Sam Feldman

NYC via Palo Alto & New Haven @PalantirTech. Personal account - all views my own.

[Sam Feldman @SamHFeldman]

@Jesse_Leg 🇺🇸💪

[Ted Mabrey @MabreyTed]

Good time to pull these passages from the Palantir S-1. AI is an alpha-not-beta game for operating companies. The stakes are very high. Execution quality is reordering the winners and losers in every industry.

Buy Palantir to succeed in Building your own alpha.

[Sam Feldman @SamHFeldman]

Countries with strong cultures are going to crush in an AI world. When so much creation becomes commoditized, taste and craft become the greatest differentiators. There's no better example than Japan.

[Palantir @PalantirTech]

Thank you Japan 🇯🇵

[Sam Feldman @SamHFeldman]

@drmusician1 So awesome meeting you!

[Arisa@Go Global_6/22-6/26inTaiwan🌎✈️☀️🤖🧠🕊️ @arisa_community]

Just came back from the Palantir event in Tokyo 🇯🇵

• The line was so long that entry took 1.5 hours 😳
• CEO Alex Karp personally came out to greet people waiting in line (seeing him up close was amazing 🥹)
• Really enjoyed talking with the Palantir team — everyone was incredibly kind and welcoming
• There were also members from the Japan team, so I think it was a great event for anyone interested in partnerships/collaboration
• The networking crowd was super diverse — I ran into around 10 founder friends there
• Their original bucket hat was cool🔥 ($75 USD). I even got the online purchase link, so DM me if you want it 👀

Really impressive energy overall.
#Palantir #PalantirTokyo

[Sam Feldman @SamHFeldman]

@drmusician1 🔥🇯🇵

[Palantir @PalantirTech]

Palantir embraces the neurodivergent.

Join us.

[Sam Feldman @SamHFeldman]

@gaby_goldberg Excited for you!

[Sam Feldman @SamHFeldman]

@GabiAMitchell @VTSPIA Mazal tov!!

[Palantir @PalantirTech]

Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations.

Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%.

We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.

[Shyam Sankar @ssankar]

M-day was Yesterday!

[Sam Feldman @SamHFeldman]

@johnnulls Palantir doesn’t collect or own any data so not exactly sure what data sharing means here. But that aside, don’t take my word for it! Can you point me to an example that shows otherwise?

[Sam Feldman @SamHFeldman]

It should not be bold for American companies to believe that America is fundamentally good and worth fighting for. Beyond those basic tenets, there is, and should be, lively debate on a range of issues.

But if American companies are too afraid to publicly embrace the country that enabled their success — they have lost the plot.

[Palantir @PalantirTech]

Because we get asked a lot.

The Technological Republic, in brief.

1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.

2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.

3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.

4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.

5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.

6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.

7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.

8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.

9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.

10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.

11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.

12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.

13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.

14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.

15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.

16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.

17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.

18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.

19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.

20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.

21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.

22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?

Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska

https://t.co/8igjazz1On

[Sam Feldman @SamHFeldman]

Palantir’s S1 in 2020 highlighted their refusal to work with any nations adversarial to the United States. That is true to this day.

“Our software is used by the United States and its allies in Europe and around the world. Some companies work with the United States as well its adversaries. We do not. We believe that our government and commercial customers value this clarity.”

What other American commercial technology companies can say the same? How many refuse to work with the Chinese Communist Party?

[Sam Feldman @SamHFeldman]

@matanSF Congrats! Awesome stuff

[Palantir @PalantirTech]

College admissions decisions are coming out.

A lot of brilliant people are about to be told they don't fit the profile.

Their admissions system is a flawed filter, ours is not.

We are adding two more slots to the Fall 2026 Meritocracy Fellowship.

Good luck.

[The All-In Podcast @theallinpod]

INTERVIEW! 🚨

The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War

@ssankar and @traestephens join @friedberg for an incredible conversation on the future of America's military and how tech is shaping it.

(0:00) Friedberg intros @PalantirTech's Shyam Sankar and @anduriltech's Trae Stephens

(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup

(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo

(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat

(12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain

(41:48) Autonomous Weapons, AI Decision-Making & Future of War

(47:15) Anthropic vs Pentagon: Ethics of AI in Combat

(50:39) Palantir Surveillance State Claims

(55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence

-----------------------------------------

Thanks to https://t.co/HFpRpqlQLi for making this happen!

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https://t.co/HFpRpqlQLi by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it.

Advertiser access is in closed beta. The window is open at https://t.co/QF6WzCTXiZ.

@AxonAdsManager

[Sam Feldman @SamHFeldman]

@tbpn @samsheffer @samsheffer 💪💪💪

[Sam Feldman @SamHFeldman]

@eliano @FirstBreakfast 🔥

[Sriram Krishnan @sriramk]

Strongly recommend @ssankar’s “Mobilize”.

It is a story of how America needs to rebuild its industrial base but more than that it’s a story of many unsung patriots who have worked hard to give us our capabilities.