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The Path Forward: Combating COVID-19 With Palantir CEO Alexander Karp
The Path Forward: Combating COVID-19 With Palantir CEO Alexander Karp
The Path Forward: Combating COVID-19 With Palantir CEO Alexander Karp
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Transcribed by Celebrity#1609
D: David Ignatius
A: Alexander Karp
D: Alex, first I wanna ask you to begin by talking about the news that’s on every viewer’s mind,
and that’s the storming of the U.S. Capitol building yesterday. What are your own thoughts?
A: Well, you know, we began to build Palantir almost 17 years ago with a focus on strengthening
U.S. and Western institutions support democracy and make all of our lives better and by
reducing terrorism and increasing civil liberites and, you know, when I see what happened
yesterday and honestly when I watched the inflammatory tone of some of our elected leaders that
led to this, it’s quite concerning, and also depressing as a citizen of the U.S. and also someone
that’s been pretty actively involved in national security, and some of the more important parts of
protecting democracy it severely corrodes trust in the government, it damages the view that our
allies and very confident on allies have of the promise of American democracy. And I really
hope that all leaders of all parties get their act together. And there’s a disobedience, disagreement
that's crucial to our democracy, it’s what makes living in democracy so special but there's a line
where we begin trails that corrode the very institution that preserves this discourse and that line
was crossed. And those of us who play a crucial role in the enforcement of law especially need to
speak up and it's also something by the way, you know, the thought that America has to bolster
its defenses, if we're gonna have these kind of events it’s very hard to have strong national
security because the internal structure just won't support it and the charisma of the American
D: That’s a good description of the national security cost of what we paid for yesterday. Alex,
you’ve been a critic in many instances of Silicon Valley, it’s interesting, the big social media
companies, Twitter and Facebook, essentially withdraw their from Donald Trump, at least
temporarily, thinking it just wasn’t appropriate to make them available, what’s your own thought
about that, should social media companies be allowing this [unintelligible] of what courts have
found are false information by the President or should we say that’s enough, no more?
A: Well, you know, in general, first of all, Silicon Valley is in a difficult position because there’s
really been two phases from Silicon Valley, the first phase which helped us win WW2 which led
to our current freedom and liberty technology. Dual purpose technology primarily built for the
military repurposed for commercial utilization. And that Silicon Valley bolstered our nation. I
happened to believe the President crossed a really important line in this case and that we all have
to take, do what we need to do and we at Palantir would not support any actions of this kind. The
problem is Silicon Valley has become so divisive I worry that any action that they take might
end up bolstering these, this kind of [sic] transgression-like behavior however this what we saw
yesterday it’s a breaking point and for once I’ve been very critical of Silicon Valley as you know
we’ve moved our office to Denver I would say for once I’m largely supportive of Silicon
Valley’s actions.
D: That’s fascinating given the history we'll get into. Of your recent criticism of Silicon Valley, I
wanna ask you just one more thing Alex before we turn to Palantir and the specifics of what it
does. In the aftermath of the seizure, storming and seizure, for the time of the Capitol, the
Business Roundtable, very distinguished group of big American companies, some of the top
CEOs, Bradsmith, Microsoft, others, have issued a very strong statements, this Roundtable, have
essentially condemned what are called unlawful actions to challenge our political transition
.wWould you endorse these kinds of statements by the business leadership and join in the general
A: Absolutely, and I would, I would think that look, there’s the business leaders as important
parts of our society, there are political leaders which are important parts of our society, there are
spiritual leaders that are important parts of our society, there are academic leaders that are
important parts of our society, and there are national leaders and former heads of services and I
think we're at a point with what happened where really everyone involved in the leadership
position needs to articulate what their position is I believe that we as business leaders also more
importantly just as people that may have influence because of accomplishments or who we know
take up a really direct open and firm stand. And I'm hopeful that if we're, you know, unified that
we’ll have a pretty significant impact on political leaders. You know I think just as a larger issue
and it's probably outside the bounds of what I should say but this, this is like there's a certain
monochrome of adult leadership necessary to run a significant organization of any kind, whether
it's a university, a newspaper, a church, a synagogue, a mosque, this is below that line and we
Let's talk a little bit about Palantir and what it does. You often like to stress what it doesn't do. It
doesn't own data, it's not in the business of sharing data, but it is in the business of analyzing big
data. And maybe you could just explain to us what this technology that Palantir applies to data is
