Joined December 2025
Replying to @dieworkwear
we take inspiration from streetwear, the same way streetwear took from workwear, military surplus, and skate culture before it. pretty much all fashion borrows from something. nobody’s forced to buy Palantir merchandise. people seek it out because they like what the company stands for, the same way someone wears a college sweatshirt or a team jersey. not exactly a luxury house mining street culture. there’s a community of people from over 55 countries and all ages that are part of our community. and for the record, we’re not a surveillance company. If you had even a second-grade-level understanding of business and technology, you’d understand this. for those that see this and want to learn what Palantir actually does and the positive impact my colleagues are having around the world, there are a lot of great resources that I’d be happy to share.
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Replying to @blazerbanter
The Blazers having a log jam in the guard position vs The Spurs having the best guard rotation ever
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This viral Sears story is sparking debate about today’s economy He says full time retail workers could afford a comfortable middle class life back then, sparking a debate about when a steady job stopped being enough to get ahead. [via/ GettyImages]
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Volunteer police chief fired after Palantir probe ➡️ bbc.in/4AQTD7M
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Replying to @TheLongInvest
A quick search on your profile shows you have been calling $PLTR overvalued since $50 Smells like a grifting post.. and checks out xitter.cf/thelonginvest/status/1…
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Replying to @ptr_to_joel
Except when you actually look at their 10-Qs, a huge part of $PLTR’s enterprise growth is existing customers investing more into the tech stack because it works. United Airlines is a tangible example. When you get detailed notifications explaining why your flight is delayed, or real time baggage updates, Palantir is part of the infrastructure making that possible. Listen to the data, not anonymous accounts on one of the most astroturfed and propagandized websites on the internet.
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“Judge us by our enemies” as Karp likes to say really hit me when I was talking to a round of new hires, I always like to ask them about their motivations. “I saw all this crazy stuff about Palantir on X and Instagram and did my own research because it sounded too wild. What I found was a company that was deeply thoughtful and actually stands for what I believe in” This is the amalgamation of responses I hear from some of our new brightest hires. We are firing on all cylinders and the new talent is excellent and here for the right reasons. Thank you enemies 🫡 Join us: jobs.lever.co/palantir
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Re the baseless Palantir-related news stories: the actual answer (and the journalists will, off the record, admit this) is that stories mentioning "CIA spyware stealing your data" get 10-20x the clicks vs. ones without that framing. it's a super tough incentives problem, because at some point the journalists themselves start to believe it.
EXC: British govt is searching for a UK alternative to Palantir, as the PM’s “buy British” push triggers hunt for homegrown replacement for the controversial US software group in NHS and MoD Ministers have identified a handful of UK technology companies they hope might be candidates to take over the health service’s Federated Data Platform, as they consider applying a break clause in Palantir’s contract in March next year, people familiar with the matter told the FT A defence minister has also told parliament that the govt is sounding out alternative suppliers for its MoD contract w/ @Smyth_Chris & @Laura_K_Hughes ft.com/content/9a6e17fe-55e4…
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Palmer Luckey
@PalmerLuckeySep 20
Angry Twitch streamers are trying to cancel other Pokemon streamers because ModRetro "arms the IDF", "kills Palestinians", etc. The funny thing is that while I do personally support Israel and the continued existence of a Jewish state, neither Anduril nor ModRetro have actually sold anything to them. Twitch/Amazon, on the other hand... Nothing screams low-information voter quite like pleading with people to Stand with Palestine and Stop Genocide by subbing to their Twitch, lmao
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It's impossible to actually understand how an LLM works and genuinely believe it's conscious. It's a bunch of vectors and multiplication. That's literally it. "We don't know what they're doing" lmfao yes, yes we do.
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After six wonderful years at UK Music, I'm joining Palantir UK as Senior Vice President. Palantir is the most interesting company on the planet, doing work of real consequence: helping Britain and its allies defend themselves, helping police protect our citizens and helping NHS staff get patients treated and home sooner. London is comfortably its largest centre outside the US, home to more than one in six employees, the highest proportion among the world's largest technology companies. We have challenges. Some criticism is propaganda. Some raises legitimate questions about large technology companies and sovereign control. Both require answers. Part of my role will be to correct false information while working with our engineers to ensure privacy, security and respect for sovereignty are at the heart of everything we do.
