Shyam Sankar
@ssankar
Followers
16,936
Following
221
Media
119
Statuses
1,019
CTO @Palantirtech , Chairman @Ginkgo
Colorado
Joined September 2008
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Send us removal request.
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When people ask me, “How do you build a high-performing engineering team?,” the answer is: I don’t. High performance engineering teams are downstream of culture, and a culture reigns supreme if it has internalized the primacy of winning. Because winning is what matters.
JRock
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And then there is Monday’ newspaper.
“May it be a light to you in dark places, when all other lights go out.” — Galadriel
Google employees are actively occupying the California office of Google Cloud CEO Thomas Kurian and refusing to leave until the company stops doing business with Israel, video live-streamed by the employees shows.
My latest:
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Twenty years after
@PalantirTech
founding and thirty years after the Last Supper, we want to flip the script and go all in on expanding Palantir’s mission by supporting and growing today’s nascent but inspiring defense tech ecosystem.
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Today we deleted nearly 5 million lines of code.
The original
@PalantirTech
Gotham workspace was built in Java Swing. And it did magical things. So much charisma.
The inventor of Java, James Gosling, stopped by our HQ- the building that years earlier he had invented Java in- to
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I'll spill the beans. Our Thielian secret. Something that is true and most people don't believe to be true.
If you talk with the serious AI Labs, they will tell you that only
@PalantirTech
is doing anything in the enterprise with LLMs.
Chat is the wrong paradigm to harness the
At Google Cloud Next, the company outlined an ambitious vision for its enterprise AI — now it needs customers to get on board
w/
@anissagardizy8
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Was really fun to sit down with
@amitisinvesting
and
@arny_trezzi
and hang out with them at the AI Expo.
Heroes of the Shire!
Arny & I had the privilege of sitting down with Palantir CTO Shyam Sankar and got to ask him some questions around...
- Palantir's Bootcamp Strategy
- The Future of LLMs & AIP
- FedStart
- Defense Tech Becoming A Necessity
& if he feels like a rockstar for being CTO of one of
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Imports from Mexico now surpass imports from China.
They said it couldn't be done. It won't happen.
It can happen. It is happening.
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In 2021, we spent $7.5bn for a 500k electric-vehicle charging stations.
3 years later, only 8 had been built.
Not 8,000. Not 800. 8.
If this were a one-off, we could treat it as an unfortunate case study of waste and inefficiency. But it’s not.
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One small step for Tony Stark, one giant leap for the Defense Tech Avengers.
Tesla made your car software-defined.
Palantir and SuperFriends are making your weapon systems AI-defined.
The
@USArmy
has awarded Palantir a prime agreement for the Prototype Maturation Phase of the Tactical Intelligence Targeting Access Node (TITAN). As the Army’s first AI-defined vehicle, TITAN is a milestone capability for America’s warfighters.
Learn more:
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The secret: We are an artist colony. Not a factory.
Dali didn't get better because he was told to paint more like Monet. We don't have roles you fit in. The person defines the role.
All the opioids that comfort corporate creatures do no exist here. Rejection of linearized
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@BostonTCapital
I exercised and sold 1.967M options as part of my 10b5-1 plan and I took ALL the after tax proceeds to exercise and hold as many options as I could which is 1.4M. So I added 1.4M long shares. These forms are confusing and really need to be redesigned.
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S&P 500 is the most important capital markets index.
The last Defense new venture (no spinouts or mergers) to be added to the index was in 1978 - 45 years ago.
The Primes have been in the index since its inception in 1957.
You could confuse this for European capital
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@PalantirTech
's Mixed Reality Service and Immersive Command and Control (IC2) in action with the
@2dCavalryRegt
at a recent exercise.
Do the work up on the way to the X.
Plan in real time across the battle space - in the rear, at the front, and on the way in the same
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Of America's public defense companies only
@PalantirTech
(
#6
) was founded in the 21st century
Bigger than BAE and L3Harris. 80% of Northrop
Just getting started
Next: create more value by growing the primes' marketcap and helping new entrants via 1st bfast
so 🇺🇸 wins
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After a bootcamp, engineer at a customer was so pumped he built 85% of an AIP App on a Friday night
Bootcamping is believing.
$PLTR
BLOOMBERG REPORTING PALANTIR AVERAGES 5 BOOTCAMPS A DAY IN 2024
We’ve had 114 days
That’s 570 bootcamps bro…
The street is not pricing in the growth from this, and maybe that growth doesn’t materialize in Q1, but that growth does seem like it will be coming.
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1/ Between 2020 and the first half of 2022, our
#healthcare
business has grown 267%. Our impact scales far beyond
#COVID19
response.
