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$PLTR Software is Free 🧵 Palantir's software is effectively “free” upfront because the company absorbs 100% of the risk of value creation and only gets paid a share(often structured as a percentage or portion) of the actual, measurable value or cost savings it helps generate for the customer. Dr....

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Mike

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90,412 views • 5 months ago •via X (Twitter)

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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.
1:58

$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 views • 1 year ago

$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:
16:33

$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:

amit

87,563 views • 1 year ago

Software is Eating Labor At $300 billion in annual revenue, the global software market is huge. But it pales in comparison to the labor market, which weighs in at $13 trillion a year in just the US. The wages of nurses alone are more than twice the revenue of every SaaS company combined. Over the last 70 years, software fundamentally changed the way we record, store, and share information. Its next act is to perform the work itself and charge on outcomes, capturing trillions of dollars of value in the process. Alex Rampell explains in this talk from the 2025 a16z LP Summit. 00:00 The history of labor and automation 03:34 Software case studies 09:10 The business model of software has to change 11:39 Software will eat labor 20:08 It's not just about cost 22:48 AI creates new market opportunities
26:32

Software is Eating Labor At $300 billion in annual revenue, the global software market is huge. But it pales in comparison to the labor market, which weighs in at $13 trillion a year in just the US. The wages of nurses alone are more than twice the revenue of every SaaS company combined. Over the last 70 years, software fundamentally changed the way we record, store, and share information. Its next act is to perform the work itself and charge on outcomes, capturing trillions of dollars of value in the process. Alex Rampell explains in this talk from the 2025 a16z LP Summit. 00:00 The history of labor and automation 03:34 Software case studies 09:10 The business model of software has to change 11:39 Software will eat labor 20:08 It's not just about cost 22:48 AI creates new market opportunities

a16z

209,750 views • 1 year ago

Palantir CEO Alex Karp goes after AI slop. The fight over AI “slop” is really a fight over whether software is performing or merely pretending. "The appearance of software working is not software working. And the slop that is getting a lot of attention is not only dangerous in terms of the hyperbolic rhetoric, but also in claims like, “There will be no jobs because of the slop,” or that “nothing will work,” while somehow we will have a God-like figure in the name of AI. When, in fact, what actually does work is a platform built by a motley crew of highly technical people who, over 20 years, have been maligned for being right about the nature of having to build Foundry and the nature of having to build Apollo." ---- Software used to fail in blunt ways: a crash, a wrong number, a missing button, a process that simply stopped. Generative systems often fail more seductively, by producing fluent surfaces that look like work until they meet the stubborn world of permissions, edge cases, audit trails, security, accountability, and changing human intent. --- From "Palantir" YT channel, full link in comment.
0:49

Palantir CEO Alex Karp goes after AI slop. The fight over AI “slop” is really a fight over whether software is performing or merely pretending. "The appearance of software working is not software working. And the slop that is getting a lot of attention is not only dangerous in terms of the hyperbolic rhetoric, but also in claims like, “There will be no jobs because of the slop,” or that “nothing will work,” while somehow we will have a God-like figure in the name of AI. When, in fact, what actually does work is a platform built by a motley crew of highly technical people who, over 20 years, have been maligned for being right about the nature of having to build Foundry and the nature of having to build Apollo." ---- Software used to fail in blunt ways: a crash, a wrong number, a missing button, a process that simply stopped. Generative systems often fail more seductively, by producing fluent surfaces that look like work until they meet the stubborn world of permissions, edge cases, audit trails, security, accountability, and changing human intent. --- From "Palantir" YT channel, full link in comment.

