I'm calling AIP Bootcamps Palantir's Tesla moment. Finally, people can test drive this platform and walk away with a paradigm shift in the way they think about software. They are spreading like wildfire!
I hope the people shorting $PLTR are loving this print. Congratulations to everyone at
@PalantirTech
on a great quarter and some delicious salty tears 😢 from the haters. Ummmmm, so good.
It looks like I will be presenting at AIP Con 2.0! And it will be recorded so you can see it. This will be an amazing opportunity to share what I'm building on Foundry!
We are at an incredible moment in history. In 2021 I made the prediction human-centric software was dead, it just didn't know it yet. As OpenAI faces mounting legal challenges, now with GDPR, it's clear Palantir has the right framework to legally leverage AI to its fullest.
If you think you know Foundry and AIP, get ready, because you ain't seen nothing yet. It's almost unfair the advantage Palantir customers have. No scratch that. Once you see what's coming, it's just flat out unfair.
Some mornings are good, some are bad, and others get you so jacked you want to blow the roof off. Congratulations 🎊 👏 to Palantir and all you shareholders!
Just got done writing prompts for AIP! I can't wait to share what we build. This AI imposter's Artificial Intelligence Platform sure feels real to me. Very excited.
I wanted to respond to Alex's latest Palantir video. Generally, Alex and I are fully aligned, and the video was really good. But he gets some things wrong on AIP. To be fair, Alex hasn't used the AIP components in Foundry, so, understandably, there were errors.
AIP will be gateway drug for the Ontology. The number of AI tools the Ontology can enable is insane: Geospatial, time series, graphs, search, write back, actions. AIP amplifies the value of these tools to absurd levels.
I dont want to get too far ahead of myself but I may be returning to YouTube. First interview takes me back to where it all began: Palatrillion! Stay tuned.
This is big! Beyond Apollo deploying stacks to CloudFlare, the billing Archetype is practical SaaS 2.0 for the masses! Also, Cloudflare provides the missing cache and edge network for Foundry-backed Apps! SaaS 1.0 is on the ropes.
.
The fact that Palantir is so misunderstood by the market and technologists represents the opportunity of a lifetime. And I am proud I seized that opportunity. It's proving to be perhaps the best decision I ever made.
My wish for 2024: Palantir Sky. A multi tenant SMB offering for running Foundry marketplace applications developed by Palantir and their enterprise customers. Usage pricing, onboard with a credit card, buy foundational ontologies, agents, and apps. Upgrade to enterprise Foundry.
How many new customers do you think Palantir added on Tuesday? Im betting close to 500, in a few hours. Everyone who registered provided a credit card and valid ID. Judging by the number of people messaging me, the demand is massive. And the youtubers? Silent.
Peter Thiel and black box. If you hear these two things in the same sentence about Palantir you know one thing. The person speaking is full of shit. Palantir is based on open source technology available on their github page. Board members aren't a metric for product quality.
If you want to build a custom GPT today with secure private data, Palantir's AIP Terminal is ready and waiting for you. Terminal can do more than just chat. It can interface with applications and drive their operation!
Alex Karp has often said we build products companies don't yet know they need. He has been proven prophetic on many occasions, and this is no exception. I am personally witnessing this sea change at the world's largest organizations in person. It's profound.
The market has absolutely not priced in the cost of AI regulation. Pay close attention in the coming weeks and months. This could become a major hurdle for some and a major catalyst for others.
"It's not just that we win clients; it's that we set a standard the competition can never meet."
"They're going to go to every other vendor and say: 'I want my thing to provide operational results, and Palantir has done this in 6 hours." -
#Palantir
CEO Alex Karp
I've got lots to talk about next week. I've been building like mad on AIP. Codestrap Bootcamps are inbound! Also, my friends gaming company had had a major breakthrough on AI code gen. So chilax and unplug. Next week, I retun to share everything I've learned!
It is awesome to finally have Palantir employees engaging on social media. In the past, I think there may have been a ban on social media. If so, that policy was a mistake. Now go get approval to ramp your YouTube channels. I want the Palantir Prime Time!
Happy Sunday! I'm working on a new video series on AI and AIP to help people fully understand AIP Now/SaaS 2.0 and the power of Ontologies. I'll also discuss software trends generally, interview founders, and do some live spaces to talk with all of you!
I'd like to remind everyone that $PLTR is one of the leading defense contractors in the AI/Software space. Given recent events and macro conditions, risk is high across the board. Tomorrow won't be fun, but am I worried? Yes, about a lot of things, but $PLTR AINT ONE OF UM.
The thesis for Palantir should not be that hard to understand. Palantir solves some of the world's toughest problems using technology, data, and humans working together. This is not BI. This is helping win wars and secure the nuclear stockpile. This is 60% decline in costs.
I've learned a lot over the years at start ups. And I promise to put that knowledge to work. LFG! Love this community. Thank you all for being awesome!
Palantir has removed the domain block for registration on !!! Thank you to the community members who raised the issue. You have more impact than you know.
$PLTR shocks the
@NHS
ex Lead Data Architect:
" Why have we spent so much for
@PalantirTech
?
We spent many times as much trying to build FDP 5x in the last 20y.
TAKE MY MONEY NOW!" 🙌
Thanks
@PLTRs_Palantir
.
I am kicking off developer-oriented meetups across the US (l33t-ups?).
What to emcee/host in your city? DM me.
Explore Build with AIP .
If your project rocks, we will fly you out to the next AIPCon to share your work with the world.
I would like to reiterate what Palantir has said officially. Just because there's a url out there doesn't mean a customer has been acquired or is using Foundry. It's grossly irresponsible to promote the existence of an endpoint as evidence of customer engagement or acquisition.
