Rie Yano joins MTS to discuss Palantir's joint venture strategy in Japan, the country's bifurcated risk culture, and how geopolitical tensions are shaping tech adoption. Zach Corman joins to discuss separating hype from reality in AI-powered vulnerability discovery, supply chain attack dynamics, and the information asymmetry problem facing cybersecurity buyers.

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Timestamps:

(00:00) Introduction
(04:55) Palantir's Joint Venture Strategy
(09:44) Alex Karp's Cult Following
(16:32) Cybersecurity Before AI
(20:15) Project Glasswing and Mythos
(28:41) Supply Chain Attack Dynamics
(38:22) Vulnerability Overhang Concept
(45:50) Vendor Information Asymmetry Problem

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

Rie Yano on Palantir Japan, SoftBank's Risk Culture, and AI Startups in Tokyo | MTS Live

MTS

Rie Yano on Palantir Japan, SoftBank's Risk Culture, and AI Startups in Tokyo | MTS Live