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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...

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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

180,556 Aufrufe • vor 1 Jahr

$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 Aufrufe • vor 1 Jahr