all about. When somebody retains Palantir, becomes one of your customers, what are they
A: Well, what they're buying, there’s what they're buying and there's what they're getting. What
they're in the end buying is a result based on their data, so that they can make a decision not that
we can make a decision and how they make the decision comes down to their level of technical
acuity. Some people use ML at the final mile, some people use data analytics, but what they're
actually buying is a platform built years before it was needed that would allow you to replace, or
in some place, some cases replace parts of your platform, that you would need to answer
seemingly simple questions. So as an example if you have hundreds and hundreds of data sets
and you have to ask a simple question of how many people can fit into this hospital in this
neighborhood. You've got to integrate all those data sets before you can ask and answer that
question. And then you have to have a series of software products and you may have three of the
software products but you don't have 14 of them. And so what Palantir does is we essentially
collapse the time needed from the time you realize that your infrastructure is not working to the
time you can ask and answer the question. And we did that by essentially predicting that times
before five or six years out before we built the product would be very different than when we
built the product. So, our product is used to maintain airplanes to help people drill for oil and gas
in the national security context. It powers most, most of the police intelligence work in Europe
and because of its data protection, but what you're really getting is an ability to replace or
augment the software products you have overnight, or within the context of a couple weeks, so
that you can ask and answer context and questions in a critical context either in the commercial
or the government context. And that that's that's how we ended up being the engine behind most
anti-terror institutions in the West and a number of the largest economic institutions in the west
and why Palantir is in 35 countries helping to mitigate the disaster incurred in the wake of the
Covid pandemic.
D: And before we ask you about how you apply this Palantir approach to understanding data to
current healthcare problems, I want to ask about Palantir’s origin story which as you said is in
the counterterrorism CT area. It's said sometimes about Palantir in print that your technology was
useful to the Obama administration and to the CIA under Leon Panetta in the hunt for Osama Bin
A: Well you know Palantir, I mean it's one of those questions obviously when you run a
company like mine you're never allowed to answer, but what i can tell you is,you know,
Palantir’s stopped, disrupted some of the largest terror attacks you've never heard of and many of
the anti-terror events you read about are in fact the result not of Palantir but of the incredible
D All right, well, we'll stick with that as an answer let's turn to the covid nightmare which is
something causing death and destruction around the world today and the way in which Palantir is
working with the department of Health and Human Services I think also with operation warp
speed to try to help get better analytics Alex as we look at the development of vaccines we're all
just extraordinarily pleased by how fast that that happened but as we look at the distribution
process seeming to break down we throw up our hands again what would Palantir be able to do
to help us, help HHS, in this period going forward? Distributing vaccines, getting the country
A: Well, Palantir is involved globally in, it's the two places where most prominently involved in,
the U.S. and U.K. but a number of other countries. In allowing people who are doing the
planning to understand exactly what's happening on the ground, distribute PPE, so, for example,
which hospitals are overutilized? Which hospitals have capacity? Which hospitals need PPE?
Which ones have too much? which ones have too little? So, and that's and then on vaccine
distribution, most notably in the U.S. and the U.K., the Operation Warp Speed which uses
D: Foundry is your basic Palantir infrastructure so our viewers won’t understand that.
A: Sorry. And what Foundry allows them to see and decide is they, it's essentially a dashboard
unifying the hundreds of data sets that make up the production of vaccines, the distribution of
vaccines up to the state level. So how many vaccines are produced, how many can be shipped,
and where do they go. The central issue in America, less so in England because they have a
centralized health care system is the delta between vaccines that are delivered to the state and the
actual doses that arrive in people's arms. And so we have a serious issue with that in America as
I think commonly known and was discussed by your guest yesterday that there's a roughly, a 12
million, 12 million delta between the vaccines the roughly 17 million vaccines delivered to states
roughly 5.4 administered. Palantir here brings those vaccines to the states and then there's a
question is what we as a society can do to resolve that problem. Now you know one of the things
that makes America particularly interesting and complicated and great is that States have a lot of
rights and they use local, they use local ways of distributing each one has a different
infrastructure. What I'm hopeful will happen especially once we get past these incredibly
discouraging and impressive events over the last couple days is the new administration will also
be in a position to have better discourse with states, states will begin to develop best practices.
