Joe Lonsdale on AI, national security and U.S. leadership | Reuters NEXT Newsmaker

Bullish Gator

Joe Lonsdale, Palantir co‑founder and 8VC founder, discusses AI’s impact on industry, national security, U.S. leadership, infrastructure, capital and regulation with Reuters’ Joe Brock.

Editorial companion

What stands out

Joe Lonsdale, Palantir co‑founder and 8VC founder, framed artificial intelligence as both an industrial opportunity and a national-security problem, arguing U.S. leadership depends on capital, infrastructure and clearer regulation. He stressed the scale of investment and the policy tradeoffs, not just which companies win, but how governments and venture capital steer the industry, and the conversation repeatedly tied product engineering to geopolitical competition rather than pure consumer demand.