Cassiopeia

[Palantir @PalantirTech]

"The bottleneck for an agent's usefulness today is not intelligence. It's trust."

At DevCon 6, Palantir Group Lead John Mathews launches Orchestrator, the durable execution layer that lets agents crash, recover, wait, and resume exactly where they left off.

Watch a patient discharge agent get torn down mid-task and rehydrate days later with zero lost state, zero duplicate side effects, and zero compute burned while it waits on a doctor's sign-off.

[Palantir @PalantirTech]

70% lower cost. 84% fewer GPT calls. 90% expert-preferred output.

At DevCon 6, Dr. David Zihr, Medical Director for Physician Advising Services at Tampa General Hospital, and Palantir Forward Deployed Engineer Colton Rusch show how AIP Evolve achieved these optimizations by screening models across providers, rewriting prompts, and swapping AI for deterministic code on Tampa General's AI-generated utilization reviews.

[David Sacks @DavidSacks]

Kimi K3 just fixed 15 critical security bugs that Codex and Fable refused because of “cyber guardrails.” There’s no reason to limit American models on tasks that Chinese models handle without issue. We’re only making ourselves less competitive.

[Arena.ai @arena]

Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.

This is a 17-place jump from Kimi-k2.6 (#18 -> #1).

In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.

The full model weights will be released by July 27.

Congrats to the @Kimi_Moonshot team on this major milestone!

[kocer @kocer_eth]

SEVEN RTX 3090S IN A WATER TANK FOR AI SERVER

it is a private AI server
with the power bill moved into your room.

not a clean Mac mini.
not a quiet box under a monitor.

loose vertical GPUs sit inside a transparent tank.
bubbles rise through distilled water.
ALLIED CONTROL is printed on the side.

it looks closer to a lab accident
than a normal workstation.

but the logic is obvious:

seven RTX 3090s = seven 24GB cards.

that is the used-market shortcut
for people who want local inference
without paying cloud tax on every run.

put Ollama, llama.cpp, vLLM,
Open WebUI, Tailscale, Qwen,
DeepSeek, or Llama on top.

now the box can handle client files,
code agents, scraping jobs, evals,
transcription, and boring overnight work.

not because it beats frontier cloud models.

because it changes the bill shape.

no rate limit.
no per-token anxiety.
no sensitive client context leaving the building.
no monthly stack quietly turning into rent.

the ugly part is physical.

seven 3090s can pull serious power,
dump serious heat,
and punish lazy cooling.

distilled water is the weird visual,
not a setup tip.

real immersion rigs live or die on coolant chemistry,
insulation, pumps, maintenance,
and whether the room can handle the heat.

local AI PCs are becoming less like gaming builds
and more like small private data centers.

the early question is not:
can it run ChatGPT?

it is:
what work is repetitive, private,
expensive in the cloud,
and worth owning in hardware?

[OSINTtechnical @Osinttechnical]

For the first time, China has successfully landed an orbital reusable booster at sea.

[Palantir @PalantirTech]

Our expanded thoughts on an institution’s freedom to pursue new opportunities, its economic rights, and its ability to expand them in the age of AI.

Please find attached our white paper, Institutional Sovereignty in the Age of AI, outlining the 15 steps governments and companies must take to protect both their sovereignty and their alpha.

https://t.co/rZuNeOKXU9

[Jawwwn @jawwwn_]

.@DavidSacks says Palantir CEO Alex Karp is brilliant and completely correct: companies must own their means of production if they don't want to transfer their alpha to OpenAI and Anthropic.

"Enterprises are at risk of transferring their knowledge, their know-how, their trade secrets and their customer data to model providers who might eventually decide to compete with them."

"Enterprises are waking up to this threat, and they're not happy about it. I think Karp is exactly right about that."

"What safety means for an enterprise is—they get to control their own data, their model weights and their compute, so a frontier lab can't hoover up their proprietary knowledge, their alpha, and turn it into their next product."

"Look at what happened to Figma. Anthropic 'blindsided' its then business partner with the launch of Claude Design."

" Anthropic's chief product officer even served on Figma's board and didn't resign until three days before the launch of Claude Design."

"This is not an isolated example."

"Anthropic has also launched Claude Science, Claude Security, Claude Legal, Claude Financial, and of course, Claude Code."

