Edison

$pltr $tsla

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Gokarp @PLTRs_Palantir]

🚀 Driving NATO’s Digital Transformation: AI and Innovation at the Operational Edge

Innovation isn't just about adopting new technology; it’s about shifting culture, scaling capabilities, and modernizing how we approach decision-making at the speed of relevance.

In a recent Armed Forces Network (AFN) feature, our Director, COL @arnelpdavid and Commander Hans van Pijkeren sat down to discuss the ongoing mission of Task Force Maven at NATO Supreme Headquarters Allied Powers Europe (SHAPE) and reaching Full Operational Capability (FOC).

During the segment, they highlighted:
🔹 Delivering AI Warfighting Capabilities: How we are executing one of the largest transformational changes in NATO history by integrating cutting-edge data and software solutions.
🔹 Fostering a Culture of Innovation: The critical role of interoperability, continuous experimentation, and human-machine collaboration to maintain a strategic advantage.
🔹 Empowering the Alliance: Building a robust digital ecosystem that connects data from the tactical edge to strategic decision-makers across the Alliance. Training is going to be provided with the help of the NATO Communications and Information Agency (NCIA) Academy.

A huge thank you to AFN Benelux for highlighting the incredible work our cross-functional team is delivering every single day. The journey toward a fully data-driven Alliance is a team sport!

[amit @amitisinvesting]

$PLTR

One of the most important parts of the new Karp interview today:

“I’ve been in business for a very long time. The reality is, critical infrastructure does not run these models without an application layer. That application layer is our ontology. There’s a reason for it. Some people love me and some people hate me. They’re not buying it because of that. They’re buying it because they have to be made safe. The “I’m gonna trust you because you’ve never lied” bs thing, that just doesn’t cut it at this level.”

While you have self proclaimed experts trying to analyze Karp’s communication style for his arguments, it’s obvious to me how many of those experts are missing. the. point.

If your best rebuttal is that you don’t like how someone said something vs answering what they said…well good luck in trying to make a compelling case for your side. Many of these “experts” don’t realize that Karp’s style of communication is AUTHENTIC to him and all of his attributes that got millions of individual people to invest in his passion for Palantir in the first place.

His argument is that these models DO NOT WANT to help you or your enterprise, they want to sell tokens. They aren’t building trust. They are extracting every little bit of value with fake “forward deployed shops” when most companies have no idea what it means to engage in the art of forward deployed engineering because that would require CARING about your customers for months, many times years, WITHOUT getting paid but just focusing on providing outcomes.

Karp is saying the truth and he’s backing that truth with 20 years of a company that has been solely focused on outcomes and has the growth to show how much customers also deeply, deeply care about those outcomes in a world of pure extraction from the frontier model companies.

That’s the point and that’s what most of these people are completely missing…which is why Palantir keeps winning.

They are making the case for what actually matters in the age of AI.

[Edison @Edison8311]

Enuff of the green and red candles, black and white for a change

[Edison @Edison8311]

@amitisinvesting Haha forgot to show you this during the meetup 🤣

[Edison @Edison8311]

When you are at Shanghai Disney land waiting for the fireworks and didn’t want to miss @amitisinvesting market open too!

[Edison @Edison8311]

@amitisinvesting Great to see you bro! Thanks for coming down and meeting us, it was a fantastic night, had lots of fun talking to everybody. Hope you have a good holiday and me and my wife will see you next week for market open!

[Edison @Edison8311]

@amitisinvesting @MorganLBrennan Now you know how much we love you watching your stream every day 🤭

[Edison @Edison8311]

@sheslee Hello Lee, pleasure meeting you.

[Chicken Little @Chicky_Think]

Everyone says Singapore property is a great investment.

But did it actually beat the stock market over 30 years?

I ran the numbers across condo, landed, HDB 4-room and 5-room — vs the S&P 500.

The answer will surprise you. [1/8]

[Edison @Edison8311]

@GabGrowth Taking profit is harder than one might think

[Edison @Edison8311]

@GabGrowth Thank you for playing, better luck next time.

[Edison @Edison8311]

@amitisinvesting See you in Singapore 🇸🇬

[amit @amitisinvesting]

thanks Trump, I agree as well

[Atlas Thugged @AtlasXThugged]

Lee Kuan Yew on the failure of the European welfare system:

[amit @amitisinvesting]

Shyam Sankar is trying to mobilize a country.

The CTO of Palantir is ringing the alarm on the necessity to resurrect America’s industrial base, win the defense technology race against other countries, and empower workers across the nation without buying into the fears of AI doomerism.

In this interview, we sat down to discuss his latest book, why he felt now was the right time to release it, and the message he hopes to communicate to the world.

Thank you to Shyam @ssankar for taking the time!

Timestamps:

00:00 - Intro
01:02 - How Shyam got to Palantir
02:19 - Palantir's Journey over the years
07:40 - Why is now the time to mobilize
09:40 - Hardware vs Software
14:57 - The Youth and Communism
20:15 - US vs China
22:24 - AI Doomerism
26:21 - Palantir's impact on how Shyam thinks of AI
29:12 - CEOs on the AI doomer case vs optimistic case
34:50 - Rapid Fire

[Jawwwn @jawwwn_]

.@USWREMichael says the Maduro raid was the trigger point for the DoW’s conflict with Anthropic:

“Palantir’s the prime contractor. [Anthropic] is the sub.”

“One of [Anthropic’s] execs called Palantir and asked, ‘Was our software used in that raid?’”

“So— they’re trying to get classified information. And implying— if they were used in that raid, that it might violate their terms of service.”

“It raised enough alarm with Palantir, who has a trusted relationship with the Department, to tell me, and I’m like, ‘Holy shit— what if this software went down? Some guardrail kicked up? Some refusal happened for the next fight like this one and we left our people at risk?”

“I went to @SecWar @PeteHegseth and told him what happened.”

“That was like a ‘Woah’ moment for the whole leadership at the Pentagon that we’re potentially so dependent on a software provider without another alternative that has the right or ability to not only shut it off— maybe it’s a rogue developer who could poison the model to make it not do what you want, or trick you, or hallucinate purposefully.”

“That culminated in the Tuesday dramatic meeting with Secretary Hegseth and me and Dario with the Friday deadline that got blown.”

“I never really thought they wanted to make it.”

@DoWCTO @emilmichael on @theallinpod

[Brett Krieger @BrettKrieger12]

Alex Karp’s message to retail shareholders 🫶🏼

$PLTR

[Evan @StockMKTNewz]

Palantir $PLTR just reported a Rule of 40 score of

127%

[Edison @Edison8311]

@GabGrowth 🤫 don’t picak lobang 🤣