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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... absolute game changer for the adoption of Palantir's software because the core focus of MMDP is on providing outcomes, regardless of whatever model or compute you use. Most SaaS companies want to lock you into their tech stack in order to continue charging you, but if Palantir can meet you where you are and provide outcomes as the basis for why they deserve to get paid, we could see an incredible adoption rate as more businesses don't have to leave their existing stack just to access Palantir. More details:show more

amit

568,518 subscribers

87,563 Aufrufe • vor 1 Jahr •via X (Twitter)

Wissenschaft & Technologie

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10 Kommentare

Profilbild von Chad Wahlquist

Chad Wahlquistvor 1 Jahr

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

Profilbild von Arny Trezzi

Arny Trezzivor 1 Jahr

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

Profilbild von IronicImmigrant

IronicImmigrantvor 1 Jahr

@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.

Profilbild von Andy Renfrew

Andy Renfrewvor 1 Jahr

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

Profilbild von Mark Sinjou

Mark Sinjouvor 1 Jahr

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

Profilbild von MP

MPvor 1 Jahr

@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!!!

Profilbild von ApeDegeneratenft

ApeDegeneratenftvor 1 Jahr

@chadwahl Legends

Profilbild von Tumble Weed

Tumble Weedvor 1 Jahr

@chadwahl BULLISH...PTFB

Profilbild von Andy Renfrew

Andy Renfrewvor 1 Jahr

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

Profilbild von Karen Scherman

Karen Schermanvor 1 Jahr

@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 Sat down with Forward Deployed Architect Chad Wahlquist Chad Wahlquist from Palantir to discuss how companies are reacting post AIPCon, what is different about Palantir's approach to AI, and why showing software can deliver value matters. Thank you Chad for making the time!

amit

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Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

Palantir

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$PLTR Sat down with Forward Deployed Architect at Palantir, Chad Wahlquist, for a discussion about where the world is when it comes to artificial intelligence and what role Palantir is playing in that world. We talked about why producing tokens for the sake of producing them doesn't create value, what partners actually want when it comes to AI, how AIP/Foundry/Apollo are pushing towards the next frontier, and what it takes to deliver meaningful results to an enterprise for them to be willing to adopt a new way of transforming their business operations. I also threw some dad jokes at him that I think he enjoyed. Thank you to Chad Wahlquist for taking the time!

$PLTR Sat down with Forward Deployed Architect at Palantir, Chad Wahlquist, for a discussion about where the world is when it comes to artificial intelligence and what role Palantir is playing in that world. We talked about why producing tokens for the sake of producing them doesn't create value, what partners actually want when it comes to AI, how AIP/Foundry/Apollo are pushing towards the next frontier, and what it takes to deliver meaningful results to an enterprise for them to be willing to adopt a new way of transforming their business operations. I also threw some dad jokes at him that I think he enjoyed. Thank you to Chad Wahlquist for taking the time!

amit

97,819 Aufrufe • vor 2 Monaten

Palantir CEO Alex Karp said enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic. Cerebras CEO Andrew Feldman (Andrew Feldman) says Karp is right: "You shouldn't be dependent on Nvidia. You shouldn't be dependent on one model maker. I think that rarely works out well." "A different way to think about what Alex said is: you want to think about where your advantage is." "If you have unique data, be sure you don't give that away. Be sure you have multiple choices in different parts of the stack, but you get the credit for your data, and it doesn't help make somebody else's model better."

Palantir CEO Alex Karp said enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic. Cerebras CEO Andrew Feldman (Andrew Feldman) says Karp is right: "You shouldn't be dependent on Nvidia. You shouldn't be dependent on one model maker. I think that rarely works out well." "A different way to think about what Alex said is: you want to think about where your advantage is." "If you have unique data, be sure you don't give that away. Be sure you have multiple choices in different parts of the stack, but you get the credit for your data, and it doesn't help make somebody else's model better."

Molly O’Shea

106,968 Aufrufe • vor 2 Monaten

$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.

