Elias Davis

Operator + VC. Office of the CEO @ Palantir. 🇺🇸 🇮🇱 🇵🇪

[Eliano A Younes @eliano]

Karp was right, again

[Chad Wahlquist @chadwahl]

Model companies are optimizing model usage.
Palantir is optimizing customer outcomes.

Enterprise AI is not a model problem.
It is an operating problem.

The hard part is not getting a model to answer a question.

The hard part is connecting that answer to the actual business with context, permissions, workflow, auditability, rollback, and someone on the hook when it breaks. This is what the Ontology does.

That is why the FDE loop matters.
You sit with operators.
You learn where the process is fake.
You learn which KPI is lying.
You learn which exception eats the whole workflow.
You ship.
You get yelled at.
You fix the platform.

Repeat for 20 years.

[Eliano A Younes @eliano]

“Palantir’s approach is fundamentally different than the AI labs (and any tech/consulting company we’ve covered.)”

N of 1

[dara khosrowshahi @dkhos]

The countdown is on 🇬🇧 ...

[Eliano A Younes @eliano]

“everything that looks like ‘I’m the same as my competitor’ is not that valuable”

- Alex Karp

[Eric Brock @CeoOndas]

This is smart Industrial policy. Supporting the drone economy is critical for US national security and economic prosperity. 🇺🇸

The tide is rising for the Drone Economy. Leaders are emerging and being rewarded.

Of course @OndasHoldings is proud to support and partner with @PDW_ai and @UnusualMachines and their important work as we drive maturation and delivery of these critical technologies. 👊🏼

[Ondas Inc. @OndasHoldings]

Episode 1 of the Ondas Podcast looks at how the industry is closing the gap between technology maturity and business maturity in autonomous systems. The conversation explores the “bots before boots” concept for ground operations and how SkyWeaver compresses the ISR cycle to accelerate decisions where lives are on the line.

We also discuss how recent moves, including the acquisitions of BIRD Aerosystems, Rotron Aerospace, and the Mistral merger, align with Ondas’ direction toward a unified multi-domain ISR platform. Watch the full discussion on YouTube to see how these elements fit together in our approach to multi-domain ISR. $ONDS

https://t.co/4IyRznWaxA

[Eric Brock @CeoOndas]

👇🏽

[Eric Brock @CeoOndas]

Happy to create this podcast with our friends @PalantirTech

The podcast will explore how Ondas and Palantir are deploying AI-enabled technology and capital to support national security and resiliency for customers across Allied nations.

Look forward to sharing more as we move forward together.

[Elias Davis @edavisVC]

@eliano Now that’sssss a piece!

[Eliano A Younes @eliano]

TOKYO 🫶 🇯🇵

[Palantir @PalantirTech]

Start your engines.

[Chad Wahlquist @chadwahl]

Still the freak show

[Elias Davis @edavisVC]

@gaby_goldberg Congrats!!!

[Shyam Sankar @ssankar]

The SPUDnik moment. After Mythos the physics of cyber defense has changed.

[Eliano A Younes @eliano]

“ok they realize companies can’t implement AI on their own, now get them to waste billions hiring imitation forward deployed engineers”

[Ondas Inc. @OndasHoldings]

Ondas reported record Q1 2026 results with $50.1 million in revenue, raised its 2026 revenue target to at least $390 million, and expanded pro forma backlog to $457 million.

The quarter reflected accelerating demand across counter-UAS, ISR, and autonomous systems markets while advancing Ondas’ global operating platform and AI-enabled multi-domain ISR strategy. $ONDS

https://t.co/q635nUZDdF

[Daniel S. Loeb @DanielSLoeb1]

I’m horrified you break bread with Hasan Piker and Mahmoud Kahlil.

[Brett Krieger @BrettKrieger12]

Alex Karp’s message to retail shareholders 🫶🏼

$PLTR

[Chad Wahlquist @chadwahl]

When earnings are so baller you need 3 mics to capture all the heat