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$PLTR Sat down with Forward Deployed Architect at Palantir, Chad Wahlquist, for a discussion about where the world is when it comes to artificial intelligence and what role Palantir is playing in that world. We talked about why producing tokens for the sake of producing them doesn't create value,... show more

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

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$PLTR Sat down with Forward Deployed Architect Chad Wahlquist to discuss Palantir's Multi-Modal Data Plane (MMDP). Part of the reason the world has begun to care about Palantir is because of the company's obsession around delivering outcomes. Through Q2 earnings, a record number of public companies spent valuable time on their earnings calls discussing how Palantir is changing their business. While many SaaS businesses create toxic forms of usage to keep you hooked, Palantir is geared towards reducing costs and improving margins. CEO Alex Karp has now made it a mission to try to get customer unit economics to resemble Palantir's own unit economics (a rule of 94 on a traditional rule of 40) so that partners can experience the benefit of exceptional operating leverage as the business scales, which is VERY hard to achieve, but Palantir is actually aligned, both philosophically and technically, to help partners achieve it. Chad broke down the technical aspects of how MMDP is a new framework to offer partners a way to store data anywhere, compute data anywhere, and use any model. Thanks for taking the time to discuss Chad!

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Watch the full DevCon2 keynote from Palantir Chief Architect Akshay Krishnaswamy where he discussed what it takes to build AI products, how to maximize leverage for builders, and the architecture of Palantir AIP and Foundry.

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Palantir

31,826 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:

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amit

87,563 views • 1 year ago

$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!

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amit

232,476 views • 5 months ago

NEW: Joe Lonsdale sets the record straight on Palantir: "What Palantir is doing is bringing two things: One, it's bringing competence ...Two, it's bringing a framework of civil liberties where we watch the watchers... I don't trust government... but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money." Will Cain: There is some concern Palantir is playing a large role in the security, state, foreign affairs and surveillance in America. And I think there's a fair amount of concern, maybe even some skepticism from some who would share other political points of view with you about the role of Palantir. What would you tell them about surveillance and this private company? Joe Lonsdale: So Palantir, first of all, it's doubling in the commercial markets...So it's a bigger commercial company for a lot of its value. It's not just a government company. When we did start to work in the government, you have to see what was there before. There are no audit trails in the watchers. They're abusing data. They were using it incompetently. What Palantir is doing is bringing two things: One, it's bringing competence to do these things well. And then two, it's bringing a framework of civil liberties where we watch the watchers and everyone around them can see what they've done. They can't hide their work. Because I don't trust government. I'm a civil libertarian, but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money. Will: We're all concerned about government and government oversight, but we also want to guard against a company that has too much power. So how do we ensure that with for example, a company like Palantir, is that through trusting someone like you or Peter Thiel? Is it the trust of your dedication to civil liberties? Joe: So I founded Palantir, but I'm not in charge of that anymore. Other people are in charge; people I admire. What I would say is Palantir is empowering our government leaders. So Palantir itself doesn't take in data to Palantir. Palantir itself doesn't make these decisions. What Palantir does is it lets the people running ICE, the people running the FBI, the people running the Department of War do things more efficiently. And it's up to them to be in charge. It's up to the president himself to be in charge. That's who we have to trust. via Will Cain & The Will Cain Show $PLTR #PLTR

NEW: Joe Lonsdale sets the record straight on Palantir: "What Palantir is doing is bringing two things: One, it's bringing competence ...Two, it's bringing a framework of civil liberties where we watch the watchers... I don't trust government... but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money." Will Cain: There is some concern Palantir is playing a large role in the security, state, foreign affairs and surveillance in America. And I think there's a fair amount of concern, maybe even some skepticism from some who would share other political points of view with you about the role of Palantir. What would you tell them about surveillance and this private company? Joe Lonsdale: So Palantir, first of all, it's doubling in the commercial markets...So it's a bigger commercial company for a lot of its value. It's not just a government company. When we did start to work in the government, you have to see what was there before. There are no audit trails in the watchers. They're abusing data. They were using it incompetently. What Palantir is doing is bringing two things: One, it's bringing competence to do these things well. And then two, it's bringing a framework of civil liberties where we watch the watchers and everyone around them can see what they've done. They can't hide their work. Because I don't trust government. I'm a civil libertarian, but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money. Will: We're all concerned about government and government oversight, but we also want to guard against a company that has too much power. So how do we ensure that with for example, a company like Palantir, is that through trusting someone like you or Peter Thiel? Is it the trust of your dedication to civil liberties? Joe: So I founded Palantir, but I'm not in charge of that anymore. Other people are in charge; people I admire. What I would say is Palantir is empowering our government leaders. So Palantir itself doesn't take in data to Palantir. Palantir itself doesn't make these decisions. What Palantir does is it lets the people running ICE, the people running the FBI, the people running the Department of War do things more efficiently. And it's up to them to be in charge. It's up to the president himself to be in charge. That's who we have to trust. via Will Cain & The Will Cain Show $PLTR #PLTR

