$PLTR$NVDA
THIS ACTUALLY JUST HAPPENED.
Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology."
Oh. My. Goodness.
It really feels like Steve was time traveling to this moment.
Steve Jobs gave a great talk at MIT in the 80's about Operational vs Managerial. SO many salient points around speed, continuously learning and driving actions.
I would love to hear everyone’s take on the difference between managerial technology and operational technology and why it might matter.
I will give my take tomorrow.
"In 2012 we first used Palantir And I remember sitting down with the Palantir people and going through this AI thing saying 'Holy Christ this is this is unbelievable.' "
💪
What is AIP?
One of the top three questions I get is: What box would I put @PalantirTech in my architecture diagram?
This is the wrong question, as AIP is highly interoperable and designed to meet you where you are.
The correct question is: How do I use AIP to operationalize
🔥"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
Palantir generated $678m in revenue in Q2 2024, a $25m beat vs analyst estimates of $652 - $653m and an increase of 27% y/y.
And we now expect to generate $697 - $701m in revenue in Q3 2024, outperforming analyst estimates of $679 - $681m by $16 - $22m.
I had an introductory call with a $100+ billion business a yesterday.
During the conversation, I was asked, “So who are your competitors Snowflake, DataBricks, Fabric, OneLake, BigQuery?”
I replied, “yes and no, those are just one, maybe two, blocks on our architecture diagram.
🚀Palantir Consumer Mode🚀
Build B2B and B2C apps more easily with Consumer Mode.
This will make it faster and easier for anyone to build, secure, scalable consumer facing applications on Palantir.
So go build something already.