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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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$PLTR "All I've done for 16 years is deploy Palantir's software. That's literally all I've done. What I've seen in the last 6 months feels alien to me. It's a completely different paradigm with how customers are using our product." I sat down with Global Head of Commercial at Palantir, Ted Mabrey, to discuss the change in how he's seeing customers engage, adopt, and build on Palantir's software. In a world in which software is not only changing but being questioned for the very existence of it's value proposition, Ted has a counter-narrative to how software is being used with Palantir customers and why the past few months have seen a step-change in the level of usecases, impact, and overall momentum customers have seen because of implementing Palantir. Thank you to Ted Ted Mabrey for taking the time!
13:48

$PLTR "All I've done for 16 years is deploy Palantir's software. That's literally all I've done. What I've seen in the last 6 months feels alien to me. It's a completely different paradigm with how customers are using our product." I sat down with Global Head of Commercial at Palantir, Ted Mabrey, to discuss the change in how he's seeing customers engage, adopt, and build on Palantir's software. In a world in which software is not only changing but being questioned for the very existence of it's value proposition, Ted has a counter-narrative to how software is being used with Palantir customers and why the past few months have seen a step-change in the level of usecases, impact, and overall momentum customers have seen because of implementing Palantir. Thank you to Ted Ted Mabrey for taking the time!

amit

103,473 просмотров • 3 месяцев назад

$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them."
11:52

$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them."

amit

551,632 просмотров • 8 месяцев назад

$PLTR PALANTIR WENT PUBLIC 5 YEARS AGO TODAY. They did a direct public offering at $10 a share. The company's market capitalization has 18x'ed since going public. CEO Alex Karp, 5 years ago: "We are going to deliver the world's best software with the world's most efficient way of delivering it. Investors will decide what's that worth and I think you'll find in a number of years that there will be a consensus Palantir is a truly special software company that is arguably the most important software company in the world."
5:10

$PLTR PALANTIR WENT PUBLIC 5 YEARS AGO TODAY. They did a direct public offering at $10 a share. The company's market capitalization has 18x'ed since going public. CEO Alex Karp, 5 years ago: "We are going to deliver the world's best software with the world's most efficient way of delivering it. Investors will decide what's that worth and I think you'll find in a number of years that there will be a consensus Palantir is a truly special software company that is arguably the most important software company in the world."

amit

400,829 просмотров • 9 месяцев назад

$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

180,556 просмотров • 1 год назад

"It is the same enterprise-grade software but we're leaning on the talent of our customers to do the building." Zoë Nengite shares how Palantir for Builders is enabling pre-Series A startups and medium-sized companies to leverage Palantir software with their own builders to deliver value, growing the FDE culture outside of Palantir.
14:59

"It is the same enterprise-grade software but we're leaning on the talent of our customers to do the building." Zoë Nengite shares how Palantir for Builders is enabling pre-Series A startups and medium-sized companies to leverage Palantir software with their own builders to deliver value, growing the FDE culture outside of Palantir.

Palantir

42,198 просмотров • 1 год назад

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.
1:36

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

a16z

23,455 просмотров • 11 месяцев назад

$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

87,524 просмотров • 1 год назад

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 просмотров • 8 месяцев назад

$PLTR Sat down with Palantir CEO Alex Karp at Palantir's 9th AIPCon to discuss where software is going, why AI models need an ontology, what Palantir's message is around the war, and why value creation is the only way to survive. Thank you to Alex for taking the time!
12:15

$PLTR Sat down with Palantir CEO Alex Karp at Palantir's 9th AIPCon to discuss where software is going, why AI models need an ontology, what Palantir's message is around the war, and why value creation is the only way to survive. Thank you to Alex for taking the time!

amit

231,907 просмотров • 3 месяцев назад

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

73,604 просмотров • 1 месяц назад

CEO of The Nuclear Company Jonathan Webb on their massive, 5-year $100M bet on $PLTR ☢️🔮 “This is the high conviction bet for this company. We’re all chips on black, center of the table, spinning the wheel with Palantir. “We’re doing it with the best in the world. There is no company in this country, maybe the globe that has the capability Palantir has to offer. “Building out that platform with Palantir day one is a uniquely special opportunity for us. But it’s also been done. Look at Anduril Industries who built the backbone of their company with Warp Speed. Working with Airbus and others. “There’s no better partner we could pick than Palantir.” With Mike Gallagher Via Bloomberg Technology Ed Ludlow
1:21

