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When AI understands your entire enterprise, everything gets smarter. 🎙️Join amit as he sits down with Justin Boitano (VP of Enterprise AI, NVIDIA) and Kevin Kawasaki (Head of Business Development, Palantir) to reveal how pairing NVIDIA accelerated computing with Palantir’s ontology lets companies optimize supply chains, react to disruptions... show more

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$NVDA $PLTR Really grateful to have had the chance to speak to Justin Boitano, VP of Enterprise AI at NVIDIA, and Kevin Kawasaki, Head of Business Development at Palantir, about Nvidia and Palantir's latest collaboration. These are two of the most important companies in our lifetime when it comes to artificial intelligence. The infrastructure needed to produce the intelligence and the software needed to operationalize that intelligence are now working together to drive business outcomes, power the datacenter buildout, and make sure AI leads to a healthier and more sustainable economy long term. Spoke with both Justin and Kevin below on the future they see for the partnership!

$NVDA $PLTR Really grateful to have had the chance to speak to Justin Boitano, VP of Enterprise AI at NVIDIA, and Kevin Kawasaki, Head of Business Development at Palantir, about Nvidia and Palantir's latest collaboration. These are two of the most important companies in our lifetime when it comes to artificial intelligence. The infrastructure needed to produce the intelligence and the software needed to operationalize that intelligence are now working together to drive business outcomes, power the datacenter buildout, and make sure AI leads to a healthier and more sustainable economy long term. Spoke with both Justin and Kevin below on the future they see for the partnership!

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$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.

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Palantir CEO: "I blame OpenAI and Anthropic - they rob their own clients " - so he partnered with Nvidia to build the replacement Alex Karp just explained why half of AI is a bubble and destroyed every analyst who told people to sell Palantir His exact words: "there are two AI markets - one that changes the battlefield and your revenue - and one that may not justify the cost of the models " "the plumber is now rich because of Palantir - the analyst who told him to sell is not " "pure ideas don't change the world - patriotism makes you rich " with Jensen Huang they're building an AI that governments and enterprises own and control bookmark & watch today ↓

Palantir CEO: "I blame OpenAI and Anthropic - they rob their own clients " - so he partnered with Nvidia to build the replacement Alex Karp just explained why half of AI is a bubble and destroyed every analyst who told people to sell Palantir His exact words: "there are two AI markets - one that changes the battlefield and your revenue - and one that may not justify the cost of the models " "the plumber is now rich because of Palantir - the analyst who told him to sell is not " "pure ideas don't change the world - patriotism makes you rich " with Jensen Huang they're building an AI that governments and enterprises own and control bookmark & watch today ↓

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