CodeStrap
@CodeStrap411
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Professional googler and sometimes software engineer. I'm obsessed with solving the world's education crisis and Palantir Foundry.
Joined March 2022
It's starting to feel like $PLTR is taking the same rocket $NVDA took 🚀.
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@CuriousPejjy They are the operating system for the cloud. Often called spuercloud or sky compute. Abstracts away the complexity and supports multi cloud and hybrid architectures. AIP is the framework for LLM apps as well. Together, they represent the new Windows and .Net.
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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!.
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I was telling @amitisinvesting at AIP Con I felt $PLTR was a $100b company on the defense side alone. That we would likely wake up one day soon to a billion dollar contract award. Today is that day. A huge congrats to everyone at Palantir and especially @ssankar.
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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.
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For the first time ever $PLTR has a higher market cap than $SNOW. Congrats to the community! We were right.
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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!.
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I have some breaking news. Foundry Con has officially been renamed: AIPCon! Get ready, and enjoy the show! Huge props to everyone at Palantir!.
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The view from every $PLTR shareholders portfolio right now.
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If you aren't blown away by what you are witnessing at AIP Con, you don't know what you are looking at. Floored.
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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.
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"My entire networth is in Palantir." Cheers to those who believed. Who held. Who hold. We have much to be thankful for this Thanksgiving.
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I just witnessed a new AIP demo. Jaw was on the floor. The speed at which this is developing is incredible. Fantastic work is happening at Palantir.
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I just published Unlocking the Power of Palantir Foundry! A lot of hard work and experience has been poured into this one. Enjoy!.
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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.
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Stock goes up, guess what, the software still works. Stock goes down, and the software still works. Stock goes sideways, and yes, the software still works. Whatever the stock does in the short term, I know where Palantir ends up in the long run, BECAUSE THE SOFTWARE fing WORKS!!!.
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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!.
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2 years, 9x, life changing wealth, opportunities, lifelong friends, and partners. It's not just another stock. It's not just another tech company. Cheers 🍻, Merry Christmas 🎅 🎄 and a Happy New Year 🍾🥂!.
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Joining the S&P 500 is yet another milestone achieved for Palantir!!! This is the culmination of years of strategy and execution by a software company wallstreet, and many others thought was "just a consultantcy." Congratulations to everyone at Palantir for all that you do!.
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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.
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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.
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Every Palantir shareholder needs to read the Biden EO on AI, right now. That's all I'm going to say.
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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.
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Did you know Palantir AIP has had its own reasoning engine developed using a similar approach to OpenAI o1 for a year now? And because it's tuned to Foundry shaped problems, it can achieve much better accuracy. This needs to be talked about more.
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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.
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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.
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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.
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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.
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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.
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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.
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Who wants to see a demo of public equities analysis using Palantir AIP and OpenAI today???.
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I've noticed some very upset $PLTR player haters in my feed. Wouldn't it just be prophetic if somehow they all get so pissed we get into short squeeze territory. @amitisinvesting is our Roaring Kitty if that happens 🤣. One can dream.
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This! I am a proud shareholder, partner, and advocate for Palantir.
Certain kinds of evil can only be fought with force. Palantir stands with Israel.
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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!.
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My biggest take away from $PLTR earnings: damn this is a well run company! Mic drop earnings.
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Somebody help. The US government needs to be immediately informed that the company used to secure our nuclear weapons is an "imposter".
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Today, Palantir got a shout-out from Satya Nadella in their earnings call. Hyperscalers will push the vendors that keep GPUs warm. Bank on it.
This is super bullish for $PLTR. If they can continue to ship production use cases and the resulting revenues for GenAI infrastructure, hyperscalers will have to push AIP to their customers, even over their own offerings. The pressure is on.
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I got the low down on Wap Speed at AIP Con. ERP is a walking dead man. Bank on it.
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Does anyone else fall asleep dreaming that the higher $PLTR stock goes the more possible buying Anduril becomes? Good night, merger of my dreams.
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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.
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Palantir can help prevent and combat wildfires. From drone surveillance to censor fusion and wind models, they are all made 10x more valuable in Foundry. What would a Fire TOC look like? Could it be mobile with the civilian equivalent of TITAN? Good tech is always duel use.
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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.
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Damn straight. This platform was made for this moment.
"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
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SARs have officially kicked in for Palantir employees. Enjoy every penny. You have earned it. How many millionaires has Palantir minted? What an amazing American success story.
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How many new Palantir customers will the port strike create? It's crisis time again. You know who to call.
