Dear Reader,
Happy Tuesday!
Just a couple of days away from Thanksgiving (and all that dysfunction at the family dinner table).
Today I want to talk about something very important.
Word came out that President-elect Trump was considering two people for Deputy Secretary of Defense.
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One of them is Trae Stevens – one of Palantir’s first employees and a partner in Peter Thiel’s Founders Fund VC firm. He also invested in Anduril.
The other person he’s considering for Deputy Secretary of Defense is billionaire investor Stephen Feinberg, who is one of the bigshots over at Cerberus Capital Management – another kind of private equity firm that’s invested in a lot of defense companies.
I was so happy to hear this news.
Because the Deputy Secretary of Defense is very important.
This person runs the day-to-day operations of the Pentagon and has control over budget and finance.
Now, this is important because remember what we are trying to do here as a country and as a military…
The Pentagon is trying to change how we fight wars to really reflect the fourth revolution in warfare.
Three revolutions happened before this:
The first was machine guns – automatic weapons.
The second was tanks.
The third was precision smart bombs.
And now we’re moving into the AI revolution of warfare.
And I cannot emphasize enough how important this is to the safety and security of our country…
And how important this position, Deputy Secretary of Defense, is.
Because basically, what’s happened is, countries like China don’t have a big military. So, they got to build their military from scratch over the past 15 years.
They could look at America and see tanks and mass formation equipment and think, “how can we penetrate that?”
So they created a distributed-warfare kind of network.
By contrast, our military is basically still based on the foundations that it was built on post-World War II.
We still fight like we did after WWII…
Think “tank warfare.”
We’re still fighting like the Germans did when they invaded France – just mass formation and movement of heavy armor.
That’s not going to work anymore.
So we have a challenge.
China’s unique challenge was they had to build a military over the past 15-20 years that could really take on and exploit America’s weakness.
America’s main challenge right now is that we have to support our existing military while also minding the gap between where we are and where we want to be…
To really bring this fourth revolution of warfare right into our military.
So we have to start replacing some of these legacy-type weapon programs.
And figure out what to replace them with.
So I am very happy.
Because Trump looking at these two men is telegraphing to investors like me, and it should be telegraphing to all Americans basically, that Trump is continuing that work that he did in the first term when he had Jim Mattis as Secretary of Defense.
Who really talked about this fourth revolution in warfare.
Really, with “Project Overmatch” and all these other types of very exciting things.
My personal preference is for Trae Stephens – again, one of the early employees of Palantir, invested in Anduril, Palmer Luckey’s company.
These guys really understand.
So what I’m hoping is that you get a guy, and either of these is good, but that you get a guy in there where they start moving the tap from these old, legacy programs to this fourth revolution program – weaponizing everything – drones, AI, “swarm” warfare.
Think about it this way – for the last 50 years, we would move a bunch of tanks over, big tanks that can now just get picked apart by drones…
And let’s say we pointed five tanks at one enemy and then started shooting.
Now, replace those five tanks with a thousand drones.
Now, every time a missile comes in to shoot down this drone swarm, all the drones will just disperse and then come back together.
They can also have firepower. They can point all their little guns on one direction and give you the firepower of five tanks.
Basically, we are now moving into “swarm warfare.”
Which means smaller, distributed munitions that can move like a swarm of bees or an army of ants.
And this is all powered by AI – by companies like Palantir and Anduril and all these companies that we’ve talked about.
Including this tiny AI firm the Pentagon is going all-in on.
We’ve obviously covered this with some of our special reports.
This is very important stuff.
One of the things that has concerned me is we hear about these military tribunals, that Trump is going to get rid of generals, and I think to myself, “geez – that didn’t work too well for Stalin.”
When Stalin got rid of a bunch of top generals, Germany just went in there and cut through Russia like a hot knife through butter.
I get a little bit like, yikes! when I hear this.
It’s not a good sign if our enemies, our opponents, see us get rid of a bunch of top generals.
They’re going to say, “oh – this is our time to party.”
So that gives me some concern.
But when I see people like Trae Stephens and Stephen Feinberg being talked about for Deputy Secretary of Defense, that is a very good sign.
It tells us the Trump administration is telegraphing that they understand what time it is.
They understand how important modernizing our military and our fighting forces and our Pentagon is and they will do what they have to do to push us forward into the future of warfare.
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