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It’s Thursday!

Hello, Curse and Coffee friends,

Today, we look at Palantir’s free nicotine for staff (and guests).

Hit reply and let us know what you think (we read all of your kind words).

Coffee at the ready…

The Big Sip

The take: The defence contractor building AI for the Pentagon now stocks free nicotine pouches like they're sparkling water.

What happened: Tobacco startups Lucy and Sesh installed branded vending machines in Palantir's Washington DC office, offering flavoured nicotine pouches free to employees and guests over 21.

Why it matters: Silicon Valley is rebranding an addictive stimulant as a workplace perk — and the FDA hasn't approved these products as safe, only permitted them to be marketed.

What to watch: Whether other tech firms follow suit, and whether the FDA draws a harder line before nicotine pouches become the new office kombucha.

Palantir's head of strategic engagement posted the vending machine photo on X like it was a product launch.

Before we slurp into today’s brew…

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Here’s Your Brew

The typical Silicon Valley play.

Offer a stimulant for free, build a habit, let the user sort out the consequences. Tobacco companies handed out cigarette samples in the 1950s.

Tech companies hand out pouches in 2026.

New wrapper. Same playbook.

Where it gets uncomfortable:

These products were marketed to adult smokers as a less harmful alternative. Somewhere between the clinical trial and the Palantir vending machine, the customer changed.

Doctors say the nicotine compound hasn't.

One health-tech CEO got addicted. He'd never smoked before.

This is the same industry that builds screen time reminders and sells you a meditation app.

The concern about your well-being stops at the office kitchen.

Two Sides, One Mug

Curse and Coffee

  • Pro: Nicotine pouches are far less harmful than cigarettes. Adults are capable of weighing risks for themselves. If someone finds the product helps them focus during demanding work, and the company is transparent about what's in the machine, that's a reasonable choice between consenting adults and their employer.

  • Con: Marketing an addictive substance as a productivity tool — and giving it away free — creates new dependency in people who weren't nicotine users, without meaningful informed consent about long-term risks.

  • Our read: Harm reduction is a strong argument when you're helping smokers step down. It falls apart when the vending machine is recruiting people who never had a habit to reduce.

Receipt of the Day

Documents that Palantir pays to stock the machines and that Lucy and Sesh products are available to guests, not just staff.

Confirms the FDA has permitted these products to be marketed but has not approved them as safe. Companies are treating that gap as a green light.

Regulators haven't said it is one.

Spit Take

Cigarette smoking: 80-year low. Office nicotine vending machines: all-time high. — Fortune

[Analysis] Inc: Forget granola bars — Palantir is providing nicotine as a workplace perk — Best headline of the week, and a sharp look at how biohacking culture launders old habits into new packaging.

[Report] CNBC: Defence tech companies dropping Claude after Pentagon blacklist — Palantir relies on Claude for classified work. Now the Pentagon says switch. The company stocking nicotine vending machines also can't decide which AI model to use for national security. Busy week.

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