@PalantirTech
is the most comprehensive health tech startup you’ve never heard of. 🧵
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18 years ago today, after a second breakfast with
@JTLonsdale
at Straights Cafe in Palo Alto, I set off on an adventure.
The Mission Continues...
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Why is America the best by far at software?
Culture.
Not IQ, there are smart people everywhere.
But globally competitive enterprise software companies:
-China has 0.
-India has 0.
America is the only place where this culture exists at scale.
And this culture was imported by
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Honored to meet with
@Isaac_Herzog
, the President of Israel, in Jerusalem today. Our discussion reaffirmed
@PalantirTech
’s unwavering support for the state of Israel and its courageous people.
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For most of our early history, Palantir was a wildly unpopular company.
Initially it was just investor skepticism and a disinterest in defense tech.
Later it became some sort of political statement toward nihilism.
But for me the hardest time at Palantir around 2013, when a
3/ Ouch. Gurley polled investor friends on Palantir valuation they'd pay. 0 had hand up above 1.5B calls it "unprofitable consulting biz"
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📢Calling all Devs.
This is the place to have impact.
Where your code commits met your moral commitment.
Build the digital ironman suit that met its moment against Iranian strikes.
Push back the dragon and bear.
Transform Air and Space operations.
Build electromagnetic
Unchecked antisemitism at U.S. universities mandates a response.
#Palantir
launched an initiative on December 7 for students who feared for their safety or were concerned about antisemitism on campus, welcoming them to join Palantir as University Fellows across the company.
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The Foundry is cranking.
Launching
@PalantirTech
's Industry AI at Reindustrialize.(
@newindustrials
)
Because winning matters. 🇺🇸
A single pane of glass built on a single pane of data - your sensors, ERPs, MESs, P&IDs, 3D models, equipment manuals, ...
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We turned our back on the atom in more than one way.
Reindustrialization matters.
And software-defined production is leading us back.
From planes, trains, automobiles... and ships, it is already happening.
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The compounding power of the Ontology.
The American Industrial Base. Is. Back.
@anduriltech
, the flame of the west!
fresh new collab brewing
we at
@anduriltech
have been working with
@PalantirTech
to deploy Foundry internally with an initial focus on streamlining our S&OP process
look at that acceleration 🤤
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@Novartis
leading the way bringing co-pilots and generative AI to drug discovery and research. The well-ontologized Data42 data asset (built on Foundry) provides a headstart to accelerate outcomes with
@PalantirTech
's AIP.
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AIP solves
@chamath
's (56:00) points on reliability, integration, outcomes.
Everyday, more and more production wins.
And that's because we have been maniacally focused on Proof, not proof of concepts.
I simply don't think you can get there without Ontology.
And Chat is not
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Yesterday I went to kibbutz Kfar Aza and the Nova music festival grounds.
There are no words.
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LLMs exposed the Modern Data Stack as a castle in the sand. It has not delivered the primitives or tools required to push AI into every decision you make every day.
The Modern data stack is literally a modernization of a legacy architecture that treats data like exhaust to be
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And the
@USArmy
has corrected the record that Louie DiPalma got wrong:
-----
Raftery offered additional context regarding his remarks on data ownership.
“To clarify my remarks last week, our concern about data ownership/rights is directed at the entire defense technology
$PLTR Palantir is down 8%. While a lot may be noise, this is possibly a factor as well (regarding the Army Data Platform, up for renewal in 2 weeks).
If there's uncertainty, that's usually not good for a ticker, but I have no concerns, personally.
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In February, I traveled to Ukraine to see firsthand how defense and intelligence agencies are using technology. I also wanted to get a sense of what we could be doing to help Ukrainian forces increase their situational awareness on the battlefield. We are
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AIP: Wielding LLMs to write Profits, not Poems.
$PLTR
Alex Karp’s energy at the end of the earnings call “ATTACK ATTACK”
Bullish? 🫡
@PalantirChad
@Either_Square
@iamtomnash
@PalantirVision
@PalantirTech
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Pumped by the response to
@PalantirTech
Skykit at CES. Come by and check it out. And the Titan truck,
@Lilium
jet, and so much more. Booth 9615
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Why did I skip Davos this year to speak at a different conference that starts with a ‘D’ in DC?
Need to focus on the pressing issues at hand.
Are we ready for 2025? M-day was yesterday.
The problems we face are not being solved on the slopes of Davos.
Alex made that clear
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In ~18 years at
@PalantirTech
I’ve talked to 1000s of college students.
10 yrs ago everyone asked about work-life balance.
They weren’t lazy. They didn't want someone to own their most important possession: their future.