Rohan Paul

73,728 views • 4 months ago

This is what EVERYONE should be talking about “Donald Trump's Big Beautiful bill contains a clause that bars all 50 states from regulating AI for the next decade. Now, the Trump administration just granted Palantir Technologies significant contracts to develop a federal state platform. Powered by its AI Driven Foundry software, the platform consolidates sensitive personal data from irs, Social Security Administration, immigration services and other agencies to streamline service and decision making. The company was founded by Alex Karp and Peter thiel of the PayPal mafia, and a significant portion of the company is currently owned by BlackRock. The surveillance state was inevitable regardless who became president. Oh, and it gets better. This announcement follows Elon's resignation from DOGE, which managed to cut less than $100 billion in wasteful spending. Numerous Doge employees not only worked for Palantir, but they lobbied on behalf of them, raising questions about whether DOGE's initial purpose was to access classified data while creating the illusion of bureaucratic reform in trillions in savings, which again actually came out to around $6 trillion estimated. In reality, this may have been an effort to expand the surveillance state and provide Palantir with backdoor access. So how about that for your golden age? The only members of Congress to speak out against this were Thomas Massie and Marjorie Taylor Greene. — So all members of Congress, including the Republican Party, have failed us here.” Alex Karp, CEO of Palantir, says his software was solely responsible for defeating the far right in Europe
1:16

This is what EVERYONE should be talking about “Donald Trump's Big Beautiful bill contains a clause that bars all 50 states from regulating AI for the next decade. Now, the Trump administration just granted Palantir Technologies significant contracts to develop a federal state platform. Powered by its AI Driven Foundry software, the platform consolidates sensitive personal data from irs, Social Security Administration, immigration services and other agencies to streamline service and decision making. The company was founded by Alex Karp and Peter thiel of the PayPal mafia, and a significant portion of the company is currently owned by BlackRock. The surveillance state was inevitable regardless who became president. Oh, and it gets better. This announcement follows Elon's resignation from DOGE, which managed to cut less than $100 billion in wasteful spending. Numerous Doge employees not only worked for Palantir, but they lobbied on behalf of them, raising questions about whether DOGE's initial purpose was to access classified data while creating the illusion of bureaucratic reform in trillions in savings, which again actually came out to around $6 trillion estimated. In reality, this may have been an effort to expand the surveillance state and provide Palantir with backdoor access. So how about that for your golden age? The only members of Congress to speak out against this were Thomas Massie and Marjorie Taylor Greene. — So all members of Congress, including the Republican Party, have failed us here.” Alex Karp, CEO of Palantir, says his software was solely responsible for defeating the far right in Europe

Wall Street Apes

270,515 views • 1 year ago

$PLTR Dr. Karp on Palantir biggest secret to WINNING! The most effective Sales Secret in the world- AIP 2026 Palantir's most effective sales approach isn't aggressive traditional selling or a huge sales force. Instead, it's letting customers experience the limitations of raw frontier LLMs (from companies like OpenAI, Anthropic) first. ~LLMs solve some problems (generating text, basic reasoning) but create bigger enterprise issues: data chaos, lack of governance, integration failures with messy real-world systems, security/compliance risks, hallucination in high stakes ops, and no "ownership" of the full workflow. ~Customers then realize generic LLM providers treat them as just another user (they "don’t care about you" in the sense of deep customization or enterprise control). ~Palantir's AIP steps in with its Ontology layer (a digital twin of the business that maps data, enforces rules, and powers secure, controllable AI agents). This lets organizations integrate models into their actual operations, maintain control, and "own the means of production" rather than depending on black-box vendors. Palantir focuses on value creation through deployed, trustworthy systems (often charging based on outcomes or % of saving, or basically FREE), not just software licenses. It reduces reliance on a large sales team because successful pilots and word-of-mouth from real deployments "sell themselves" in a low-trust AI environment. Source:
5:03

$PLTR Dr. Karp on Palantir biggest secret to WINNING! The most effective Sales Secret in the world- AIP 2026 Palantir's most effective sales approach isn't aggressive traditional selling or a huge sales force. Instead, it's letting customers experience the limitations of raw frontier LLMs (from companies like OpenAI, Anthropic) first. ~LLMs solve some problems (generating text, basic reasoning) but create bigger enterprise issues: data chaos, lack of governance, integration failures with messy real-world systems, security/compliance risks, hallucination in high stakes ops, and no "ownership" of the full workflow. ~Customers then realize generic LLM providers treat them as just another user (they "don’t care about you" in the sense of deep customization or enterprise control). ~Palantir's AIP steps in with its Ontology layer (a digital twin of the business that maps data, enforces rules, and powers secure, controllable AI agents). This lets organizations integrate models into their actual operations, maintain control, and "own the means of production" rather than depending on black-box vendors. Palantir focuses on value creation through deployed, trustworthy systems (often charging based on outcomes or % of saving, or basically FREE), not just software licenses. It reduces reliance on a large sales team because successful pilots and word-of-mouth from real deployments "sell themselves" in a low-trust AI environment. Source:

