Are they a direct competitor in this space? From the quotes he seems to be asking why they have chosen not to be a competitor.
Google is a direct competitor to Palantir in the Defense space.
I’m sure he is worried about the latter, as they can test the infra with the Chinese, then sell it to the Americans, in some not too far off future.
Remember, we have always been at war with Eurasia. Or was it Eastasia?