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I'll be releasing my new "AIPNow Explained" video, breaking down Palantir's marketplace on X first! Follow me to get this and all my videos early!.
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Palantir has committed to spend at least $1.95 billion on cloud hosting over ten years. If they triple that number, they will be too big to fail. Enter the positive feedback loop of a hyperscaler: "You will sell Foundry/AIP or lose your job." This expense=catalyst IMO.
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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!
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Palantir is so far ahead of the world it's scary. If you've been part of this community since the beginning, you process maximum alpha, zero beta.
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The fight aint over, but victory is certain. #PLTR fam. Those most entreched against us will find their fate alongside the dinosaur and the data center. It's our time now.
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Someone needs to alert the President! 🤣! Imposters are running SOCOM!.
$PLTR wins a $463mn multi-year contract with the US Special Operations Command. They called it “AI impostor” 😂
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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!.
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Whaaaaat? Amazing.
$PLTR. BREAKING: PALANTIR HAS JUST BEEN AWARDED A $650M CONTRACT FROM THE GENERAL SERVICES ADMINISTRATION. SOURCE BELOW — FROM THE US GOV WEBSITE
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I wish you all a very merry Christmas and happy holidays. From. The code family to yours.
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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.
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Saw this coming a year or so ago when I quit my job to go all in on learning this platform and helping the world's largest organizations scale it. People that inwas nuts. Vindication is sweet.
$PLTR. “The Palantir degree is now the most important degree in tech, bar none.”.
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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!.
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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.
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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!.
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My entire Palantir thesis since day one. I had the same experience. The world is catching on to @PalantirTech.
$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.
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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,
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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.
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I will be hosting.
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.
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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.
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Best news all year!!! First step partnership, next step acquisition 😄.
Anduril and @PalantirTech are partnering together to unlock the full potential of AI for national security. We’re solving two critical challenges: data readiness and enterprise-scale AI deployment. Here’s how we’re making it happen.
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Palantir is guiding for 30% growth in Q4. This feels low given the uptick in demand and echosystem growth (community forum, startup consultancies, etc). If I had to guess, that number should be closer to 37%. What are your estimates? Are you monitoring any interesting sources?.
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This is where Palantir is way, way ahead. The second and third order requirements are actions and simulations. All achievable today in Foundry/AIP. But it's good to see the world's most prominent tech figures converging on the same set of requirements. Lifts all boats.
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I recently spent some time with the team working on Palantir's Industry AI. Here are my takeaways.
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IMO, Elon saved my country. 💯And watch tomorrow the machine will make him the next Trump. Fuck them, I'm with Trump,I'm with Elon. Let's reach for then stars, together.
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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.
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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.
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@Kross_Roads I am much, much more optimistic than you. I see a Palantir sales super cycle coming that we are all just trying to figure out how to prepare for.
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“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.
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My first video in 2021 claimed, "ERP as we know it is dead, it just doesn't know it yet." Foundry is what's next. Get on board or get left behind.
🔥"Everything that's in an ERP system, we're doing in @PalantirTech today. So, if you're an ERP reseller, I'm sorry, but your time is over. Many of you have legacy systems. You can do more in Palantir in less time than it would take to implement a new ERP system. Implementing
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This is super bullish for $PLTR. If they can continue to ship production use cases and the resulting revenues for GenAI infrastructure, hyperscalers will have to push AIP to their customers, even over their own offerings. The pressure is on.
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An AI imposter has taken over Time.
"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.".
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The most important graphic of the day. The new reference architecture for AI applications.
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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.
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I must say I am extremely proud of how my Foundry teams are performing! For many, it's their first time using Foundry, and they've gone from zero to production is weeks! Amazing, amazing job. And it's such a thesis validator to watch others go on this journey. Cheers!.
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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.
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"codestrap" is now an official AIP domain!!! Sign up now. Mass market here we come!.
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The world is catching on. .
"Everything that's in an ERP system, we're doing in Palantir today. If you're an ERP reseller, I'm sorry, but your time is over. You can do more in Palantir in less time… We are driving on-time delivery, and our customers actually like us." – Duane Massie, EVP IT, Associated
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AFK for the fist time all week. AIP demo is awesome. Thank you to everyone for your amazing contributions!!!!
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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.
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DevCon was lit 🔥. Looking forward to the debriefing with @amitisinvesting . New products announced! Teams crushing demos. Lots to talk about and share.
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@ronjonbSaaS @amitisinvesting • Deliver business value.• Deliver business value.• Deliver business value.And, wait for it GFY. G-F-Y!.
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