Sagar

🇮🇳 | 🇩🇪

[Sagar @sagarshimpi007]

@Amara__Don Yes

[Sagar @sagarshimpi007]

@jod_insane YES

[Ricardo @Ric_RTP]

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.

Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.

His exact words:

"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."

He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.

Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:

"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"

That question breaks the industry.

If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.

Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.

Karp went even further...

He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."

American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.

And the part the AI industry does not want anyone thinking about:

Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.

The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."

He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.

The entire AI industry has been priced for perfection on one assumption:

That frontier labs produce durable, defensible value that justifies infinite compute spend.

But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.

The moment enterprises stop believing, the whole valuation stack shakes.

[Erik Solheim @ErikSolheim]

In defense of Indian 🇮🇳 democracy!

During Prime Minister Narendra Modi most successful visit to Norway a minor incident happened. A Norwegian journalist demanded that the prime minister starts holding press conferences. She claimed that Indian democracy is in bad shape.

May be its time to pause? May be its time to be a bit curious to the world’s largest democracy?

Two weeks ago five Indian states and territories held elections. The turn out in the battlefield state of West Bengal was 94%. In the last local election in Norway it was 62%, in many European local elections turn out is below 50%. Can voting in massive numbers be a signal Indians trust their democratic process?

In the same election BJP won big in Assam and West Bengal. It lost even bigger in Kerala and Tamil Nadu. Can this diversity be a signal that Indian democracy is reflecting the will of the people?

The journalist referred to a democracy ranking putting India at 157 in the world, behind many dictatorships and deeply troubled states. When a ranking is so obviously contrary to common sense, why not ask critical questions to those making the ranking rather than demand that leaders shall comment on nonsense? I recommend Salvatore Babones book “Dharma democracy”. The book debunks convincingly the flawed methodology of these rankings.

It was referred to a ranking claiming it’s very dangerous to be a journalist in India. Reality is that it is more dangerous to be journalist in the US and far more dangerous in the vast majority of other nations in the world.

Let’s be real. India is not perfect. Of course there are incidents. India has a population the size of North America, South America and Europe combined. But India is much more peaceful than Europe or the Americas. That’s remarkable - given the ethnic, language and religious diversity of India and the many development challenges.

Unless we consider democracy a form of government only suited for some very small, peaceful and homogeneous Western European nations, may be we should commend Indian democracy?

India is the only major former UK colony which became and has remained a democracy. Its sometimes claimed that the Brits taught India democracy. If that was the case why isn’t Myanmar or Pakistan or the Gulf kingdoms democracies??? Reality is that Indian democracy is both homegrown and extraordinary successful.

[Narendra Modi @narendramodi]

Today, India takes a defining step in its civil nuclear journey, advancing the second stage of its nuclear programme.

The indigenously designed and built Prototype Fast Breeder Reactor at Kalpakkam has attained criticality.

This advanced reactor, capable of producing more fuel than it consumes, reflects the depth of our scientific capability and the strength of our engineering enterprise. It is a decisive step towards harnessing our vast thorium reserves in the third stage of the programme.

A proud moment for India. Congratulations to our scientists and engineers.

[Raghav Chadha @raghav_chadha]

In Parliament today I proposed optional Joint filing of Income Tax Returns for married couples.

Family A
Both spouses earn ₹10 lakh each.
Total household income is ₹20 lakh.
Tax: zero

Family B
One spouse earns ₹20 lakh. The other stays home to raise their child.
Total household income is ₹20 lakh.
Tax: ₹1.92 lakh

The only difference is how the salary is split between the two spouses.

One roof. One kitchen. One household budget. But when tax time comes, the family disappears.

The tax system sees two individuals. A husband and wife become strangers. No clubbing of income or rebates.

In Parliament today I proposed optional joint filing of Income Tax Returns for married couples, so families with uneven incomes are not unfairly penalised. If implemented, then Family A and Family B both will pay Zero Tax.

