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.

You are still arguing about Privacy.
You are worried that Palantir is reading your emails or tracking your location.
You are missing the point. Your privacy died in 2013. The body has been cold for over a decade.

The Prime Movers do not care about your secrets. They care about Physics and Logistics. Palantir is not a Spy Tool. It is the Operating System of the Techno-Feudal State.

While the media calls it Data Analysis, the Lords call it The Ontology. It is the digital map that overlays the physical territory. And in the 2026 transition, the Map begins to control the Territory.

Here is how Palantir integrates with the rest of the Authoritarian Stack to automate the function of Empire.

You are looking at three news stories. You think they are unrelated.

1. Kevin Warsh is nominated for Fed Chair.

2. The launch of USAT.

3. The opening of Erebor Bank.

These three events all happened within two weeks of each other. This is not a coincidence. All three are the components of a single machine designed to Privatize the US National Debt.

The Regime has realized that the Federal Reserve is politically toxic. Printing money causes inflation, and inflation causes riots. So they have decided to stop the Fed from printing money and start doing it themselves.

You are looking for the coup in the wrong place.
You are looking for men with guns storming the Capitol. You are looking for secret meetings in smoke-filled rooms. You are looking for The Spectacle.

The Regime knows this. That is why they give you Epstein, Tweets, and the Culture War. It keeps your eyes fixed on the stage while they dismantle the theater.

The actual coup d’état did not happen in 2025. It happened on November 3, 2016.
It didn’t happen in the Oval Office. It happened in the US Court of Federal Claims. The person responsible for the future downfall of the Republic wasn’t a warlord or a secret operative. It was Judge Marian Blank Horn, simply doing her job.

The weapon wasn’t a tank. It was a lawsuit: Palantir USG, Inc. v. United States.

This is the most important event in modern American history that you have never heard of. It is the legal precedent that allowed the Prime Movers to conquer the Pentagon.

You have accepted that Tether is the new Dollar.
But where does the Regime keep the money?

You assume they use JPMorgan or Wells Fargo. You are operating on outdated maps. The Tech Lords view the Legacy Banks the same way they view the New York Times: as hostile, woke institutions that might de-platform them during a crisis.

To achieve total sovereignty, they needed their own vault. They needed a fortress that is integrated with the Federal Government and FDIC insured but beholden only to the Board of Directors.

So, they built Erebor.

Unless you are a fan of Tolkien, you’ve probably never heard this name. That is by design. While you were arguing about woke Disney, the architects of the Techno-Feudal Order chartered the financing engine for the next century.

You have read Dario Amodei’s new essay, The Adolescence of Technology. You breathed a sigh of relief. Finally, an adult in the room. He sounds reasonable. He worries about Inequality, Dictators, and Bioterrorism. He wants Constitutional AI and Judicious Regulation.

Compared to the Warlordism of Musk or the Realpolitik of Thiel, Amodei looks like a savior.

He is the most dangerous man in the ecosystem.

In 2026, the Democracy he wants to arm is the Authoritarian Stack we have mapped. He wants to give Biosecurity Tools to Clark Minor to track your DNA, Cyber-Defense to Sixgen to hack your phone, and Economic Monitoring to Lutnick to freeze your wallet.

Amodei treats the four risks of AI (Economic, Autocracy, Destruction, Autonomy) as separate problems to be solved with separate policies.
He is suffering from a Cybernetic Blindspot.

If you map these risks onto the Political Economy of 2026, they do not remain separate. They collapse into a single Self-Reinforcing Feedback Loop that guarantees the Totalitarian outcome he claims to oppose.