🎯 Palantir's AI now runs the U.S. Military

The U.S. military just locked in Palantir's Maven as its go-to AI system for battlefield targeting. It's a massive bet on AI-powered decision-making and it comes with some uncomfortable questions about safety. Let’s dive in!

In today’s insights:

LATEST DEVELOPMENTS

Evolving AI: The U.S. military is locking in Palantir's Maven AI as its long-term battlefield intelligence system.

In a March 9 letter Feinberg ordered Maven to become an official program of record ensuring streamlined adoption and stable funding across all military branches. The platform analyzes satellite drone and sensor data to automatically flag threats like enemy vehicles and weapons stockpiles. Palantir has secured billions in defense contracts including a recently expanded Maven deal now worth up to $1.3 billion. One complication remains: Maven uses Anthropic's Claude AI which the Pentagon recently flagged as a supply chain risk over safety disputes.

Here's what the Maven Smart System looks like in action:

This decision makes AI-driven targeting a permanent fixture of U.S. military strategy not an experiment. Palantir has secured billions in contracts including a Maven deal recently raised to $1.3 billion showing the financial momentum behind this shift. But building a cornerstone defense strategy on AI tools whose own safety framework is still being argued about raises an uncomfortable question: how fast is too fast?

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Evolving AI: Google expands Personal Intelligence to free US users across its AI tools.

Cursor launched Composer 2 this week promoting it as "frontier-level coding intelligence" built through its own pre-training and reinforcement learning. The narrative unraveled in under 24 hours. Developer Fynn spotted the model ID "kimi-k2p5-rl-0317-s515-fast" in Cursor's API responses making the origins hard to deny. Moonshot AI's pre-training lead Du Yulun initially said the tokenizer was identical to Kimi's and publicly questioned why Cursor had not respected the license. That post was later deleted and replaced with an official statement framing the usage as an authorized partnership through Fireworks AI. Cursor VP Lee Robinson said about a quarter of the compute came from the Kimi base with the rest from their own training. Cursor co-founder Aman Sanger admitted the lack of attribution was a mistake.

This is the second time Cursor has shipped a model built on Chinese open-source foundations without saying so upfront. With a $29.3 billion valuation and over $2 billion in annual revenue the lack of transparency is striking. Kimi's license requires prominent attribution for high-revenue commercial products which adds a legal dimension beyond optics. As Hugging Face CEO Clément Delangue noted Chinese open source is now a foundational force in the global AI stack. The real question may no longer be who trains from scratch but who is honest about what they build on.

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Evolving AI: NVIDIA’s CEO believes every engineer should get an AI token budget worth half their salary.

Speaking on the All-In podcast during Nvidia's GTC conference, Jensen Huang laid out a vision where AI tokens become a standard part of engineer compensation. He proposed giving every engineer a token budget equal to roughly half their base salary so they can use AI agents to amplify their output by 10x. An engineer not using tokens is like a chip designer refusing CAD tools and insisting on paper and pencil, Huang argued. He also backed Anthropic CEO Dario Amodei's forecast of hundreds of billions in AI revenue by 2027/28 and a trillion dollars by 2030 — calling it "very conservative." His reasoning is that every enterprise software company will eventually become a reseller of AI tokens from companies like Anthropic or OpenAI

Huang is essentially proposing that compute access becomes as fundamental to an engineer's toolkit as salary itself. If token budgets catch on, it could reshape how companies evaluate productivity — not by hours worked but by how effectively someone leverages AI. It also reveals a deeper play for NVIDIA: the more companies treat tokens as essential, the more GPUs they need. The question is whether this 10x productivity claim holds up at scale or whether it's the GPU seller telling everyone they need more GPUs.

Wondering what you can actually do with AI beyond chatting? Anthropic dropped real use cases showing how people automate workflows, analyze data, and even manage personal tasks with Claude. Click through and steal a few ideas you can start using today.

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