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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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amit

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111,036 Aufrufe • vor 1 Jahr •via X (Twitter)

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17 Kommentare

Profilbild von Chad Wahlquist
Chad Wahlquistvor 1 Jahr

@DailyPalantir Here for the questions

Profilbild von Mitch Varner CFP®
Mitch Varner CFP®vor 1 Jahr

@chadwahl Brad Gerstner was just on CNBC with a comment that everyone in Silicon Valley is now trying to hire Forward Deployed Architect programmers to transform their business models. Timely interview. Excellent conversation.

Profilbild von amit
amitvor 1 Jahr

@chadwahl Seems like the Forward Deployed model really is beginning to take off… Ironic it was considering “consulting” for the past 5 years 😂

Profilbild von Mitch Varner CFP®
Mitch Varner CFP®vor 1 Jahr

@chadwahl Yes! Brad said the reason he did not invest in Palantir early on was the belief that it was just a “service” business which obviously time has proven not to be the case.

Profilbild von Gokarp
Gokarpvor 1 Jahr

@chadwahl PTFB

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David Jvor 1 Jahr

@chadwahl Amit is my financial advisor from now on 🙃

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MusafirModevor 1 Jahr

@chadwahl 👌👌👌

Profilbild von ᴶᴺQ
ᴶᴺQvor 1 Jahr

@chadwahl This is a must watch! 👍 Must.

Profilbild von Leo OSU Buckeye
Leo OSU Buckeyevor 1 Jahr

@chadwahl Didn’t Chad block you on X?

Profilbild von 문보이06
문보이06vor 1 Jahr

@chadwahl I enjoy reading your posts. You share quality writing and interesting interviews, and I appreciate that.

Profilbild von PT
PTvor 1 Jahr

@chadwahl “you’re far ahead than a lot of people your age”

Profilbild von Kevin
Kevinvor 1 Jahr

@chadwahl @chadwahl You’re always making me miss Arkansas.

Profilbild von Marc Jichi
Marc Jichivor 1 Jahr

@chadwahl Awesome thx can't wait to listen

Profilbild von Joe
Joevor 1 Jahr

Unrelated… Please connect ASAP with @ericjackson so that you two can engage in a productively transparent, insightful conversation about $OPEN This will prove beneficial to all who are interested in seeing OPEN fulfill its promising potential in delivering transformative improvement to the RE sector. Eric’s extended you an offer to invite him into an interview with you. Kindly make this happen soon, Amit.

Profilbild von Kel Sebastian
Kel Sebastianvor 1 Jahr

@chadwahl So tempted to drop 201 $PLTR shares and port to Nvidia, Open, Sofi.

Profilbild von Faded
Fadedvor 1 Jahr

@chadwahl @amitisinvesting Hey Amit what will be impact on stock, if govt takes stakes in $PLTR? I saw multiple post stating that govt is interested in taking stake in $PLTR.

Profilbild von Swank Daddy
Swank Daddyvor 1 Jahr

@chadwahl Bro why hav u been sleeping @OndasNetworks look at the year to date

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"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.

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amit

62,720 Aufrufe • vor 6 Monaten

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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

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Palantir stands to benefit from President Trump’s efforts to secure the border. $PLTR has a multimillion-dollar contract with ICE to store data on illegal immigrants’ purchases, calls, and movements. This is a win for the stock as billions of dollars will be spent to end the border crisis.
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Palantir stands to benefit from President Trump’s efforts to secure the border. $PLTR has a multimillion-dollar contract with ICE to store data on illegal immigrants’ purchases, calls, and movements. This is a win for the stock as billions of dollars will be spent to end the border crisis.

David Nicholas

48,107 Aufrufe • vor 1 Jahr

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4:47

Called up Palantir Architect Chad Wahlquist this morning to get his thoughts on this Palantir/Nebius Partnership and he confirmed what most people assumed: distributed compute across open source models is a sector of AI demand that is only growing. The future is being built in front of us! $PLTR $NBIS

amit

146,479 Aufrufe • vor 1 Monat

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"
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Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

Palantir

4,528,978 Aufrufe • vor 3 Monaten

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."
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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

