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dS3 retweeted
I wrote this description/warning of what is happening in the West. Please watch it and share it with others. @idicenter
dS3 retweeted
🚨 $PLTR: THE U.S. AIR FORCE WANTS ITS NEXT AI-POWERED EMERGENCY MANAGEMENT SYSTEM TO OPERATE ON MAVEN SMART SYSTEM. VERY BULLISH FOR PALANTIR.
The Air Force is planning a new Department of the Air Force Emergency Management Information System (DAF EMIS).
The Air Force explicitly wants this system to operate under Maven Smart System, the military AI platform provided by Palantir.
Now, instead of explaining everything myself, let me share the actual language from the document.
1. MAVEN SMART SYSTEM IS THE FOUNDATION.
“DAF EMIS will be in Microservice architecture and operate under the shared Maven Smart System (MSS) data platform.”
This is the most bullish sentence in the document for $PLTR.
The Air Force is identifying MSS as the data environment for the proposed system. Other vendors can potentially build applications around that architecture.
2. THE AIR FORCE WANTS ENTERPRISE SOFTWARE INTEGRATED INTO DEFENSE ECOSYSTEMS.
“The objective of the Department of Air Force Emergency Management Information System (DAF EMIS) is to deliver an enterprise software capability natively deployed within the DoW software ecosystems and data platforms.”
We're talking about software designed to operate inside existing military infrastructure, not another standalone AI application.
3. AI WILL AUTOMATE EMERGENCY MANAGEMENT.
“The DAF seeks a AI-enabled software capability that automates the full Emergency Management lifecycle”
This covers preparedness, protection, response and recovery.
Imagine an Air Force installation responding to a missile attack while simultaneously coordinating infrastructure damage, emergency personnel and operational resources.
The objective is to bring those workflows into a connected software environment.
4. THE SYSTEM MUST WORK EVEN WHEN COMMUNICATIONS ARE DISRUPTED.
“Must feature a distributed architecture capable of local data caching and edge execution”
The document specifically requires reliable operation during intermittent or denied communications without data loss.
Military AI cannot depend entirely on uninterrupted cloud connectivity.
5. THE AIR FORCE WANTS AUTOMATED GEOSPATIAL INTELLIGENCE.
“Must dynamically ingest authoritative on- and off-base map layers and web feature services”
It also wants automated mapping and real-time tracking of critical infrastructure across local and regional environments.
Think about the operational value of knowing which runways, energy systems, water facilities and communications infrastructure remain functional during an attack.
6. THE SOFTWARE MUST SUPPORT MOBILE AND TACTICAL EDGE OPERATIONS.
“Must provide a secure, platform-agnostic mobile/edge interface to support dispersed Airmen and field units”
This means emergency management capabilities need to extend beyond centralized command facilities.
7. THE SOFTWARE MUST MEET HIGH DEFENSE SECURITY REQUIREMENTS.
“Must be architected to meet DoD Impact Level 5 (IL5) and Impact Level (IL6) security standards”
The document also requires alignment with continuous Authority to Operate compliance pipelines.
The Air Force is describing a future where multiple operational applications can function within a shared military data environment.
$PLTR already provides Maven Smart System.
If additional defense applications are developed around MSS, the opportunity goes beyond individual software deployments.
More operational workflows could become connected to the underlying platform and more data sources could become integrated. More military organizations could depend on the same operational software environment. This could strengthen Palantir's position in defense AI over time.
The document also identifies Air Combat Command and Pacific Air Forces among the commands the proposed application could support. We're talking about operational requirements across geographically dispersed military installations.
One important clarification.
This is an RFI, not a contract award. The Air Force is conducting market research, and there is no guaranteed new revenue for Palantir from this announcement.
Share opinions only, not financial advice. Do your own research
"Mike Ditka was Chicago's own, but Dallas was the turning point in his life and career" via @SportsDayDFW dallasnews.com/sports/cowboy…
dS3 retweeted
🚨 MILTON FRIEDMAN (1978): Milton EDUCATES liberals at Stanford on a FREE SOCIETY:
"I'm afraid you read the book cover to cover but not line by line."
"A free market economy is a necessary but not a sufficient condition for a free society."
"A market makes people pay for what they get. It makes people responsible.""
Why don't liberals put their own money where their mouths are?