CEO of The Nuclear Company Jonathan Webb on their massive, 5-year $100M bet on $PLTR ☢️🔮 “This is the high conviction bet for this company. We’re all chips on black, center of the table, spinning the wheel with Palantir. “We’re doing it with the best in the world. There is no company in this country, maybe the globe that has the capability Palantir has to offer. “Building out that platform with Palantir day one is a uniquely special opportunity for us. But it’s also been done. Look at Anduril Industries who built the backbone of their company with Warp Speed. Working with Airbus and others. “There’s no better partner we could pick than Palantir.” With Mike Gallagher Via Bloomberg Technology Ed Ludlow

Jawwwn

92,912 просмотров • 1 год назад

this is why Palantir and its customers continue to dominate👇🏻 “We were just telling an older customer, ‘look, the way you're doing it will not allow us to create value.’ We're not a normal software company. If you're not creating value, how are we going to get paid? And by the way, you're gonna want to get rid of us at some point, so the whole thing makes no sense. Like, we're not selling you steak dinner, we're not selling you or our charm. We're selling you significant value creation in, in ridiculously short time.” via Molly O’Shea and sourcery
0:23

this is why Palantir and its customers continue to dominate👇🏻 “We were just telling an older customer, ‘look, the way you're doing it will not allow us to create value.’ We're not a normal software company. If you're not creating value, how are we going to get paid? And by the way, you're gonna want to get rid of us at some point, so the whole thing makes no sense. Like, we're not selling you steak dinner, we're not selling you or our charm. We're selling you significant value creation in, in ridiculously short time.” via Molly O’Shea and sourcery

Eliano A Younes

217,988 просмотров • 7 месяцев назад

$PLTR Satya Nadella, in March 2025, is waking up to large language models being commoditized. Microsoft invested $13B in OpenAI two years ago. I believe if they understood what Shyam Sankar and Alex Karp of Palantir were discussing as early as June 2023, they would not have made that investment. Here is a clip below from Palantir’s FIRST ever AIPCon. This was 2 months after launching AIP and Palantir CTO Shyam Sankar already understood at the time that the value was NOT going to be in the models but rather the application layer. “Where is the value likely to accrete? I believe it’s going to be in the workflow and application layer. The models are already commodities.” OpenAI is now worth around $300B for building a model that xAI, Anthropic, Google and many others are competing against. Margins are limited and switching costs are $0. I recently canceled my ChatGPT+ subscription for Grok. If OpenAI is losing money on consumer subscriptions and the enterprise is not as easy for them to succeed in (especially if businesses start using the Grok API or Claude API more than GPT) than where does Microsoft get an ROI on the $13B they put into OpenAI? Palantir understood years ago that this would happen, just like they do for many technology trends. It is now happening. The reason Palantir’s valuation has expanded is because the market has also realized the application layer is where AI will become actionable & it is VERY difficult to create an application that brings value to an enterprise but VERY easy to switch between competing models. It seems more & more that the implementation of these models is where the value will lie & Palantir is at the center of meaningfully attaching these models to real world value for enterprises.
0:52

$PLTR Satya Nadella, in March 2025, is waking up to large language models being commoditized. Microsoft invested $13B in OpenAI two years ago. I believe if they understood what Shyam Sankar and Alex Karp of Palantir were discussing as early as June 2023, they would not have made that investment. Here is a clip below from Palantir’s FIRST ever AIPCon. This was 2 months after launching AIP and Palantir CTO Shyam Sankar already understood at the time that the value was NOT going to be in the models but rather the application layer. “Where is the value likely to accrete? I believe it’s going to be in the workflow and application layer. The models are already commodities.” OpenAI is now worth around $300B for building a model that xAI, Anthropic, Google and many others are competing against. Margins are limited and switching costs are $0. I recently canceled my ChatGPT+ subscription for Grok. If OpenAI is losing money on consumer subscriptions and the enterprise is not as easy for them to succeed in (especially if businesses start using the Grok API or Claude API more than GPT) than where does Microsoft get an ROI on the $13B they put into OpenAI? Palantir understood years ago that this would happen, just like they do for many technology trends. It is now happening. The reason Palantir’s valuation has expanded is because the market has also realized the application layer is where AI will become actionable & it is VERY difficult to create an application that brings value to an enterprise but VERY easy to switch between competing models. It seems more & more that the implementation of these models is where the value will lie & Palantir is at the center of meaningfully attaching these models to real world value for enterprises.