Mike

93,030 views • 3 months ago

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

278,422 views • 2 years ago

$PLTR When ChatGPT went viral, Palantir launched AIP about 4 months after in April of 2023. The entire world had begun to understand the implications of LLMs and Palantir realized they had been working on the foundational software, the ontology, for 20 years. The ontology was necessary to make sense of LLMs, so they immediately decided that AIP would be the future of the company. A tech company lives or dies based on their ability to recogonize the future far before it becomes reality -- as a result, they can build the products and craft the narrative that is needed to succeed in a competitive technology environment. The latest craze has been "vibe-coding," essentially an easier way for engineers to use AI to help them code. Is the trend validated? Well... - Cursor, a vibe-coding startup, was the fastest company in the history of startups to reach $100M ARR and now has a $10B valuation. - $MSFT CEO said 2 days ago that 30% of the company's code is now written by AI. Palantir saw what was happening...and they did what they did best. Took their foundational software and constructed it in a way to now incorporate the concept of "vibe-coding" via the ontology in AIP. A tech company lives or dies based on their ability to recognize the future far before it becomes reality -- as a result, they can build the products and craft the narrative that is needed to succeed in a competitive technology environment. Thanks for taking the time to Chad!
9:07

$PLTR When ChatGPT went viral, Palantir launched AIP about 4 months after in April of 2023. The entire world had begun to understand the implications of LLMs and Palantir realized they had been working on the foundational software, the ontology, for 20 years. The ontology was necessary to make sense of LLMs, so they immediately decided that AIP would be the future of the company. A tech company lives or dies based on their ability to recogonize the future far before it becomes reality -- as a result, they can build the products and craft the narrative that is needed to succeed in a competitive technology environment. The latest craze has been "vibe-coding," essentially an easier way for engineers to use AI to help them code. Is the trend validated? Well... - Cursor, a vibe-coding startup, was the fastest company in the history of startups to reach $100M ARR and now has a $10B valuation. - $MSFT CEO said 2 days ago that 30% of the company's code is now written by AI. Palantir saw what was happening...and they did what they did best. Took their foundational software and constructed it in a way to now incorporate the concept of "vibe-coding" via the ontology in AIP. A tech company lives or dies based on their ability to recognize the future far before it becomes reality -- as a result, they can build the products and craft the narrative that is needed to succeed in a competitive technology environment. Thanks for taking the time to Chad!

amit

84,653 views • 1 year ago

Palantir CEO Alex Karp says the reason they've become the global leader in AI is because they built full alignment with their customers instead of "masturbating and selling tokens" like other AI companies: "We actually want the customers to succeed." "We are the only company I know of, and definitely the only company at scale, that actually is paid as a derivative of value creation for the enterprises we work with and serve." "We do not have any other way of actually getting paid." "Every other company wants to outsource the risk of failure to the client because they know it's gonna fail." "Because to succeed, you would need a full stack from compute all the way up to model training, and you'd have to absorb the risk of that not working, which means having some kind of business intuition about what the value is to the customer, a willingness to say no, FDEs that aren't just masturbating and selling tokens." "They sell tokens. The FDEs, some of them are ex-Palantirians—they're just selling tokens. Just like some of you guys had a social life in high school that was virtual, except for you're ripping off the client."
1:39

Palantir CEO Alex Karp says the reason they've become the global leader in AI is because they built full alignment with their customers instead of "masturbating and selling tokens" like other AI companies: "We actually want the customers to succeed." "We are the only company I know of, and definitely the only company at scale, that actually is paid as a derivative of value creation for the enterprises we work with and serve." "We do not have any other way of actually getting paid." "Every other company wants to outsource the risk of failure to the client because they know it's gonna fail." "Because to succeed, you would need a full stack from compute all the way up to model training, and you'd have to absorb the risk of that not working, which means having some kind of business intuition about what the value is to the customer, a willingness to say no, FDEs that aren't just masturbating and selling tokens." "They sell tokens. The FDEs, some of them are ex-Palantirians—they're just selling tokens. Just like some of you guys had a social life in high school that was virtual, except for you're ripping off the client."

