@Kross_Roads Another option to look into next time is selling those OTM leaps. Eg. Dec '27 200 strikes paying out hefty $41 premium. Congrats nonetheless! Always good to bank that money!
After spending almost 6 years at #Palantir, I know something about what they do and what they don't do. As a result, I want to address the inaccuracies in the 6/30 @nytimes article that's been picked up by multiple outlets this week. 🧵 1/11
https://t.co/vs8GwtUdb2
@himshouse Would be interesting if we can see how much of the capped call transactions will reduce the dilution. They have allocated approx 42m USD of the raise for this provision.
$PLTR CEO Alex Karp joined @YahooFinance before AIPCon4 🔮
Full clip with timestamps⏱️
00:30 Trying to use LLMs in the enterprise is like “self flagellation. It’s expensive with no output.”
01:40 “all the value in the market is going to go to chips and what we call ontology”
02:15 “the general approach of just buying models is going to be essentially self pleasuring for an enterprise at the cost of the enterprise.”
02:45 The alternative to Palantir: “you buy some large language model, you party with it, and the next day you have a hangover”
04:14 “The way I would explain it to my most important investors, which are individual investors…” 😊
05:40 On AIPCon presenters: “The reason they're presenting is they're like, ‘wow, I didn't really believe this could work and now it's working really well.’”
07:16 Who will be the winners? “Well, come talk to our 70 customers, they think they're winning.” 🏆
08:04 AI on the battlefield: “Large language model plus ontology can be wielded as a very deadly weapon and create enormous efficiencies for especially small armies against large armies.”
09:32 the the products that actually scare our enemies are, are… software driven hardware systems, moving to software driven autonomous hardware systems
10:00 “These things are exactly isomorphic to commercial. You have enormous new headwinds, your competition has developed something that renders your product strategy irrelevant.”
“You have to rebuild it with a new playbook. This is exactly what happens on the battlefield. You cannot use a normal missile or normal tank on the battlefield anymore because the electric warfare, electronic warfare allows you to suppress the GPS signal.”
11:30 “We need growth. What makes America different than our adversaries right now is not just Western system, we have growth.
Where is that growth coming from? Technology.
What is that technology? It's compute plus ontology.
12:20 “There's only one way to fight a deadly adversary. With a deadly set of weapons.
12:30 “I recently got in trouble for saying I'm a peace activist.
I am a peace activist.
I'm a peace activist because I want enormous growth in America and I want real deadly weapon system.
You want peace in the world? You have a lot of growth in America and you have really deadly weapon systems, and you tell your adversaries: ‘You know what, I just might use them.’”
13:20 “We need to get out of the business of we're declining, we're apologizing, we're not going to use force…”
14:14 “We've been in business for 20 years. I have not seen an impact on our business, depending who's president”
14:34 “The DOD is CNN changing rapidly”
15:00 on Russia, China, and Iran: “They are working together against us and we have to work together against them.”
15:50 On the 5 year $480 Maven Contract: “This country is focused on using AI to have a structural advantage in how we deploy our assets and understand the battlefield. And Palantir plays a crucial role in that arena.
“And by the way, we're making it possible through our software to allow other software and hardware companies to work off of our platform. This is not just a win for Palantir though it is, and I'm very proud of it. This is a win quite frankly for the tech ecosystem that powers this nation.” 🇺🇸
@wagmisannfts@dcfgod Looks like fantasy fixed the reply metric. @dcfgod can go strong on his reply game. Going strong with the card too as a dark horse 🤞
@burhanc__@MazdaUSA My case is still open for 1 year now with my car stuck at the Mazda repair shop. Calling weeks on end to get a supervisor to get back to me. No one ever calls back. @MazdaUSA is broken.