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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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429,377 views • 11 months ago •via X (Twitter)

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Cohen: I’m about to launch America’s first-ever AI threat detection platform built for law enforcement. It scrapes the internet 24/7 using Israeli-grade ontology…
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Cohen: I’m about to launch America’s first-ever AI threat detection platform built for law enforcement. It scrapes the internet 24/7 using Israeli-grade ontology…

Acyn

1,359,345 views • 11 months ago

IDF veteran pitches White House on AI program that "scans the open web for radicalization," following the "Israeli model" of counterterrorism. Here's what Aaron Cohen, an IDF special operations veteran, said live on Fox News: "I have just built the first AI powered threat detection system for law enforcement that scans the open web for radicalization and tactical planning. If somebody in the Trump administration is listening, partner with me and let's scale this and get local law enforcement the tools they need." "My technology will prevent these threats from popping off ... The Israeli model means Palantir quality engineering; and I've got it. The White House needs to give me a buzz. Let's get this thing scaled nationally. It's called 'Gideon.'"
0:40

IDF veteran pitches White House on AI program that "scans the open web for radicalization," following the "Israeli model" of counterterrorism. Here's what Aaron Cohen, an IDF special operations veteran, said live on Fox News: "I have just built the first AI powered threat detection system for law enforcement that scans the open web for radicalization and tactical planning. If somebody in the Trump administration is listening, partner with me and let's scale this and get local law enforcement the tools they need." "My technology will prevent these threats from popping off ... The Israeli model means Palantir quality engineering; and I've got it. The White House needs to give me a buzz. Let's get this thing scaled nationally. It's called 'Gideon.'"

Ken Klippenstein

866,139 views • 1 year ago

The Next Big Attack Is Going to Be the U.S. Andy Stumpf talks with former CIA targeter Sarah Adams about her path from academia to counterterrorism. They dive into intelligence failures, the return of ISIS and Al-Qaeda, and the growing threat of an attack on U.S. soil. Sarah warns: local law enforcement is our last line of defense. #ChangeAgents #CIA #Counterterrorism #IntelFailure #HomelandSecurity #AndyStumpf #SarahAdams
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The Next Big Attack Is Going to Be the U.S. Andy Stumpf talks with former CIA targeter Sarah Adams about her path from academia to counterterrorism. They dive into intelligence failures, the return of ISIS and Al-Qaeda, and the growing threat of an attack on U.S. soil. Sarah warns: local law enforcement is our last line of defense. #ChangeAgents #CIA #Counterterrorism #IntelFailure #HomelandSecurity #AndyStumpf #SarahAdams

IRONCLAD

49,682 views • 1 year ago

🚨BREAKING: Ben Habib Pledge to DELETE Palantir data harvesting from the United Kingdom This foreign company, PALANTIR, now holds data from the NHS, Police, DHSC, Local councils, and the Government Digital Service. It’s now been revealed that they control Britain’s highway data and the Ministry of Defence. The worst thing is that under the US Cloud Act and FISA – the Foreign Intelligence Surveillance Act – “gives law enforcement and intelligence the right to access data anywhere in the world if held by a US company”. This gives the 🇺🇸 US MASSIVE control over 🇬🇧 us. Ben Habib's pledge to get back control of our data by “DELETING IT” from Palantir. Definitely not EASY, but THIS IS A WIN if done. Watch the full discussion on YouTube: Advance UK Ben Habib David Icke Palantir
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🚨BREAKING: Ben Habib Pledge to DELETE Palantir data harvesting from the United Kingdom This foreign company, PALANTIR, now holds data from the NHS, Police, DHSC, Local councils, and the Government Digital Service. It’s now been revealed that they control Britain’s highway data and the Ministry of Defence. The worst thing is that under the US Cloud Act and FISA – the Foreign Intelligence Surveillance Act – “gives law enforcement and intelligence the right to access data anywhere in the world if held by a US company”. This gives the 🇺🇸 US MASSIVE control over 🇬🇧 us. Ben Habib's pledge to get back control of our data by “DELETING IT” from Palantir. Definitely not EASY, but THIS IS A WIN if done. Watch the full discussion on YouTube: Advance UK Ben Habib David Icke Palantir

Baraka Amuri

52,792 views • 5 months ago

OpenAI is adopting the "Palantir model" with forward-deployed engineers and AI consultants for enterprise sales. "It's a model that AI companies are now starting to realize that they actually need people to help sell...” — Sri Muppidi Watch the full episode on TITV.
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OpenAI is adopting the "Palantir model" with forward-deployed engineers and AI consultants for enterprise sales. "It's a model that AI companies are now starting to realize that they actually need people to help sell...” — Sri Muppidi Watch the full episode on TITV.

