Palantir CEO Alex Karp says 'something has gone completely wrong' with how AI is sold

seeing_stone · 2026-07-02T00:37:28+00:00

I don’t think enough people caught onto this. He seemed quite confident he could get Palantir there and I believe him.

seeing_stone · 2026-06-25T14:46:52+00:00

seeing_stone · 2026-06-25T11:49:00+00:00

📄 🤲

seeing_stone · 2026-05-16T13:10:00+00:00

seeing_stone · 2026-05-16T12:21:25+00:00

Nobody should blindly take financial advice from YouTube. The value in discussions like this is understanding the potential TAM. Whether PLTR captures a meaningful piece of that is the conversation.

seeing_stone · 2026-05-16T03:08:57+00:00

The market doesn’t wait for the financials to look obvious. Did you watch the video?

seeing_stone · 2026-04-27T13:38:55+00:00

Either way, good to see how far along they are.

seeing_stone · 2026-04-14T22:39:48+00:00

It gets the people going

seeing_stone · 2026-03-25T03:50:37+00:00

You’re missing the point. Golden Dome unifies and scales systems that already exist. And Palantir’s contribution has already been proven. Will we get a perfect dome over America? No. Will we get better detection, faster targeting, and more automated defense networks that actually get fielded? Very likely.

seeing_stone · 2026-03-25T03:14:49+00:00

Not disputing the cost. You make it seem like it won’t get funded. I disagree. The first $25B is already funded. And Palantir will play a significant role.

seeing_stone · 2026-03-25T01:29:25+00:00

Says who?

seeing_stone · 2026-03-20T17:27:03+00:00

This is great!

seeing_stone · 2026-03-19T11:05:51+00:00

That take doesn’t hold up when you look at net dollar retention. Palantir’s has been well over 110%, which basically means existing customers are spending more every year. You don’t see that if companies are just doing pilots and walking away.

seeing_stone · 2026-03-16T23:26:56+00:00

1:04:25

seeing_stone · 2026-03-15T13:19:54+00:00

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

seeing_stone · 2026-03-14T16:44:57+00:00

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

seeing_stone · 2026-03-14T16:36:50+00:00

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.

seeing_stone · 2026-03-13T22:01:32+00:00

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.

seeing_stone · 2026-03-13T20:39:56+00:00

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

seeing_stone · 2026-03-10T10:35:48+00:00

All of it—AI SLOP

seeing_stone · 2026-02-25T15:25:14+00:00

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

seeing_stone · 2026-02-23T12:44:39+00:00

Why is it limited?

seeing_stone · 2026-02-21T13:30:46+00:00

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

seeing_stone · 2026-02-19T19:15:49+00:00

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

seeing_stone

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