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cover of episode (Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro

(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro

2024/12/12
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson
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专注于电动车和能源领域的播客主持人和内容创作者。
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Anduril试图通过Lattice Partner Program成为国防科技领域的核心中间层，类似于Windows系统在个人电脑领域的地位，从而获得最大利润。这将整合美国国防部内部大量的信息孤岛，创建一个共同的数据层，连接各种武器系统和数据。Anduril专注于边缘计算（武器系统），而其合作伙伴Palantir专注于中心（指挥官），两者合作可以形成一个垂直的系统架构。这种模式代表着国防领域思维方式的根本转变，需要一个共同的平台和中央软件层来整合各种武器、传感器和数据处理系统。现有的定制化武器系统非常昂贵且缺乏可扩展性，无法适应现代战争环境，廉价无人机对昂贵武器系统的威胁凸显了美国军方在成本效益方面面临的数学问题。Anduril和Palantir之所以能够引领国防科技变革，是因为它们在国防部之外，通过风险投资自行研发，最终推动国防部采纳其技术。Anduril通过创建平台为其他公司提供软件和硬件能力，从而实现长期锁定，这从国家安全角度来看，推动了国防科技的正确方向发展。Anduril在国防行业面临着来自传统国防承包商的阻力，但其已经获得了一些重要的合同，并正在逐渐改变行业现状。Palantir早期在伊拉克的军事应用，培养了一批用户，随着这些用户晋升，促进了Palantir在军方内部的影响力提升。Anduril的成功，得益于其多年来在国防领域的持续努力，以及其SDK的发布，这代表着国防科技发展的一个重要方向。

Deep Dive

Chapters
Anduril's Lattice platform aims to become the central operating system for defense technology, integrating various weapon systems and sensors. This approach contrasts with the traditional model of bespoke systems and offers potential cost savings and improved war-fighting capabilities. The partnership with Palantir further strengthens this vision, combining Anduril's edge focus with Palantir's central data management expertise.
  • Anduril's Lattice platform seeks to integrate disparate defense systems.
  • This platform approach offers potential cost savings and improved war-fighting capabilities.
  • Partnership with Palantir combines edge and central data management expertise.
  • Anduril's approach is reminiscent of Bob Noyce's focus on chip development outside of defense contracts.

Shownotes Transcript

Unpacking a quietly significant announcement from Anduril this week, the future of hardware and software in the U.S. defense industry, and checking in with OpenAI  as the company announces a new subscription tier for ChatGPT.

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Anduril Industries — X: @andruiltech)

An Interview with Gregory Allen About the State of China Chip Export Controls — Stratechery Interview)

ChatGPT Pro, o1 Pro, Sora — Stratechery Update)

OpenAI seeks to unlock investment by ditching ‘AGI’ clause with Microsoft — Financial Times)

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