American Optimist

32,523 views • 10 months ago

I sat down with Mike Gallagher, Head of Defense at Palantir, to discuss his role in helping Palantir navigate a rapidly changing geopolitical landscape. Mike represented Wisconsin’s Eighth District from 2017 to 2024. He authored legislation to force TikTok’s divestment from Chinese ownership and drove investigations into issues like the Chinese Communist Party’s role in the fentanyl crisis while advocating for stronger deterrence in the Indo-Pacific. Outside of the important work that Mike has been doing, he is one of the most humble and down-to-earth people that I have ever met. There is a deep level of empathy he has for making sure people understand his role at Palantir and why we simply cannot take our freedoms for granted in the West. We sat down to discuss the role of tech companies supporting the US government, how our allies think about China, the major risks in today's world from the CCP, and what defines success for him when dealing with the most complex geopolitical situations that we've seen in decades. Thank you to Mike Gallagher for taking the time to sit down and for what you do everyday to keep us all living in a much safer world. Timestamps below: 00:00 - Intro 01:07 - Marines to Congress to Palantir 06:40 - What defines success for Mike at Palantir 14:54 - Will other tech companies defend the West 18:58 - Do our allies support derisking from China 23:02 - How should tech companies think of AI ethically? 28:50 - Palantir & Ukraine 32:28 - What reforms does Mike want? 35:05 - Golden Dome 36:02 - Rapid Fire

I sat down with Mike Gallagher, Head of Defense at Palantir, to discuss his role in helping Palantir navigate a rapidly changing geopolitical landscape. Mike represented Wisconsin’s Eighth District from 2017 to 2024. He authored legislation to force TikTok’s divestment from Chinese ownership and drove investigations into issues like the Chinese Communist Party’s role in the fentanyl crisis while advocating for stronger deterrence in the Indo-Pacific. Outside of the important work that Mike has been doing, he is one of the most humble and down-to-earth people that I have ever met. There is a deep level of empathy he has for making sure people understand his role at Palantir and why we simply cannot take our freedoms for granted in the West. We sat down to discuss the role of tech companies supporting the US government, how our allies think about China, the major risks in today's world from the CCP, and what defines success for him when dealing with the most complex geopolitical situations that we've seen in decades. Thank you to Mike Gallagher for taking the time to sit down and for what you do everyday to keep us all living in a much safer world. Timestamps below: 00:00 - Intro 01:07 - Marines to Congress to Palantir 06:40 - What defines success for Mike at Palantir 14:54 - Will other tech companies defend the West 18:58 - Do our allies support derisking from China 23:02 - How should tech companies think of AI ethically? 28:50 - Palantir & Ukraine 32:28 - What reforms does Mike want? 35:05 - Golden Dome 36:02 - Rapid Fire

amit

102,278 views • 1 year ago

Will Palantir $PLTR play a key role in Golden Dome? 🔐🛰️🍙 “I always talked about Palantir that Palantir did really well. It takes information from disparate sources and connects the dots for you. So it can take intelligence, it can take satellite images, radar intelligence, even human intelligence assets on the ground, firsthand testimony, human assets, spies, that kind of stuff. All of these different things from completely different areas, information from battleships, from ground stations. and it can analyze it all at once together and tell you what the threat is, where it is, and it can do it much much faster than more traditional means. So when we talk about the Golden Dome, what we're talking about is a defensive shield that one runs from sea to land to space in terms of physical assets, being able to intercept threats and deny enemies, you know, access to the United States mainland. But we're also talking about a whole new way of perceiving, tracking, and identifying threats and ultimately ntercepting them from like kind of a software stage, from a digital uh stage. And so that's that's kind of what it's going to be. It's going to be an AI, you know, space, you know, real futuristic type type shield to to defend. So, I mean, that's going to cost a lot of money.”

