paler by the way hosting a 6 annual apicon showcasing its AI platform and growing business Partnerships including a deal with archer Aviation joining me now paler co-founder and CEO Alex karp Alex I want to just tell you um I got on the Alex carp bandwagon late last year but I'm glad I'm on it you are absolutely phenomenal let's just start with today's event you get a chance to strut your stuff you showing new tools new capabilities and a string of deals talk to us about that well first of all uh a mutual fan uh I'm
very very happy to be on your show and hope to see you in person um yeah look you know we've spent the last uh especially last five six years uh being told we couldn't talk about uh how AI was going to transform the world we couldn't talk about uh later large language models being a commodity that need to be powered by software we couldn't talk about the superiority of the West we couldn't support our lethal institutions uh I wasn't allowed to speak in public everybody thought they should get rid of me and you know it's
like part of what we're doing is uh showing off what we're doing with our partners who are among the very very best in the world part of what we're doing is saying look this is how we won if you want to win this is what you do um we're we're in a unique phase at paler because um there's just a lot of people that realize we were right and we have all this infrastructure so you know people have tried large language models because you know various people I mean silicon Valley's done an amazing in job
first to convince the world we should build was wasteful carcinogenic apps then it convinced the world we shouldn't be Pro Amer then it convinced the world large language models which you know are a great scientific experiment are valuable Meanwhile we're modestly sitting here saying yeah that tooling doesn't work those views don't work your country will fall apart your Enterprise won't work or you could buy peners uh very fairly priced software and win and that's what I mean it's like at this point we have an avalanche of demand especially in the us what what what is
concerning for the world is the Avalanche of demand and what we're seeing in the US is at least as of last year last year you know us commercial grew roughly 54% and European Continental Europe grew 4% so This Is A Tale of Two Cities um I really hope that at some point Europe gets off the if we don't build it we can't buy it uh bandwagon a failure but um one of the trends that I see is that there's like people assume that there's there's a pendulum and it'll swing back whether that's the Democratic party
or that's European Tech and I believe there's a pendulum that's swinging hard and hard and faster and it's not going to swing back and uh our partners believe that too which is why they're just buying our product you know Alex it's interesting you say that because your stock had some become something of a proxy for that debate you just talked that that the sort of debate that you talk about and obviously of late it's been under a little bit of pressure now I watch really closely last week the stock had made a really big rebound
and then that evening posted their results one of their highly profitable contracts apparently with the government uh won't won't be renewed right so Doge out there that same day they showed the wasteful spending at HUD and just how crazy it was so now the speculation is that Doge will have a negative impact on paler although fans of your company who who loved your company long before I I did tell me no this actually is a positive for paler well look at paler we're very focused on what will make the West Superior uh in the commercial
space mainly here on the battlefield so even if it were for paler I think bad for I'd be in favor of it I mean but uh I you know I mean how often if critics app P here have been right and it's like look making buying if you want to reform an institution whether it's commercial or government or anything what is the first thing you're going to do change the union economics make the customer experience better how are you going to do that realistically in the west you're going to buy the best software and implement
it who are you going to buy from so I mean like and I love that we have all these Skeptics they just can keep the Skeptics as annoying as they are you know just come out and tell Avenger Community how about how much we're gonna fail it's like but for the somewhat idiotic Skeptics of paler we would probably be competing with 50 companies so please amplify your skepticism paler is very Pro Doge I'm Pro Doge uh I believe it's going to be great for America and I'm supportive of it and uh you know read into
that what you will uh but you know America's going to become more lethal more economically strong and we're participating in that and we're thrilled and and and again on the non Doge front um uh does anyone doubt we're doing well in US commercial I mean all these same Skeptics are like it it's like completely ridiculous somebody's got to score these Skeptics you're like oh paler is a Service Company they'll never paler will never have a commercial product Oh paler will win but it's only with one Administration oh paler got the best product but carp's too
