You think Venture Capitalists are gamblers. You think they throw money at apps hoping one becomes the next Facebook. You are looking at the 2010 playbook.

In 2026, the major VC funds are not looking for Unicorns. They are looking for Fiefdoms.

The Tech Lords realized that the US Government is a distressed asset with severe liquidity problems. They are executing a Leveraged Buyout of the State.

They have divided the labor. Each fund specializes in capturing a specific vertical of the Authoritarian Stack. They are not competing funds; they are distinct Ministries of the Parallel Government.

You look at Anduril Industries and you see Lockheed Martin 2.0.
You see another defense contractor selling weapons to the Pentagon.

You are making a category error.

Lockheed Martin is a Jobs Program disguised as a weapons manufacturer. It exists to spread supply chains across 50 states to ensure Congress keeps funding it. It builds platforms that are too expensive to lose and too complex to fix.

Anduril is a Technology Company that treats hardware as a disposable peripheral. It exists to remove the human from the Kill Chain. They are not playing the same game. Lockheed sells inventory. Anduril sells outcomes.

Here is why Anduril fundamentally changes the physics of the Techno-Feudal Empire, and why the Old Guard Generals are being purged to make room for the Lattice.

Alex Wissner-Gross and Peter Diamandis just dropped the manifesto for the Techno-Feudal State.
It is called Solve Everything.

It is the most important document YTD.
It promises to cure cancer, solve energy, and end scarcity by 2035.
It tells you that the next 18 Months are the “Lock-In” — the window where the operating system of the future is hard-coded.

I agree with 90% of it.
The Physics are sound. The Engineering is brilliant. The Timeline is accurate.
But the Governance is a trap.

You need to look at the metadata to understand why.

Look at this screenshot of the original announcement for Physical Superintelligence (PSI).

Now, look at the current live version.
Notice anything different?

One name was present in the original, but has been scrubbed from the live version:
Thiel Macro.

Thiel Macro isn't Founder’s Fund; it is a global macro hedge fund managed by Thiel’s inner circle, often associated with betting against the current order. They are financing the technology that will destroy the current Macro environment so they can profit from the new one. It’s Insider Trading on the Laws of the Universe.

So, why hide Peter Thiel?
Because Thiel wrote Zero to One. He believes in Monopoly. He believes in Secrecy.
Yet this essay advocates for “Openness,” “Transparency,” and “No Monocultures.”

Why is the King of Secrets funding a manifesto for Transparency?
He isn’t having a change of heart. He is executing a Flanking Maneuver.

Thiel owns the Atoms (Anduril, Hadrian, General Matter). He does not own the Bits. By calling for “Open Rails,” “Replication Packs,” and “Two-Source Rules,” the essay is a Kinetic Weapon aimed at the Paper Tigers.

A nuclear reactor or a drone factory cannot be forked. It cannot be downloaded via BitTorrent. In a currency crisis, Physical Capital retains value. If the dollar collapses, General Matter still has Uranium. Hadrian still has Factories.

Thiel wants to drive the cost of Intelligence to zero so that he can maximize the value of Physical Implementation.
He wants you to develop the public Recipe in a world where he owns the only Kitchen.