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$PLTR PALANTIR INTRODUCES MMDP: Multi Modal Data Plane. Forward Deployed Architect Chad Wahlquist joined me to explain the future of interoperability and what it means for businesses that want to get the value of Palantir but also don't want to leave their existing tech stack. This could be an...

87,438 次观看 • 1 年前 •via X (Twitter)

10 条评论

Chad Wahlquist 的头像
Chad Wahlquist1 年前

Ask me anything about MMDP! Also here is the website I showed:

Arny Trezzi 的头像
Arny Trezzi1 年前

@chadwahl MMDP was first mentioned in November as a "private launch". Love seeing projects scaling!

IronicImmigrant 的头像
IronicImmigrant1 年前

@chadwahl Having worked at MSFT sales, specifically their data and productivity products, I know for a fact their goal is more consumption, licenses. They don’t give a damn about customer outcomes but they will happily use customer stories for sales.

Andy Renfrew 的头像
Andy Renfrew1 年前

@chadwahl Oh, you mean to address something like this RFI:

Mark Sinjou 的头像
Mark Sinjou1 年前

@chadwahl Lets start a PLTR community group here on X, Amit! LFG!

MP 的头像
MP1 年前

@chadwahl I'm so glad I invested in PLTR early on. What a great decision to entrust my hard earned money to a great American company that is constantly innovating for the good of its customers and society in general. Palantir!!!

ApeDegeneratenft 的头像
ApeDegeneratenft1 年前

@chadwahl Legends

Tumble Weed 的头像
Tumble Weed1 年前

@chadwahl BULLISH...PTFB

Andy Renfrew 的头像
Andy Renfrew1 年前

@chadwahl And it was very hard not to think of this visionary postulate:

Karen Scherman 的头像
Karen Scherman1 年前

@chadwahl I really like that attitude. So very irritating when you sign onto a service and you get locked in then the prices begin increasing.

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$PLTR alright folks superbowl coming up after the bell regardless of what happens to the stock, being part of this community and getting to cover Palantir's journey has been one of the greatest blessings in my life. i really can't express my gratitude for people trusting me as a source for their Palantir news and coverage. it's been 4 years, 2k videos, 200 episodes of a weekly Palantir podcast...and I wouldn't have changed a single thing. having said that, we've got a ton of storylines going into earnings that can affect the stock: - is the SARs expense priced in or not? how bad is the hit? - does Palantir need to guide upwards of 35% YoY growth in 2025 for the street to be happy given the multiple its trading at or can they be at 30% and below? - if topline growth isn't as strong, are FCF growth, operating income margins, rule of 40, etc. enough to allow the street to feel Palantir will continue to grow into their potential? - if DeepSeek proved that LLMs are commodities and an LLM company like OpenAI is about to raise at $340B, what does that mean for a company like Palantir that's profitable and growing in the public markets? - what does government growth look like now with DOGE and can Palantir guide for some type of catalyst because of the government's willingness to spend more on software? Overall, I think Dr. Karp, Shaym Sankar and the entire team are going to crush it by essentially making the same argument they have made for 2 years: Palantir creates outcomes and that is what their customers pay for, not LLMs that can be found a dime-a-dozen and simply plugged into AIP, which is the software layered on Foundry that Palantir believes can create such incredible and transformative use cases (and we've seen many case studies of this already) that lead to them becoming one of the most important companies in the world. The stock will likely see algos and headlines that can move it, but this quarter is going to be determined by guidance, their ability to show continued growth and the market's overall interpretation of where Palantir lies in the broader AI sector. TIME TO EMBRACE ANOTHER CHAPTER IN THE ONGOING STORY OF ONE OF THE MOST EXCITING COMPANIES ON PLANET EARTH. & the best part is, we get to all embrace that chapter together, as a community. LFG.

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NEW: Joe Lonsdale sets the record straight on Palantir: "What Palantir is doing is bringing two things: One, it's bringing competence ...Two, it's bringing a framework of civil liberties where we watch the watchers... I don't trust government... but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money." Will Cain: There is some concern Palantir is playing a large role in the security, state, foreign affairs and surveillance in America. And I think there's a fair amount of concern, maybe even some skepticism from some who would share other political points of view with you about the role of Palantir. What would you tell them about surveillance and this private company? Joe Lonsdale: So Palantir, first of all, it's doubling in the commercial markets...So it's a bigger commercial company for a lot of its value. It's not just a government company. When we did start to work in the government, you have to see what was there before. There are no audit trails in the watchers. They're abusing data. They were using it incompetently. What Palantir is doing is bringing two things: One, it's bringing competence to do these things well. And then two, it's bringing a framework of civil liberties where we watch the watchers and everyone around them can see what they've done. They can't hide their work. Because I don't trust government. I'm a civil libertarian, but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money. Will: We're all concerned about government and government oversight, but we also want to guard against a company that has too much power. So how do we ensure that with for example, a company like Palantir, is that through trusting someone like you or Peter Thiel? Is it the trust of your dedication to civil liberties? Joe: So I founded Palantir, but I'm not in charge of that anymore. Other people are in charge; people I admire. What I would say is Palantir is empowering our government leaders. So Palantir itself doesn't take in data to Palantir. Palantir itself doesn't make these decisions. What Palantir does is it lets the people running ICE, the people running the FBI, the people running the Department of War do things more efficiently. And it's up to them to be in charge. It's up to the president himself to be in charge. That's who we have to trust. via Will Cain & The Will Cain Show $PLTR #PLTR

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