[Sagar @sagarshimpi007]

@viralbiryani Meatballs ❌ Motichur balls ✅

[Swapnil Kommawar @KommawarSwapnil]

Leaving India to work abroad feels exciting at first.

New country.
New money.
New life.

Then reality starts.

Rent is high.
Food doesn’t taste like home.
Festivals feel empty.
Time zones steal your calls.
Parents grow older on video screens.

You say, I’m fine.

Because you know why you left.

Your family sleeps peacefully
because you chose struggle.

Not everyone sees your sacrifice.
But your bank transfers do.
Your parents’ smile does.

That’s enough!

[Shekhar Dutt @DuttShekhar]

You might see me criticising him, the government, or a policy tomorrow

But today, when some of the safest and most prosperous places in the world are being bombed, we can pause and acknowledge that

India is stable
India is safe
India is in fact growing

Navigating 1.4 billion people through a volatile world run by unpredictable mad men without dragging ourselves into chaos is a momentous task

Critique when needed,
Credit when due

And today, a moment to say thank you 🙏

[Smita Prakash @smitaprakash]

Because of the current situation in West Asia, the European Union is calling special Security College on Monday. Yes Monday.
You can’t disturb Europeans on their weekend, you see.

[Sagar @sagarshimpi007]

@Abhishekkkk10 This level of sarcasm internet deserves

[Raghav Chadha @raghav_chadha]

My Demand: Make Long Term Capital Gain TAX on Equities NIL for individual investor.

I welcome the hike in STT (security transaction tax) on derivatives as it can curb reckless speculation. Nearly 90% of retail investors lose money in F&O, turning markets into gambling.

When STT was originally introduced, LTCG was zero. But now with both STT and LTCG in place, investors are disincentivised.

I urge the govt to abolish LTCG on equities for individuals, as done in Switzerland, Singapore, UAE & others. This will boost household wealth, reduce speculation, and shift savings from gold & real estate into equities.

[Palantir @PalantirTech]

Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.

Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.

We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth.

[amit @amitisinvesting]

$PLTR

Thoughts on Palantir's Q4 earnings:

- First, wow. Just wow. I've been covering the company for about 5 years now and this is single handedly their best quarter in history. Every time we feel like they can't beat our already high expectations, they find a way to blow them out the water. I guess that's what the true generational companies do, they simply execute at a level that is so profound that the entire world stops to recognize why they deserve the praise they are owed. Palantir deserves every last bit of praise, especially because they got none of it for 20 years.

- This company is growing at an unprecedented rate. 70% rev growth in Q4, guiding for 74% in Q1 and 60% in FY 26. We know most of these numbers will be beaten as well. What software company is growing at these levels? Which even are close to putting up the operating margins that Palantir is showing, much less expanding those margins quarter after quarter? This is not just becoming a growth stock, this is becoming a company that is defying all growth expectations. Raising FY guide by $1B? Really? A billion ahead of consensus? If the market is trying to reward growth, then Palantir is showing that growth when EVERY OTHER SAAS name is struggling to show any level of meaningful growth.

- Valuation. Look, Palantir has been expensive for a long time and I'm not going to try to make the argument that if they compound like this over the next 5-10 years that the stock is incredibly cheap (although that argument can be made) but we have to ask ourselves WHY the market continues to give Palantir a premium. For the people saying that it's purely retail hype, I think that argument needs to be put to rest. I mean, you can keep making the argument, you just look really silly. To say these types of growth numbers is retail hype is nonsense, the institutions and retail understand how incredibly rare finding a company like this is but retail just happened to find it first and continues to hold because of results like what we saw today. I also think it is really, really important to understand TAM + Palantir's moat when thinking of valuation. The TAM for AI may be bigger than any TAM we have ever seen. Maybe not, time will tell, but if it is...Palantir is going to capture a part of that and continue to compound. Their moat is essentially becoming the "operating system" for every industry and although their customer count is not growing significantly QoQ (yet) their revenue is, why? Because they are actually providing value to their clients and that value is translating into a larger piece of the pie. Eventually, that will scale into tens of thousands of customers (right now they have only 954!) and the government platforms they are building like ShipOS are individually going to become $1B ARR businesses for MULTIPLE countries in the future -- my point is, I think we are at the beginning of the S curve, not the end of it, and that's why the street is paying up.