$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.

amit

180,612 Aufrufe • vor 1 Jahr

There’s lots written about Palantir work with the #NHS but if you want to understand what it’s actually about, look no further than this animation. The word federated might sound like jargon, but it’s the key - it means every NHS hospital has its own instance of #palantir software. Each individual hospital is in complete control - the hospital decides how the software is used and how to manage the information the hospital holds. #NHS hospitals use Palantir to bring together information from their many different IT systems, so their staff can make better informed decisions about patient care. Because they are using the same kind of software, it’s also secure and simple for them to share information with other hospitals. That might be to get an individual patient treated sooner. Or it might be to support preventative care by enabling an Integrated Care Board to better understand of health trends across a local area. However #NHS hospitals choose to use and share this information, privacy and security are protected by technology honed over the 20 years Palantir has spent supporting many of the world’s most critical organisations to manage their most sensitive data. $PLTR #PLTR

There’s lots written about Palantir work with the #NHS but if you want to understand what it’s actually about, look no further than this animation. The word federated might sound like jargon, but it’s the key - it means every NHS hospital has its own instance of #palantir software. Each individual hospital is in complete control - the hospital decides how the software is used and how to manage the information the hospital holds. #NHS hospitals use Palantir to bring together information from their many different IT systems, so their staff can make better informed decisions about patient care. Because they are using the same kind of software, it’s also secure and simple for them to share information with other hospitals. That might be to get an individual patient treated sooner. Or it might be to support preventative care by enabling an Integrated Care Board to better understand of health trends across a local area. However #NHS hospitals choose to use and share this information, privacy and security are protected by technology honed over the 20 years Palantir has spent supporting many of the world’s most critical organisations to manage their most sensitive data. $PLTR #PLTR

Louis Mosley

386,766 Aufrufe • vor 1 Jahr

Palantir CEO Alex Karp on why Europe has no tech scene: "You basically have different parts of the stack: you have the GPU part—chips." "In an enterprise, you're going to have a data integration part of the stack. You can do that by hand." "If you want civil liberties—we do that." "You have an application part of the stack—ontology." "And you have the LLMs, both closed and open models." "To have a tech scene in Europe, you need world-leading components in all those parts. That's not realistic." "So you're going to have to figure out which components are actually the ones that could advance European industry, European sovereignty." "What's really happening in Europe is, you have bureaucrats whose primary idea is, 'How do I protect the market against American companies?'" "Everything else is downstream." Via Mathias Döpfner

Palantir CEO Alex Karp on why Europe has no tech scene: "You basically have different parts of the stack: you have the GPU part—chips." "In an enterprise, you're going to have a data integration part of the stack. You can do that by hand." "If you want civil liberties—we do that." "You have an application part of the stack—ontology." "And you have the LLMs, both closed and open models." "To have a tech scene in Europe, you need world-leading components in all those parts. That's not realistic." "So you're going to have to figure out which components are actually the ones that could advance European industry, European sovereignty." "What's really happening in Europe is, you have bureaucrats whose primary idea is, 'How do I protect the market against American companies?'" "Everything else is downstream." Via Mathias Döpfner

Jawwwn

65,161 Aufrufe • vor 1 Monat

The labs want to rent you intelligence. Palantir is building the stack for you to own it. “We are building a stack that is fully aligned with you capturing and maintaining the alpha of your business. Every single technology decision we are making is aligned with that.“ That is AI sovereignty. We have the product. We have the scale. We know how to do it. Now we take the market.

The labs want to rent you intelligence. Palantir is building the stack for you to own it. “We are building a stack that is fully aligned with you capturing and maintaining the alpha of your business. Every single technology decision we are making is aligned with that.“ That is AI sovereignty. We have the product. We have the scale. We know how to do it. Now we take the market.

Chad Wahlquist

43,085 Aufrufe • vor 1 Monat

PALANTIR CEO ALEX KARP: “The Palantir Platform, despite what you may read at The New York Times, is actually the most secure, the hardest platform in the world to manipulate and change. Of course any technology can be abused. But if you wanted to abuse a technology, if you wanted to use the deep state to unlawfully surveil people, the last platform in the world you would pick is Palantir because of the granular way we segment and put together and the security models and the access control models that are in Foundry natively.”

PALANTIR CEO ALEX KARP: “The Palantir Platform, despite what you may read at The New York Times, is actually the most secure, the hardest platform in the world to manipulate and change. Of course any technology can be abused. But if you wanted to abuse a technology, if you wanted to use the deep state to unlawfully surveil people, the last platform in the world you would pick is Palantir because of the granular way we segment and put together and the security models and the access control models that are in Foundry natively.”

amit

259,088 Aufrufe • vor 1 Jahr

Thiel Fellow and cofounder of The Antifraud Company Alex Shieh says he's building the Palantir of fraud detection: "People have always been able to find fraud manually. But usually they either luck into it or they have a tip from an insider. "We're trying to eliminate that bottleneck. We want to find the fraud using AI." "We're tapping into all these sources of data. And once we have a good idea of what's going on, we send out human investigators to go talk to sources." "But we want to be going outbound. We don't want to have to wait for people to come to us. Because that's just less efficient. When there's $600 billion in fraud, you're not going to get tips for most of it. And if you want to solve it, this is the way you have to go."

