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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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$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!
17:58

$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!

amit

73,796 görüntüleme • 3 ay önce

$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:
16:33

$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:

amit

87,524 görüntüleme • 1 yıl önce

$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!
12:15

$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!

amit

231,907 görüntüleme • 4 ay önce

$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!
13:57

$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 görüntüleme • 1 yıl önce

$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 Palantir, Ted Mabrey, to discuss the change in how he's seeing customers engage, adopt, and build on Palantir's software. In a world in which software is not only changing but being questioned for the very existence of it's value proposition, Ted has a counter-narrative to how software is being used with Palantir customers and why the past few months have seen a step-change in the level of usecases, impact, and overall momentum customers have seen because of implementing Palantir. Thank you to Ted Ted Mabrey for taking the time!
13:48

$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 Palantir, Ted Mabrey, to discuss the change in how he's seeing customers engage, adopt, and build on Palantir's software. In a world in which software is not only changing but being questioned for the very existence of it's value proposition, Ted has a counter-narrative to how software is being used with Palantir customers and why the past few months have seen a step-change in the level of usecases, impact, and overall momentum customers have seen because of implementing Palantir. Thank you to Ted Ted Mabrey for taking the time!

amit

103,473 görüntüleme • 3 ay önce

"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.
14:59

"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.

Palantir

42,198 görüntüleme • 1 yıl önce

$PLTR Joe Patrois, Development Strategist at Cavanagh: "97% of our company uses Palantir. Every other software has to justify their existence to us. Palantir does it daily." Joe sat down to explain how Palantir has become the operating system of choice for Cavanagh and where he sees the future of the collaboration as both companies continue to build new workflows and discover new usecases!
6:43

$PLTR Joe Patrois, Development Strategist at Cavanagh: "97% of our company uses Palantir. Every other software has to justify their existence to us. Palantir does it daily." Joe sat down to explain how Palantir has become the operating system of choice for Cavanagh and where he sees the future of the collaboration as both companies continue to build new workflows and discover new usecases!

Palantir Daily

14,006 görüntüleme • 7 ay önce

$PLTR This is one of the coolest interviews I've ever done with a Palantir customer. Mixology is not only a small business, but they are a small business that tried many things before they found Palantir. Once they did, everything changed. Thank you to CEO Jordan Edwards for taking the time to sit down and explain why working with Palantir created magic-like results for your business!
11:50

$PLTR This is one of the coolest interviews I've ever done with a Palantir customer. Mixology is not only a small business, but they are a small business that tried many things before they found Palantir. Once they did, everything changed. Thank you to CEO Jordan Edwards for taking the time to sit down and explain why working with Palantir created magic-like results for your business!

amit

62,598 görüntüleme • 3 ay önce

$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.
1:58

$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 görüntüleme • 1 yıl önce

Palantir $PLTR CTO, Shyam Sankar on $30M ICE contract What kind of Data is available to enforcement? "encounters at the border, asylum applications, benefit applications" Important to note that this is all lawful data collected BY THE government. Remember, Palantir does not collect any data. Instead of agents having to source all of this across different DHS agencies, Palantir is integrating it and saving thousands of hours in manual searching
3:02

Palantir $PLTR CTO, Shyam Sankar on $30M ICE contract What kind of Data is available to enforcement? "encounters at the border, asylum applications, benefit applications" Important to note that this is all lawful data collected BY THE government. Remember, Palantir does not collect any data. Instead of agents having to source all of this across different DHS agencies, Palantir is integrating it and saving thousands of hours in manual searching

Brett Krieger

26,521 görüntüleme • 5 ay önce

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?"
2:49

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

4,389,438 görüntüleme • 11 gün önce

"The ability to rapidly increase speed and accuracy of critical decision making is going to have a profound effect on our business ... and this is just the beginning.” At AIPCon 7, AIG’s Global Chief Data Officer Jim Young details how AIG built an agentic ecosystem with the help of Palantir and other partners to enable and accelerate business growth.
0:59

"The ability to rapidly increase speed and accuracy of critical decision making is going to have a profound effect on our business ... and this is just the beginning.” At AIPCon 7, AIG’s Global Chief Data Officer Jim Young details how AIG built an agentic ecosystem with the help of Palantir and other partners to enable and accelerate business growth.

Palantir

46,011 görüntüleme • 1 yıl önce

$PLTR Palantir CEO Alex Karp rips apart the overselling by various AI companies to enterprises: “This is the voice of American business that is being channeled through me” “The reality of compute + ontology + model is changing the course of history.” … “We do not have to oversell what we have. And it’s all being built in this country. ”
1:37

$PLTR Palantir CEO Alex Karp rips apart the overselling by various AI companies to enterprises: “This is the voice of American business that is being channeled through me” “The reality of compute + ontology + model is changing the course of history.” … “We do not have to oversell what we have. And it’s all being built in this country. ”

Jack Prescott

23,526 görüntüleme • 11 gün önce

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.
0:24

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.

Karl Mehta

31,447 görüntüleme • 7 gün önce

$PLTR $RCAT Sat down with Jeff Thompson, CEO of Redcat, at Palantir's 6th AIPCon to discuss how they are leveraging Palantir to innovate in the drone space, the current state of drone usage in American defense, and why critical situations require autonomous warfare. Thank you Jeff Thompson for taking the time!
16:01

$PLTR $RCAT Sat down with Jeff Thompson, CEO of Redcat, at Palantir's 6th AIPCon to discuss how they are leveraging Palantir to innovate in the drone space, the current state of drone usage in American defense, and why critical situations require autonomous warfare. Thank you Jeff Thompson for taking the time!

amit

51,468 görüntüleme • 1 yıl önce

Palantir CEO Dr. Alex Karp: “Time is not time.” “We always assume a minute of time is a minute of time. It’s not.” “Palantir is not like these atrophied companies. It takes them 3-5 years to get a year. It takes us a week to get a year.” “A year is not a year for Palantir.” Via TBPN
1:06

Palantir CEO Dr. Alex Karp: “Time is not time.” “We always assume a minute of time is a minute of time. It’s not.” “Palantir is not like these atrophied companies. It takes them 3-5 years to get a year. It takes us a week to get a year.” “A year is not a year for Palantir.” Via TBPN

Jawwwn

118,633 görüntüleme • 2 ay önce

$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.
0:43

$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 görüntüleme • 1 yıl önce

$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 🇺🇸

17,575 görüntüleme • 1 ay önce