They always want someone else to pay for their utopian fever dreams.
dS3 retweeted
.@JTLonsdale on Erebor Bank being another company named after a Lord of the Rings reference:
“It’s a good name.”
“Would you want your bank to be the dwarven mountain king? It’s like—this is secure.”
“I actually think we should build a cool place like that.”
@PalmerLuckey
Via @LizClaman @FoxBusiness
JPMorgan CEO Jamie Dimon on competing with @PalmerLuckey’s Erebor Bank:
"We didn't do Stripe. We didn't do the stuff Block did. We didn't do Revolut.”
“We get our asses kicked every now and then."
@HillValleyForum @ChairmanG
dS3 retweeted
$PLTR
200 REASONS TO REMEMBER THAT THIS COMPANY HAS TAKEN RETAIL INVESTORS ON THE JOURNEY OF A LIFE TIME.
Palantir did this their way. Not by capitulating. Not by listening to analysts. They did it their way.
What’s the Palantir way?
Providing value and only caring about getting paid if the value you provide is so transformational that it shares in the overall economic value created.
$6 in 2022 —> $200 in 2026.
Venture level returns to regular people that believed in this company.
PTFB.
Goldman gets it:
"The TAM may be setting up for another step function change in depth, because of the shift to sovereign AI, bespoke applications, and Palantir's newer verticalization strategy."
"The FDE model is more than simply hiring FDEs; it requires tight feedback loops between field and product, which Palantir has perfected to the point of being able to automate via AI FDEs."
dS3 retweeted
🇮🇹 Italian PM Giorgia Meloni:
“I believe in a Western civilization founded on Greek philosophy, Roman law, and Christian values.”
Italy is in safe hands.
dS3 retweeted
🚨INNOVATION IS HAPPENING
From autonomous vehicles and eVTOLs (vertical lift aircraft) to drone deliveries, the next era of travel is happening now. Our goal isn't to say "no" to progress, it's figuring out how to safely get to "yes”
Here is how @USDOT is balancing safety, technology, and American jobs
📺 @WillCainShow @willcain @FoxNews
dS3 retweeted
One of my favorite videos on the internet is Arnold destroying Joy Behar on The View. It never gets old.
dS3 retweeted
🚨 FUTURE OF FLIGHT IS HERE 🚨
Today in Texas, we celebrated the state’s first demonstration of next-gen aircraft under our Advanced Air Mobility Integration Pilot Program (eIPP), making Texas the sixth location to launch under this landmark @USDOT initiative!
Through eIPP, we’ve built one of the nation’s largest real-world environments to test eVTOLs, air taxis, and autonomous planes
The future of flight is taking off right here in AMERICA 🇺🇸
dS3 retweeted
$PLTR X $OPTT Ocean Power Technologies, Foxtrot partner on Palantir Foundry implementation for maritime growth
“Scaling autonomous maritime systems requires more than building additional vehicles and platforms. It requires the infrastructure to deploy, operate and support those systems reliably at increasing volume,” Ocean Power Technologies CEO Philipp Stratmann said.
03 Sep 2026
Ocean Power Technologies Inc (NYSE-A:OPTT) announced that it is implementing Palantir Foundry to support the expansion of its autonomous maritime systems and services.
The platform will be used to provide greater visibility across Ocean Power Technologies’ operations, including manufacturing, supply chain management, deployment, fleet operations, maintenance and customer support.
The company has engaged Foxtrot Professional Services, a Palantir Foundry partner, to lead the implementation through the Palantir for Builders program.
Ocean Power Technologies said the initiative is intended to help it move from individual deployments toward more repeatable delivery of its autonomous maritime systems as its US and international footprint expands. Foxtrot will connect data and workflows across the company’s operations and establish governed processes for day-to-day decision-making.
“Scaling autonomous maritime systems requires more than building additional vehicles and platforms. It requires the infrastructure to deploy, operate and support those systems reliably at increasing volume,” Ocean Power Technologies CEO Philipp Stratmann said.
“Palantir Foundry gives us a powerful foundation to connect our operations and make faster, data-driven decisions as we scale.”
Stratmann added that the company has already begun linking existing records to the Foundry platform and that working with Foxtrot is intended to accelerate the implementation.
Foxtrot Professional Services co-CEO Christine Williams added that Ocean Power Technologies is using artificial intelligence across areas including national security, offshore operations and marine research.