Thiel Fellow and cofounder of The Antifraud Company Alex Shieh says he's building the Palantir of fraud detection: "People have always been able to find fraud manually. But usually they either luck into it or they have a tip from an insider. "We're trying to eliminate that bottleneck. We want to find the fraud using AI." "We're tapping into all these sources of data. And once we have a good idea of what's going on, we send out human investigators to go talk to sources." "But we want to be going outbound. We don't want to have to wait for people to come to us. Because that's just less efficient. When there's $600 billion in fraud, you're not going to get tips for most of it. And if you want to solve it, this is the way you have to go."

TBPN

21,661 Aufrufe • vor 4 Monaten

Why Palantir was named Palantir Alex Karp in 2009: “For those of you who had a social life in high school, you may not realize what Palantir is. For those of us who didn’t have a social life, it immediately jumps out at you as the seeing stones in Lord of the Rings.” “They allowed the West to communicate, or the forces of good, to communicate and see into vast distances.” Via Charlie Rose

Why Palantir was named Palantir Alex Karp in 2009: “For those of you who had a social life in high school, you may not realize what Palantir is. For those of us who didn’t have a social life, it immediately jumps out at you as the seeing stones in Lord of the Rings.” “They allowed the West to communicate, or the forces of good, to communicate and see into vast distances.” Via Charlie Rose

Jawwwn

50,228 Aufrufe • vor 4 Tagen

I believe most people trading alts to get more #bitcoin aren’t gaining as much as they think they are. In general, I think traders would do better if they allocated their energy into producing a good or service, and then swept their surplus into #bitcoin If you’re capable of successfully trading you are quite intelligent. Is it possible you would be more deeply satisfied if that energy went into creating something more valuable? Could this make you feel more fulfilled and abundant? Could this cause you to manifest more money? To then stack more sats? To me this formula is the way to get the absolute most satisfaction and the most money out of life.

I believe most people trading alts to get more #bitcoin aren’t gaining as much as they think they are. In general, I think traders would do better if they allocated their energy into producing a good or service, and then swept their surplus into #bitcoin If you’re capable of successfully trading you are quite intelligent. Is it possible you would be more deeply satisfied if that energy went into creating something more valuable? Could this make you feel more fulfilled and abundant? Could this cause you to manifest more money? To then stack more sats? To me this formula is the way to get the absolute most satisfaction and the most money out of life.

Eric V Stacks

22,231 Aufrufe • vor 2 Jahren

Palantir CEO Alex Karp explains why Europe is failing in AI: "We have a template for what doesn't work. It's called Europe." "What did Europe do? Shut everyone else out." "Our business is booming in America, and one of our brand advantages, unfortunately across the world, is Europe is trying to find ways to keep companies like Palantir out. "We see on the front line in our classified deployments where we're using open weight models, that we can get those models to be as good or better than frontier models." "What you want in a stack is an American stack that's American based—on every single part of that stack is the best part." Via FOX Business Liz Claman

Jawwwn

32,771 Aufrufe • vor 1 Monat

$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"

$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"

Kris Patel 🇺🇸

75,480 Aufrufe • vor 2 Monaten

Activists from Pull the Plug delivered 60 cardboard boxes of ‘NHS data’ to Palantir HQ. The government awarded US spy-tech firm Palantir an NHS contract worth £330m in 2023, despite widespread concerns about the company’s ties to Israel, ICE and the Trump administration. Posing as DHL delivery drivers in high-vis jackets, the activists told Palantir that they’d come to deliver “60 million UK citizens’ worth of medical data” – and that staff would have to sign for the order. “I mean, we cant just leave it on the pavement, can we? All that confidential data.”

Activists from Pull the Plug delivered 60 cardboard boxes of ‘NHS data’ to Palantir HQ. The government awarded US spy-tech firm Palantir an NHS contract worth £330m in 2023, despite widespread concerns about the company’s ties to Israel, ICE and the Trump administration. Posing as DHL delivery drivers in high-vis jackets, the activists told Palantir that they’d come to deliver “60 million UK citizens’ worth of medical data” – and that staff would have to sign for the order. “I mean, we cant just leave it on the pavement, can we? All that confidential data.”

Novara Media

12,812 Aufrufe • vor 3 Monaten