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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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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."

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I sat down with Louis Mosley, Palantir's Executive Vice President of UK & Europe, to discuss the company's ambitions as we enter into the AI revolution. Louis describes the AI revolution as one that is different from previous tech revolutions as being left behind could have dramatic consequences. He speaks on how Palantir is committed to making sure that the UK & Europe are equipped for the new paradigm of technology that will define the coming decades and set the foundation for transformative software within governments and enterprises. We also spoke about Palantir's relationship with the NHS, the necessity of ontologies, his favorite spot to eat in the UK, and more! If you keep up with Palantir and aren't following Louis, please make sure to follow him here --> Louis Mosley Thank you Louis for taking the time to sit down and talk! Timestamps: 00:00 - Why Louis Joined Palantir 02:40 - Managing Palantir in the UK and EU 05:12 - The AI Revolution 07:44 - Is Palantir’s perception changing with customers? 10:00 - NHS and Palantir 12:25 - NHS Cultural Pushback 16:15 - New UK Initiatives 20:00 - Nordic Warden 21:50 - Most exciting part about Palantir 25:17 - Retail Interest 28:15 - Louis's favorite things
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I sat down with Louis Mosley, Palantir's Executive Vice President of UK & Europe, to discuss the company's ambitions as we enter into the AI revolution. Louis describes the AI revolution as one that is different from previous tech revolutions as being left behind could have dramatic consequences. He speaks on how Palantir is committed to making sure that the UK & Europe are equipped for the new paradigm of technology that will define the coming decades and set the foundation for transformative software within governments and enterprises. We also spoke about Palantir's relationship with the NHS, the necessity of ontologies, his favorite spot to eat in the UK, and more! If you keep up with Palantir and aren't following Louis, please make sure to follow him here --> Louis Mosley Thank you Louis for taking the time to sit down and talk! Timestamps: 00:00 - Why Louis Joined Palantir 02:40 - Managing Palantir in the UK and EU 05:12 - The AI Revolution 07:44 - Is Palantir’s perception changing with customers? 10:00 - NHS and Palantir 12:25 - NHS Cultural Pushback 16:15 - New UK Initiatives 20:00 - Nordic Warden 21:50 - Most exciting part about Palantir 25:17 - Retail Interest 28:15 - Louis's favorite things

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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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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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$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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