Will Palantir $PLTR play a key role in Golden Dome? 🔐🛰️🍙 “I always talked about Palantir that Palantir did really well. It takes information from disparate sources and connects the dots for you. So it can take intelligence, it can take satellite images, radar intelligence, even human intelligence assets on the ground, firsthand testimony, human assets, spies, that kind of stuff. All of these different things from completely different areas, information from battleships, from ground stations. and it can analyze it all at once together and tell you what the threat is, where it is, and it can do it much much faster than more traditional means. So when we talk about the Golden Dome, what we're talking about is a defensive shield that one runs from sea to land to space in terms of physical assets, being able to intercept threats and deny enemies, you know, access to the United States mainland. But we're also talking about a whole new way of perceiving, tracking, and identifying threats and ultimately ntercepting them from like kind of a software stage, from a digital uh stage. And so that's that's kind of what it's going to be. It's going to be an AI, you know, space, you know, real futuristic type type shield to to defend. So, I mean, that's going to cost a lot of money.”

RC

12,182 views • 6 months ago

$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."

$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

552,122 views • 9 months ago

Palantir CEO Alex Karp spent some time with me at the company's Institutional Sovereignty bootcamp and explained why Open Source AI is so important to the broader AI revolution: "Honestly, many of our partners are saying no ontology no love, it's similar to no glove no love. You need the application layer to make these models useful in the enterprise. We are aligning our incentives with companies to deliver them real outcomes. We want them to own their data. We don't want them to be taken advantage of. They feel like we actually care about them and their business which is why companies are having such a positive response to what we are doing."

Palantir CEO Alex Karp spent some time with me at the company's Institutional Sovereignty bootcamp and explained why Open Source AI is so important to the broader AI revolution: "Honestly, many of our partners are saying no ontology no love, it's similar to no glove no love. You need the application layer to make these models useful in the enterprise. We are aligning our incentives with companies to deliver them real outcomes. We want them to own their data. We don't want them to be taken advantage of. They feel like we actually care about them and their business which is why companies are having such a positive response to what we are doing."

amit

310,875 views • 17 days ago

$NVDA $PLTR Really grateful to have had the chance to speak to Justin Boitano, VP of Enterprise AI at NVIDIA, and Kevin Kawasaki, Head of Business Development at Palantir, about Nvidia and Palantir's latest collaboration. These are two of the most important companies in our lifetime when it comes to artificial intelligence. The infrastructure needed to produce the intelligence and the software needed to operationalize that intelligence are now working together to drive business outcomes, power the datacenter buildout, and make sure AI leads to a healthier and more sustainable economy long term. Spoke with both Justin and Kevin below on the future they see for the partnership!

$NVDA $PLTR Really grateful to have had the chance to speak to Justin Boitano, VP of Enterprise AI at NVIDIA, and Kevin Kawasaki, Head of Business Development at Palantir, about Nvidia and Palantir's latest collaboration. These are two of the most important companies in our lifetime when it comes to artificial intelligence. The infrastructure needed to produce the intelligence and the software needed to operationalize that intelligence are now working together to drive business outcomes, power the datacenter buildout, and make sure AI leads to a healthier and more sustainable economy long term. Spoke with both Justin and Kevin below on the future they see for the partnership!

amit

178,836 views • 8 months ago

Interesting that in three of my recent conversations with Krishna at Anthropic, Dylan Patel, and Gavin Baker, each said that frontier tokens are capturing the majority of the economic value. Gavin: "An overwhelming amount of the economic returns to AI at the model layer have been at the frontier. That's surprising to me, and I think it's been surprising to a lot of people. This is one of the most important questions to be answered, and you need to have a hypothesis on it as an investor." Krishna: "We think the returns to frontier intelligence are extremely high. Customers invest really heavily in more tokens with the newer models. The ones at the frontier clearly are capturing this economic value, driving meaningful ROI for customers. The returns to frontier intelligence are not slowing down." Dylan: "No one gives a crap about GPT-4 class models. They want the frontier because the frontier lets them create the economically valuable things."

