Kahili

analytics engineer | 20k $PLTR

[Kahili @kentoinabento]

Find yourself someone who looks at you the way Molly looks at Karp

[Molly O’Shea @MollySOShea]

BREAKING: Inside Palantir with Alex Karp

Exclusive interview in Palantir’s office.

We cover:
- $PLTR record earnings
- ~$500B market cap milestone
- New Biography: The Philosopher in the Valley
- The rise of AIP & its impact on global enterprise
- Morality, value creation, & helping Americans win
- Dyslexia, artistry, & Karp’s leadership philosophy
- The Legacy of Rosita
- Cupcakes

Special thank you to @elianoayounes for the strategic vibes & the @PalantirTech team for helping put this together!

Highlights:
(00:00) Inside Palantir w/ Alex Karp
(02:16) Building w/o hierarchy, the anti-playbook culture
(05:00) Artistry & conviction in product creation
(06:45) Ignoring consensus & betting on vision
(08:45) Helping Americans win - soldiers, workers, investors
(11:00) Moral conviction & the foundation of Palantir
(13:00) Meritocracy, realism, & Western values
(15:41) The Eisenhower Award & moral leadership
(19:45) Dyslexia, intuition, & leading through instinct
(22:38) Value creation vs. hype in the AI boom
(26:19) Launching AIP - Palantir’s turning point
(28:30) AIP as the operating system for the AI era
(33:15) Rosita - family
(39:55) Cupcake

[Kahili @kentoinabento]

@JackPrescottX I swear the people who complain about insider sells aren’t even invested in the stock. They just can’t stand seeing Palantir shareholders continue to win.

[Kahili @kentoinabento]

@threenotes_jp マジで初めて聴いた日本語のポッドキャストだけど、間違いなくこれが最後にはならないな。自分自身に対してもリスナーに対しても、とっても素直で誠実に向き合っていて楽しかったです。次回も楽しみにしてます！

[Kahili @kentoinabento]

@threenotes_jp ラジオネームは「けんと弁当ボックス」でよろしいお願いします。

ギター、作詞、作曲、歌い始めようと思ったきっかけは何ですか？そしてどのアーティストからインスピレーションを受けましたか？

[Kahili @kentoinabento]

@threenotes_jp 最近運転中はいつも凪の曲を大音量で流してるよ。窓を全開にしてね！

[Kahili @kentoinabento]

@threenotes_jp To name a few
Apocalypto - historical drama
Memento - psychological drama
Pulp Fiction - crime drama
The Big Sick - romcom
Project Hail Mary - scifi

[Kahili @kentoinabento]

@threenotes_jp You’re so talented, it’s incredible.

[Kahili @kentoinabento]

過去の後悔や未来の想像が出来るって事は自分なりに成長しずつけてるって事だよ。人それぞれ歩いた道、そし���これから歩く道は独自に異なってるからこそ人生って素敵だと俺は思う。

生きるってのは人生の経験と思い出の重なりだから忘れたい物も当然あれでしょう。でもだからと言って忘れたい事を無理やり忘れようとするのは反対の効果になってしまう。

そうするより俺はもっと良い思い出や経験をたくさん集め続けて、いずれ嫌な思い出は自然に考えなくなるって確信してる。

[Kahili @kentoinabento]

@threenotes_jp とってもキレイでカッコいい曲だぜ！何どもリピートしちゃった。

[Kahili @kentoinabento]

@threenotes_jp アメリカからお誕生日おめでとう！めっちゃ良い音楽作ってるね。これからの新作が楽しみです。フォローを受け取ってください。

[Kahili @kentoinabento]

Did my man just reference Alex Karp?

[Satya Nadella @satyanadella]

https://t.co/xv6csf1SbV

[Kahili @kentoinabento]

@louismosley @sidsingh_15 lfg louis, all that is gold does not glitter

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[Kahili @kentoinabento]

@KTmBoyle @rmcentush @Saronic Must hav something to do with this.

https://t.co/7CYIw0GSbz

[Louis Mosley @louismosley]

I welcome scrutiny. On our NHS work, the FT has done plenty of it. I haven't always agreed with where their reporting has landed, but today I have to agree with their Editorial Board:

‘it is clear that NHS data management has improved during the period of Palantir’s contract. So exercising next year’s break clause would be the wrong decision.’

Their editorial, however, does repeat many of the Science, Innovation and Technology Committee’s concerns. So let me answer them head on:

1/ ‘Palantir is “far from the only company capable” of providing the data analysis UK public bodies need’.

Asserting there should be a British alternative is not the same as there being one. The NHS ran an 18-month, fully open and competitive tender for the FDP. Every major tech company bid, thirty independent evaluators assessed the field, and Palantir won. For what it’s worth, the companies that came second and third in that competition were also both American.

2/ ‘confirm the nature of Palantir’s access to NHS patient data.’

From the headlines you’d think our engineers can pull up anyone’s full patient record. That is simply not true. My rebuttal: https://t.co/KCbZoRfEmE and Tom Bartlett's independent analysis: https://t.co/alPJAv5lhX

3/ ‘the UK is getting “locked in”’

Dependency and lock-in are not the same thing. We become dependent on things because they are useful. Lock-in is a technical problem: ie data and logic that can’t be exported from one system to another. Palantir is built on open formats with open languages, and the contract guarantees the NHS can take its data and logic anywhere it wants. There is no technical lock-in. If a better system emerges, the NHS can migrate there.

4/ ‘It should also explain why Palantir won a £240mn defence contract without a competitive tender.’

This was because it was an extension of an existing three-year programme, not a new award. Extending a programme that is performing avoids the cost, delay, and operational risk of re-procuring work already underway. That is a standard and responsible use of public money, not a lack of scrutiny.

I’ll end where the Editorial Board began with a line I would happily sign my name to:

‘Britain should endeavour to use the best available technology for any task.’

[Kahili @kentoinabento]

@TiffanyFong Get ready for some family friendly titties

[Kahili @kentoinabento]

@chadwahl @hyperindexed LFG, Palantir is more than defense

[Tom Bartlett @tom_nhs]

I led the team that built the NHS Federated Data Platform. I've left NHS England and written down what I think the debate is getting wrong.
https://t.co/OEtSI4AoOD

[BBC Politics @BBCPolitics]

Louis Mosley, head of UK and Europe at Palantir Technologies, is challenged on #PoliticsLive by Faiza Shaheen of Tax Justice UK over the company’s contract with the NHS and its use of patient data

https://t.co/N2ifBgWG4j

[Kahili @kentoinabento]

@nickshirleyy So you were able to get an appointment with those consultants on how to start a hospice? The scale of the fraud is insane.

[TBPN @tbpn]

Palantir CEO Alex Karp says the US needs to "completely transform" its education system to prioritize highly technical vocational training and testing systems that address "different forms of intelligence":

"Vocational [training] has a bad, weird vibe here. Like, vocational training in Germany is very technical. The people building cars at BMW, or even in the French version of Airbus — [they're] very complicated jobs."

"They didn't go to college. They went to a very, very high-end high school and they come out without any debt."

"All of our tests were built around things that were valuable in the Industrial Revolution. You want to pull out all the dyslexics, all the neurodivergents, everybody who can't sit, or needs to build, or wants to build, [and have them] go into a separate slot."