313,127 Aufrufe • vor 2 Monaten

Palantir CEO Alex Karp on why the model is not the moat. The application layer is: "To make them valuable in an enterprise, like a battlefield, regulated, or manufacturing context, you have to have what's called an application layer." "We have this thing called ontology that now everyone's copying. It takes a large language model and makes it safe and useful and precise." "Safe because it doesn't touch your underlying data." "Safe because it prevents the large language model from caching your data and replicating your business." The tell for any enterprise AI pitch: ask what sits between the model and your data. If the answer is nothing, you are not buying leverage. You are renting a fast way to hand your business to whoever owns the weights. Alex Karp, CEO of Palantir, on CNBC.
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Palantir CEO Alex Karp on why the model is not the moat. The application layer is: "To make them valuable in an enterprise, like a battlefield, regulated, or manufacturing context, you have to have what's called an application layer." "We have this thing called ontology that now everyone's copying. It takes a large language model and makes it safe and useful and precise." "Safe because it doesn't touch your underlying data." "Safe because it prevents the large language model from caching your data and replicating your business." The tell for any enterprise AI pitch: ask what sits between the model and your data. If the answer is nothing, you are not buying leverage. You are renting a fast way to hand your business to whoever owns the weights. Alex Karp, CEO of Palantir, on CNBC.

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A large intersectional coalition is fighting to get Palantir out of the UK's NHS, keeping patient data safe from the AI weapons and surveillance company. The UK government is feeling the heat. It’s time to turn it up. The Palestinian-led BDS movement calls for pressure on governments and hospitals around the world to refuse ties with Palantir, a company complicit in Israel's genocide, occupation and apartheid against Palestinians. Together, we can purge Palantir.
1:55

A large intersectional coalition is fighting to get Palantir out of the UK's NHS, keeping patient data safe from the AI weapons and surveillance company. The UK government is feeling the heat. It’s time to turn it up. The Palestinian-led BDS movement calls for pressure on governments and hospitals around the world to refuse ties with Palantir, a company complicit in Israel's genocide, occupation and apartheid against Palestinians. Together, we can purge Palantir.

BDS movement

23,583 Aufrufe • vor 2 Monaten

$PLTR Some of the commenters under this clip on YouTube were trying to understand what Dr. Karp was talking about because they didn't get the full context. OpenAI and Anthropic recently started working with a bunch of PE firms to create "Deployment Companies." These companies copied Palantir's FDE (Forward Deployed Engineer) model to dispatch people or teams to businesses and help build products for those companies to make them more "efficient." Karp is saying that a lot of these products are being made not for the benefit of the client, but for the benefit of the model providers, as they burn through tokens and thus cost an arm and leg without real long term tangible benefits. Karp's reasoning, in my opinion, is pretty sound. I think the creation of this "Deployment Company" concept is sort of a Trojan horse: many of the portfolio companies might initially find it interesting, but they will ultimately have to deal with runaway costs, inconsistent support, and, most of all, trust issues that cant be won overnight. When I first saw this, I thought it might be a threat to Palantir, but looking back... I think this is a desperate attempt by the model companies to generate some additional high-margin enterprise revenue before the IPO and roadshow. A lot of the private equity companies have exposure to OpenAI and Anthropic through credit investments for the data center build-out, and cannot afford to have these companies drop in value. They thus have no choice but to leverage their existing portfolio companies to adopt these "Deployment" companies. Would love to hear your thoughts Eliano A Younes Chad Wahlquist
3:54

$PLTR Some of the commenters under this clip on YouTube were trying to understand what Dr. Karp was talking about because they didn't get the full context. OpenAI and Anthropic recently started working with a bunch of PE firms to create "Deployment Companies." These companies copied Palantir's FDE (Forward Deployed Engineer) model to dispatch people or teams to businesses and help build products for those companies to make them more "efficient." Karp is saying that a lot of these products are being made not for the benefit of the client, but for the benefit of the model providers, as they burn through tokens and thus cost an arm and leg without real long term tangible benefits. Karp's reasoning, in my opinion, is pretty sound. I think the creation of this "Deployment Company" concept is sort of a Trojan horse: many of the portfolio companies might initially find it interesting, but they will ultimately have to deal with runaway costs, inconsistent support, and, most of all, trust issues that cant be won overnight. When I first saw this, I thought it might be a threat to Palantir, but looking back... I think this is a desperate attempt by the model companies to generate some additional high-margin enterprise revenue before the IPO and roadshow. A lot of the private equity companies have exposure to OpenAI and Anthropic through credit investments for the data center build-out, and cannot afford to have these companies drop in value. They thus have no choice but to leverage their existing portfolio companies to adopt these "Deployment" companies. Would love to hear your thoughts Eliano A Younes Chad Wahlquist