Chose Life over balance.
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Production matters. Bending metal matters. Increasingly production is software-defined and optimized. We don't make the A350 or the ship or the car, we help Airbus, HDHyundai, BMW make it faster, cheaper, better. And that's how we are helping the defense industrial base produce
“America needs our primes. Our national security depends on them.” - Palantir CTO
@ssankar
At Palantir, we are proud to support our allies and defense industry partners. We built Government Web Services to enable frontline innovators to go further, faster by leveraging our
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@PalantirTech
Foundry at the Chelsea and Westminster Hospital Trust helped reduce the inpatient waiting list by 28%.
“The solution has been a game-changer for me” said Jeffrey Ahmed, consultant gynaecologist at Chelsea and Westminster Hospital.
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Pumped to welcome
@calypsoai
to the
@PalantirTech
FedStart family. FedStart turns the 1.5 years IL5/IL6 process into something more like 1.5 months. We are reducing the barriers to entry for the entire Defense Tech ecosystem.
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The software-industrial complex is a cargo cult.
The employment of technology is a proxy for actually solving the problem and obtaining ground truth.
But the actual problems are unsolved.
It turns out the Great Stagnation is caused by technology and not despite it.
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VCs have invested $17Bn in 200 defense tech companies in 2023. Those startups can't spend 18-24 months and millions to get on to government networks (IL5, IL6, and beyond). Nor can Generative AI companies. Get a huge headstart with FedSTART.
#Palantir
FedStart enables innovators to run their products within Palantir’s secure, already-accredited environment.
If accreditation is a blocker, learn how Palantir FedStart can help get your solutions into the hands of the U.S. Government:
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@PalantirTech
's Immersive C2 at Project Convergence Capstone 4 at
@USArmy
's NTC.
As part of Team
@anduriltech
, along with
@Microsoft
and
@Striveworks_US
, we experimented with novel Command and Control concepts.
Mixed Reality enabled the Division footprint to shrink for 326 to
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Defense Tech new entrants view Programs of Record as the Holy Grail.
@PalantirTech
won another one last month. 9 Programs and counting.
Defense Tech VCs ask new companies “how long until you win a POR?”
I understand the question. But I’m not sure it is right.
Programs
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e/acc your enterprise with AIPNow.
Battle hardened solutions, workflows, apps, and beyond-- across industries and functions.
A click away.
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@MrSedocan
We are on it. Also, Turk govt officials, DM me directly- MetaConstellation and Foundry are ready
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Happy Father's Day.
Build the products your children need to win. Be maximalists.
Build what you'd want with your child in the fight.
Soak up their love today. Then pour it into your work.
Be the hero they deserve.
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American manufacturing requires a modern operating system.
We have lined up our whole company behind empowering the builders of America.
Build your manufacturing stack on top of AIP.
The alpha of a perfectly unique solution for you.
The beta of winning business-as-code
#Palantir
Industry AI is here.
Unleash software-defined production — from the frontlines to the factory floor.
Mobilize for tomorrow, today:
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@bp_plc
Q1 Results Q&A : You'll remember that we heavily started to digitise years ago. And the work of all of that,...is really starting to pay off. I think the number was $14/barrel lifting costs back in 2012 or 2013, and we're all the way to sub $6 per barrel now and aspiring
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This is a complete transformation. Profound change in speed of adoption and impact. And in how we go to market.
Go from 0 to use case in 5 days with AIP Bootcamp.
"You can expect to get your hands on the keyboard, build your intuition about how to apply
#AI
in your operating context, and accelerating past the idea of chat." -
#Palantir
's
@MabreyTed
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The Rise of Defense Tech in two pictures.
Notice the change in composition of
@ReaganDefense
sponsors from the Year 1 to the 10.
@anduriltech
wasn't yet founded.
Look at the number of future champions in 2023!
A reminder that once upon a time, L3Harris was L3 and Harris
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Workflow Builder FTW!
$PLTR AIP has a new feature, which seems powerful.
Yet I struggle to grasp it.
Could you help us pls?
@cmwahlqu
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A special shout out to
@anduriltech
Their unique ability to think through design and its impact on manufacturability continues to set them apart. This has been driving efficiencies throughout the program.
Thank you
@PalmerLuckey
,
@SchimpfBrian
,
@mttgrmm
and
@traestephens
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Enter the raceway 🏁🏁🏁
@PalantirTech
Prix. Amazing to feel the energy, see what customers are building, and see hobbits old and new.
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Innovation needs Customers, not Capital. The root problem is that the acquisition system is unintentionally communist. The problem is not the popular narrative that defense contractors make too much money, it is actually that they make too little money.