Now, I'm not saying macro can't take the stock down or that it is the cheapest stock out there, I'm saying that this company has a moat that is so large and being VALIDATED so strongly by the numbers that I once again ask myself every time after an earnings why I don't have more -- which is why I bought more after earnings. Buying here in 10 days may be risky but not in 10 years which is why I continue to add.

Also, another point on valuation -- if the stock were to get hit by 20% like many have been saying for Palantir to go to $120 or below, AFTER THESE results, then I think many people would see that as a very attractive opportunity. The dips get very easy to buy when a company of this caliber continues to execute at this rate so if for some reason we need to see some serious drawdown, now that we have growth guidance at these levels, it does not make it that scary to buy more.

Finally, I just want to say that I am really, really grateful for what Palantir has done for my life. I met so many of you at the NYC meetup (pics coming soon!) over the weekend that took a chance on me as a creator talking about this company 4 years ago and Palantir the company and it has changed so many lives and because of you all that have consumed my content, it has allowed my dreams to come true. I don't take that lightly and I am humbled beyond imagination. Palantir has given me a platform, it's given me an audience, it's given me financial freedom, and it's given me the obsession and drive to continue covering what is the single most exciting and misunderstood company on the planet, just like I was 4 years ago when I was making videos about the company in my parent's basement. Emotional isn't even the word when I see an earnings like this and knowing how hard the employees work to get these results and how much they care about the mission just makes the ability to cover the company and play a small part in their journey that much more special.

I've had the privilege of meeting Dr. Karp a few times and he consistently has told me that the loyalty and trust the individual investor had with their own capital in this name is one of the driving forces for why he is so excited to continue executing at a level that we haven't seen before.

Congrats to everyone who took a chance on this name years ago and to those who took a chance on me with covering this name. It has changed my life, Palantir has changed all of our lives, and the fun part is...the story really feels like it is just beginning.

[Elon Musk @elonmusk]

The balance of power is changing

[Narendra Modi @narendramodi]

Today is a day that will be remembered forever, marked indelibly in our shared history.

European Council President António Costa and European Commission President Ursula von der Leyen and I are delighted to announce the conclusion of the historic India-EU Free Trade Agreement.

This is a milestone in our relations which will:

Strengthen our economic ties

Create jobs for our youth

Opportunities for our businesses

Foster shared prosperity,

Build stronger global supply chains. #IndiaEUTradeDeal

@eucopresident

@vonderleyen

@EUCouncil

@EU_Commission

[Aria Westcott @AriaWestcott]

I DON’T UNDERSTAND WHY PEOPLE DON’T USE GEMINI FOR STOCKS.

Most traders are looking at charts from 6 months ago.
Gemini analyzes real-time sentiment on X to predict future.

Here are 20 prompts to find the next 10x stock:

[Ursula von der Leyen @vonderleyen]

Long live India.

Long live the friendship between Europe and India.

🇪🇺🇮🇳

[James Blunt @JBlunt1018]

What the fuck is this obsession with having an Indian neighbor?

The guy lives in the neighborhood — not in your house, not on your couch. He pays his fucking taxes. His kids do well in school. They mind their business, work hard, and treat people with respect. That’s literally the deal in a civilized society.

If someone’s skin color bothers you more than whether they’re productive, law-abiding, and decent human beings, then immigration isn’t your problem — you are.

And if you want to live in some fantasy land where only one race exists, America is not for you.

You’re free to fuck off and find that place somewhere else.

[WORLD NEWS @_MAGA_NEWS_]

🚨 JUST IN: In a bombshell speech, German Chancellor Friedrich Merz just called the EUROPEAN UNION A COMPLETE FAILURE in front of global elites by stating, "Germany and Europe have wasted incredible potential. We have become the world champion of over-regulation and zero growth."