"Every single one of these vertical apps expanded into categories that was previously served by companies building on top of Anthropic's own models."

" They're watching where the value is being created on top of their models, then they're moving in directly."

"The pattern is clear. They are going to use their dominant position in the model to then grab more and more territory in any interesting and lucrative vertical."

" Back to Alex Karp's point: if you're an enterprise customer or a developer, why in the world would you ever want to share any proprietary data with them?"

"You are mortgaging your future. You're sealing your fate. You are going to lead to disaster for your company."

Via @theallinpod @jason @chamath @friedberg

[Palantir @PalantirTech]

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models:

“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.”

"Who owns the data? Are the prompts secure? Is this being transferred to you?"

"If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

[Palantir @PalantirTech]

Our thoughts on the importance of AI sovereignty.

1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.

2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.

3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.

4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.

5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.

6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.

7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.

8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.

9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

[Cassiopeia @Emmato13]

@eliano Karp has always been right and will always be. The world is finally catching up to what he has been saying for years.
FDE isn't a trend, it's becoming a strategic advantage. Those who understood its importance early are now leading the next generation of technology.

[amit @amitisinvesting]

BREAKING: Palantir $PLTR and Nvidia $NVDA expand their partnership to deliver sovereign AI for the US government and critical infrastructure agencies.

- The Partnership enables agencies to deploy, customize, and post-train NVIDIA Nemotron models on proprietary data.

- Combines NVIDIA AI infrastructure with Palantir platforms for sovereign, mission-critical AI.

- Gives customers control over data, IP, model weights, auditability, authorization, and post-training.

Once again, no matter what the model is…Palantir provides the infrastructure that makes any model operational to enable transformation within an enterprise.

Alex Karp: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models. Moreover, many of our US clients are already using these models, including multiple supporting critical US infrastructure — both private and public — and this will facilitate their radical expansion.”

Jensen Huang: “Open source AI is foundational to national security, public safety and U.S. technology leadership. Palantir’s Nemotron-powered intelligent engine shows how open models can strengthen America’s leadership in AI — giving U.S. government agencies a secure, customizable and fully controlled foundation to build mission-critical AI systems in support of national security.”

[Yum⋆₊˚ @yuhasbeentaken]

here’s the list of western companies moving ai workloads to chinese models:

1. lindy → deepseek v4
2. cursor → kimi k2.5
3. coinbase → glm-5.2 + kimi 2.7
4. shopify → qwen
5. airbnb → qwen
6. uber eats → qwen2
7. siemens → deepseek + qwen
8. chapsvision → qwen
9. microsoft → testing deepseek v4

it’s becoming a procurement story!!!

[Polymarket @Polymarket]

JUST IN: A new Chinese AI model from Zhipu AI reportedly matches Claude Mythos’ performance at finding security bugs.

[amit @amitisinvesting]

BREAKING: Palantir Has Secured A Foundational Role in The Army's NGC2 Data Layer.

- The Army established the NGC2 common data layer baseline, a key step in its command-and-control modernization program.

- Palantir Foundry will serve as the cloud data layer, while Anduril Lattice will serve as the tactical data layer.

- Palantir says this gives the Army a scalable foundation for AI-enabled tools, interoperability, and faster battlefield decisions.

The quality of these contracts continue to prove how important Palantir is as a foundational layer in mission critical situations which is why they continue to be trusted on enabling AI data infrastructure for the most important institutions in the world.

[Polymarket Money @PolymarketMoney]

BREAKING: $PLTR secured a major U.S. Army win as Foundry was selected as the cloud data layer for NGC2, the Army’s top command-and-control modernization program.

[Palantir @PalantirTech]

Defend the enterprise.

Security Forge, our new cyber security offering for source code vulnerability detection that moves at machine speed.

See how Chad and George used it to autonomously scan a codebase, compress 109 flags down to 10 actionable findings, and do it for $78 — so security teams know exactly what to fix and why.

[Polymarket @Polymarket]

JUST IN: Florida hospital reveals Palantir software has cut sepsis deaths by more than half since it was installed.

[Cassiopeia @Emmato13]

@Borrowed7Time @sipjack1776 @LadyAstroJet @Dinlas3 Nope.. did not take note