The Information

179,845 views • 5 months ago

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.”
0:38

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.”

Curtis Houck

89,471 views • 6 months ago

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.
0:23

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.

Frankie Stockes

265,571 views • 3 months ago

NEW: Joe Lonsdale sets the record straight on Palantir: "What Palantir is doing is bringing two things: One, it's bringing competence ...Two, it's bringing a framework of civil liberties where we watch the watchers... I don't trust government... but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money." Will Cain: There is some concern Palantir is playing a large role in the security, state, foreign affairs and surveillance in America. And I think there's a fair amount of concern, maybe even some skepticism from some who would share other political points of view with you about the role of Palantir. What would you tell them about surveillance and this private company? Joe Lonsdale: So Palantir, first of all, it's doubling in the commercial markets...So it's a bigger commercial company for a lot of its value. It's not just a government company. When we did start to work in the government, you have to see what was there before. There are no audit trails in the watchers. They're abusing data. They were using it incompetently. What Palantir is doing is bringing two things: One, it's bringing competence to do these things well. And then two, it's bringing a framework of civil liberties where we watch the watchers and everyone around them can see what they've done. They can't hide their work. Because I don't trust government. I'm a civil libertarian, but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money. Will: We're all concerned about government and government oversight, but we also want to guard against a company that has too much power. So how do we ensure that with for example, a company like Palantir, is that through trusting someone like you or Peter Thiel? Is it the trust of your dedication to civil liberties? Joe: So I founded Palantir, but I'm not in charge of that anymore. Other people are in charge; people I admire. What I would say is Palantir is empowering our government leaders. So Palantir itself doesn't take in data to Palantir. Palantir itself doesn't make these decisions. What Palantir does is it lets the people running ICE, the people running the FBI, the people running the Department of War do things more efficiently. And it's up to them to be in charge. It's up to the president himself to be in charge. That's who we have to trust. via Will Cain & The Will Cain Show $PLTR #PLTR
1:59

NEW: Joe Lonsdale sets the record straight on Palantir: "What Palantir is doing is bringing two things: One, it's bringing competence ...Two, it's bringing a framework of civil liberties where we watch the watchers... I don't trust government... but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money." Will Cain: There is some concern Palantir is playing a large role in the security, state, foreign affairs and surveillance in America. And I think there's a fair amount of concern, maybe even some skepticism from some who would share other political points of view with you about the role of Palantir. What would you tell them about surveillance and this private company? Joe Lonsdale: So Palantir, first of all, it's doubling in the commercial markets...So it's a bigger commercial company for a lot of its value. It's not just a government company. When we did start to work in the government, you have to see what was there before. There are no audit trails in the watchers. They're abusing data. They were using it incompetently. What Palantir is doing is bringing two things: One, it's bringing competence to do these things well. And then two, it's bringing a framework of civil liberties where we watch the watchers and everyone around them can see what they've done. They can't hide their work. Because I don't trust government. I'm a civil libertarian, but I do want government to be competent enough to keep our nation safe and to defeat our adversaries and to stop wasting money. Will: We're all concerned about government and government oversight, but we also want to guard against a company that has too much power. So how do we ensure that with for example, a company like Palantir, is that through trusting someone like you or Peter Thiel? Is it the trust of your dedication to civil liberties? Joe: So I founded Palantir, but I'm not in charge of that anymore. Other people are in charge; people I admire. What I would say is Palantir is empowering our government leaders. So Palantir itself doesn't take in data to Palantir. Palantir itself doesn't make these decisions. What Palantir does is it lets the people running ICE, the people running the FBI, the people running the Department of War do things more efficiently. And it's up to them to be in charge. It's up to the president himself to be in charge. That's who we have to trust. via Will Cain & The Will Cain Show $PLTR #PLTR

American Optimist

32,523 views • 10 months ago

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

19,859 views • 10 days ago

$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."
9:19

$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

124,582 views • 1 year ago

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 views • 6 months ago

$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!
9:07

$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

84,653 views • 1 year ago

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.”
2:47

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.”

