Joe Lonsdale – Strait of Hormuz, China’s Secret Move on Cuba and the AI Weapons Race | SRS #302

Joe Lonsdale is a technology entrepreneur and venture capitalist known for his work at the intersection of innovation and public policy. He is a co-founder of Palantir Technologies, a data analytics platform used by governments, defense agencies, and large enterprises. His work there focused on applying data systems to complex institutional challenges.

After Palantir, Lonsdale founded Addepar, a financial technology platform designed to improve transparency and analysis in wealth management.

He has also been active in defense and national security startups. Of the nine U.S. defense unicorns that have emerged in recent years, he founded three and was an early investor in three others.

Lonsdale is a co-founder of Cicero, an organization focused on education policy and expanding opportunity. He also leads 8VC, a venture capital firm that invests in technology companies and engages in policy discussions related to innovation and economic growth. Through this work, he has advised political leaders and worked to connect the technology sector with policymakers.

His career spans company building, investment, and policy involvement, with a focus on how technology can be applied to large-scale institutional problems.

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00:00 Catching Up
00:29 Nigeria Persecution Crisis
02:23 Backing Terra Industries
04:47 Defense Tech for Africa
05:45 Iran Influence and Lebanon
08:44 Who Is Joe Lonsdale
09:37 AI Data Centers Question
13:55 Venezuela and Bad Actors
19:06 Mexico Cartels and Border
22:04 Cuba Collapse and Property Rights
24:05 Iran Debate Counterfactual
31:51 War Trust Breakdown
33:57 Why Iran Matters
42:11 China Cognitive Warfare
46:40 AI Boom And Healthcare
54:06 Regulating AI And AGI
58:22 Palantir Fighting Fraud
01:05:50 Ukraine War Tech Lessons
01:09:56 AGI To ASI Explained
01:15:24 Overland AI Ground Drones
01:28:16 Drone Swarms Base Defense
01:30:17 Chips Taiwan And Supply Chains
01:33:23 University Of Austin Wrap Up

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