amit

319,118 просмотров • 1 год назад

Palantir CEO Alex Karp rips into AI slop companies: “The appearance of software working, is not software working.” “The slop getting a lot of attention is dangerous in terms of the hyperbolic rhetoric—that there will be no jobs because of slop, nothing will work, we will have a god-like figure in the name of AI.” “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.”
0:45

Palantir CEO Alex Karp rips into AI slop companies: “The appearance of software working, is not software working.” “The slop getting a lot of attention is dangerous in terms of the hyperbolic rhetoric—that there will be no jobs because of slop, nothing will work, we will have a god-like figure in the name of AI.” “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.”

Jawwwn

430,656 просмотров • 1 месяц назад

Palantir UK boss Louis Mosley responds to questions over whether the company’s software has been used in Gaza following October 7th. Pressed on allegations circulating online, he denies Palantir technology is part of the systems reported to be used for targeting in Gaza - but confirms the IDF does use Palantir software, including in operations linked to locating and tracking missing hostages.
1:05

Palantir UK boss Louis Mosley responds to questions over whether the company’s software has been used in Gaza following October 7th. Pressed on allegations circulating online, he denies Palantir technology is part of the systems reported to be used for targeting in Gaza - but confirms the IDF does use Palantir software, including in operations linked to locating and tracking missing hostages.

Channel 4 News

490,504 просмотров • 19 дней назад

Alex Karp, the CEO of Palantir Technologies, has openly and repeatedly stated that Palantir thrives in times of chaos, conflict, and crisis. This isn’t a quiet admission, it’s part of the company’s entire business model and marketing pitch. While most CEOs reassure investors with stability, Karp sells instability as opportunity. In fiscal year 2024, the company reported $1.6 billion in revenue from government contracts, a 28% increase from the previous year. They plan on being the “federal government’s operating system”.
3:48

Alex Karp, the CEO of Palantir Technologies, has openly and repeatedly stated that Palantir thrives in times of chaos, conflict, and crisis. This isn’t a quiet admission, it’s part of the company’s entire business model and marketing pitch. While most CEOs reassure investors with stability, Karp sells instability as opportunity. In fiscal year 2024, the company reported $1.6 billion in revenue from government contracts, a 28% increase from the previous year. They plan on being the “federal government’s operating system”.

Champagne Joshi

19,771 просмотров • 1 год назад

$PLTR THIS IS WHY ALEX KARP IS ALEX MF KARP. “The typical way you are taught to build a software company is your customer thinks they are getting laid but they’re actually getting f’ed. We used to internally say that Palantir is actually in the mutually pleasuring business.” Couple points of analysis here… 1. He’s right. Completely 1000% correct. Traditional software companies build software they can sell, not software that is meant to provide value, which is why they can never achieve a Rule of 40 well beyond 40 or why so much of their revenue is spent on sales & marketing. Building something that works is much, much harder. 2. One thing I’ve noticed about Karp, which quite frankly was the reason I invested years ago, is his willingness to take risks with his rhetoric. Most CEOs self-censor themselves, are afraid to be charismatic, and keep it very cookie-cutter. In today’s world, AUTHENTICITY is the only thing that works to break through the noise. Karp making a bit of a vulgar joke not only lightened the mood and got peoples’ attention — the joke, as all good jokes, was rooted in truth! The ability to attach effective charisma, charm, and excitement towards delivering that message is what matters. People will say that these types of communication tactics are inconsequential— I’d say Palantir’s multiple disagrees. People invest in someone who can get them to believe in their vision. They also want to invest in someone who says what they believe in…when it comes to politics, how Karp feels about analysts that wrote of the business in 2022, or the software industrial complex — he is going to tell you what he actually feels. People want to invest in someone that genuinely cares about their mission & isn’t going to hide behind their truth when they communicate publicly. In a world of full of grifting, BS, and manipulation…Alex Karp is the authentic CEO that the public markets need which is part of the reason why people care about his company.
0:43

