Burak

[Burak @brkben]

@elonmusk Retardmaxxing retard billionaires : don’t think, just have kids

People: with what money?

Until you realize extreme wealth concentration isn’t a feature of capitalism but a flaw and address it somehow, you’ll eventually run out of people who can buy your products.

[Burak @brkben]

@anything LFG

[Burak @brkben]

@elonmusk Bro fought identity politics to replace it with race politics. Please stick to the machines man.

[Burak @brkben]

@CryptoHayes Wow we have round tripped to “tether is insolvent” after so many years because there is really no narrative in crypto worth talking about these days.

[Burak @brkben]

@hr_unhinged OK Karen

[Burak @brkben]

@EliLake @MisesCaucusMA even it's going to make you a terrorist, right?

[Burak @brkben]

@Sykodelic_ This also means that those shorts will need to cover rapidly in case of a pullback.

[Burak @brkben]

@fidelitas_lex Naval'ın herkes gibi kendi çantasını düşünmesinden bağımsız olarak, privacy'in gerekliğine bomboş bir argüman diyip bunu sağlayan teknolojiye de bayat bir iş demek baya iddaalı bir söylem.

[Burak @brkben]

I’m increasingly convinced that $PLTR is following the old crypto playbook, with lots of hype-filled, paid social accounts to prop up the share price, along with their frantic CEO’s ego

https://t.co/ssRJwEjz58

https://t.co/av1K0a0aRc

https://t.co/34OfgC7d25

[amit @amitisinvesting]

$PLTR

BREAKING: Palantir & Saudi Arabia signed a strategic defense agreement at a roundtable yesterday in Washington DC.

As Saudi Arabia is committed to buying chips from Nvidia, it seems the software stack to create value from those chips may end up being Palantir.

As Alex Karp has said, this is a revolution that is constituted by chips and ontology.

[Burak @brkben]

Which fund of Vanguard?

Vanguard is best known for its passive index funds and ETFs, which simply track market indices.

A passive fund simply buys the stocks in the same proportions that the index holds. No stock picking

Fund managers are not actively choosing what to buy or sell.
If a stock is in the index, the fund will buy it as investors bring money in.

[Burak @brkben]

I’m starting to think that $PLTR has paid shills and their Ontology crap is just AI created fantasy.

I think their CEO is a con artist and will go into history books.

[Trade Whisperer @TradexWhisperer]

$PLTR valuation makes ZERO sense

But then why do institutions keep buying it?
What do they know that you don't?

I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way

Palantir has monopoly on Automated Governance, serving as the ultimate Operating System for Data and Global Decision-Making. The world is starting to see the massive benefits of AI agents developed on the Palantir platform, which boost efficiency, drive higher earnings, and outpace the competition. Over time, Palantir will reign supreme among AI agents, with all other AI entities eventually integrating into the powerful Palantir Ecosystem. This is just the beginning.

Think of $MSFT Windows. Before Windows, people relied of MS-DOS (which is another OS) and before that it was CP/M which were really bad Operating Systems. The Tools didn't talk to each other. You couldn't multitask. You couldn't perform Technical Analysis while at the same time executing the trades. You couldn't stream your games on Youtube while playing it. It was limited and fragmented into separate sessions and executable files (.exe). You were LIMITED, much less efficient.

It is exactly the same for all Governments and Corporations and right now. They've grown so big, beyond scalability. Tons of data are being generated by too many programs, locations and departments. Each source of data have different expertise of people with totally separated ownerships and power over the data (e.g. Business Dept. vs Manufacturing Dept).

Just like it was inefficient or impossible for MS-DOS to transfer data from one application to another in real time. It is inefficient to transfer the data from one department to another for a simple decision-making. It takes so much time, resources and too many meetings. It could take days if not weeks to get it done. Why? Because of ownership and qualifications over the data. If you don't work in the Business department then you don't qualify to play with that data. If you don't work in manufacturing department, you can't own the data. So in order to unify the two data sources. You are reliant to different groups. That's only one small example.

Think of your responsibilities in your own household. One partner is probably more accurate on handling the grocery list and school events while the other is more reliable in fixing cars and backyards. As a 3rd person (perhaps an accountant), you would be reliant on each of them to provide the receipts for their own spendings.

