Enrique
@mindthelongterm
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A Lot of Thoughts, A Lot of Questions | Contractor | Investor/Observer
Joined August 2020
People are trying to be smart---all I'm trying to do is not to be idiotic, but it's harder than most people think. -Charlie Munger.
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Palantir: ~4k employees .ServiceNow: ~23k employees.Snowflake: ~8k employees.Salesforce: ~73k employees.Microsoft: ~228k employees.Databricks: ~8k employees.···.Palantir: $146B MC.ServiceNow: $218B MC.Snowflake: $56B MC.Salesforce: $327B MC.Microsoft: $3T MC.Databricks: $61B.
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New Dojo Lead $TSLA.
In February 2016 @elonmusk hired Pete Bannon, who was leading Apple’s iPhone 5 chip team, to work at Tesla. Bannon asked Elon if he was willing to spend the money to build their own chip. “Well”, Elon replied, “Are we gonna win?”. “Well yeah, of course”, Bannon replied.
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@JamaalBowmanNY Respectfully, those are a bunch of assumptions. (Thats why politics is suck turmoil. Instead of having a conversation, we jump at assumptions).
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Some $TSLA folks completely miss the ball when they compare Tesla's product line-up and pricing with legacy OEMs and complain about pricing strategy. They are not the ones to keep an eye on/benchmark against. It's the Chinese. Their pace of innovation/adaptation is the.
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$PLTR 'Britain's Ministry of Defence is deploying a custom-built AI program to sift through submissions for a comprehensive review of the nation's defense capabilities, the department confirmed to POLITICO.'. 'The AI model was created by Palantir, a U.S. tech firm, which won the
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@jasondebolt As an American citizen, I do. Allies have been too slow to support and a reason the war has dragged on for so long. Peace through strength.
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Jensen Huang, $NVDA CEO: "The third wave, the wave, I think, will be the largest wave of all, and the reason for that, is because the vast majority of the world's industries run on it, which is heavy industries."
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@thehill Don't forget Twitch, while you were enjoying your Thanksgiving holidays, she raised $200k to feed and support Americans.
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What will be the next trillion-dollar public company? . Hear Antonio Gracias's (early investor in $TSLA) thoughts in this conversation with @GavinSBaker about a month ago at @FIIKSA.
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@elonmusk I don't think it's that hard to believe. There are proper procedures and protocols to follow regarding issues in a civilized society. It turns out that driving a mass social media campaign to pressure folks ain't going to do it. MPs said "stay out of our politics" with this.
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@SawyerMerritt @elonmusk @Grimezsz This is his 8th, let's not forget about his firstborn, Nevada, RIP 😥💔.
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Just bought a physical stock certificate of $PLTR to commemorate the inflection point the company and business find themselves in. Will be fun to look back at this point in time. Engraved: "Our 10 hours, your 10 months."
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/@PalantirTech. @Hertz CEO, Wayne West: "And then I'd also point out that we've got a partnership with Palantir that gives us a leg up with a proprietary tool to kind of better manage and plan our fleet. So a lot of benefits. "
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Congratulations to the whole @PalantirTech team on a great quarter and especially to Alex Karp on his steadfast and strong leadership! The business is now eligible to cement itself in the world's largest capital markets by joining the S&P 500 after its continued strong
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Alex Karp, @PalantirTech CEO speaks to the UK on Sunday with Laura Kuenssberg. Link below; interview between 31:00-40:28.
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@PalantirTech and @JacobsCo partnership continues to push the boundaries towards fundamental business transformation. CEO: "And effectively, what Aqua DNA is, it's a -- we're in partnership with Palantir. We're using a very strong -- I'm not a computer genius -- computer
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@elonmusk My opinion is that to uphold the idea of democracy and free will. Fighting off authoritarian rule and any idea of it. (probably a view that can be seen as naive but I fundamentally believe that is what is at the core of the matter).
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@arny_trezzi @ssankar @CNBC @PalantirBullets A very large US insurance company 👀. "We've automated all of insurance underwriting, a process that used to take 2 weeks can now be done in 3 hours with a 78 agent AI model". 🔥🔥🔥.
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It is not widely known that @PalantirTech is powering the digital revolution taking Ukraine by storm. Speaking at an event Tuesday focused on Ukraine’s Diia application, Samantha Power (U.S Admin. for International Development) said the app, which is used by about 19 million.
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@chamath The US government shouldn't be owning anything in this case. Wonder where this idea came from lol.
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We're coming in hot! . Been cooking for too long and we're ready to serve! $PLTR 🔥
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@garyblack00 The technological approaches and scale are completely different, hard to see anyone else solving it in any meaningful/impactful way.
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Great to see young software founders giving @PalantirTech props. for their vision. @alexandr_wang in conversation with @HarryStebbings.
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From high-security government rooms to your local hardware store, this man gets around. $PLTR #puttinginthework.
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@ChrisJBakke Bad take. You have 21B and a great business today better than 22B and no business.
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Some even go as far as to characterize ill will to @elonmusk and lack of supposed business acumen. I'll tell you what, he's got the recipe. The hubris is out of this world. Sit back (like you have been) and enjoy.
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Not to sound like an absolute fanboy or give any idea of complacency but $PLTR has already won and it will become increasingly apparent. It's a new world.
