Vip Patel

I'm all about technology, investing, good food, traveling, gaming, fast cars and Android. Senior Customer Success Manager @niradotcom (acquired by @dropbox)

[David Sacks @DavidSacks]

Only President Trump could convene all the leaders of the top companies developing chips, data centers and frontier models for Super Intelligence. This new Industrial Revolution has already created a million new jobs and is spurring a bigger infrastructure build-out than the railroads, canals and grid combined. I was honored to witness history as the leaders of the frontier lab companies signed the White House Accord on Super Intelligence, accepting responsibility for the safe development of their products and imposing new internal controls and external audits. This is far better than waiting years for some international agreement that would probably never happen. President Trump continues to ensure that U.S. remains the technology leader while putting Americans first.

[Coach Yac 🗣 @Coach_Yac]

Brock Purdy could have chose to take the layup with Deebo Samuel wide open underneath, but instead threw a DOT to Mike Evans in a tight window further down the field

That’s what you call an elite throw 🎯

[Chase Senior @Chase_Senior]

George Kittle blocked his ass off last night

#49ers

[David Lombardi @LombardiHimself]

49ers' pressures vs the Rams...

Osa Odighizuwa: 5
Ogbo Okoronkwo: 3

And then a bunch of guys with 1.

Nick Bosa's pressure was a resounding one to open the game — statement. And Osa is the game-wrecker the 49ers needed inside

[Ryan Clark @Realrclark25]

San Francisco knows how to scout running backs and put them in position to succeed. Been great 1-2 punch with CMC & the rookie Black.

[Sara Eisen @SaraEisen]

Howard Lutnick lost his brother and 658 employees on 9/11.

He then committed 25% of his firm, Cantor Fitzgerald’s, profits over 5 years to the families of his employees.
Beyond distributing money, he covered 10 years of health insurance for the families and hired children of victims as they grew up at Cantor

Thinking of @howardlutnick and all the families of the victims today

[Jawwwn @jawwwn_]

.@L3HarrisTech says Palantir helped them beat frontier AI models in less than 2 days, at 95% lower cost:

"When we fine-tuned open source models trained on our own data, we were able to outperform the frontier models in less than 48 hours."

"The cost of our fine-tuned open source model was 95% lower than the frontier models we were using."

"AI is a commodity. It's all about the data. We view our data as a corporate asset. It's our unique hard-earned knowledge."

"We believe American defense companies should not be a vassal for frontier AI labs, handing over our data and institutional knowledge, hoping to rent back the intelligence it creates."

" We own the model, we own the compute, we own the advantage."

[Vip Patel @vipeezy]

@JasonL_Capital Leap

[Netflix @netflix]

GRAND THEFT AUTO VI: AN EXTENDED LOOK
TOMORROW
12PM PT | 3PM ET

[Vip Patel @vipeezy]

@sportslarryk @sportslarryk make sure you hit up https://t.co/aMrObXgGdT for some amazing enchiladas

[Chris Camillo @ChrisCamillo]

Hold very little $PLTR these days, but love seeing it win after the gift it gave me in ’25. Knowing how many retail investors are along for the ride makes today even better.

[zerohedge @zerohedge]

Burry's PLTR puts

[Vincent @WhiteCollarExit]

Most investors think better AI models make $PLTR less relevant. My view is that the models are useless without PLTR. (Save this)

In the video below, the CEO of Palo Alto explains what actually becomes scarce as models get commoditized:

Context!

A model does not know why a customer's infra went down, what configuration they run, or why it broke the last five times. All of that knowledge sits inside the company.

Palantir has spent 20 years building exactly that.

Foundry pulls organizational data together, the Ontology maps how the business actually works, and AIP plugs any model into it.

= The models can change while the organizational context stays.

Which brings me to the valuation, where everyone says Palantir is expensive.

Karp said in early July that “two years out” he can see $15–18B of FCF.

At ~$160/share, that means you're paying only ~21–26x that FCF today.

Put a 50× FCF multiple on it, well below today's ~83x, and you get: $18B FCF → ~$375/share!

You tell me if 50x FCF is expensive for the operating layer of AI?

[Bala Selvam @BalaSelvam]

Palantir crushing earnings is just the start. What I saw and based on what we were able to do with Foundry was amazing and I think even with the high multiple based on revenue, Palantir is incredibly undervalued based on the way the AI is developing in the ecosystem. I can see them hitting $1T market cap by end of 2028.

I'm high on Palantir.

[amit @amitisinvesting]

$PLTR

PALANTIR Q2 2026 EARNINGS:

- Revenue of $1.94B, +93% YoY
- U.S. Revenue of $1.573B, +115% YoY
- GAAP net income of $1.062B, +324% YoY
- Rule of 40 at 155%
- GAAP Net Income of +$1.062B, 55% margin
- Adjusted Free Cash Flow +$1.220B, 63% margin
- $9.2B in cash
- Raised FY guide to $8.15B, +82% YoY

This was, once again, the best quarter in Palantir's history.

These numbers are not just mind blowing, the execution to achieve these results is fundamentally separating Palantir from every single other company on Planet Earth.

The market wants to know AI will change the world, not just pump tokens for the sake of it.

Palantir is the company bridging the gap between the value that AI promises and the infrastructure needed to unlock it and these results highlight how seriously Palantir embraces the burden of value creation.

Congrats to all investors who have been on the journey and a big thank you to all the employees who have worked so hard to deliver the results needed to make AI meaningful in the real world.

[Vip Patel @vipeezy]

@Jason @Jason have your tried https://t.co/zuciDxtChQ? You'll find pretty much whatever Rolex you want from there and new as well w box / papers

[Will @WillemDaFro]

'Nightcall' was & still is the most iconic synthwave song bar none, with no better showcase of it than the intro to 'Drive'. Often you can forget the impact of such special songs once they become so ubiquitous with respect to their genres, but this one never fades.

RIP Kavinsky

[amit @amitisinvesting]

$PLTR

Palantir moves from $122 in the premarket to $131 as the market opens.

It got hit in the premarket because of the $IBM news around software spend shifting to capex spend...but that seems like an IBM problem.

Quite frankly, if clients aren't willing to spend on IBM like they used to, it means that IBM has issues providing value to justify that spend.

Palantir has consistently said that an enterprise's spend should only go to software that results in OUTCOMES. Without those outcomes, most software spend is useless.

Satya Nadella literally quoted Alex Karp yesterday in his article about why the market needs to focus on true enterprise transformation and not just tokens. Chamath was on CNBC this morning saying that Alex Karp “deserves a medal” for being “on the right side of history" given his analysis around how the foundation model companies are stealing IP and don't actually care about producing value for their customers.

The market taking IBM down and PLTR up is actually resulting in exactly what Alex Karp has said:

The capital will be rewarded to the companies that are downstream of value creation.

[Vip Patel @vipeezy]

@KrisPatel99 @KrisPatel99 so what did you end up going with?

[Vip Patel @vipeezy]

@KrisPatel99 Why not go with the new 4k Google Streamer? Best experience and UI by far compared to all these other ones out there.

[Vip Patel @vipeezy]

@SlightlyRelevnt @kevinxu I'm pretty sure Google allows a self directed 401k allowing investment into regular stocks.