This is where Palantir's Ontology kicks in. Voila, it unifies every single data source and specialties within the company.

Think of Palantir's Ontology as a digital map for a company's data. It organizes all the information in a way that makes sense, connecting different pieces of data to each other and to real-world things, like products, equipment, or customer orders.

Imagine you have a messy room with all your stuff scattered around. The Ontology is like a system that helps you organize everything neatly, so you can find what you need quickly and easily. It's a way to make sense of a lot of data and use it effectively.

Palantir solves scalability and reduces big corporations and governments down to its core principles, to make a good decision. With Palantir, it is much easier to grow, digitally.

“There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt

“Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard

“Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore

Companies don't like to be blind and deaf in the middle of a freeway nor to be underperforming to be punished by the stock market. Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need a AI to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect to swim. AIs need..

ONTOLOGY.

Think of AI agents as Culinary Chefs. The Palantir AI chefs will have all the ingredients and tools in ONE COMMON PLACE to make magic happen, enabling on-the-fly decision-making without the hindrances of bureaucracy or data ownership issues. This unity is the game-changer. Palantir is...

A Super Integration Company

And that is vastly more superior and transformative than the hype of 'AI' You can hire the best Chef in the world but without fresh ingredients and tools, he will never be effective. So that's why it's not just about AI agents, it's more about what's available to them, a unified kitchen full of many ingredients, recipes, assistants and tools.

PALANTIR ONTOLOGY is precisely that Kitchen, an Operating System of Data and Global Decision-Making

Just like how $MSFT has become essential to our every day lives, $PLTR will become essential to every single businesses and governments in the world. It's just matter time. The monopoly is here to stay.

Is $PLTR valuation through the roofs? Hell Yeah, but what's the alternative? NONE

[Burak @brkben]

Anyone who has worked with enterprise-level databases knows that what’s being described here is fundamentally not scalable. Large-company data environments are messy, fragmented, and wildly inconsistent. There is no universal plug-and-play solution, none. Realistically, you’re looking at three to four months of projects involving data migration, cleaning, restructuring, and integration, often requiring multiple consultants, before the data is even ready for an analytical tool.

So how is this a scalable business model?

And that’s just the private sector. Now consider governments, especially those that may be reluctant to give an American company access to their internal data sources. The barriers get even higher.

As it is described here it is just another business intelligence company wrapped in shiny probably LLM generated buzz-words.

[Burak @brkben]

Imagine if everyone’s bank balance were visible on X

Imagine every purchase you made could be seen by anyone.

Think about how differently people would act.

Privacy matters.

[major @xmgnr]

all this talk about privacy is intellectually dishonest

ppl think privacy is now important bc of ZEC pump

but look at revealed preference: how many ppl actually go out of there way to maintain financial privacy in their everyday life? literally nobody cares

if mert gave a fuck about privacy he wouldnt be talking about buying zcash all the fucking time and posting on twitter 24/7

[Burak @brkben]

How Germans manage to be on the wrong side of a genocide twice a century is truly astonishing. Different level.

[The Resonance @Partisan_12]

🇩🇪German Chancellor, Friedrich Merz:

“We support the Israeli army, it's no secret, we support Israel.. our unconditional solidarity with Israel has never been in question for me. My personal relationship with Israel is absolutely good. It is a great country.”

[Burak @brkben]

@sk_sahil24 @arkham Not surprisingly 80 percent of them are white dudes

[Burak @brkben]

@CloutedMind Nothing other than market’s repricing democrats win in the next election cycle, hence collapse of Trump’s Cryptoland story. And a little bit of bubble here bubble there scare of equity markets

[Burak @brkben]

@MBajc23 @RedbeardAI @michaeljburry I agree that at the maturity, yes definitely, but not as fast as they are planning or spending capital for. So there will be some reckoning in valuations before it is up only.

[Burak @brkben]

@MBajc23 @RedbeardAI @michaeljburry Plus you have at least 4 big players competing to scale, and at this rate either they have to crease new use cases, value propositions for whoever is going to consume it, or it is not very unlikely that one of these players will be toast.

[Burak @brkben]

@MBajc23 @RedbeardAI @michaeljburry But essentially it is revenue story isn’t it? We have never seen Capex anywhere near of this scale in such a short period of time. They will eventually need to sell this compute and my point is there are not as many (smart) people to consume it.