Mobilizing the English language for battle @PalantirTech. Former Senate speechwriter, policy advisor.
Joined June 2011
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Blake Seitz retweeted
The future of #ArtificialIntelligence is not pre-determined. As a technology developed by human beings, its future depends on the choices we make. We therefore have the responsibility to guide, change and, when necessary, reject its applications. A reliable system that serves the human person is of greater value than one that is exceptionally powerful but whose consequences cannot be adequately foreseen or controlled.
Blake Seitz retweeted
"BT:...When you think about the overall economic forces of the Chinese labs, they have to depend on distillation, if you develop a dependency on distillation, you won’t develop the capabilities to be on the frontier. So why can’t we all just relax?
SS: Because winning AI is more than having the most powerful model. Maybe this is the fish-in-water thing I didn’t articulate, why do I have all this angst about how quickly we’re diffusing? Because that’s the whole race, the whole race is who realizes the most value and is in the best compounding loop around the things that matter, as opposed to the dope fact that we have a cooler and cooler, more powerful model."
10-29-2026
An Interview with Palantir CTO Shyam Sankar About the AI Religious War
stratechery.com/2026/an-inte…
Blake Seitz retweeted
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Two years ago, I published The Defense Reformation. It was a warning: America was in an undeclared state of emergency and our defense industrial base wasn’t ready to meet the moment. The response I received from people in industry and government was overwhelming. Everyone who was paying attention knew the situation was bad—and they were fired up to fix it.
We’re still in a state of emergency, but there’s good news: the hard work of reform and mobilization has begun.
The founders and funders have shown up. The heretical heroes have momentum at the Pentagon. The Last Supper of defense consolidation is over and the First Breakfast has begun. New entrants are flooding the space and forcing legacy contractors to up their game.
America is entering a virtuous cycle of competition, iteration, and innovation. The Arsenal of Democracy is coming to life.
To celebrate two years of hard-fought progress, I’m giving away 180 free copies of my book with Madeline Hart, Mobilize: How to Reboot the American Industrial Base and Stop World War III.
Claim yours, read it, spread the good word, and get back in the fight:
18theses.com/#giveaway
Blake Seitz retweeted
Only in America can you find a chemical company that made lightbulbs, TVs, optical fiber, and touchscreens possible because it's been run for generations by Katharine Hepburn's family of old boy New England aristocrats, and of course it's now crucial for scaling up data centers.
It made Edison’s first light bulbs, invented optical fiber and iPhone glass, and now mass-produces parts for AI chips and data centers.
Corning shows how U.S. firms can advance science and buck deindustrialization to beat China.
Read the new @bismarckanlys Brief (link below):
Blake Seitz retweeted
Behold: The US Defense Intelligence Agency has released a report on challenges to security in space, including an NEI image of China’s spaceplane from Maxar, taken in 2024.
Blake Seitz retweeted
"utopia ruled by god in a box" teapawt.org/bayesian0_0/status/211…
There is an unseen hand pushing AI safety as a political ideology.
Effective Altruists believe a tiny group of technocrats should decide how much technological progress the rest of us are allowed to have…. and how many shrimp your life is worth.
You are witnessing their attempted coup.
thefp.com/p/dangerous-ideolo…
Blake Seitz retweeted
One in seven new cars sold in the UK is paid for by a disability welfare program wsj.com/world/uk/united-king…
Blake Seitz retweeted
Borges' Library of Babel contained every possible book, thus the masterpieces were impossible to find among the much more numerous bad books and the oceans of nonsense.
Blake Seitz retweeted
Moving scenes as Pope Leo XIV cries as thousands of faithful sing the Salve Regina in Latin to honour Our Lady of Paris, on the steps of the Cathedral of Notre-Dame de Paris.
