Anduril, Palantir and SpaceX are changing how America wages war.
the Trump administration is turning to a new clique of defence upstarts that are reimagining how to wage war. They are led by Palantir, a software giant providing intelligence systems; SpaceX, whose Starshield satellite network provides reconnaissance and connectivity; and Anduril, an up-and-coming favourite that makes air and sea drones alongside anti-drone weaponry. This trio of so-called “neo-primes” have close ties with gung-ho figures in the Trump administration. And they are making the giants of the military-industrial complex increasingly nervous.
America’s legacy “prime” contractors have, in the government’s telling, grown stodgy, overpriced and risk-averse as a result of their lucrative sinecures. “If the [newcomers] are good and they get their sea legs, they’re going to win some of that business that otherwise would have gone through a traditional prime,” Mr Michael says.
n case you haven’t gotten around to reading Palantir CEO Alex Karp and Nicholas W. Zamiska’s 2025 book, The Technological Republic, (because why would you do that to yourself?), the company best known for supplying AI-driven defense and surveillance software to the likes of the US Army, ICE and NYPD shared a 1,000-word X post this weekend covering its main points. The entire thing is both bizarre and deeply concerning. “The ability of free and democratic societies to prevail requires something more than moral appeal,” one of the 22 points states. “It requires hard power, and hard power in this century will be built on software.”
The book is billed as “a passionate call for the West to wake up to our new reality,” and other excerpts in the social media post include assertions such as: “Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public”; “National service should be a universal duty”; “The postwar neutering of Germany and Japan must be undone”; and “Some cultures have produced vital advances; others remain dysfunctional and regressive.”
The Oxyrhynchus Archaeological Mission, run by the Institute of Ancient Near East Studies (IPOA) at the University of Barcelona and led by Maite Mascort and Esther Pons, has identified a papyrus containing a fragment of Homer’s “Iliad” inside a Roman-era tomb dating to approximately 1,600 years ago, in the Egyptian town of Al Bahnasa, ancient Oxyrhynchus. The discovery is exceptional: it is the first time in the history of archaeology that a Greek literary text has been found deliberately incorporated into the mummification process
Link to shop. May have to get myself one of these.
My colleagues’ takes are often quite diverse, but this year a chorus has emerged — of strategists proclaiming 2026 to be the year of nostalgia. Wired headphones, workwear (back, so soon), medievalcore, landlines for kids, #90s TikTok. Reading this year’s reports, I find myself agreeing with the observations — nostalgia is big right now, and there’s an opportunity for brands to tap into it.
But I also see nostalgia not just as a passing 2026 trend but a full-scale, post-digital revival — one that’s been a long time coming and will last beyond the end of the year.
OPERATIONS: aiming for another ten pages, plus other stuff
STATUS: incoming, new plants for the local wildlife to destroy before I can get them in the ground
READING: THE WIZARD OF THE KREMLIN, Giuliano da Empoli (UK) (US+)
LAST WATCHED: rewatched several episodes of TWIN PEAKS Season 3.
MISSION CONTROL: I can be contacted via the Cheng Caplan Company or Inkwell Management. Link in masthead to join my free newsletter.
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