Palantir Goes Mask-Off For Fascism. It Won’t End Well.

Failures

from the a-very-bad-bet dept

Earlier this month, Donald Trump posted on Truth Social that “Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment. Just ask our enemies!!!” — notably including the stock ticker, because why not just make the market manipulation explicit.

The stock popped after that and has continued to rise in the past couple weeks, though it’s still down on the year.

Welcome to patronage capitalism with a stock ticker attached.

Last year, we wrote about the disturbing trend of tech founders and VCs nodding along to the neoreactionary pitch that democracy is holding back innovation, and that what the industry really needs is a “tech-friendly” strongman to sweep away institutional guardrails. We argued this was both morally bankrupt and strategically suicidal, since real innovation requires exactly the kind of stable, open, competitive institutions that authoritarianism systematically destroys.

Palantir has apparently decided to volunteer as the case study. Palantir — the very company whose entire sales pitch is built around using technology to make better strategic decisions and predict how things will play out.

But now the company seems to be betting that Trumpist-flavored authoritarianism is a permanent feature of the American political landscape — and that going all-in on it will never, ever have any long-term consequences.

Over the weekend, the company’s official account posted what it called a “brief” 22-point summary of CEO Alex Karp’s book The Technological Republic, framed as an introduction to the “philosophy” behind Palantir’s work. Most of it is a reheated version of the familiar Thiel-adjacent playbook — Silicon Valley owes a debt to the country, we must build AI weapons before our adversaries do, the iPhone has made us soft — the kind of thing that gets nodded along to at certain conferences and immediately forgotten.

But a few points deserve to be called out. First, there is the quite telling series of bullet points effectively saying that famous people shouldn’t be subject to public criticism because it means they might not want to help save you piddling simpletons.

We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.

[….]

The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.

This is the same Harpers Letter-style nonsense where people who deem themselves to be great thinkers or great men of history find it horrifying that the public might call them on their bullshit. I mean, sure, we should show more grace in general to lots of people, but these fragile-minded billionaires keep acting like because some wacko on social media calls them on their bullshit pronouncements it’s the end of the world.

But it gets way worse from there. Buried near the end are points 21 and 22, which are insane, and should make anyone who continues to work with or for Palantir radioactive:

Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.

We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?

Strip away the corporate-academic language and you’re left with a very old, very problematic argument: certain cultures — and we all know which ones they are claiming are supposedly the “middling” and “regressive” ones — are inferior, and the pursuit of inclusivity has been a civilizational error. That framing — some cultures produce wonders, others are regressive and harmful, pluralism is a civilizational threat — has been used to justify exclusion, hierarchy, and far worse for over a century. And while internet fascists like to think of it as edge lord contrarianism today, to most people it just comes across as a shiny coat of paint on historical bigotries and ignorance.

Eliot Higgins, the founder of Bellingcat, sarcastically pointed out that it was “extremely normal and fine for a company to put this in a public statement.” In a much longer and more thoughtful thread on this, he made a key point:

This is the publicly endorsed worldview of a company that is rapidly becoming load-bearing infrastructure for the federal government’s surveillance and enforcement apparatus, and it contains arguments that would be at home in a white nationalist pamphlet.

Palantir has always been a bit creepy and cultlike in their worship of government power. Years back I debated one of its founders regarding Google employees convincing the company to drop out of a government AI surveillance effort, Project Maven. He insisted that those employees were naive and Google was weak for backing down. Of course, Google’s decision to leave Project Maven turned out to be a huge win for Palantir, who effectively took it over in Google’s place.

But back then, Palantir at least played the game of pretending to care about cultural diversity and pluralism. As Chris Person pointed out, until fairly recently, Palantir had employee resource groups called Palamigos, PalaNoir, PalanQueer, PalanGender Queer, the Palantir Interfaith Network, PalAPI, and PalNoir. The company celebrated exactly the kind of pluralism and multicultural identity that Karp’s manifesto now denounces as “shallow” and “vacant.”

And yes, they even pretended they had a pro-DEI stance:

At least now we see what happens when they feel they can go full mask off.

With Trump in power, Karp apparently feels free to discard the diversity framing the company used for years to recruit employees and just say the quiet part out loud.

