Mircea Staicu

engineering

[Mircea Staicu @mdstaicu]

@louismosley The under discussed point is interoperability, how Foundry deployments can enable governed data products, letting independent institutions collaborate without giving up control of their own data. But I'm not sure private citizens or public officials are ready for this.

[Mircea Staicu @mdstaicu]

@sstrenev Can you add me as a tester to TestFlight?

[Mircea Staicu @mdstaicu]

@StockMKTNewz https://t.co/yBVfhDXDbC

[Bravos Research @bravosresearch]

This time is NOT different.

A thread 🧵

[Mircea Staicu @mdstaicu]

@amitisinvesting @kiantrades 🚀

[Mircea Staicu @mdstaicu]

@arny_trezzi Savage

[Mircea Staicu @mdstaicu]

@Elianoayounes Pre ordered https://t.co/qxoQj8yLJj

[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

[JSC @_JSCeee]

If you only hire senior developers, you're doing it wrong. Hire juniors and mentor them. Yay! @eduardsi

[Joan León 🏞️⚡️ @nucliweb]

I have published a website with Web Performance Snippets to make it more user-friendly, more orderly, and with a search feature

⚡️💾 https://t.co/fDpDDY46zs

#WebPerf #Performance #PerfTools

[Arny Trezzi @arny_trezzi]

How $PLTR disrupted its own business:

[Mircea Staicu @mdstaicu]

@Either_Square Same

[Mircea Staicu @mdstaicu]

@svpino Say one also didn’t pay attention to SQL during class, any good courses, references to catch up, in a practical way?

[Santiago @svpino]

I wrote, "Scrum is a cancer," and the Internet had thoughts about it.

After 3,400 replies, I learned a few things:

First, the most common jobs among the people who told me I was wrong were "Agile Coach" and "Scrum Master." They feel very strongly in favor of Scrum, but I'm not sure why.

Second, Scrum can't fail because Scrum is whatever you want Scrum to be. There's no right way to do Scrum, so if it doesn't work for you, you aren't as bright as you thought you were.

Third, Scrum isn't agile, except when it is. But it's much better than Waterfall, except when it isn't. And it's better than nothing and everything at the same time.

Fourth, many people got triggered by my comparison of Scrum and communism. They say communism is great but recognize they have never lived in a communist society. They keep mentioning this book they read and how every person who shed blood under communism was "doing communism wrong."

Finally, by far, most people hate Scrum with passion.

No matter how you look at it, Scrum is a failure.

[Santiago @svpino]

Scrum is like communism.

It fails everywhere, every time, but they tell you “you aren’t doing it right.”

[Arny Trezzi @arny_trezzi]

How $PLTR is perceived:
- FinTwit: SBC
- Value Investor: trash
- Analysts: SPACs
- Wall Street: Not ESG
- SaaS Experts: Consultancy
- Cramer: Black Box
- Media: Trump-backing SPY
- Karp: $1 trillion
- Palantards: YOLO
- Foxglove: Satana
- Ukraine: Holy grail
- Russia: HOLY SH!T

[Mircea Staicu @mdstaicu]

@JustTreatment

[Mircea Staicu @mdstaicu]

@JustTreatment @Foxglovelegal Yes, huge shoutout on efficiently wasting taxpayers money on an inefficient product using populist biases and fears

[CJ Gustafson @cjgustafson]

How does dilution impact you as a startup employee?

Let's go through a (lucrative) example:

[Kaz Nejatian @nejatian]

Crypto PM
FinTech PM
Big Bank PM