The Uncle Larry Doctrine: Palantir’s New Rival
The Drey Dossier
Jan 13, 2026
The Tony Blair Institute’s plan to build AI tools for governments isn’t exactly a “new” venture.
thedreydossier.substack.com
Here’s why this should matter to you even if you’ve never thought about cloud infrastructure in your life: Oracle runs the systems that determine whether you get your government benefits, whether your healthcare records transfer correctly between providers, whether your tax return processes on time, whether the police database that pulls up your name during a traffic stop is accurate. This isn’t abstract technology; it’s the plumbing of modern life, and one company is quietly becoming the landlord of all of it.
The thing about being a landlord is you don’t need to run the best restaurant in the building, you just need to own the building where all the restaurants operate. TBI only needs to be good enough that governments feel like they have options, because as long as they’re choosing between Palantir and TBI, they’re both choosing Oracle.
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Vice President JD Vance has received >$167,000 in campaign contributions from the Israel lobby. However, Vance’s mentor, pro-Israel billionaire Peter Thiel,
spent $15 million dollars funding his 2022 U.S. Senate campaign in Ohio.
Thiel c
o-founded Palantir Technolgies, a CIA-backed analytics firm that helps Israel generate 'kill lists' of Palestinians in Gaza. In January 2024, Palantir agreed to a strategic
partnership with the Israeli Defense Ministry to supply technology to be used in the genocide in Gaza.