The apparent hope is to use Trump’s support over the next few years to permanently weave themselves into the federal government’s tech stack. The NY Times last year talked about how Palantir’s Foundry is becoming the connective tissue for federal data:

The push has put a key Palantir product called Foundry into at least four federal agencies, including D.H.S. and the Health and Human Services Department. Widely adopting Foundry, which organizes and analyzes data, paves the way for Mr. Trump to easily merge information from different agencies, the government officials said.

Creating detailed portraits of Americans based on government data is not just a pipe dream. The Trump administration has already sought access to hundreds of data points on citizens and others through government databases, including their bank account numbers, the amount of their student debt, their medical claims and any disability status.

Palantir has made itself ideologically and technically indispensable to one specific administration’s political project — which happens to include mass deportation, data consolidation on citizens, and the kinds of enforcement actions that require exactly the ideological framework Karp just publicly endorsed.

Meanwhile, the even more recent $10 billion Army contract consolidates 75 separate contracts into a single decade-long enterprise deal.

Supporters of Palantir will likely argue that it sounds like this “embrace fascism” strategy is working great. The company is signing these rich contracts and getting its technology deep within the infrastructure of the federal government. And, yes, you could say that these are short term wins (even if the stock price is kinda lagging).

But these things cut both ways. When your value to the government is primarily ideological alignment with a specific political project, you become a clear and visible target the moment that project loses power.

One of the many problems with fascism as a business strategy is that it only works if the fascists stay in power indefinitely. It’s a woefully unpopular ideological position, especially in the US — betting on a temporarily ascendant horse that has no chance in a longer race.

But Karp and Palantir have bet the farm that either Trumpism will remain a powerful force within the government or that they will be so deeply buried in the systems that it would be effectively impossible to rip them out when more grounded leadership enters the picture.

That’s an incredibly risky bet, and one I doubt will pay off.

Karp has made sure that he and his company have become ideologically toxic to a non-fascist government. A future non-Trumpist administration will have tremendous reputational incentive to very visibly rip out Palantir, as a signal that the prior regime’s infrastructure is being dismantled.

This is exactly the trap we warned about last year when we wrote about Silicon Valley’s embrace of fascism for short-term gain. Contractual dependency you can unwind. But you’ve told everyone in public what you are, and you can’t walk that back when the winds shift.

And the winds do shift. Companies that tied themselves to nationalist or authoritarian regimes throughout the 20th century tend not to have great long-term track records as independent entities. Some survive — though often in name only, most heavily restructured, with decades of reputational rehabilitation to follow. When you make yourself a load-bearing pillar of a specific regime’s specific project, your fate becomes tied to that regime’s fate.

Then there’s the talent question. The piece we wrote last year noted that authoritarianism drives brain drain — that foreign students, researchers, and the global talent pool that has always fed American innovation are already heading elsewhere. Palantir just published a document telling the world, in effect, that a diverse workforce is “shallow” and “vacant” and that some cultures are “regressive.” The engineers who have options — and the best ones always do — just got a very clear signal about whether they should take Palantir’s recruiter call.

There’s a version of Palantir’s business that doesn’t require publishing a white-nationalism-adjacent manifesto. You can sell analytical software to the federal government without announcing that pluralism is a mistake and that some cultures are regressive. Plenty of defense contractors manage it. The business didn’t force the decision to publish those 22 points. It was a choice to double down on ideological signaling, presumably because Karp and company have calculated that visible loyalty gets rewarded in the current environment.

And perhaps it earned some cheers from the remaining trolls on X, for whatever that’s worth.

But it’s a recipe for disaster over the long haul, which seems odd for a company whose entire sales pitch is based around the ability to use its tech to get great insights into how strategic decisions will play out.

This is exactly the warning we gave tech founders last year. The pitch that democracy is messy and slow, that innovation really needs someone who “gets it” cutting red tape, leads directly and predictably here: first you justify the pragmatism of cutting red tape, then you’re chasing the contracts, then drafting the manifestos, until your stock price depends on friendly presidential posts and your long-term viability depends on a political coalition never losing power.

Palantir has decided this is its business model. The rest of the industry should watch very carefully what happens next. Because the thing about tying yourself to a regime isn’t that it never works. It’s that when it stops working, it stops working all at once — and you’ve burned every other option on the way there.

Filed Under: alex karp, donald trump, fascism, silicon valley
Companies: palantir