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$PLTR When ChatGPT went viral, Palantir launched AIP about 4 months after in April of 2023. The entire world had begun to understand the implications of LLMs and Palantir realized they had been working on the foundational software, the ontology, for 20 years. The ontology was necessary to make...

84,653 次观看 • 1 年前 •via X (Twitter)

6 条评论

Chad Wahlquist 的头像
Chad Wahlquist1 年前

For those of you that want to watch the video:

Dan Peña 的头像
Dan Peña3 年前

QLA Castle Seminar is now open for reservation meatheads! I have perfected this methodology using decades of experience in creating generational wealth as fast as humanly possible for myself and my mentees. #QLA #TheTrillionDollarMan

LazaroLifestyle 的头像
LazaroLifestyle1 年前

$PLTR

Nick 的头像
Nick1 年前

Exactly. Palantir saw that LLMs needed structure—and their 20 years building ontology gave them the edge. With AIP and now "vibe-coding," they’re not just riding the AI wave—they’re shaping it.

PM 的头像
PM1 年前

Well said !

Thexercisedude 的头像
Thexercisedude1 年前

In Ai We Trust! 🤖🤷

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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

180,612 次观看 • 1 年前

$PLTR BILLIONAIRE INVESTOR MARIO GABELLI MENTIONED PALANTIR CEO ALEX KARP’S BOOK TODAY ON CNBC. I really think this book is going to change the way people look at business, technology and the broader trajectory of humanity. We’re seeing it already in some of the world’s most famous investors referencing it as they speak about the issues of our time. Mario was asked about a company like John Deere being impacted by tariffs & immigration. He responded: “The Technological Republic, a new book by Alex Karp, is going to be a GAME CHANGER in how people value companies,” implying that after reading the book — your entire worldview can change on the nature of what it means to derive a company’s value. Mario claims that John Deere is not going to be concerned about tariffs and immigration IF they embrace technology — the conventional “bad” or “external macro” events can be mitigated & even flipped into something positive which increases the ability for John Deere to weather that storm. This, in turn, expands their multiple as they provide value to society IN SPITE of global events that their competitors cannot weather through because they DO NOT embrace technology. Why is this world view of the Technological Republic important? Well, it’s the same world view Alex Karp has been speaking about for a decade that is now coming to fruition as we enter the greatest technology revolution of our lifetimes… Transformational software changes the existential paradigm of how an enterprise can achieve, build, and expand their value. What is the promise of Palantir’s software to government and commercial clients? Becoming more efficient, decreasing costs, expanding operating margins, growing the top and bottom line — essentially an ontological representation of your business can lead to transformational business results which are good for HUMANITY. These ideas were seen as radical and unable to reach the masses. Now, they are becoming mainstream because they are the ONLY important ideas that people want to embrace. When your business flips overnight due to a war, pandemic, etc. then you NEED transformational software to survive. I think this book is going to introduce the world to ideas that Palantir as an organization has embodied for two decades. It’s why the company is so special and gets valued the way it does. There’s not many tech CEOs writing philosophical messages at the intersection of Western Values and technology… Alex Karp is & that is simply why Palantir continues to be one of the companies the street cannot deny. Book is available for preorder and launching on Feb 18th:

amit

151,692 次观看 • 1 年前

Jensen Huang just explained why every company cutting engineers over AI is asking the entirely wrong question. Huang: “People say, I don’t need software engineers because apparently coding is going to be automated.” That was the narrative. Here is what Huang actually did. Huang: “I’ve given AIs to every one of my software engineers and hardware engineers and engineers period. 100% of NVIDIA has AI assistants, AI coders, and they’re busier than ever.” Not fewer engineers. Not smaller teams. Busier than ever. That is the line most companies are getting completely wrong right now. They hear “AI can write code” and immediately start cutting headcount. Huang did the opposite. He armed everyone. Huang: “And so the question is, what is the task versus what is the job? No different than a financial analyst; the task is mess around with spreadsheets, but the job is to make financial advice. The job is to help a customer.” Writing code was always the task. It was never the job. The job is architecture. Knowing what to build. Why it matters. How it fits into a system that actually creates value. Code is the execution layer between the idea and the outcome. Nothing more. When you automate that layer, you don’t eliminate the engineer. You eliminate the bottleneck between what they can envision and what they can ship. The companies using AI to cut headcount are optimizing for cost. The companies using AI to multiply output are optimizing for territory. Nvidia chose territory. Every engineer at the most valuable semiconductor company on Earth now operates with an AI assistant. Not a pilot program. Not an experiment. Company-wide. Every function. Every team. And the result is not less work. It is more work. Faster. At a scale that was physically impossible twelve months ago. The companies that understand the difference between eliminating engineers and unleashing them will build what comes next. The ones that don’t will watch their best talent walk out the door to the ones that did.

Dustin

82,810 次观看 • 5 个月前

Yesterday I was accused of being a Chinese propagandist for 2 posts warning of the dangers of Trump’s illiterate foreign policy gross negligence. It is absolutely critical that Americans wake up to the real threat presented by his presidential incompetence. It is no different to his incompetent handling of the COVID crisis, which caused an estimated 200,000 unnecessary deaths in the U.S. The reality is, Trump is the price the rich have had to pay to have a useful idiot in the White House. But in my view, it is a potential huge miscalculation. China will soon become the biggest economy in the world that’s inevitable. Their rise to power is a result of a self inflicted wound delivered by western powers who sought to inflate their bottom line by shipping manufacturing to China. They assumed China was simply a pool of cheap labor in a country that was happy to be exploited. BIG MISTAKE. China played dumb for decades, all the while educating their population, building infrastructure and embracing technology. They were regarded by the world as imitators and China was happy with that label, all the while learning from their perceived slave owners. They played the west and achieved this by exploiting their arrogance and complacency. By the time the U.S. was awake to the monster THEY had created, it was too late. China now has a highly educated population, world class infrastructure, a decade ahead of the U.S. They no longer need to imitate because they are now innovators. Their global dominance of the EV market has left the U.S. standing. They are possibly the only country in the world that could be self sufficient TODAY. It is not good fortune that China has a $1 trillion global trade surplus. They own almost a trillion dollars of U.S. debt. That’s before we talk about real estate holdings and the fact that a Chinese AI startup that wiped almost a trillion dollars off tech stock values. It is slowly selling off US debt and reinvesting in Africa and the Belt and Road initiative. They are a big picture economy 6 moves ahead in the game of geopolitical chess. I suspect they are close to making a move on Taiwan and if that happens, military experts are of the growing opinion there would be nothing the U.S. military could do to stop them. If that happens, they will inherit a 68% global market share of the semiconductor industry. What do you think that will do for their advancement of AI technology? China is playing Trump like a fiddle just waiting to use the BRICS alliance to replace the U.S. dollar as the global reserve currency to deliver the final killer blow. America needs to wake up to the threat Wun Dum Fuc represents to the U.S. way of life.

𝔗𝔯𝔲𝔱𝔥 𝔐𝔞𝔱𝔱𝔢𝔯𝔰

48,842 次观看 • 1 年前