$PLTR THIS IS WHY ALEX KARP IS ALEX MF KARP. “The typical way you are taught to build a software company is your customer thinks they are getting laid but they’re actually getting f’ed. We used to internally say that Palantir is actually in the mutually pleasuring business.” Couple points of analysis here… 1. He’s right. Completely 1000% correct. Traditional software companies build software they can sell, not software that is meant to provide value, which is why they can never achieve a Rule of 40 well beyond 40 or why so much of their revenue is spent on sales & marketing. Building something that works is much, much harder. 2. One thing I’ve noticed about Karp, which quite frankly was the reason I invested years ago, is his willingness to take risks with his rhetoric. Most CEOs self-censor themselves, are afraid to be charismatic, and keep it very cookie-cutter. In today’s world, AUTHENTICITY is the only thing that works to break through the noise. Karp making a bit of a vulgar joke not only lightened the mood and got peoples’ attention — the joke, as all good jokes, was rooted in truth! The ability to attach effective charisma, charm, and excitement towards delivering that message is what matters. People will say that these types of communication tactics are inconsequential— I’d say Palantir’s multiple disagrees. People invest in someone who can get them to believe in their vision. They also want to invest in someone who says what they believe in…when it comes to politics, how Karp feels about analysts that wrote of the business in 2022, or the software industrial complex — he is going to tell you what he actually feels. People want to invest in someone that genuinely cares about their mission & isn’t going to hide behind their truth when they communicate publicly. In a world of full of grifting, BS, and manipulation…Alex Karp is the authentic CEO that the public markets need which is part of the reason why people care about his company.

amit

317,423 просмотров • 1 год назад

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

270,438 просмотров • 1 год назад

The market is about to learn what Palantir CEO Alex Karp has been saying for years: “The large language model is essentially a commodity”. Swap Claude out with whatever model. It doesn’t matter. The value will come from the infrastructure (Palantir) that allows users to orchestrate the model. The effectiveness of Palantir’s Maven Smart System will remain unchanged; reinforcing the $PLTR thesis. Model agnostic.
0:41

The market is about to learn what Palantir CEO Alex Karp has been saying for years: “The large language model is essentially a commodity”. Swap Claude out with whatever model. It doesn’t matter. The value will come from the infrastructure (Palantir) that allows users to orchestrate the model. The effectiveness of Palantir’s Maven Smart System will remain unchanged; reinforcing the $PLTR thesis. Model agnostic.

Jack Prescott

776,101 просмотров • 4 месяцев назад

$PLTR this analyst gets it: - Palantir is the AI Operating System - Palantir provides the environment and context layer (ontology + security model) for enterprises to deploy AI models and agents - This is a structural growth opportunity - The ROI for enterprises to deploy AI and use Palantir’s service will become increasingly attractive - (Regarding living up to today’s PE) Revenue growth and margin is unique. “You’ve never seen that type of growth and margin previously for any other companies. Enterprise is a huge market. AI is really shifting from consumer to the enterprise world. Enterprise offers a larger TAM. This is early stage for enterprise to use AI. The TAM could be trillion $$ level…. The path towards that will never be easy, it will be uneven. If you have that long term view, you will still be long term bullish on the company.” - Enterprise opportunities across the world will totally change the business of Palantir in the coming decades I don’t think he’s bullish enough on government based on what we see coming from Gokarp and DV, but at least he acknowledges the importance of the government sector to the company.
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$PLTR this analyst gets it: - Palantir is the AI Operating System - Palantir provides the environment and context layer (ontology + security model) for enterprises to deploy AI models and agents - This is a structural growth opportunity - The ROI for enterprises to deploy AI and use Palantir’s service will become increasingly attractive - (Regarding living up to today’s PE) Revenue growth and margin is unique. “You’ve never seen that type of growth and margin previously for any other companies. Enterprise is a huge market. AI is really shifting from consumer to the enterprise world. Enterprise offers a larger TAM. This is early stage for enterprise to use AI. The TAM could be trillion $$ level…. The path towards that will never be easy, it will be uneven. If you have that long term view, you will still be long term bullish on the company.” - Enterprise opportunities across the world will totally change the business of Palantir in the coming decades I don’t think he’s bullish enough on government based on what we see coming from Gokarp and DV, but at least he acknowledges the importance of the government sector to the company.

Jack Prescott

112,551 просмотров • 10 месяцев назад