Kevin Mark

Software @ Palantir. Christ is King. Who Dares Wins. Bench seat American.

[Kevin Mark @KevinMark]

Patriots in control 🇺🇸

[Eliano A Younes @eliano]

Palantir CEO Dr. Alex Karp and President Trump 🇺🇸

Via Brock Sorensen ⬇️

[Kevin Mark @KevinMark]

Predictably

[Paul Hudson @twostraws]

The new  Park water bottle is – predictably – absurdly high quality. #WWDC26

[Pete Hegseth @PeteHegseth]

Two simple Truths:

Jesus Christ died for our sins.

America’s fallen died for our freedom.

May we live worthy.

[Kevin Mark @KevinMark]

As the VP said, on Memorial Day our duty is to be the Americans, and the America, our Warfighters lived and died defending.

God bless America

[Kevin Mark @KevinMark]

If we can spend $80 billion a year on foreign aid we can throw a bill or two at a project much more edifying for our country. Let’s do it.

[Daniel C. Green | The Eagle Eye @TheEagleyeNews]

I think we need to build this.

I designed this below image, representing Lewis and Clark on the Mississippi in the style of Argonath.

At $1 Billion or more, I think it can be done.

[Kevin Mark @KevinMark]

Just when I thought this season couldn’t get any worse

[Baltimore Orioles @Orioles]

.@iamjohnoliver stopped by The Yard today! 🙌 #Birdland

[Kevin Mark @KevinMark]

He must increase, but I must decrease.

John 3:30

[Kevin Mark @KevinMark]

@chadwahl Good human advice, human

[Kevin Mark @KevinMark]

@petewilz I agree. Had a professor do something similar with us. Exams in handwritten C.

There is distinct value in The Old Ways and I’ve come to appreciate that more and more. But what I’m challenging here are the cat-and-mouse games they are playing with take home / remote assignments.

[Kevin Mark @KevinMark]

A losing game. Instructor’s time would be better spent updating their curriculum to prepare their students for the world as it is and will be, not as they wish it was.

[Owen @owenology]

Just found out that Berkeley course staff are writing hooks inside course repos so if a student opens an assignment in Claude Code or Cursor the agent will automatically ping the staff 😵‍💫 well played

[Kevin Mark @KevinMark]

For the word of the cross is folly to those who are perishing, but to us who are being saved it is the power of God.

1 Corinthians 1:18

[Kevin Mark @KevinMark]

The art style of nightmares. Still prominently featured in the Airbnb app.

[Kevin Mark @KevinMark]

“I’m not going tell you I know how to fix the world, but I do think that family is a good place to start.”

[Kevin Mark @KevinMark]

ESG stands for Energy, Software, and GPUs now

[∿ @somewheresy]

DEI stands for Datacenter, Electricity and Infrastructure now

[Kevin Mark @KevinMark]

@eliano @mindthelongterm in it for the love of the game

[Kevin Mark @KevinMark]

@chadwahl last place bud

[Kevin Mark @KevinMark]

@CaseyRTalbot @PalantirTech We’re excited to have you in the program. Congratulations!

[Palantir @PalantirTech]

The mission continues.

[amit @amitisinvesting]

$PLTR

Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible.

Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year.

They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027?

Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise.

A quote from Shyam, CTO, last night:

"More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one."

Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful.

The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue.

The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish.

Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world.

Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years.

LFG.

[Kevin Mark @KevinMark]

Well said

[KP @KPHouston24]

@SawyerMerritt @wholemars Tech left tech journalists behind. No one reads their crap and now it’s just a group of jealous angsty people trying to shit on everything instead of actually enjoying new tech and being curious.

[Kevin Mark @KevinMark]

@riverswrites True