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Back in the Shire for AIPCon3.
100 Hamilton, the place Java was first created!
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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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So why does Ontology matter for LLMs? Language is not knowledge. The space of grammatically correct sentences is much larger than the space of true sentences. LLMs are as prone to bullshit as humans - but connecting them to an Ontology allows them to answer questions correctly.
Fundamentally, the purpose of the ontology is to reify the ubiquitous language that exists within every large organization.
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@PalantirTech
Answer the call you hear from within.
You were not born to sit on the sidelines.
Join
@PalantirTech
on the frontlines.
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Today’s discussion was incredibly informative and helpful.
The NSC staff was on point and engaged. The determination of the other participants was inspiring. 🇺🇸🦾
Ukraine is the world’s best battle lab. China understands that.
It is only by pushing boundaries and fielding
White House officials met with executives from
@PalantirTech
,
@anduriltech
,
@FortemTech
,
@SkydioHQ
and other defense companies on Monday to discuss battlefield technologies that can aid Ukraine in its bid to combat Russia’s invasion.
National Security Council aides spent hours
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America has the best Soldiers, Sailors, Airmen, Marines, Guardians, ... and AI-utobots (built on Transformers, quite literally).
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The number of software engineers is not how you measure if company is software-defined.
This was the siren song that lead
@generalelectric
Predix and a number of other great 18th and 19th century institutions to spectacular failure.
You measure it by MarketCap per Employee.
America stands alone as the world's leading software creator with zero Chinese enterprise software companies competitive on the world stage.
CTO
@PalantirTech
@ssankar
explains how to harness America's software advantage to build an Arsenal of Democracy for the 21st century.
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It is true that we are hard working and drink dump trucks of
@CelsiusOfficial
but this is also the magic of Apollo. 🚀
$PLTR dev team is at different level.
Few days back, I casually entered an issue on tech community and was not expecting any fix as such because it is not a show stopper.
Day before yesterday, a guy from Palantir asked for few clarifications and I gave steps to reproduce.
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“Show me the incentive and I’ll show you the outcome” — Charlie Munger
We’ve lost the plot by tricking ourselves into believing that because it’s easier to build individual parts, someone else must be able to assemble them into something worthwhile.
As
@MabreyTed
writes,
With the OSDK, you can build in the language of your business.
New applications benefit from shared integrations, and new data, logic, and action elements can be harmonized with the decision-making model of the enterprise.
Read
@petewilz
's blog post:
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Who dares, wins
Introducing Build with AIP, a curated library of reference examples, tutorials, and starter kits designed to turbocharge application building.
We’re offering trial access to the first 100 users to sign up:
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The Army Navy Game was one of my favorite events of 2023.
@PalantirTech
was proud to be there last weekend to show our support for the men and women that keep our country safe.
Was great to host Defense Tech VCs and Ventures at Gillette.
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What is unique about American culture?
America fully embraces things previously rejected when it is clear it works.
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Generative AI companies,
@PalantirTech
's FedStart is the fastest path to US Govt revenue. Make your AI matter.
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Welcome
@NIH
's
@ncats_nih_gov
to FedStart! We are proud to help support the accreditation and management of some of your most important GOTS applications.
@PalantirTech
FedStart isn't just for commercial companies but it also enables Government agencies to efficiently and
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The government's traditional model of procurement is a labor model... They pay you by the hour to build it, which is pretty communist for a country whose entire economy has been powered by capitalism."
The government expects software R&D costs to decrease over time, which is not
"Our spending on defense is at historic lows."
In order to constrain the variance in outcomes we have constrained ourselves to mediocrity.
What you fight with in a year is very different to what you fight with in two years"
This was fascinating with
@ssankar
@PalantirTech
and
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Why do we need our defense primes to be more successful?
Why is it a problem that a $ of revenue is worth 15% as much to
@LockheedMartin
as it is to
@Microsoft
?
A winning defense tech ecosystem requires investors and talent... and it requires its investors and its talent to
Production matters. Bending metal matters. Increasingly production is software-defined and optimized. We don't make the A350 or the ship or the car, we help Airbus, HDHyundai, BMW make it faster, cheaper, better. And that's how we are helping the defense industrial base produce
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It took something as sexy as
@007
to get engineers to focus on a problem as boring as Data Integration.
The Foundational Secret of Palantir.
LLMs enable entirely new dimensions of data integration.
Value comes from changing how your enterprise operates.
That means
A very cool AIP Now product that leverages vision-language models (VLMs) to generate a component ontology
...which can then be used to generate tools for LLMs!
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Why to companies spend millions to fund the creation of open source?