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Some words from @MabreyTed after the great quarter and an important milestone for the business. Save the Shire! $PLTR
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Yes, $PLTR is still a buy. This is a business that will continue to execute moving forward and that the world will continue to discuss more and more, not less, in the coming quarters and years.
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Tech Titans, Unite! $TSLA $PLTR.
$TSLA CEO Elon Musk and $PLTR CEO Alexander Karpus Maxiumus The Great at Capitol Hill this morning.
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It's official! Palantir has its first sponsorship with Elina Svitolina, Ukraine's highest-ranked player in Women's Tennis Association history. "Palantir has been a friend to Ukraine since the Russian aggression began," said Elina Svitolina. "I am thankful for the work they are
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Just how $NVDA is surprising the world, so will $PLTR. Hardware is sourced first, then software. (they are yet to have there earnings call heard around the world). Stay vigilant folks! 👀.
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@GerberKawasaki C'mon Ross. You invested in the company when it was still unprofitable. Please stop the cheap shots.
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@SciGuySpace If I were one of the astronauts stuck up there, there is no chance in hell I'd let Boeing bring me back, I just wouldn't take the chance.
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@PalantirTech Foundry for Rail. *With Foundry, they consolidated part details from various financial and operational systems, automatically identified warranty opportunities, and streamlined the claims process. This resulted in $20M/year recovered through new claims and a 13%
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@amitisinvesting He hit the nail on the head. this is the number one question one should ask for paying up today. Can Jensen/Nvidia build and sustain a platform i.e. software, etc? Cuda got them here but will it sustain?.
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Bro, you took me on an emotional rollercoaster! . One minute I'm laughing my guts out, the next minute, I'm looking like a teary-eyed puppy staring at the TV 🤣💔🥰. Great work! .@hasanminhaj
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The only thing that worries me for @elonmusk, is if you look through history, anyone that tried to do anything consequential to fix the system, especially people of influence you read that their influence/effectiveness peaked at that point and their life is never the same.
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@maxwelltani @evanhill She is a 'journalist' without integrity. Says things to fit the current thing. As for her suspension, I would be curious to know what happened and why?.
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In my observation, I believe @elonmusk hasn't responded to the Tesla community regarding the stock performance because he finds the whole cycle kind of comical, and frankly frustrating and would rather show results to set the record straight. Just a thought.
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The Tesla retail king! @KoguanLeo.
With a lower minimum net worth to make the cut—$2.7 billion, $200 million less than last year—20 newcomers have joined The #Forbes400 list for the first time. Read more about them:
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@jasondebolt The sad thing is some people don't buy in because they think they missed the train 🤦🏻♂️. This is a looooong train!.
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"The company has signed three other partnerships with health systems that have not yet been publicly announced, the publication reported." . Healthcare in this country is changing for the better and I'm excited for what's to come. $PLTR.
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What did Arny see? $PLTR.
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The All-In Pod finally directly discuss $PLTR and the changing software landscape.
Oh, shit guys, David brought up Palantir. Now they're talking about it 🔥 $PLTR.
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@farzyness the issue with housing is mostly regulatory more than anything from my perspective.
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@realMeetKevin @AOC (I'm a fan of yours). Cmon Kevin, your being a bit unreasonable here. 1.Anyone can live anywhere they want .2.she didn't buy a ticket, invite.3.Anyone can own the car they want.4.Anyone can go to the school of their chose.5. Loans , in general, are used for college, etc.
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What are yours? Here are mine:.$TSLA .$PLTR .$RBLX.
"Investing is where you find a few great companies and then sit on your ass.". --Charlie Munger.
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"We are humbled that we’ve been chosen to support this critical programme. It is the culmination of 20 years developing software that integrates complex and sensitive data in a way that delivers better outcomes, while protecting privacy, ensuring security and placing the customer
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Forbes AI 50 2023 List . No Palantir $PLTR in sight. Not that we should seek recognition. Don't lose sight of what matters.
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@WR4NYGov One of the things that makes me have higher confidence around the vote is that this vote isn't just about Tesla or Elon. it's about shareholder rights. It's a fundamental part of the success of this country, and I have faith, the institutions see the gravity here.
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@bradsferguson With all due respect, you're looking at this wrong Bradford, zoom out.
Some $TSLA folks completely miss the ball when they compare Tesla's product line-up and pricing with legacy OEMs and complain about pricing strategy. They are not the ones to keep an eye on/benchmark against. It's the Chinese. Their pace of innovation/adaptation is the.
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Love to hear and see the passion from Alex Karp, @PalantirTech. Very important to seek CEOs/founders who have a deep sense of ownership in their business/craft. $PLTR
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Alex Karp is arguably the most underrated CEO of our time. When all is said and done, he will have shaped and transformed our lives in a very significant way with most even knowing it. @PalantirTech.
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@heydave7 Hey Dave, so you presented possible scenarios on this topic from both US presidential candidates. What about what Ukraine wants for their country?.
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Could $PLTR have an $NVDA moment? . (interesting question to ponder over the next few quarters).
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@hiromichimizuno Japan fans cleaned up the stadium, and they won their match. Maybe the concept of karma is real!.
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