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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...

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103,932 views • 6 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 $340B, what does that mean for a company like Palantir that's profitable and growing in the public markets? - what does government growth look like now with DOGE and can Palantir guide for some type of catalyst because of the government's willingness to spend more on software? Overall, I think Dr. Karp, Shaym Sankar and the entire team are going to crush it by essentially making the same argument they have made for 2 years: Palantir creates outcomes and that is what their customers pay for, not LLMs that can be found a dime-a-dozen and simply plugged into AIP, which is the software layered on Foundry that Palantir believes can create such incredible and transformative use cases (and we've seen many case studies of this already) that lead to them becoming one of the most important companies in the world. The stock will likely see algos and headlines that can move it, but this quarter is going to be determined by guidance, their ability to show continued growth and the market's overall interpretation of where Palantir lies in the broader AI sector. TIME TO EMBRACE ANOTHER CHAPTER IN THE ONGOING STORY OF ONE OF THE MOST EXCITING COMPANIES ON PLANET EARTH. & the best part is, we get to all embrace that chapter together, as a community. LFG.
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$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.

amit

180,612 views • 1 year ago

Sequoia partner Pat Grady says software is shifting from apps that demand attention to agents that work quietly in the background. This shift will change what moats will look like, and will be especially hard for incumbents to deal with. "It's two very different business paradigms," he says. "In an era of apps, you want a lot of surface area with your customers, you want them to spend a lot of time in your product." "In an era of agents, things can just be running passively in the background. The amount of surface area you have with your customers, the amount of time they might spend in your product might be de minimis. So the nature of the moat that you [will need to build] is different." "I think we'll see a lot of companies in the coming years able to live in the software world and have some of the workflows people are accustomed to. And then separately they can deploy these passive agents that kind of function as coworkers who just come back to you when things are done." From his appearance on the show in January.
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Sequoia partner Pat Grady says software is shifting from apps that demand attention to agents that work quietly in the background. This shift will change what moats will look like, and will be especially hard for incumbents to deal with. "It's two very different business paradigms," he says. "In an era of apps, you want a lot of surface area with your customers, you want them to spend a lot of time in your product." "In an era of agents, things can just be running passively in the background. The amount of surface area you have with your customers, the amount of time they might spend in your product might be de minimis. So the nature of the moat that you [will need to build] is different." "I think we'll see a lot of companies in the coming years able to live in the software world and have some of the workflows people are accustomed to. And then separately they can deploy these passive agents that kind of function as coworkers who just come back to you when things are done." From his appearance on the show in January.

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Parker Conrad (Parker Conrad) is co-founder & CEO of Rippling, an all-in-one HR, Finance, and IT software company valued at $13.5B. A founder of two unicorns, he's had one of the more dramatic startup journeys in recent years. For How to Build the Future, Parker sat down with Garry Tan to share his origin story, how AI is changing the game, and why he thinks the future will be defined by "compound" software startups.
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$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."

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