Let’s be honest - Trump knew about rage baiting before ANYONE.

People killed by AI: zero People killed by governments: millions Let's give control of AI to the governments and call it safety

AOC has broken up with her boyfriend. Sometimes a woman just can't let go of that time lightning struck. She tries to forget and move on but that type of life changing chemistry can't be forced or faked. Follow your heart AOC.

Palantir FDE Chad Wahlquist @chadwahl: “LLMs are a commodity.” “All the value is going to be created through the application of these things into the real world.” The models aren’t the moat. The application layer is. That’s where Palantir $PLTR sits. Full conversation below

BREAKING: The S&P 500 is now up more than 100% since Michael Burry told people to sell in January 2023.

Sure, Anthony Fauci was bad, but without him we’d never have this…

This is one of the dumbest things Democrats have done in years. A data center is not some evil AI factory. It is literally the infrastructure behind your tiktok brainrot, email, banking, cloud storage, streaming, hospitals, gov systems, websites, the kiosk that you use to tap, pay and give tip, and basically every piece of modern technology you use. Put simply the INTERNET. We have been building these things since the 1990s. The new ones are more efficient, can build or contract their own power, pay for grid upgrades and use closed loop cooling systems. There are obvious ways to regulate the actual externalities without freezing construction for a year. Instead New York looked at the most important infrastructure buildout of the next decade and said, actually, let’s stop. China and Russia could not design a better propaganda campaign if they tried. Convince Americans that data centers are dangerous, get activists to panic, then let politicians kneecap the country while China builds as fast as it can. AOC says this will help make sure AI is “for all of us.” @AOC how exactly does stopping New York from building AI infrastructure accomplish that? It doesn’t. AI will keep getting built, just somewhere else. You let the buildout happen, then tax the companies, make them fund the grid or require community benefits. You do not stop everything and pretend that somehow democratizes the technology. And the people cheering this have no idea what a data center even is. It is basically like banning the construction of computers because computers use electricity. The capital will not wait. The jobs, tax revenue, power investment and infrastructure will just go to Texas, Pennsylvania, Ohio or anywhere else run by adults. This is not protecting New Yorkers. It is making New York poorer, weaker and less relevant.

Our thoughts on the importance of AI sovereignty. 1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss. 2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones. 3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value. 4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs. 5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha. 6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West. 7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them. 8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences. 9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

The answer for return on investment in the AI revolution is Palantir. The LLM is the commodity How to wield it securely and at scale in the enterprise is what Palantir excels at

Palantir to 1T Looking forward to the development of a consumer product

You know why NDR is at 150%? It’s because customers are getting a return on their investments. You buy software that not only works but solves your actual problems, and you’ll do it again and again. It’s just basic economics. What Karp means when he talks about giving our customers our unit economics is exactly this. I see it on the front lines every single day. More than ever, customers want me to review their AI strategy as a whole because of the AI slop products or AI injections into existing software they see in the market. Versus what Palantir does by helping them refactor their business, making them more different, not more similar. Make our customers’ investment in Palantir pay off for them, and they come back for more. That simple. Software that works, dominates. 💪

$PLTR Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible. Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year. They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027? Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise. A quote from Shyam, CTO, last night: "More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one." Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful. The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue. The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish. Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world. Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years. LFG.

thanks Trump, I agree as well

Palantir CEO Alex Karp says the luddites arguing we should pause AI development are not living in reality and are de facto saying we should let our enemies win: "If we didn't have adversaries, I would be very in favor of pausing this technology completely, but we do.”

I think these futures are a sell the news on QT ending.

College degrees are for poor people.

The bank after approving a 23% 50-year mortgage to young working couple

If you pay off a <4% mortgage early… you’re doing it for your mind- not math. Give me a 50 year mortgage at my current 3.25 percent rate- I’d be an idiot not to take that.

Are Fintwits bankrolled? There’s no way they can hammer stocks from YouTube money. They’re not making that much off YouTube.

There’s a lot of talk about Databricks taking market share potentially from $PLTR … can anyone name DB’s CEO? Exactly. He ain’t Karp.