Kris Patel 🇺🇸

17,724 Aufrufe • vor 4 Monaten

PALANTIR CEO ALEX KARP: “The Palantir Platform, despite what you may read at The New York Times, is actually the most secure, the hardest platform in the world to manipulate and change. Of course any technology can be abused. But if you wanted to abuse a technology, if you wanted to use the deep state to unlawfully surveil people, the last platform in the world you would pick is Palantir because of the granular way we segment and put together and the security models and the access control models that are in Foundry natively.”
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PALANTIR CEO ALEX KARP: “The Palantir Platform, despite what you may read at The New York Times, is actually the most secure, the hardest platform in the world to manipulate and change. Of course any technology can be abused. But if you wanted to abuse a technology, if you wanted to use the deep state to unlawfully surveil people, the last platform in the world you would pick is Palantir because of the granular way we segment and put together and the security models and the access control models that are in Foundry natively.”

amit

259,088 Aufrufe • vor 1 Jahr

BREAKING $PLTR Dr. Karp Full Interview CNBC (Brandnew) on AI Safety🆕🚨🚨 09-17-2026 Dr. Alex Karp CEO of Palantir discussing Anthropic OpenAI AI safety drama. ~ Palantir customers biggest risk is IP theft ~ Sovereignty AI with $NVDA partnership is very important to Palantir and customers on using AI Model ~ Customers get to control their future ~ This is not about Safety vs regulation, this is about IP protection/liability ~ Wealth tax will kill entrepreneurship, u have to find another way ~ Palantir dont build data center🤣 ~ Businesses should be responsible before releasing the product. First step disclose it and what do you do abt it. Regulate them can be very complicated. ~ "Nationalize us" to protect from liability 🧐 ~ Unlimited risk when all customers IPs move into a few institutions ~ What Anthropic Said is not what they meant ~ Palantir thrives because we make these models to work in precisely and complex workloads or use case. ~ We have to follow a set of rules ~ Businesses worry about liability ~ We are going to own Ontology ~ Businesses want Sovereignty ~ Palantir is so undervalued ~ Demand is so high and we have limited capacity. Hiring & training to be full Palantirian is a process (take time) ~ Dario is one of the most important entrepreneurs, I have a lot of respect for him ~ Countries/Businesses will use close and open models Source & Credit: CNBC & Dr. Karp
27:04

BREAKING $PLTR Dr. Karp Full Interview CNBC (Brandnew) on AI Safety🆕🚨🚨 09-17-2026 Dr. Alex Karp CEO of Palantir discussing Anthropic OpenAI AI safety drama. ~ Palantir customers biggest risk is IP theft ~ Sovereignty AI with $NVDA partnership is very important to Palantir and customers on using AI Model ~ Customers get to control their future ~ This is not about Safety vs regulation, this is about IP protection/liability ~ Wealth tax will kill entrepreneurship, u have to find another way ~ Palantir dont build data center🤣 ~ Businesses should be responsible before releasing the product. First step disclose it and what do you do abt it. Regulate them can be very complicated. ~ "Nationalize us" to protect from liability 🧐 ~ Unlimited risk when all customers IPs move into a few institutions ~ What Anthropic Said is not what they meant ~ Palantir thrives because we make these models to work in precisely and complex workloads or use case. ~ We have to follow a set of rules ~ Businesses worry about liability ~ We are going to own Ontology ~ Businesses want Sovereignty ~ Palantir is so undervalued ~ Demand is so high and we have limited capacity. Hiring & training to be full Palantirian is a process (take time) ~ Dario is one of the most important entrepreneurs, I have a lot of respect for him ~ Countries/Businesses will use close and open models Source & Credit: CNBC & Dr. Karp

Mike

89,137 Aufrufe • vor 27 Tagen

Palantir CEO Alex Karp on what model companies are really asking for when they call for regulation and why they will be nationalized. “It's a weird twist. They're asking for societal regulation to get out of the first line of defense, which is if you build a technology that can destroy 10% of the of the world, that has civil and criminal liability attached to it.” “The only way to deal with this kind of liability is to go to the government and say nationalize us, please.” "Another problem we have is seemingly everyone who understands this is on some payroll."
1:41

Palantir CEO Alex Karp on what model companies are really asking for when they call for regulation and why they will be nationalized. “It's a weird twist. They're asking for societal regulation to get out of the first line of defense, which is if you build a technology that can destroy 10% of the of the world, that has civil and criminal liability attached to it.” “The only way to deal with this kind of liability is to go to the government and say nationalize us, please.” "Another problem we have is seemingly everyone who understands this is on some payroll."

Palantir

3,514,816 Aufrufe • vor 27 Tagen