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This post looks like the start of a VERY sophisticated and well-funded PR operation to get support for Democrats to regulate AI into oblivion. Let me show you how it works: 1.) This guy, with minimal followers and no previous account activity, goes to the Wall Street Journal which publishes an exclusive with quotes from him on his resignation 18 minutes BEFORE this post goes up. Planning was clearly done in advance. 2.) Within hours, it has tens of thousands of reposts and the account has 100k+ followers. The post is punchy, quotable, it almost seems professionally written. The first three accounts to quote tweet it all do so within 15 minutes of the initial posting. Remember, this account had basically zero engagement beforehand, so an organic reach explanation seems unlikely. According to Grok those accounts are @_NathanCalvin (General Counsel at Encode AI), @peterwildeford (Head of Policy at the AI Policy Network), and @DKokotajlo (Head of the AI Futures Project), all of which are up-and-coming AI-Doomer policy advocacy nonprofits. The AI Futures Project website says it is funded “primarily” by the Survival and Flourishing Fund, which says on its own website that it has advised Jaan Tallinn, Skype creator and one of the leading investors in Anthropic, to grant over $2.5 million to the AI Futures Project since 2024. Encode AI says on its website that it is ALSO funded by the Survival and Flourishing Fund, which in turn says that it told Anthropic investor Jaan Tallinn to grant $516,000 to Encode AI in 2025. And wouldn’t you know it, the Survival and Flourishing Fund ALSO says it told Jaan Tallinn to grant $2 million to the AI Policy Institute, the 501(c)(3) affiliate of the AI Policy Network, as well. What are the odds that the first three quote tweets of Coxon’s post would all be major AI-restriction policy advocates funded generously by the same donor, who also happens to be one of the leading investors in, and a board member of, Anthropic, the company Coxon was resigning from? And all within 15 minutes of posting (two within ten)? 3.) Jacob Coxon doesn’t have much of a resume, but we do know that, in 2022, he got a $20,159 scholarship for the “long term future scholarship program” from the Good Ventures Foundation, one of the philanthropic vehicles of Dustin Moskovitz, a notorious AI-doomer who has spent tens if not hundreds of millions on policy advocacy to strictly regulate AI, while also being an Anthropic Investor himself. It also just so happens that the 14th person to quote Coxon’s post was @MaxNadeau_ (27 minutes after posting) who is the program officer for the Technical AI Safety team at Coefficient Giving, another of Moskovitz’s philanthropic spending vehicles. Max is not a frequent poster, his last posts before quoting Coxon were before Labor Day, but he was remarkably quick off the mark for this one. 4.) Basically every major Democrat politician and candidate has suddenly glommed on to this post, and conveniently, as the people cry out foe answers, Bernie Sanders already has a bill written to “ban super intelligence” and regulate AI into oblivion, and will be releasing later this week. The bill, among many other things, will create “a new cabinet-level federal agency to safeguard the public from the dangers of artificial intelligence” that will be “advised by an Artificial Intelligence Advisory Board comprised of experts on artificial intelligence.” Do you think, perhaps, Anthropic and its many investors who fund AI policy advocacy might have interest in getting to place a pet “expert” on the board of an entity that dictates what AI is and isn’t allowed to do? And isn’t it fortuitous that this whistleblower came forward with his oh-so scary stories so close in proximity to the release of the most radical piece of AI legislation ever introduced?
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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This is what I discussed this morning about how we must win the ai race. A post from a German banker upon returning from China, making the rounds on Wall Street: "10 generations suffered because one generation missed the Industrial Revolution.“ Let that sentence sink in. That comment was the most thought-provoking I heard during last week's trip to Beijing. It perfectly summarizes why #China views AI as an all-out race. linkedin.com/feed/update/urn…
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Replying to @JeremiahDJohns
If you define yourself in terms of various traumas, I suppose the idea of losing your identity through healing is scary.
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Palantir CEO Alex Karp predicts the future business landscape will be defined by companies that got sovereignty right competing against the frontier labs: “I am quite certain that the companies that get this right will just be the dominant companies, because de facto, it'll be you competing against a frontier lab.” “And you can win because you have access to things that are outside the spectrum, that are outside the model, that are proprietary, that only you understand.” “Or you can selectively use their models, but make sure that alpha is not being migrated out by using an application layer or what is commonly now called an ontology.”
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Palantir ($PLTR ): Is the Leading Growth Rate Sustainable? With Gil Luria, Head of Technology Research at D. A. Davidson Gil Luria (@gilluria ) and I dig into the bull case after another blockbuster quarter with 93% YoY growth. The reason Palantir wins is their head start on building an enterprise-wide ontology, unconventional usage of forward-deployed engineers in their SaaS model, and customer-aligned, outcome-based pricing. We debate $PLTR’s valuation, future growth trajectory, and AI-driven software budget crowd-out. “The bull case is that the stocks’ valuation is now, 50x forward cash flow, not $200, 2% yield, and they're growing 90%, 93% up from 85% last quarter” “This is the best software company in the world. Maybe the best company in the world.” Stocks mentioned: $PLTR, $AI, $IBM, $MSFT, $NVDA, $SNOW, $DDOG, $CRWD, $SHOP *Not Investment Advice. Disclosure: The author has a short position in PLTR as of the episode recording; that may change at any time. Highlights: (0:00) Intro: Gil Luria, D.A. Davidson (1:17) The quarter: accelerating from 85% to 93% growth (2:22) From $20 to $200 and why institutions stayed on the sideline (5:05) What makes Palantir special the ontology, explained (9:00) Why it's so hard to replicate: the case study (13:23) The origin story: 9/11 and the first CIA meeting (16:57) The valuation reframe 50x now vs 200x then (23:28) Why IBM is being "crowded out," and why professional services missed the AI opportunity (38:10) Karp's sovereignty pitch the case against building on Anthropic or OpenAI directly (45:01) The bear case: my mental model, and my own short position (46:08) Gil's pushback: why deceleration math doesn't mean multiple collapse (49:04) The revisions math: what's already priced in
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Player haters getting rekt once again. How’s it feel?
$PLTR This is art: - YoY revenue growth has now accelerated for 12 Qs in a row and now it’s at ~93% - Profit margin expands for the 12th Q in a row (ex. Q4’24 due to 1-off SAR expense) - NDR increases to 157
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$PLTR Karp made it clear that Palantir is entering the business of FINE-TUNING models. Citing that Palantir-tuned models outperform frontier models. LLMs are a commodity, fine-tuning them to a business is not a commodity (uniquely positioned to do so w. Ontology)
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Palantir CEO Alex Karp says Palantir has at times gone "against our economic interests" because they are actually fully-aligned with their customers: "Like—we're supporting lots of institutions in Europe. The growth sucks. But without our products, they would have rampant terrorism and their problems, their migration problems, and the results would be ten times worse." " It's not actually in our economic interest anymore to do this, but we still do it, and it's because we actually are believers, for better or worse."
Alex Karp says Palantir will "take money out of our pocket" if it helps the US: "We are highly monogamous in our work." "The only thing we put above [a customer] is US national security." "We prioritize US war fighters over everything else." "When we believe or know that the US war fighter is in danger, we put the whole company against it."
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