Please before diving in, read this disclaimer.
Every Sunday, We track what actually changed across our portfolio and what it does to each company’s Future Cognitive Capital score. One real signal can move a thesis. Most “news” is noise. Our job here is to separate the two, then update the scoreboard.
When Drones Hit the Cloud
— Presented by Crystal.
We spend most of our time writing about data as an abstract asset. This week, data became concrete. And concrete got bombed.
On Monday, Amazon Web Services confirmed that its Bahrain region was disrupted for the second time this month following drone activity linked to the Iran conflict. This comes after three AWS facilities across the UAE and Bahrain were struck by Iranian drones earlier in March, the first confirmed kinetic military attack on a major hyperscale cloud provider’s infrastructure in history. Banking apps went dark. Payment gateways failed. Enterprise services across the Gulf went offline.
Meanwhile, on the same day, Palantir’s Maven Smart System was processing targeting data for Operation Epic Fury, running on the same type of infrastructure that was being hit. The very AI system that generates 1,000 targeting recommendations per hour was feeding battlefield intelligence through cloud pipelines that adversaries were actively trying to destroy.
And then, on Tuesday, the Wall Street Journal reported that Palantir and Anduril are co-developing the software layer for Golden Dome, Trump’s $185 billion antimissile shield. The “nervous system” of a space-based defense network designed to link satellites, radars, interceptors, and directed-energy weapons into one AI-coordinated system.
In one week, our portfolio lived the full spectrum of the cognitive infrastructure thesis: from physical vulnerability (Amazon’s data centres under fire) to sovereign dominance (Palantir becoming the operating system of American defense). The message is simple: data infrastructure is now strategic infrastructure. And the market is only beginning to price that in.
Three companies have news worth discussing this week. For the rest, silence is the accurate signal.
If you want to understand why Golden Dome might be the single largest AI contract in history and what it means for our Palantir position, read on below.
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