That's what software could do, and what we obviously be willing to do, is to help them
administer the policies they develop more accurately quicker. One of the things that's super
interesting about software is it allows you to compress time. So, you know, we what which
should not be possible distributing we need to get roughly 300 million vaccines to America to get
hit hurt immunity is something that will only happen if we unify as a country and we use the best
technology, especially software available because the amount of vaccines per day is just
surpasses what we would normally be doing as a country. The the British distribution has certain
attributes we don't have because they're just more centralized and so they're… but in any case
what we're doing is providing a dashboard so that every single person involved in Operation
Warp Speed can actually track distribution, how much is being produced, where is it going and if
there's any disruptions between manufacturing and final handoff to the state.
D: So let me ask you a question that goes to the heart of what we're talking about here with
vaccines. Ask it to you as a data analyst, not a in a political sense, is it going to be possible to
have an orderly system for distribution of this vaccine or future vaccines and future healthcare
crises if we don't have in America a somewhat more centralized system so that we just have
A: Well, you know another way of answering your question is just [unintelligible], which I
would say which I think is unfortunately obvious, this will not be the last pandemic. And so you
know one of one of the things that's made American software companies dominant in the world
is that we look at the mistakes that we've made, that we're making, we try to figure out what they
were. We're fairly non-judgmental about them and we iterate so that the next time around were
dramatically more effective. Assuming that this will happen again, there's a whole series of
things we need to put in place. I mean just fatalities we all know but they're so large we forget
this is right now 361 some americans have died, that numberwithin the next couple weeks is
going to surpass the number of people that died in World War II, this is already a hundred times
larger terms of human life than what was inflicted upon us in 9/11. This is something that we in
the West cannot afford to address in a way that's better than this time. And so what would need
to happen now, there are lessons both in building software companies and doing cyber security
that are quite helpful first of all you need an unbroken chain between attribution. Where did the
pandemic begin? How did it begin? Under what conditions did it begin? That data has to be
something that is shared freely and examined internationally not just by America both so that we
understand it and as credibility that data has to be immediately shared with vaccine producers.
We probably need to figure out a way to use the most advanced computational technologies. We
have most advanced software practicalities to accelerate vaccine production and approval, as you
know, is a super important issue in America and broadly in the West. You have in all western
countries something like 30 percent of the population unwilling to take a vaccine. That's not just
an American issue by the way. It's roughly the same numbers in France, higher in France,
roughly the same in Germany and in England and to get here at immunity you need to get
technology and it can only in my view be solved by providing transparency in the actual
approval and after it's administered because otherwise we [unintelligible]. Another super hard
thing that we have to look at is: we do not want to pretend, or obviously attempt, to change the
basic way in which we live in order to get pandemics under control. And that makes vaccines
ever even more important because if you're going to expand civil liberties and fight pandemics
you're going to have to do that with vaccine and increase legitimacy. Software, the way in which
vaccines are developed, and honestly more credible political leadership, can actually make a
huge difference in that problem, but you really need all three. Because if the vaccine is delivered
too slowly then you have compounding math working against you. If the vaccine is delivered on
time, but people don't believe they will take it, you can't get to hurt immunity. And then in
democracies we need to convince people not force people. And so those, by the way, the element
of obviously analytics, data integration, ML, AI, will play a role in that whole chain, but they
play a role primarily in two ways: one, acceleration of time, and two, creating transparency. By
the way transparency is a specialized issue, specialized concept in software because you both
create transparency of what's happening in the data, but you can anonymize the people involved
in acquiring the data. And so that's obviously necessary in correspondence with our generally
D: Let's turn to an issue that has been a central one for you in an ongoing debate. You've had
really, with your colleagues, in Silicon Valley, and that's your feeling that in terms of values, that
there's a kind of breakdown between what you see in the Valley and what you think is is
appropriate in your S1 filing that accompanied some of the paperwork associated with going
public. You said “we seem to share fewer and fewer of the technology sectors values and
commitments”. You went on to say “we've chosen sides and we know that our partners value our
commitments”. And by chosen sides you mean you really chose sides with the United States,
your country, and with Western democracies as a group. Do you feel that other Silicon Valley