crazy or paler would just shut up about the West being Superior their sales will go up you know it's like at what point is there a scorecard like and again I would encourage people in every institution we want to reform what did the person say how often were they right how are they doing and you've got a heavily index against that but again no matter what you think about what's happening in the US government I'm supportive of it you know look at what we're doing and Commercial can you even open the newspaper and not see
one of the greatest companies in the world in America partnering with penter it's it's crazy and I've never seen anything like this in the last the last 20 years being involved and honestly the part I love is that we're winning the part I love almost more is that we're getting to do our usual humiliate the critics of how and it makes my life a lot of fun I by the way I love when you humiliate the critics I I built my entire career being contrarian uh you know I wouldn't have even started my own research
business if I thought Wall Street was doing it right and then by the way they never change because they're too elitist to change you you've referenced uh you know the the business the US Supremacy the west and this is all sort of all part and parcel of your new book which by the way number one on New York Times bestseller list I just took some some some points out of out of out of the letter your most recent letter because it sort of matches what's in the book and I just want to bring this to
you so one line that that really is amazing the unfortunate thing either the in business or politics is that many of one's adversaries and antagonists will never respond to anything but strength it feels like you're not only talking about business but also what's happening with America right now and maybe the Trump Administration and what some see as a heavy-handedness toward the rest of the world but maybe that's the only thing they'll respond to look there are people who believe that strength works and there people who work in the Berkeley faculty and you know it's it's
it's it's like so obviously true um and it's it's the only thing that works everything is self everything else is some form of intellectual self-pleasuring uh we it America is the greatest experiment the greatest country that has existed and we must support it and and make sure the inside and outside meaning the internal economy and the defense of it are the world's best and P's role in that is something that makes me super proud and the fact that let me let me just ask you I want to jump in here because the clock is ticking
on me a little bit here and you're pretty decisive about the you know the different cultures out there western culture in particular perhaps saving it you've already already said to Europe out loud here hey you hope they wake up they get their sort of epiphany uh there's another line from the letter as Sam Huntington has written the rise of the West was not made possible quote by the superiority of its ideas or values or religion but rather by its superiority and applying organized violence I again the I love it I think it's straightforward do you
take you're taking you take heat for this sort of thing but is it something that we have to come to grips with is this adult thinking well it's a thinking of a culture that a culture that wants to thrive and survive pays attention to the basic reason people are listening America's ability to organize violence in a superior way and then use it in a much more moral way than other country would given its ability to do this is the single reason why the world improved over the last you know 70 80 years and then there's
again a commercial version of this is like if your company is not able to produce the best product uh in the most expedient way uh you also people are not going to listen to your marketing you know one of the biggest problems that institutions have is they like well this is a marketing problem no it's an underlying fundamentals problem your marketing can be pretty damn bad if your fundamentals are great witness Pounders Rise um and uh and so you know on the government side it's about having Superior organization and implementation and moral and and by
the way there's a moral good to how do you do it of a violence as uh Samuel huning said and on the business side it's is your business demonstrably Superior is your product Superior for the customer is it Superior for your investor meaning it's the best product in absolute terms and it's being produced in the absolute most efficient way inside your company and people who want to have a big stick and talk quietly will be very focused on the internal Dynamics those that want to have a loud loudspeaker and have everyone ignore them will focus
on some kind of marketing that isn't working anymore and witness institutions that are failing whether it's you know Europe's failure the Democratic party you can look at all these things they're failing for very very simple reasons which is No One Believes the underlying dynamics of what they're saying is going to create more value than what you put into the actual instrument and that's a very basic business principle but it's also the principle by which nations survive and thrive or disappear Alex thank you very much I I do hope to meet you really soon in person
again you've jumped really high on my list of Heroes and Americans to buy that book pay attention to it because the crosscurrents between business and and this race for survival and American exceptionalism is is real thank you so much appreciate it thank you
