Jim Doran

Technology enthusiast.

[Jim Doran @JimDoran_]

📈

[Palantir @PalantirTech]

Palantir reports Q3 ‘26 US comm revenue growth of 148% Y/Y and revenue growth of 96% Y/Y; raises FY ’26 revenue guidance to 91% Y/Y growth and US comm revenue guidance to 143% Y/Y, crushing consensus expectations.

US comm revenue accelerated to 29% growth Q/Q and was $984 million, up from $397 million a year ago and $179 million two years ago, and surpassed US government revenue for the first time ever.

We also generated $1.128 billion in Q3 ‘26 GAAP net income, an increase of 137% Y/Y.

[Jim Doran @JimDoran_]

This is great!!!! @sidekale

[Chad Wahlquist @chadwahl]

My friend and fellow Forward Deployed Architect @sidekale talking Sovereignty at the latest Sovereign Bootcamp this week! 🚀

https://t.co/vU2rSNLKyz

[Polymarket @Polymarket]

JUST IN: Palantir merchandise sales surge +30% in South Korea as the company grows a “cult-like following” in the country.

[Ted Mabrey @MabreyTed]

The data center/GPU/power supply chain conflicts seem solvable because they are positive sum conflicts where everyone can end up better off. Those conflicts may be a distraction from the far more adversarial, and ravenous, consumption of intellectual capital that defines the data supply chains.

[Jim Doran @JimDoran_]

Florida sunshine.

[Jim Doran @JimDoran_]

The future is now.

[Tesla @Tesla]

Real life, baby

[Palantir @PalantirTech]

"As soon as something is accessible to everyone, if anybody can do it, if any model can do it—it stops being valuable” - Louis Robson

Palantir CEO Alex Karp sits down with Louis Robson, the lead behind Palantir Sovereign, to examine why institutional knowledge and embedded individual artistry are the engine of dominance.

[Bill Gurley @bgurley]

Probably the most impressive single philanthropic effort I have ever seen. Why move $ through lossy non-profits when you can do direct wealth transfer. Hyper efficient. Much respect to @MichaelDell and Susan!

[Jim Doran @JimDoran_]

📠

[Chad Wahlquist @chadwahl]

Goldman gets it:

"The TAM may be setting up for another step function change in depth, because of the shift to sovereign AI, bespoke applications, and Palantir's newer verticalization strategy."

"The FDE model is more than simply hiring FDEs; it requires tight feedback loops between field and product, which Palantir has perfected to the point of being able to automate via AI FDEs."

[Jim Doran @JimDoran_]

Can confirm there are some extremely sharp and motivated individuals!!! If I didn’t already feel like the old guy, this will do it.

[Chad Wahlquist @chadwahl]

Great interview with our very own @jordanchirsch about the Meritocracy Fellowship this morning.

“There were so many talented kids who didn’t quite fit the very rigid and narrow shape that our finest educational institutions had set out for them.”

“It’s a real benefit to our company to bring them in and allow their kind of jagged intelligence to shine.”

“We are going to double down.”

Credit: @FoxBusiness

[Jensen Huang @JensenHuang]

Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry.

Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come.

But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility.

This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems.

Together, we are building the foundation of the AI economy.

Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. https://t.co/ugYWQ1MyRi

[Jim Doran @JimDoran_]

⚡️

[Chad Wahlquist @chadwahl]

Grok 4.7 is rolling out across the Palantir fleet.

Its a good model sir.

[Jim Doran @JimDoran_]

+ AIP Evolve to intelligently optimize using said evals. 👨🏻‍🍳

[Sid @sidsingh_15]

It’s becoming clear that the next ridgeline is for every customer to make their own benchmark and eval (closed/ open/ tuned) models.

Litmus test: Can I show an exec my agent’s performance? Do they care? Is it evident that the agent saves/ makes them money?

That’s the edge.

[Sid @sidsingh_15]

@chadwahl and I talking about @nvidia <> @PalantirTech !

Here I talk about things like FDEing to what the frontier of enterprise intelligence is.

[Jim Doran @JimDoran_]

@alexneefus 💪🏻

[Palantir @PalantirTech]

“Dr. Karp talks about chips and ontology. This is ontology for chips.”

At AIPCon 11, @nvidia reveals how it is partnering with Palantir to build and run their supply chain on Palantir.

[Jim Doran @JimDoran_]

@sidsingh_15 Oof - need that Starlink wifi.

[Jim Doran @JimDoran_]

🌆❌
⛰️✅

[Jim Doran @JimDoran_]

@JazzyPboy Incredible!

[Chad Wahlquist @chadwahl]

GPT-6 Astra rolling out to the Palantir star fleet 🇺🇸

[Jim Doran @JimDoran_]

@chadwahl @AcquiredFM Truth

[Jim Doran @JimDoran_]

If I had a dollar everytime @AcquiredFM podcast said “The greatest business of all time”……then I might have the greatest business of all time 😂