companies have failed to do that? And what advice would you give to the Google employee
who's uncomfortable working on project maven or some other Pentagon project to try to
A: There's a series of super important questions there. Just starting from the beginning, this
country and a lot of the norms that we cherish were built on economic prosperity and part
powered by our ability to develop technology that was useful for individuals. Not just useful in
making a couple of a small number of people on the west coast, rich. And so that you have a, I
would call, Silicon Valley One, which was the Manhattan Project, a lot of the technologies that
are even powering this call. So computer technologies, internet technologies, those were built by
the military and shared with humanity, both for America and the world's good. Consumer
internet, you can debate it back and forth, it's very hard to define what utility it has and I do in
part blame it for creating an enormously tribalistic America where people are ever more
convinced that their ever narrow opinion is the only one that matters, and that combined with
like i think great economic disparity in part because we're not investing enough in technology, I
think is responsible for some of the problems we have today, not all of them, and in no way
excusing the current behavior of the last couple days. So then I do think Silicon Valley has to ask
very simple questions and that I don't think everyone has to agree on the answer, but like, what is
your value proposition, actual value proposition to the average person in America and among our
allies in the world? Then you asked another set of questions which is a super subtle question, and
we have the same question at Palantir, but an employee, that for whatever reason, doesn't feel
that their valuable effort should support the military. And that that's a completely legitimate
opinion that should be part of the discourse. I would only say to that employee, as importantly to
the leaders of these companies, your company is worth hundreds of billions of dollars in part
because the U.S. government and the West protect your right to engage in international economic
behavior. You live in a system, you drive streets on our streets and we are prospering
disproportionately. And there's a, you know, you can't live in a country and not support it. Last
not least, I would point out to that employee that, and again without being, you know, there's no
you can't force someone to work against their conscience, but you can remind them America has
very serious ,very very competent adversaries that have a very different view of how the world
should work, and very different views of human rights and economic justice than most people in
America. And we are living in a world of complexity where we may need to defend ourselves.
Last not least, I would try to engage in a discourse around: What do you think the consequences
are going to be? Technologists realize that technology is non-linear, so that it's much more, AI’s
much more like a private maven, is working on, is much more like a nuclear bomb than a
machine gun, and if one side has a gun, and the other side has a nuclear bomb, the side that has a
bomb will often decide that their way of seeing the world is the way of seeing the world. And I
don't believe America is perfect. I've written a lot of critical things about the West and America
in my former years as an academic and I still believe some of those critical things. But I believe
that a world order that is defined by, broadly speaking western democratic norms, the rule of
law, fairness, separation of church and state, a general concept that things will be adjudicated in
the court that will be followed, is a better system than a system that doesn't have those things and
a country which does not have the equivalent of software nuclear warfare because its best people
won't work on it is a country that will not be able to have engaged in dialogue of equals on these
very important issues. Last not least, what I would say to the head of Google or whomever i was
talking to, is you know that America has the best software production in the world. You also
know that if we do not work on it, the people who are the very best, that countries that are not as
good at this will win. We have the best people, does not end the best companies, it does not mean
we will have the best military technology if none of us work on it. And by the way it's worthy of
remembering this is not even an option in any other country, and not just in America. No French
company can opt not to work with the French government, it's not, and there are reasons for this
and I think one of the things and as some of your viewers know I gave to Biden and one of the
things I'm hopeful about is that there'll be a less politicized environment. And a lot of these
problems are actually only solved where people, a wider swath of people are willing to actually
say we don't agree on some issues but we do agree on these issues and we're actually going to put
our technology, our spirit, our efforts together and actually do something that can work. And in
the national security context, especially technologists who know this is a non-linear situation
need to be involved because they understand, this is the whole reason their companies are
dominant. Because you can't compete with a world-class software company if you're not world
class.
D: So, Alex Karp, I want to thank you for the broadest ranging conversation on subjects that
really matter, a lot of what we're just talking about now goes the question of the United States
and China, I'll ask you to come back, I hope before long and talk about how the Biden
administration is doing with some of these technology issues but thank you for joining us today