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WHAT?!? The Gideon artificial Intelligence that’s about to be deployed on Americans NEXT WEEK to flag them for crimes they might commit is backed by Palantir and created with engineers from Palantir THIS IS THE START OF THE SURVEILLANCE STATE. Gideon, the AI-powered threat detection platform for law enforcement...

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Nvidia has the most important and complicated supply chain in the world. It's now running on Palantir. "Dr. Karp talks about Chips and Ontology. This is Ontology for Chips." "We couldn't have started this process until we'd built the workflows in Palantir. We needed a way to capture all that data and get it into the Ontology. We needed Foundry, we needed Ontology." "Palantir is providing the operating context for all of this. The Ontology is connecting materials, manufacturers, sites, commits, capacity allocations. It's helping us put expected output versus the actual output. It all lives in the Ontology in a governed data layer." NVIDIA's Alex Neefus:

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NBC’s Tom Winters with an accurate reaction from the 4pm hour to the deadly ICE-involved shooting: “I think from a law enforcement perspective, what you've heard law enforcement say is that they don't — they don't like the way that this shooting looks. And in speaking with people from law enforcement, from that part of the country, they use a phrase that is sometimes heard in law enforcement circles lawful but awful. They don't like the look of it, but from a legal perspective, it might be okay. To get specific to your question — okay, legally, I should say — to get specific to your question, this case is going to be investigated by the FBI first and foremost, because it involves a shooting — shooting by a federal law enforcement officer.”
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HAPPENING NOW: Melania Trump is hosting the First Lady’s Luncheon in DC, where she’s bragging about “empowering” American children by partnering with Palantir, OpenAI, and others to usher kids into an AI surveillance state takeover, using the education system to do it.
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$PLTR Dan Ives on why retail was able to understand Palantir before institutional investors: "People didn't understand the culture of Palantir. We're talking about the elite of the elite. From top down to engineers to the merch and everything else. Institutional investors were stuck in group-think when it came to Palantir as an investment in 2022. It wasn't part of the cool kids club. It's very easy to miss something if you get caught up in the consensus view."

amit

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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 sense of LLMs, so they immediately decided that AIP would be the future of the company. A tech company lives or dies based on their ability to recogonize the future far before it becomes reality -- as a result, they can build the products and craft the narrative that is needed to succeed in a competitive technology environment. The latest craze has been "vibe-coding," essentially an easier way for engineers to use AI to help them code. Is the trend validated? Well... - Cursor, a vibe-coding startup, was the fastest company in the history of startups to reach $100M ARR and now has a $10B valuation. - $MSFT CEO said 2 days ago that 30% of the company's code is now written by AI. Palantir saw what was happening...and they did what they did best. Took their foundational software and constructed it in a way to now incorporate the concept of "vibe-coding" via the ontology in AIP. A tech company lives or dies based on their ability to recognize the future far before it becomes reality -- as a result, they can build the products and craft the narrative that is needed to succeed in a competitive technology environment. Thanks for taking the time to Chad!
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$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 sense of LLMs, so they immediately decided that AIP would be the future of the company. A tech company lives or dies based on their ability to recogonize the future far before it becomes reality -- as a result, they can build the products and craft the narrative that is needed to succeed in a competitive technology environment. The latest craze has been "vibe-coding," essentially an easier way for engineers to use AI to help them code. Is the trend validated? Well... - Cursor, a vibe-coding startup, was the fastest company in the history of startups to reach $100M ARR and now has a $10B valuation. - $MSFT CEO said 2 days ago that 30% of the company's code is now written by AI. Palantir saw what was happening...and they did what they did best. Took their foundational software and constructed it in a way to now incorporate the concept of "vibe-coding" via the ontology in AIP. A tech company lives or dies based on their ability to recognize the future far before it becomes reality -- as a result, they can build the products and craft the narrative that is needed to succeed in a competitive technology environment. Thanks for taking the time to Chad!

amit

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.Tricia McLaughlin: "Secretary Kristi Noem is on the ground frequently with our men and women of DHS law enforcement, and they're asking for those body cams... These agitators are using different tactics to provoke our law enforcement and then take it, selectively clip it... So this is going to be great transparency for the American people."
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.Tricia McLaughlin: "Secretary Kristi Noem is on the ground frequently with our men and women of DHS law enforcement, and they're asking for those body cams... These agitators are using different tactics to provoke our law enforcement and then take it, selectively clip it... So this is going to be great transparency for the American people."

Rapid Response 47

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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.”
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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.”

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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.
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

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Why going direct is about telling a story much bigger than your company's: Marc Andreessen 🇺🇸: "The story of you and your startup is not inherently an interesting story, but there is almost certainly an interesting story that involves your startup, and this is sort of the cheat code of it." benahorowitz.eth: "The grand wizard of this is Alex Karp. If you watch his interviews, he never talks about Palantir. The only thing he ever says about Palantir, Marc pointed this out to me, is 'ontology' and 'orchestration,' two words that nobody knows what they mean." "Nobody knows what Palantir does as a result, but it doesn't matter because it's the future of the US military, Palantir. Superintelligence, Palantir. Whatever the story is that's really good, Alex will go tell that story. Neurodivergence." "Whatever is interesting, he'll just start talking about. And then because he's this founder of Palantir, the CEO of Palantir, like that just works." "When something happens in the world, something happens involving US military, AI in the military, or this or that, geopolitics with China, he's the first phone call, right? Because he's the guy who's been out there talking about that." Erik Torenberg: "Ryan Petersen... has done a phenomenal job of that." Marc Andreessen 🇺🇸: "The difference between talking about freight versus talking about 'the global supply chain is completely collapsing' during COVID, and 'we're all gonna starve to death.'" "And then therefore, he's the guy who literally goes on 60 Minutes to explain to the world that in fact, yes, we all are about to starve to death." Ryan Petersen

a16z

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