$PLTR ATLAS provides an interesting breakdown when asked to analyze how this C2 document pertains to Palantir:
โPalantir is in the process of becoming something unprecedented: a commercial company that serves as the operating system for Western military and industrial power.โ
โIf Palantir executes on this trajectory - and the evidence strongly suggests it is - the company is not just a defense contractor or a software vendor. It is becoming the connective tissue of Western institutional decision-making, from the battlefield to the factory floor. That is a position of extraordinary strategic value, and it is one that will be very difficult for any competitor to challenge.โ
I am not one to advocate for outsourcing oneโs opinions to an LLM. And that is not the case here. Really, it feels like the model is validating the exact same thesis many of us in the community have shared for years regarding Palantirโฆ that it will become THE government and enterprise AI OS. Itโs really cool to see ATLAS essentially saying the same thing based on its own independent analysis.
Donald Trump told reporters that his team might buy US stakes in artificial-intelligence companies and said he would host a meeting with AI executives as soon as next week https://t.co/PEEBpte0jN
$PLTR CEO Alex Karp said Palantirโs โsecret to salesโ is hoping customers LLM companies first and realize โthey donโt care about you at all.โ
Frontier AI Models solve real problems but create even bigger ones while Palantir gives customers the ontology layer to solve those problems and โown the means of production.โ
Palantir CEO Alex Karp says the key to preventing unnecessary wars is to involve working-class people in decision making.
"I do not want a draft. Just to be explicit."
"I'm just saying, in a world where everything is changing, don't we have to find some communal structure to remember we're American?"
โMost of our wars are fought because no working-class person is making decisions. You start making sure everyone is involved in everything, and we'll see how few wars we fight."
Via @tbpn
BREAKING $PLTR $225 PT| BUY Rating ๐๐๐
Rosenblatt analyst John McPeake reiterated a Buy rating and $225.00 price target on Palantir (NASDAQ: PLTR).
The analyst commented: "In conjunction with their AIPCon 10 yesterday the company released a number of substantive customer announcements as well an expansion of their partnership with Google Cloud. Customers discussing their use of Foundry, AIP, Ontology, and Apollo include Kirkland & Ellis, McCarthy Building, U.S. Department of Agriculture, Hertz, Nscale, Accenture, and Parts Town. We continue to think that Palantir is one of the most important components of the enterprise AI value chain and are reiterating our Buy rating and $225 price target on PLTR."
$PLTR and $GOOGL announced a strategic AI and data partnership connecting Palantir Foundry and AIP with Google BigQuery and Gemini.
Gemini gets closer to real enterprise workflows while Palantir gets broader distribution through Google Cloud.
$PLTR
Palantir CEO Alex Karp at AIPCon 10:
โOur biggest sales secret is that we want you to go to the model companies. We hope you go through the process of being sold by them. Because when you do, you will think you feel smarter, but you will soon realize that they actually donโt care about you. They donโt want to understand your business. They want to show you how many tokens you can use. The real value comes from an ontology that builds with you, understands your business, and actually wants you to win. Thatโs how we sell at Palantir.โ