technology.
There is no substitute for a real battlefield.
You can build things in the laboratory, you can test them, but you don't know
whether they really work until you've seen it on the battlefield.
And Ukraine, sadly, is where that is currently happening.
The AI would pay enormous credit to the Ukrainians here.
They have been phenomenally innovative. They're ingenious in many ways.
Part of that is, is circumstance that they have not had all of the equipment
and resources that they would have liked.
And so they've been forced to innovate. But that has led to an extraordinary
acceleration in in military technology, where you're seeing
major leaps every 6 to 8 weeks, where tactics and procedures have to change
because of some fundamental technological discovery or progress.
I think the only historic analogy that I'm aware of is the development of radar
during the Second World War, where every bombing raid back and forth across the
channel led to some fundamental discovery in radar.
You're seeing something similar occur today in artificial intelligence in
Ukraine. You've signed pretty significant
contracts with the. Here in the UK, you're investing here in
the UK. How does that position Palantir to grow
and lock in future contracts of that size and scale, not just in the UK but
on the continent? The UK is, we believe, the country
outside of the US and China has the the the best quality and quantity of the
kind of engineering talent that you need to build software like ours.
So the UK can be an epicenter of defence military technology development.
It has all of the all of those ingredients.
So that's why we're very keen to make a significant investment here.
We want to tap that talent and in fact we already have a thousand people in
London and that is our second largest office globally.
But we want to grow that significantly over the next five years.
And the UK is the the premier military power in Europe.
It's a key pillar of NATO's. I think it has the potential to be a key
bridge into the rest of the continent, but also act as that security guarantor
for many other countries.
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