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Person

Joe Lonsdale

Palantir co-founder and founder of venture capital firm 8VC, who is also a prominent Republican donor and political commentator.

Known aliases

  • Joe Londsdale
  • Lonsdale

Current stories

investOne report1 publisher

Erebor's $7 billion deposit surge tests its capital before its cash

Erebor, the Palmer Luckey-backed national bank, has taken in more than $7 billion of deposits, and its June filing showed $77.8 million of loans. Its cash would cover a Silvergate-sized run, so the tighter limit on its growth is the 12% leverage floor the OCC set.

Reality

Evidence58
Adoption60
Hype gap+15
Incentives40
Confidence55
investConfirmed6 publishers

A Republican donor calls Trump's $5,000 midterm promise a 'bread and circus bribe'

Trump promised $5,000 to each American adult if his party keeps its congressional majorities, and Fortune reports that such a proposal could cost more than $1 trillion. No financing was attached to it.

Perspective Coverage

6 publishers
Builder
Builder 5%
Operator
Operator 48%
Investor
Investor 47%

Reality

Evidence80
Adoption5
Hype gap+60
Incentives85
Confidence70
productOne report1 publisher

Whitehall sources give the government until autumn to break Palantir's £330m NHS contract

Palantir's NHS Federated Data Platform deal has a break clause that would end it in 2027, but three Whitehall sources told WIRED the changeover has to be decided within weeks. The rest of its £670m UK book is untouched.

Publishers:wired.com

Reality

Evidence45
Adoption72
Hype gap+25
Incentives65
Confidence50
productOne report1 publisher

Republican memos warn candidates that backing data centers is a losing position

A New York Times poll puts 47 percent of Republicans against data center construction. The party's own strategists are telling candidates to keep their distance from the projects the president keeps defending.

Publishers:wired.com

Reality

Evidence48
Adoption58
Hype gap+14
Incentives70
Confidence52
leadershipOne report1 publisher

Data center opposition is now a siting cost, and the industry is pricing it as a PR line

Local opposition has become a scheduling risk with a governor's signature on it. The industry's leaders cannot agree whether the cause is arithmetic, foreign propaganda, or their own conduct.

Reality

Evidence48
Adoption45
Hype gap+33
Incentives74
Confidence47
investOne report1 publisher

Terra's $52M seed is a wager on procurement, and the Accra factory is the settlement date

The Nigerian defence-tech company added $18M and a London office. The load-bearing number is a 34,000 sq ft Ghana plant due in Q4 2026, promising 50,000 units a year by 2028.

Reality

Evidence28
Adoption20
Hype gap+42
Incentives74
Confidence33