Organization
Anduril
13 mentions across 1 edition.
Mentioned in
- [U]
…2026), Aspen and First Things - a table setting the theology against Direction 1's material interests (Palantir, Anduril, Founders Fund, AI deregulation), with the limits of each overlap; - reactions (opinion only), "What this doesn't show", gaps, and murky items 64–68…
Changelog (v10 → v11, 20 Oct 2026)October 2026 …the constraints on his companies and capital, and his "New Rome" is built from the capabilities Palantir and Anduril sell. But the thesis predates the AI boom, he now opposes the AI CEOs, and no lecture is tied to any contract or decision (Fortune, Guardian) [V/R…
6. ConclusionOctober 2026…FY2023 FY2024 FY2025 FY2026 --- --- --- --- --- Palantir 348 541 1,021 1,979 Anduril 236 657 612 1,113 SpaceX 2,427 3,401 3,010 2,957 Axon (incl. Dedrone) 101 108 73 149 Oracle America 42 57…
Contract flows (USAspending obligations, $M)October 2026- [V]
…contrast, Palantir's Air Force data platform ($116M, 7 offers) and USDA farm-IT ($94.7M) orders were competed. 3. Anduril roughly doubled in FY2026 to $1.11B. Its largest awards since the inauguration are mixed: - Competed: CBP border towers, $363M (Dec 2025), "full and…
Contract flows (USAspending obligations, $M)October 2026 - [V-s]
…Network backbone: $2.29B, 26 May 2026. - Together about $6.45B (Bloomberg, AeroMorning) [V-s] - SpaceX and Anduril are also among 12 firms on 20 space-based interceptor awards worth up to $3.2B (Air & Space Forces) [V-s] - Reuters reports Anduril and Palantir…
Contract flows (USAspending obligations, $M)October 2026 - [V-s]
…12 firms on 20 space-based interceptor awards worth up to $3.2B (Air & Space Forces) [V-s] - Reuters reports Anduril and Palantir are building Golden Dome software (Reuters, Mar 2026) [V-s] - Many Golden Dome awards are OTAs and don't appear in the USAspending…
Contract flows (USAspending obligations, $M)October 2026 - Correlation is not quid pro quo. Palantir and Anduril growth began under Biden: Anduril nearly tripled from FY2023 to FY2024, and Palantir grew 55%. The Maven and ICE contracts predate Trump 2.0. -…
What this doesn't showOctober 2026- Correlation is not quid pro quo. Palantir and Anduril growth began under Biden: Anduril nearly tripled from FY2023 to FY2024, and Palantir grew 55%. The Maven and ICE contracts predate Trump 2.0. - Sole-source can be legitimate. FAR…
What this doesn't showOctober 2026…requiring, the same capabilities from private firms whose investors overlap (Founders Fund: Polymarket, Palantir, Anduril, Flock; MGX: Stargate, Binance/USD1).
How the strands connectOctober 2026…regulator that promises "peace and safety") line up with his material interests from Direction 1 (Palantir and Anduril contracts, AI deregulation, Founders Fund holdings), and how far does that overlap go?
Direction 5: Thiel's Nashville lectures (added v11, 20 Oct 2026)October 2026- [V]
…US is the New Rome (X) [R] Palantir ($1.98B in FY2026 obligations; the $10B single-bid Army agreement) and Anduril ($1.11B in FY2026) supply the US military (§D1) [V; USAspending] Founders Fund put $1B into Anduril's $2.5B round in June 2025, its largest check…
5.4 The theology set against the material interests (Direction 1)October 2026 - [V]
…agreement) and Anduril ($1.11B in FY2026) supply the US military (§D1) [V; USAspending] Founders Fund put $1B into Anduril's $2.5B round in June 2025, its largest check ever (TechCrunch) [V] The same lecture warns that the katechon can "flip" into the Antichrist, and…
5.4 The theology set against the material interests (Direction 1)October 2026 …Rome he wants to restrain it is built from the military, payment and intelligence capability that Palantir and Anduril sell. Its limits are just as clear. The thesis is decades old and predates Palantir's AI revenue. He now stands against the AI CEOs, not with them…
5.4 The theology set against the material interests (Direction 1)October 2026