RC

12,182 views • 6 months ago

.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."
1:02

.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

47,666 views • 6 months ago

$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

180,612 views • 1 year ago

🚨NEW: Office of the DNI is developing an intelligence-sharing app for law enforcement. With this new capability, our local, state, and federal law enforcement partners will soon be able to receive real-time, unclassified intelligence from ODNI’s National Counterterrorism Center that can be immediately actioned to keep the American people safe. @NCTCKent
1:16

🚨NEW: Office of the DNI is developing an intelligence-sharing app for law enforcement. With this new capability, our local, state, and federal law enforcement partners will soon be able to receive real-time, unclassified intelligence from ODNI’s National Counterterrorism Center that can be immediately actioned to keep the American people safe. @NCTCKent

Office of the DNI

133,547 views • 6 months ago

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
2:10

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

110,154 views • 1 month ago

$PLTR this analyst gets it: - Palantir is the AI Operating System - Palantir provides the environment and context layer (ontology + security model) for enterprises to deploy AI models and agents - This is a structural growth opportunity - The ROI for enterprises to deploy AI and use Palantir’s service will become increasingly attractive - (Regarding living up to today’s PE) Revenue growth and margin is unique. “You’ve never seen that type of growth and margin previously for any other companies. Enterprise is a huge market. AI is really shifting from consumer to the enterprise world. Enterprise offers a larger TAM. This is early stage for enterprise to use AI. The TAM could be trillion $$ level…. The path towards that will never be easy, it will be uneven. If you have that long term view, you will still be long term bullish on the company.” - Enterprise opportunities across the world will totally change the business of Palantir in the coming decades I don’t think he’s bullish enough on government based on what we see coming from Gokarp and DV, but at least he acknowledges the importance of the government sector to the company.
3:37

$PLTR this analyst gets it: - Palantir is the AI Operating System - Palantir provides the environment and context layer (ontology + security model) for enterprises to deploy AI models and agents - This is a structural growth opportunity - The ROI for enterprises to deploy AI and use Palantir’s service will become increasingly attractive - (Regarding living up to today’s PE) Revenue growth and margin is unique. “You’ve never seen that type of growth and margin previously for any other companies. Enterprise is a huge market. AI is really shifting from consumer to the enterprise world. Enterprise offers a larger TAM. This is early stage for enterprise to use AI. The TAM could be trillion $$ level…. The path towards that will never be easy, it will be uneven. If you have that long term view, you will still be long term bullish on the company.” - Enterprise opportunities across the world will totally change the business of Palantir in the coming decades I don’t think he’s bullish enough on government based on what we see coming from Gokarp and DV, but at least he acknowledges the importance of the government sector to the company.

Jack Prescott

112,551 views • 11 months ago

This is what EVERYONE should be talking about “Donald Trump's Big Beautiful bill contains a clause that bars all 50 states from regulating AI for the next decade. Now, the Trump administration just granted Palantir Technologies significant contracts to develop a federal state platform. Powered by its AI Driven Foundry software, the platform consolidates sensitive personal data from irs, Social Security Administration, immigration services and other agencies to streamline service and decision making. The company was founded by Alex Karp and Peter thiel of the PayPal mafia, and a significant portion of the company is currently owned by BlackRock. The surveillance state was inevitable regardless who became president. Oh, and it gets better. This announcement follows Elon's resignation from DOGE, which managed to cut less than $100 billion in wasteful spending. Numerous Doge employees not only worked for Palantir, but they lobbied on behalf of them, raising questions about whether DOGE's initial purpose was to access classified data while creating the illusion of bureaucratic reform in trillions in savings, which again actually came out to around $6 trillion estimated. In reality, this may have been an effort to expand the surveillance state and provide Palantir with backdoor access. So how about that for your golden age? The only members of Congress to speak out against this were Thomas Massie and Marjorie Taylor Greene. — So all members of Congress, including the Republican Party, have failed us here.” Alex Karp, CEO of Palantir, says his software was solely responsible for defeating the far right in Europe
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This is what EVERYONE should be talking about “Donald Trump's Big Beautiful bill contains a clause that bars all 50 states from regulating AI for the next decade. Now, the Trump administration just granted Palantir Technologies significant contracts to develop a federal state platform. Powered by its AI Driven Foundry software, the platform consolidates sensitive personal data from irs, Social Security Administration, immigration services and other agencies to streamline service and decision making. The company was founded by Alex Karp and Peter thiel of the PayPal mafia, and a significant portion of the company is currently owned by BlackRock. The surveillance state was inevitable regardless who became president. Oh, and it gets better. This announcement follows Elon's resignation from DOGE, which managed to cut less than $100 billion in wasteful spending. Numerous Doge employees not only worked for Palantir, but they lobbied on behalf of them, raising questions about whether DOGE's initial purpose was to access classified data while creating the illusion of bureaucratic reform in trillions in savings, which again actually came out to around $6 trillion estimated. In reality, this may have been an effort to expand the surveillance state and provide Palantir with backdoor access. So how about that for your golden age? The only members of Congress to speak out against this were Thomas Massie and Marjorie Taylor Greene. — So all members of Congress, including the Republican Party, have failed us here.” Alex Karp, CEO of Palantir, says his software was solely responsible for defeating the far right in Europe

Wall Street Apes

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