Blake Seitz retweeted
@BlakeSeitz reached out a few months ago and wanted me to expand on my X post in reference to the private sector developing their own mini nuclear pipeline to home grow talent. Enjoy!
open.substack.com/pub/firstb…
Blake Seitz retweeted
“Secularists in Silicon Valley are filling the God-shaped hole in their heart with AGI.” - @ssankar
“There’s not an empirical basis to believe that such a thing….The models get better. Why do you think that this cliff is gonna happen, or they somehow turn us into house cats?”
“The people who have religion are the most skeptical of this. The people who are kind of transhumanists…..it becomes what they wish were true.”
“The doomerism of Silicon Valley, it’s both a fundraising shtick where the frontier labs can say, ‘My technology’s so powerful, it’s going to lead to mass unemployment, so you better invest in me or you’re gonna be poor.’”
“And also it’s divorced from any sort of reality.
They are sitting in Silicon Valley building these models, spending no time on the front lines of how are people using this.”
This was filmed 10 months ago……
Blake Seitz retweeted
Industrial Explosives Manufacturing
The entire global military sector only buys 25% of all explosives that are manufactured, the other 75% of explosives are purchased and consumed by the mining industry.
Whilst the military usually outspends mining in terms of the financial expenditure, mining totally dominates on raw tonnage.
The mining industry gets through thousands of tonnes per day of Ammonia Nitrate Fuel Oxide (ANFO), this is a stable and low cost blasting media that is used in thousands of open pit mining operations around the world.
The mining industry shifts millions of tonnes of earth and rock every day, almost all of it is blasted loose for recovery.
Demand for metals and commodities is demand for high explosives and the chemical pre-requisites.
Permitting for explosive manufacturing facilities is one of the big limits on the expansion of global mining operations, and the expansion of global commodity supplies.
This isn’t obvious to most people, but if we want to build and make more things, if we want more goods manufactured, then that starts with making a lot more explosives.
Explosives are one of the furthest upstream markets for the global economy and are therefore a good canary for an expansion of the global economy.
Explosive prices will rise sharply before any new surge in commodity volumes feed through to the wider economy.
This a good place to monitor the “fast takeoff” scenario commonly advocated by lots of people who have a very “software” understanding of how the world works.
The reality is that upstream commodity prices and feedstock materials will need to blow out and stay blown out for a long time, for the supply chain to begin to respond to the price signal.
A lot of these markets are cyclical and market participants often view price spikes as transient opportunities rather than structural shifts, and respond to price spikes with gouging rather than increasing production volumes.
The Ukraine war disrupted the ammonia market in 2022 causing prices to rocket, but they have since fallen back quite substantially. The Ukraine war remains a bit of a ceiling on a major expansion of the global extractive industries.
Interesting times ahead.
Blake Seitz retweeted
Let's not forget today that Rick Rescorla was a hero. At age 62, as the director of security at Morgan Stanley and battling cancer, Rick was credited for going up and down the towers' stairs as it burnt and led 2700 people to safety. Rick, when hired was convinced the next attack at the WTC would be by plane. He ran drills with the employees on how to evacuate.
While going up and down the stairs over and over, trying to save more and more, he'd sing Cornish songs that he used to sing in war to calm his men.
Ricks last call to his wife showed just what kind of a man he was:
"Stop crying. I have to get these people out safely. If something were to happen to me, I want you to know I’ve never been happier. You made my life.”
Don't forget, heroes exist, and Rick was one of them.
Rest in peace to a legend.
Blake Seitz retweeted
The haunting sound of hundreds of PASS (Personal Alert Safety System) devices chirping in the rubble after the towers fell. Each one represents a fallen hero. I can't get that sound out of my head.
Blake Seitz retweeted
MAHIYA NAMAN KAYO | Secretary of National Defense Gilberto C. Teodoro, Jr. responded to a note from the Chinese side during the Seoul Defense Dialogue (SDD) 2026 in Seoul, Republic of Korea.
#DNDPHL #DiKaPasisiil #SDD2026
Blake Seitz retweeted
This is now an annual occurrence, by the way.
We've just decided that major sporting events have to smell like marijuana and everyone has to tolerate it. Why?
