CxC Ep11: AI Bubble or AI Battlefield? The fight for asymmetric advantage

About this episode

CodeStrap's "Code and Connor" Episode 11 features our friend Pat Mack, Founder and CEO of PVM, Inc. After retiring from his position as a Naval Officer, Pat launched PVM in 2010 and for more than a decade, PVM has partnered with Palantir on government deployments across the public sector. On this episode we discuss the AI bubble, failed pilots and the structural issues plaguing enterprises from getting value from AI. We also unpack AI in the public sector and the West’s requirement to have an asymmetric advantage through AI, the promise/lie of AGI and Palantir’s integration capability being it’s competitive advantage.

• PVM

• Website: https://www.pvmit.com/

• PVM (LI): https://www.linkedin.com/company/pvminc/

• Pat: https://www.linkedin.com/in/pamack/

• CodeStrap

• Dorian: https://www.linkedin.com/in/dorian-smiley-97a72a14/

• Connor: https://www.linkedin.com/in/connordeeks/

• CodeStrap (X): https://x.com/CodeStrap411

• CodeStrap (LI): https://www.linkedin.com/company/codestrap

Articles/Clips Discussed

• https://hbr.org/2025/08/beware-the-ai-experimentation-trap

• https://www.youtube.com/watch?v=Bo62d_EErFM

• https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/

• https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf

Attending the Inaugural Palantir Customer Conference? We are: https://rangrdata.com/futurops/