Interesting that in three of my recent conversations with Krishna at Anthropic, Dylan Patel, and Gavin Baker, each said that frontier tokens are capturing the majority of the economic value. Gavin: "An overwhelming amount of the economic returns to AI at the model layer have been at the frontier. That's surprising to me, and I think it's been surprising to a lot of people. This is one of the most important questions to be answered, and you need to have a hypothesis on it as an investor." Krishna: "We think the returns to frontier intelligence are extremely high. Customers invest really heavily in more tokens with the newer models. The ones at the frontier clearly are capturing this economic value, driving meaningful ROI for customers. The returns to frontier intelligence are not slowing down." Dylan: "No one gives a crap about GPT-4 class models. They want the frontier because the frontier lets them create the economically valuable things."

Patrick OShaughnessy

121,110 views • 2 months ago

“I care about one thing and one thing only: that the 18, 19, 20, year old kid—who had no choice in where he went, or what threat he was facing—I want him to win and come home. That’s why we do it. Palantir is very helpful in delivering this.” Cameron Stanley, Chief Digital and Artificial Intelligence Officer of the Department of War, shares how the DoW is driving enterprise-wide adoption of data, analytics, and AI to generate decision advantage—and what it takes to move cutting-edge technology from the lab to the warfighter at speed.

“I care about one thing and one thing only: that the 18, 19, 20, year old kid—who had no choice in where he went, or what threat he was facing—I want him to win and come home. That’s why we do it. Palantir is very helpful in delivering this.” Cameron Stanley, Chief Digital and Artificial Intelligence Officer of the Department of War, shares how the DoW is driving enterprise-wide adoption of data, analytics, and AI to generate decision advantage—and what it takes to move cutting-edge technology from the lab to the warfighter at speed.

Palantir

444,648 views • 5 months ago

Jaelan Phillips talked about what it was like to play for the Philadelphia Eagles: "The environment is incredible. There is an aura of confidence and an expectation to win and to perform well. I think Coach Nick's messages and his whole philosophy when it comes to leading a team and what he expects from a team is very straight forward, which I can appreciate."

Jaelan Phillips talked about what it was like to play for the Philadelphia Eagles: "The environment is incredible. There is an aura of confidence and an expectation to win and to perform well. I think Coach Nick's messages and his whole philosophy when it comes to leading a team and what he expects from a team is very straight forward, which I can appreciate."

SPORTSRADIO 94WIP

51,480 views • 8 months ago

$PLTR $ACHR Sat down with the CEO of Archer, Adam Goldstein, at Palantir's 6th AIPcon to discuss their collaboration with Palantir, the company's defense ambitions, and how Archer plans to scale eVTOLs across the world. Thank you Adam Goldstein for sitting down and taking the time!

$PLTR $ACHR Sat down with the CEO of Archer, Adam Goldstein, at Palantir's 6th AIPcon to discuss their collaboration with Palantir, the company's defense ambitions, and how Archer plans to scale eVTOLs across the world. Thank you Adam Goldstein for sitting down and taking the time!

amit

91,768 views • 1 year ago

What is the archetype Palantir looks for in forward deployed engineers? a16z's Erin Price-Wright asked Palantir Chief Architect Akshay Krishnaswamy: "One is some sort of interesting cross-functional persona. Someone was a physicist, but now wants to do this." "There’s a little bit of 'I need to prove to myself, to the world, that this outcome should happen, and also that I can do it.'" "It's a bit of a chip on the shoulder. It's a bit of a thumos in them." Akshay Krishnaswamy Erin Price-Wright

What is the archetype Palantir looks for in forward deployed engineers? a16z's Erin Price-Wright asked Palantir Chief Architect Akshay Krishnaswamy: "One is some sort of interesting cross-functional persona. Someone was a physicist, but now wants to do this." "There’s a little bit of 'I need to prove to myself, to the world, that this outcome should happen, and also that I can do it.'" "It's a bit of a chip on the shoulder. It's a bit of a thumos in them." Akshay Krishnaswamy Erin Price-Wright

a16z

32,649 views • 6 months ago

$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.

$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 views • 11 months ago