Businesses are incentivized to commoditize their complement, and Open Source is a strategy to do just that.
When butter is cheaper, people buy more bread. When gas is cheaper, demand for cars increases.
When
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5% of the capital invested generates ~65% of the return
20% of the capital invested generates 90% of the return
50% of all investments lose money
VC is a power law business.
Ecosystem needs a few HUGE winners to continue. Create Dragons (fire breathing public cos), not White
Defense Startups Risk Becoming ‘Failed Experiment’ Without More Pentagon Dollars
• VCs have poured $100B in defense tech startups since 2021.
• VC backed companies awarded <1% of $411B in DoD contracts in FY23
“If there is not a shift in the concentration of contracts still
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@spacemankale
@PalantirTech
1/12 Close. If Ontology is just objects, properties and relations, it is hollow. To make it kinetic you need models, functions, processes, automations. In its highest form, it is an object-oriented programmable abstraction on top of the existing transactional systems.
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Inside the Secret US Helicopter Factory where the APACHE AH-64 is manufactured.
by Hand.
Bill Knudsen is shaking his head.
When will we use Defense Product Act to get
@Tesla
to make mass that matters for America? unbox this.
@2112Power
Mayday, mayday
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Over 100 VCs investing in Defense Tech were at
@shift
Defense Venture Summit 11/15.
$100Bn of capital is being invested in the national interest. 🇺🇸 capital markets are the deepest in the world.
This shows
@DeptofDefense
that Innovation needs Customers, not Capital. To seize
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@PalantirTech
@MabreyTed
At an AIP bootcamp this week the customer said they did more in 1 day in AIP than in the last 4 months in...(gentleman's redaction).
Get. After. It.
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There are lots of places we want to help — we need only take an inventory of our arrows to figure out how to help the settlers. Here is where we are starting: These things are focused on getting to the starting line quickly and inexpensively so you can
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More startup founders need to study the greatest and most successful startup in history.
The lessons are 250 years old and couldn't be more relevant now.
My favorites:
1. Talent Spotting eats Strategy for bfast.
2. And it ain't over, 'til it's over.
What's the startup? 🇺🇸
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From RAG to Riches.
with
@PalantirTech
's OAG.
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@DailyPalantir
Karp’s comments were prescient.
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Open Source software is often used as a strawman for why software should be cheaper. But there is a deeper incentive that's actually at play.
But to really understand the potential role of Open Source we need to understand the cold, hard business logic behind open source,
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Look at the difference in Defense and Commercial mix amongst Chinese and American primes.
Revenue of China's primes: predominantly Commercial (Non-Defense).
Revenue of America's primes: predominantly Government (Defense).
Commercial market is brutal and hyper-competitive. It
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Target Workbench (TWB) automates the target process from nomination through to battle damage assessment.
The underlying target data model backs the open JADC2 SDK so all of DefenseTech can plug in to power the kill chain.
Bro Palantir has the military using kanban boards to execute strikes. There's no way💀
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Content over Process
Creation over Comfort
Innovation is a consequence of Production
@intel
made the same mistake, now fixed, passing over
@PGelsinger
as CEO
@generalelectric
under Welsh & Immelt
@IBM
under Rometty
We are a nation of builders and founders
Otherwise we are a
Boeing needs to be led by engineers, time is not on its side, Emirates Airline president says
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Embrace your inner warrior-psalmist.
I've mentioned how as a consequence of the Last Supper, the Pentagon has forgotten the need for and ability to deal with maverick founder types (Kaiser, Northrop, Hughes, Ford, Martin, Johnson).
A broader and perhaps more accurate word
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The case for Ontology as the LLM unlock articulated by
@Steve_Yegge
in Cheating is All You Need.
All the winners in the AI space will have data moats.
Why?
Because the data moat is how you populate the context window.
Ontology = Your Data + Tool Moat
LLMs exposed the Modern Data Stack as a castle in the sand. It has not delivered the primitives or tools required to push AI into every decision you make every day.
The Modern data stack is literally a modernization of a legacy architecture that treats data like exhaust to be
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It is time to rename SBIR or it will forever remain a welfare program... or more cynically a way to keep small folks small and protect the bigs.
The point of small business is to get BIG. There is no leverage without achieving scale.
We are not trying to create lifestyle
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M-Day was Yesterday.
The US is now going to be facing a three-front demand on its military posture and defense industrial base resources: Ukraine, Taiwan, and now Israel.
The Biden administration and our defense industry is not prepared for what's coming.
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@Kentoinabento
@SouthwestAir
@PalantirTech
We are at the ready. Foundry powers network ops, maintenance ops, crew management today and so much more. Used by 160+ airlines already.
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