Jawwwn

18,670 views • 2 months ago

Palantir's main competitors are OpenAI and Anthropic. Palantir CEO Alex Karp frequently attacks them. From his UN platform, Gordon-Levitt is pushing the narrative that AI leaders can't control their creations. He isn't referring to Palantir. This public fear serves Palantir's interests. Stricter international regulations on AI directly benefit Palantir. It's well known that Hollywood has had strong ties to the CIA for many years. The CIA and Palantir work very closely together. Cape Mobile, a Palantir sister company founded by 3 Palantir staffers and 1 Anduril staffer, has a former CIA director on its advisory team. Gordon-Levitt's synchronised alarm provides a massive geopolitical tailwind for Thiel at a critical time. Thiel is all over the media again right now. I'm not saying Gordon-Levitt is a Thiel, CIA, or Palantir asset, but he does seem to have incredible access and now political influence for someone I thought of as an actor.
1:27

Palantir's main competitors are OpenAI and Anthropic. Palantir CEO Alex Karp frequently attacks them. From his UN platform, Gordon-Levitt is pushing the narrative that AI leaders can't control their creations. He isn't referring to Palantir. This public fear serves Palantir's interests. Stricter international regulations on AI directly benefit Palantir. It's well known that Hollywood has had strong ties to the CIA for many years. The CIA and Palantir work very closely together. Cape Mobile, a Palantir sister company founded by 3 Palantir staffers and 1 Anduril staffer, has a former CIA director on its advisory team. Gordon-Levitt's synchronised alarm provides a massive geopolitical tailwind for Thiel at a critical time. Thiel is all over the media again right now. I'm not saying Gordon-Levitt is a Thiel, CIA, or Palantir asset, but he does seem to have incredible access and now political influence for someone I thought of as an actor.

Paul Walsh

290,025 views • 4 days ago

$PLTR $AMD | Dr. Karp and Dr. Su were right! ✍️ Companies are now fighting back. Dr. Karp, Palantir CEO, recently told CNBC that enterprises are privately "unhappy" with frontier AI labs like OpenAI and Anthropic, accusing them of prioritizing "tokenmaxxing" or maximizing AI token consumption to signal activity over delivering real business value and understanding customer needs. Uber, Coinbases routing to capping token usage or routing to cheaper models to keep cost under control. or Microsoft revoked Claude Code licenses companywide, Priceline imposed token limits after sharp cost spikes, and reports cite Meta, Salesforce, and multiple unnamed firms facing 3x+ budget overruns or $ hundreds of millions in unexpected spend by mid-2026. Analysts note this as an emerging industry pattern, with FinOps and executives describing "existential crises" over token bills; dozens of enterprises are now adding guardrails, though public complaints remain concentrated among high-profile tech firms experimenting at scale. Dr. Lisa Su anticipated the pivot to inference economics and CPU-dense systems for agentic AI, correctly predicting that token costs, power efficiency, and deployability on standard platforms would determine scalable adoption long before the current enterprise pushback. Dr. Alex Karp accurately diagnosed the disconnect in frontier labs' approach, calling out "tokenmaxxing" as activity without outcomes; enterprises are indeed demanding real implementation and business-specific value rather than raw volume that inflates bills without proportional ROI. Together, their independent foresight validates the maturing AI thesis, efficient infrastructure (AMD Helios/EPYC optimized for lowest TCO & $/M Tokens) paired with outcome-focused platforms (Palantir AIP/Foundry) positions both companies to benefit as the market shifts from hype-driven consumption to sustainable, value-driven deployment. Yes it may look good on the revenue growth for AI Labs to show off on IPOs investors/bankers, but the customers have to find value in those tokens spent where $NVDA & In-house chips on inference claims are just false. At the end of the day, ~Token cost needs to go down more & more particularly inference by owning more AMD chips/racks. In-house chips can make all kind of claims for years, but the bills enterprises paid have to obey economic. ~Enterprises want a thick software OS or solution focused, they do not want to have unlimited budget for "tokenmaxxing" where it is leading to high costs with limited business transformation; success increasingly depends on implementation layers that route tasks, enforce policies, and connect AI to existing workflows. Not Financial Advice! DYOR!
2:07

