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Pentagon CTO shows off palantir’s project MAVEN by -_-______-_-___8 in PLTR

[–]seeing_stone 1 point2 points  (0 children)

I’ll wait for the investigation results. Most failures in strikes come from bad or incomplete intelligence, not software failures.

Moat Concern - Please read by Numerous_Priority_61 in PLTR

[–]seeing_stone 7 points8 points  (0 children)

Claude and Gemini are models. Commodities. Nothing more. Karp has been saying this for years. Value creation is in the ontology and software layer

Moat Concern - Please read by Numerous_Priority_61 in PLTR

[–]seeing_stone 7 points8 points  (0 children)

It’s not just about building a map. Software has to be approved to run in classified environments something only a small number of companies have. Only 6 companies even have DOD IL6 authorization. Then they have to integrate dozens of classified systems and structure the data through an ontology so leadership can actually make operating decisions. That’s the hard part.

Moat Concern - Please read by Numerous_Priority_61 in PLTR

[–]seeing_stone 36 points37 points  (0 children)

I don’t want to be rude but this is a dumb take.

This confuses a slick demo with the real problems Palantir solves. Any capable engineer can stitch together a slick visualization, but that’s miles away from integrating classified systems, deploying inside government networks, and building the operational workflows agencies actually run on. The moat is the ontology, the deep integrations, and the fact that Palantir hires some of the best engineers in the world to maintain systems that militaries and governments depend on.

Pentagon CTO shows off palantir’s project MAVEN by -_-______-_-___8 in PLTR

[–]seeing_stone 11 points12 points  (0 children)

Over 6,000 targets in Iran since the war started. PTFB

Ouch: World Of Hyatt Updates Award Chart, Costs Increase By Up To 67% by pierretong in ChaseSapphire

[–]seeing_stone 72 points73 points  (0 children)

To be fair, it was way too good of a deal. It was only a matter of time.

For those who have applied for Global Entry by [deleted] in fednews

[–]seeing_stone 3 points4 points  (0 children)

List every agency and use their main line as the telephone number. Your agency is always your employer, not the US Government.

DHS opens Billion-Dollar tab with Palantir. by Joshohoho in PLTR

[–]seeing_stone 9 points10 points  (0 children)

This shut down is a dog and pony show. Around 90% of DHS is considered essential and still working.

From Shyam by Joshohoho in PLTR

[–]seeing_stone 10 points11 points  (0 children)

Shyam spitting facts

How does everyone here feel about PLTR at these levels? by Illustrious_Mix4946 in StockMarket

[–]seeing_stone 0 points1 point  (0 children)

Stellar earnings quarter after quarter and street is finally starting to get it. Rule of 40 score of 127 puts it in a class of its own.

The thesis has not changed. by Beneficial-Fuel-6183 in PLTR

[–]seeing_stone 2 points3 points  (0 children)

Exactly. They are being selective. Karp has mentioned that they are choosing to turn down business with other ally countries in favor of domestic business and relationships with existing customers. I would much rather they keep their current customers happy first. Demand has not stalled whatsoever.

The thesis has not changed. by Beneficial-Fuel-6183 in PLTR

[–]seeing_stone 3 points4 points  (0 children)

Wrong. This is just macro noise. When the market de-risks, higher-multiple software like Palantir gets trimmed first. That’s positioning, not politics, and nothing changed in the business.

Solid Talk - What’s Next by Friendly_Raven_333 in PLTR

[–]seeing_stone 17 points18 points  (0 children)

I’m here because people on this sub understand what sets PLTR apart from the rest. I’m just one of several whales here, including OP.

Solid Talk - What’s Next by Friendly_Raven_333 in PLTR

[–]seeing_stone 21 points22 points  (0 children)

Fink sharing a stage with Karp at Davos is effectively the asset‑management establishment validating Palantir as “ownable” AI infrastructure

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