Last week at Palantir’s Sovereignty AI Bootcamp, I presented on the architecture behind Palantir AIP.
Working on consequential workflows in the field has shown me that sovereignty spans the stack. It’s not just the model. It’s your data, compute techniques, the actions you can take, your people’s tribal knowledge, and the ontology that ties it together.
In conversations with executives, I heard a clear desire to own their intelligence and make it compound. That takes people who know the work and a platform that helps them express that knowledge and put it to use.
The model should be in service of you, helping you compound what you know and can do, not the other way around. $PLTR
Palantir CEO Alex Karp calls out the common playbook students are taught for SaaS:
"Build a product that's not very valuable to the client where they're addicted to it, then hire lots of salespeople and get lots of people to buy it against their will… It's like a venereal disease”.
Being an outsider is about the willingness to think differently when fitting in would be easier.
Dr. Karp on @WalterIsaacson’s Builders. Listen now 🎧
https://t.co/PsyHUJwlTD
BIG win for Abbvie and congratulations UAE for the speedy regulatory approval. Indication Expansion is so important to do faster and more precisely…This warms my heart!! ❤️
riffing on half formed & often strange ideas with great ppl is one of my absolute favorite things to do.
& you know it’s magical when you arrive at a destination that neither of you could’ve arrived on your own.
like a kind of improve if you will.
I’ll tell you one ground reality about $PLTR. This TCV nitpicking or whatever else doesn’t matter. They’re growing at a steady pace of around 100%, with so much demand they can’t even meet it. If they wanted to take shortcuts like many others do, they could push far beyond what anyone can imagine. This story is far from over. They have so many levers they have yet to pull and can pull whenever they want. It’s still early.
Architect @PalantirTech on Sovereign AI -
“In conversations with executives, I heard a clear desire to own their intelligence and make it compound.
That takes people who know the work and a platform that helps them express that knowledge and put it to use.
The model should be in service of you, helping you compound what you know and can do, not the other way around.” $PLTR
Last week at Palantir’s Sovereignty AI Bootcamp, I presented on the architecture behind Palantir AIP.
Working on consequential workflows in the field has shown me that sovereignty spans the stack. It’s not just the model. It’s your data, compute techniques, the actions you can take, your people’s tribal knowledge, and the ontology that ties it together.
In conversations with executives, I heard a clear desire to own their intelligence and make it compound. That takes people who know the work and a platform that helps them express that knowledge and put it to use.
The model should be in service of you, helping you compound what you know and can do, not the other way around. $PLTR
What Karp said about Sovereignty applies to consumer companies too! Is the model in service of you or are you helping reverse that narrative?
Think about what you’re transacting… really thing about it
Yesterday's earnings call with Reddit's CEO will be referenced for years to come.
Reddit, $RDDT, is now down -42% in 8 trading days.
AI has disrupted search, and the internet more broadly, forever.
Our thoughts on this are included below.
$PLTR
Palantir CEO Alex Karp at the company’s 3rd Institutional Sovereignty bootcamp today:
“Our entire goal is to make sure that our partners protect their alpha. The sovereign movement is dedicated to making sure that you own your ability to succeed and at Palantir, we win if you win.”
Extraordinary people without extraordinary work are a waste of potential. Better to be dumb and maximized than smart and leaving meat on the bone.
The trouble is you don’t know which you are until you truly give it your all. So for no other reason than curiosity, it’s worth seeing the violence you’re truly capable of when you burn the boats and go all in.