$PLTR $AMD | Dr. Karp and Dr. Su were right! ✍️ Companies are now fighting back. Dr. Karp, Palantir CEO, recently told CNBC that enterprises are privately "unhappy" with frontier AI labs like OpenAI and Anthropic, accusing them of prioritizing "tokenmaxxing" or maximizing AI token consumption to signal activity over delivering real business value and understanding customer needs. Uber, Coinbases routing to capping token usage or routing to cheaper models to keep cost under control. or Microsoft revoked Claude Code licenses companywide, Priceline imposed token limits after sharp cost spikes, and reports cite Meta, Salesforce, and multiple unnamed firms facing 3x+ budget overruns or $ hundreds of millions in unexpected spend by mid-2026. Analysts note this as an emerging industry pattern, with FinOps and executives describing "existential crises" over token bills; dozens of enterprises are now adding guardrails, though public complaints remain concentrated among high-profile tech firms experimenting at scale. Dr. Lisa Su anticipated the pivot to inference economics and CPU-dense systems for agentic AI, correctly predicting that token costs, power efficiency, and deployability on standard platforms would determine scalable adoption long before the current enterprise pushback. Dr. Alex Karp accurately diagnosed the disconnect in frontier labs' approach, calling out "tokenmaxxing" as activity without outcomes; enterprises are indeed demanding real implementation and business-specific value rather than raw volume that inflates bills without proportional ROI. Together, their independent foresight validates the maturing AI thesis, efficient infrastructure (AMD Helios/EPYC optimized for lowest TCO & $/M Tokens) paired with outcome-focused platforms (Palantir AIP/Foundry) positions both companies to benefit as the market shifts from hype-driven consumption to sustainable, value-driven deployment. Yes it may look good on the revenue growth for AI Labs to show off on IPOs investors/bankers, but the customers have to find value in those tokens spent where $NVDA & In-house chips on inference claims are just false. At the end of the day, ~Token cost needs to go down more & more particularly inference by owning more AMD chips/racks. In-house chips can make all kind of claims for years, but the bills enterprises paid have to obey economic. ~Enterprises want a thick software OS or solution focused, they do not want to have unlimited budget for "tokenmaxxing" where it is leading to high costs with limited business transformation; success increasingly depends on implementation layers that route tasks, enforce policies, and connect AI to existing workflows. Not Financial Advice! DYOR!

Mike

253,557 views • 3 months ago

$PLTR BILLIONAIRE INVESTOR MARIO GABELLI MENTIONED PALANTIR CEO ALEX KARP’S BOOK TODAY ON CNBC. I really think this book is going to change the way people look at business, technology and the broader trajectory of humanity. We’re seeing it already in some of the world’s most famous investors referencing it as they speak about the issues of our time. Mario was asked about a company like John Deere being impacted by tariffs & immigration. He responded: “The Technological Republic, a new book by Alex Karp, is going to be a GAME CHANGER in how people value companies,” implying that after reading the book — your entire worldview can change on the nature of what it means to derive a company’s value. Mario claims that John Deere is not going to be concerned about tariffs and immigration IF they embrace technology — the conventional “bad” or “external macro” events can be mitigated & even flipped into something positive which increases the ability for John Deere to weather that storm. This, in turn, expands their multiple as they provide value to society IN SPITE of global events that their competitors cannot weather through because they DO NOT embrace technology. Why is this world view of the Technological Republic important? Well, it’s the same world view Alex Karp has been speaking about for a decade that is now coming to fruition as we enter the greatest technology revolution of our lifetimes… Transformational software changes the existential paradigm of how an enterprise can achieve, build, and expand their value. What is the promise of Palantir’s software to government and commercial clients? Becoming more efficient, decreasing costs, expanding operating margins, growing the top and bottom line — essentially an ontological representation of your business can lead to transformational business results which are good for HUMANITY. These ideas were seen as radical and unable to reach the masses. Now, they are becoming mainstream because they are the ONLY important ideas that people want to embrace. When your business flips overnight due to a war, pandemic, etc. then you NEED transformational software to survive. I think this book is going to introduce the world to ideas that Palantir as an organization has embodied for two decades. It’s why the company is so special and gets valued the way it does. There’s not many tech CEOs writing philosophical messages at the intersection of Western Values and technology… Alex Karp is & that is simply why Palantir continues to be one of the companies the street cannot deny. Book is available for preorder and launching on Feb 18th:
0:32