With everything else going on, no one is talking about the fact that Palantir has become a platform for tech startups focused on our solving our toughest challenges in government. The iOS for FedTech! VCs should take a close look. Massive opportunity.
#Palantir
is proud to support and empower a growing gov tech ecosystem.
FedStart turns the 18 month, ~$2M accreditation process into something that can be done in as little as 6 weeks, and at a fraction of the cost.
We're proud to welcome:
@ncats_nih_gov
,
@primer_ai
,
Palantir USG Inc., Paolo Alto, California, was awarded a $250,000,000 firm-fixed-price contract to conduct research and development services in the area of artificial intelligence and machine learning.
AIP Update! I have successfully created prompts to drive filtering in Foundry Workshop applications. I've also used Terminal to perform visualizations and load workshop applications. Our demo will showcase alert remediation using chat along with dynamic segmentation of ontology
“First they ignore you. Then they ridicule you. And then they attack you and want to burn you. And then they build monuments to you,” - Nicholas Klein, 1918. Palantir will once again prove the journey of a start-up warrior.
"Government officials were trained to use a Palantir tool called MetaConstellation, which uses commercial data, including satellite imagery, to give a near real-time picture of a given battle space."
Human centric software is dead. I made that claim back in 2021 in my first video. Today, I'm building autonomous agents that can validate and remediate alerts in almost any workflow running on Palantir AIP.
Any implication they are a "spy company" working with the CIA is also a pile of poo. Palantir is a data processor. If you want to see a spy company pull out your phone.
Cool to see more partners being added to the list. I think this rounds out all the major hyperscalers. Scaling partnerships will enable Palantir to focus on making its already best in class products even better.
Foundational Ontologies are the opportunity of a generation! This is a must-read for Palantir investors and customers. Let's get building. DM me to learn more.
@arny_trezzi
Its so far beyond anything I've seen from ChatGPT including code interpreter its almost comical. The speed at which enterprises can extract value from the system is measured in days if not hours. The people in possession of this technology have an unfair advantage.
@chamath
Build it on top of Foundry and distribute it via the built-in Marketplace. You'll pay zero in compute and storage and have built-in distribution to a large portion of the Fortune 500. If you stand up your own Foundry stack, you can hit SMB. And AI already empowers app builders.
I wonder who posted a video over a year ago explaining a16z's pitch to rebuild SaaS on top of the data warehouse, Foundry templates, and how a marketplace would make them the app store for enterprise??? 🤔
Fuck yes! We need more leaders to stop with the nonsense of entertaining what is religious dilusion. The woke mind virus was engineered for destruction, and it must be defeated.
CEO of
@PalantirTech
Alex Karp with a great quote at the Reagan National Defense Forum:
"Im telling young people, you are breathing the vapors of a dangerous, fake, self destructive religion when you are sitting at your elite school pretending because you watch
@tiktok_us
& got
AIP Update: our demo came to life today! We can filter alerts from natural language! We also validated the alert and provide statutory citations to back up the claims made by our models as part of the alert process. Next up, knowledge base Q&A.
We might finally see standards based ontological models as the value of ready made agents and tools far exceeds that of proprietary data models. Imagine companies sharing an industry standard Ontology understood by AI powered by Foundry. I want to build that.
@DavidSacks
You don't need 10 years to do that; you just need Palantir Foundry. Working on a demo right now for incorporating enterprise knowledge graphs into LLMs.
Accenture has built a $1.4b GenAI business in the last 12 months. Let that sink in for a moment. However big you think the opportunity is, it's probably bigger.
Amazing! Palantir Foundry has the potential to fix inflation on the supply side. Anduril has the potential to fix procurement. What an amazing partnership!
I heard someone say SkyKit is "just cobbled-together hardware." SkyKit gathers valuable intelligence data from the drone and the trail cam's onboard AI, front-line units, and space to destroy assets. AKA AI targeting. I'm guessing Walmart doesn't have that unit in stock.
I've been raving about Foundry rules (formally Taurus) since I saw it at Foundry Con. Hats off to BP, who partnered with Palantir to bring this product to life. I have big plans for this in my new role.
Announcing Foundry Rules & Real-Time Alerting.
Bring expertise to the front lines to monitor the pulse of your business — and take action when it matters most.
See it in action:
I love Alex Karp. Thank you! It's time for more leaders in this country to stand with the west and what is obviously right and obviously wrong. Take note, this is what real leadership looks like.
#4
: Every software vendor will eventually embed GenAI. Software itself will look more like the AIP platform or Microsoft's ML Studio than the traditional GUIs we use. Palantir is competing for this next generation of software. It's a much larger opportunity IMO than we realize.
"Palantir remains at the top of this very short list. This is primarily driven by their CTO, Shyam Sankar, who has a compelling vision about how AI and humans will work together."
The most overlooked piece of Palantir news: Anduril is using Foundry! Back in the day, people said tech companies would never use it. I've always felt Foundry would replace major platform engineering investments. Eat crow.
Imagine if one day you can sign up for Foundry/AIP and build and deploy custom apps with the OSDK all on a single platform. There is a new GenAI stack on the horizon that looks more like Palantir than it does AWS. Mind blown 🤯🤑🤩
@PalantirVision
I totally disagree. Easily falsifiable statement denote lazy thinking and claims unsupported by the evidence. The first few sentences of his article were per bias. Retractions are in order, and he should feel the heat until they are printed.
It's good to see that the All in Pod and I are tracking. If you subscribe to my channel you'll be at least a week ahead of their ChatGPT coverage, and decades ahead in understanding the role Palantir will play.
Meet Kevin is VERY bullish on Palantir $PLTR
“They are the only profitable AI play, LLMs are a commodity, and Microsoft $MSFT copilot is fake AI. No one cares about Microsoft Word helping you type better, but enterprises need AI to make sense of data.”
He likes the stock.