“The ocean is the next great frontier for autonomy, and OPT is using AI to redefine national security, provide zero-emission power source for offshore operations and support marine research,” Williams said.
“We’re thrilled to partner with OPT to build the operating backbone to take these missions to the next level.”
Stratmann wrote that the project is aimed at establishing infrastructure that can support greater scale over time, describing the implementation as another step toward a more integrated maritime technology business.
By: Angela Harmantas
proactiveinvestors.com/compa…
dS3 retweeted
TITAN | Powered by @PalantirTech
The Army’s first AI-defined vehicle:
MIAMI--(BUSINESS WIRE)--Palantir Technologies Inc. ( NASDAQ: $PLTR ) today announced that the Army has awarded Palantir USG, Inc. a prime agreement for the production and delivery of the Tactical Intelligence Targeting Access Node (TITAN) ground station system, the Army’s next-generation deep-sensing capability enabled by artificial intelligence and machine learning.
“The agreement covers the production of eight new TITAN systems, four Advanced and four Basic systems. The Advanced variant delivers greater processing and integration capability. The Basic variant is built for mobility and rapid deployment. The contract also includes the integration of new critical technologies and the fielding to the operational Army.
TITAN is a crewed ground station with access to Space, High Altitude, Aerial, and Terrestrial sensors, providing actionable targeting information to enable mission command and long-range precision fires. Palantir’s TITAN solution is built to maximize usability for Soldiers, incorporating feedback from operational users at every stage of the earlier prototype development phase. Building on its prior work delivering AI capabilities for the warfighter, Palantir is deploying the Army’s latest AI-defined ground station platform.
As prime, Palantir oversees manufacturing and delivery across the full system and provides the software that powers the capability. TITAN integrates subsystems, technologies, and software from a team of traditional and non-traditional partners, including Anduril Industries, L3Harris Technologies, Sierra Nevada Corporation, Strategic Technology Consulting, and World Wide Technology. These companies all share the Army’s imperative to build continuously evolving and innovative systems. This best-in-class offering is scalable, adaptable, and designed for the needs of a rapidly evolving threat environment.
“TITAN was shaped by the Soldiers who used it, in the conditions they used it in, against the standard they set. That is the only way a system like this earns its place in the field,” said Akash Jain, President and CTO, Palantir USG. “We are honored by the Army’s trust, grateful for a partner team that shared the same commitment, and clear-eyed about the work still ahead.”
This award marks the next phase of the Army’s software-centric, competitively prototyped approach to the TITAN Program. Palantir will continue to sustain the existing prototype systems currently fielded with the operational force, while supporting development and production of future TITAN capabilities.”
dS3 retweeted
Congrats team. First flights are incredible. Very few people understand how hard it is to accomplish what you just did. Keep grinding!
dS3 retweeted
Texas, we're on the way. 🤠
Joby has signed a lease for 45,000 square feet at Perot Field Fort Worth Alliance Airport, the first significant eVTOL manufacturer presence in North Texas.
This site will serve as our base as we prepare for our first eIPP flights across the Dallas-Fort Worth metroplex.
Full release ⬇️
Today, we published our Q2 2026 shareholder letter. The aircraft, the infrastructure, the operating experience and the customer demand are all coming together as we approach commercialization.
✈️ eIPP flights expected to begin in September. We intend to fly a week-long campaign of piloted, vertical takeoff and landing flights across the Dallas-Fort Worth area, laying the groundwork for future commercial operations. We continue to target carrying our first passengers in 2026.
📋 Strongest quarterly progress yet in the fifth and final stage of FAA type certification.
🏭 Five electric air taxis flying, including our first FAA-conforming aircraft, with 12 more in various stages of production.
🤝 A new joint venture with @Toyota builds on more than seven years of collaboration and lays the groundwork for high-volume commercial production.
🏙️ Our partnership with Atoms, founded by @TravisK, will develop and finance a network of transportation hubs serving air taxis and autonomous vehicles across our U.S. launch markets.
🚁 In Q2, @flybladenow delivered more than 50% year-over-year growth in seats flown and $36.2M in revenue.
💰 We ended the quarter with $2.3B in cash and short-term investments and raised our full-year revenue outlook to $115M to $125M .
Live webcast at 5:00 PM ET / 2:00 PM PT.
Read the full shareholder letter ⬇️