$PLTR BILLIONAIRE INVESTOR MARIO GABELLI MENTIONED PALANTIR CEO ALEX KARP’S BOOK TODAY ON CNBC. I really think this book is going to change the way people look at business, technology and the broader trajectory of humanity. We’re seeing it already in some of the world’s most famous investors referencing it as they speak about the issues of our time. Mario was asked about a company like John Deere being impacted by tariffs & immigration. He responded: “The Technological Republic, a new book by Alex Karp, is going to be a GAME CHANGER in how people value companies,” implying that after reading the book — your entire worldview can change on the nature of what it means to derive a company’s value. Mario claims that John Deere is not going to be concerned about tariffs and immigration IF they embrace technology — the conventional “bad” or “external macro” events can be mitigated & even flipped into something positive which increases the ability for John Deere to weather that storm. This, in turn, expands their multiple as they provide value to society IN SPITE of global events that their competitors cannot weather through because they DO NOT embrace technology. Why is this world view of the Technological Republic important? Well, it’s the same world view Alex Karp has been speaking about for a decade that is now coming to fruition as we enter the greatest technology revolution of our lifetimes… Transformational software changes the existential paradigm of how an enterprise can achieve, build, and expand their value. What is the promise of Palantir’s software to government and commercial clients? Becoming more efficient, decreasing costs, expanding operating margins, growing the top and bottom line — essentially an ontological representation of your business can lead to transformational business results which are good for HUMANITY. These ideas were seen as radical and unable to reach the masses. Now, they are becoming mainstream because they are the ONLY important ideas that people want to embrace. When your business flips overnight due to a war, pandemic, etc. then you NEED transformational software to survive. I think this book is going to introduce the world to ideas that Palantir as an organization has embodied for two decades. It’s why the company is so special and gets valued the way it does. There’s not many tech CEOs writing philosophical messages at the intersection of Western Values and technology… Alex Karp is & that is simply why Palantir continues to be one of the companies the street cannot deny. Book is available for preorder and launching on Feb 18th:

amit

151,692 views • 1 year ago

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
0:59

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 views • 4 months ago

$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"
19:45

$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 views • 3 months ago

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.
2:27

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Dustin

203,697 views • 7 months ago

Every Fortune 500 executive is buying AI subscriptions and calling it a strategy. Palantir CEO Alex Karp has a word for that. Karp: “The general approach of just buying models is going to be essentially self-pleasuring for an enterprise at the cost of the enterprise.” Karp: “You buy some large language model, you party with it basically, and the next day you have a hangover.” The entire corporate world is mispricing the AI transition. They are renting intelligence with no foundation to run it on. A raw model floating in a vacuum hallucinates over your unstructured data, generates the illusion of work, and executes nothing. The party ends. The hangover begins. Nothing changed. Karp identified exactly where the value actually goes. Karp: “All the value in the market is going to go to chips and what we call ontology.” Not the models. Not the subscriptions. Not the chatbot interfaces layered on top of them. The ontology. The precise digital architecture of how an organization actually operates. Its security permissions. Its supply chain physics. It’s operational logic. Karp: “The ontology will allow you to take a large language model and use it, refine it, and then impose it on your enterprise in the logic of your enterprise, in the security model of your enterprise.” When you bind a frontier model to the strict underlying logic of a specific enterprise, something fundamental shifts. It stops generating text. It starts generating action. Karp: “We’re using it on the battlefield, we’re using it to compress margins. We’re making engineers better engineers. We’re making people who are not engineers into engineers using our ontology and a large language model.” The traditional engineering bottleneck does not slow down. It disappears. Karp: “We are sitting on the only thing that actually creates quantifiable, transformational value.” The companies renting models are paying for the feeling of transformation. The companies building ontologies are executing the actual thing. One of them will define the next decade. The other will wake up in 2030 wondering where their market share went. Exactly like a hangover.
1:40

Every Fortune 500 executive is buying AI subscriptions and calling it a strategy. Palantir CEO Alex Karp has a word for that. Karp: “The general approach of just buying models is going to be essentially self-pleasuring for an enterprise at the cost of the enterprise.” Karp: “You buy some large language model, you party with it basically, and the next day you have a hangover.” The entire corporate world is mispricing the AI transition. They are renting intelligence with no foundation to run it on. A raw model floating in a vacuum hallucinates over your unstructured data, generates the illusion of work, and executes nothing. The party ends. The hangover begins. Nothing changed. Karp identified exactly where the value actually goes. Karp: “All the value in the market is going to go to chips and what we call ontology.” Not the models. Not the subscriptions. Not the chatbot interfaces layered on top of them. The ontology. The precise digital architecture of how an organization actually operates. Its security permissions. Its supply chain physics. It’s operational logic. Karp: “The ontology will allow you to take a large language model and use it, refine it, and then impose it on your enterprise in the logic of your enterprise, in the security model of your enterprise.” When you bind a frontier model to the strict underlying logic of a specific enterprise, something fundamental shifts. It stops generating text. It starts generating action. Karp: “We’re using it on the battlefield, we’re using it to compress margins. We’re making engineers better engineers. We’re making people who are not engineers into engineers using our ontology and a large language model.” The traditional engineering bottleneck does not slow down. It disappears. Karp: “We are sitting on the only thing that actually creates quantifiable, transformational value.” The companies renting models are paying for the feeling of transformation. The companies building ontologies are executing the actual thing. One of them will define the next decade. The other will wake up in 2030 wondering where their market share went. Exactly like a hangover.

Dustin

210,664 views • 6 months ago

Meta Chief AI Officer Alexandr Wang on why your product can be better and still lose, because perception is more real than reality: Most founders assume the best product wins. Build something that works, prove it with data, and customers will see it. Wang says that assumption breaks down when you sell to large organisations. "Probably a lot of the companies that you all have worked with, they're very data-driven companies. It feels like the truth makes its way... everybody serves a shared sense of reality and whatnot. That's not true at most large companies and also not true within the government, unfortunately." So what do they run on instead? Perception. "At a lot of large customers, perception is more real than reality. The reality is just so ugly most of the time that very rarely do people actually confront reality, and most of the time they just sort of choose to believe the perceptions that they live in." That is how a better product loses. If buyers aren't judging reality, being better in reality isn't enough. The deal goes to whoever owns the perception. Wang spells out what this means for anyone building or selling to enterprises: "If you end up doing enterprise sales or you end up building enterprise products... just as much as your job is to improve the reality, it is to shape the perception." The product still matters, but by his reckoning, it's only half the job. One company he singles out for mastering the other half is Palantir: "One of Palantir's superpowers is that they shape the perception better than most other technology companies do, because I think they view themselves... it's like a combination of a sort of acting troupe combined with a software company." And Alexandr Wang means it literally: "They literally give an acting book to all of the new hires, or they did for a very long time." A software company that trained its people in performance. That tells you how seriously Palantir took the perception half of the job.
1:13

Meta Chief AI Officer Alexandr Wang on why your product can be better and still lose, because perception is more real than reality: Most founders assume the best product wins. Build something that works, prove it with data, and customers will see it. Wang says that assumption breaks down when you sell to large organisations. "Probably a lot of the companies that you all have worked with, they're very data-driven companies. It feels like the truth makes its way... everybody serves a shared sense of reality and whatnot. That's not true at most large companies and also not true within the government, unfortunately." So what do they run on instead? Perception. "At a lot of large customers, perception is more real than reality. The reality is just so ugly most of the time that very rarely do people actually confront reality, and most of the time they just sort of choose to believe the perceptions that they live in." That is how a better product loses. If buyers aren't judging reality, being better in reality isn't enough. The deal goes to whoever owns the perception. Wang spells out what this means for anyone building or selling to enterprises: "If you end up doing enterprise sales or you end up building enterprise products... just as much as your job is to improve the reality, it is to shape the perception." The product still matters, but by his reckoning, it's only half the job. One company he singles out for mastering the other half is Palantir: "One of Palantir's superpowers is that they shape the perception better than most other technology companies do, because I think they view themselves... it's like a combination of a sort of acting troupe combined with a software company." And Alexandr Wang means it literally: "They literally give an acting book to all of the new hires, or they did for a very long time." A software company that trained its people in performance. That tells you how seriously Palantir took the perception half of the job.

Big Brain Business

164,451 views • 1 day ago