Palantir

“Lauren DeMeuse at Theory Ventures explains how the firm borrowed Palantir's forward-deployment model for portfolio support, sending operators to work inside companies as an extra pair of hands.”

“Alex Karp definitely helped put this into fashion again.”

“The military had relied on Claude for months for classified research, intelligence analysis and operations, including through Palantir's Maven system.”

“Palantir's 2nd employee in Europe, Aistis Šimaitis…”

“The other thing that I think Alex Karp of Palantir has been talking about is that there's a risk that when you work closely with the foundation model companies is that they're going to move into your business.”

“Lessons from Alex Karp's Palantir”

“How did the founders of Palantir even come to the conclusion that organizing data is the way to solve terrorist attacks?”

“OpenAI President Greg Brockman, Anthropic CEO Dario Amodei, Google CEO Sundar Pichai and Palantir CEO Alex Karp are among the executives who will be there.”

“Founding Partners include Anthropic, Anduril, Coinbase, Google, Meta, NVIDIA, OpenAI, Palantir, Replit and Stripe.”

“Palantir CEO Alex Karp predicts OpenAI will never IPO”

“Founding partners (Anthropic, Coinbase, Meta, NVIDIA, Replit, etc.) provide curriculum input, compute credits, and access to frontier research.”

“Palantir retakes first at 37.5x from 29.2x, reversing last month's fall on 56% NTM revenue growth with a 63% EBITDA margin. No other name in the table pairs growth and margin at that level.”

“The dominant name in private fund formation and sponsor-backed M&A recently rolled out an AI platform built with Palantir and designed to reshape the repetitive, boilerplate elements of fund formation work.”

“Alex Karp... regarding enterprises 'giving away all your alpha' to AI vendors.”

“We use them for a lot of our built-in tooling, our internal manufacturing execution systems, some of our material resource planning tools.”

“A pattern he traces back through Anduril, Palantir and SpaceX.”

“We use them for a lot of our built-in tooling, our internal manufacturing execution systems, some of our material resource planning tools.”

“This is all the great Ho Nam stories of sticking it out... He's so good at that.”

“Shom (Palantir CTO) — Referenced via a clip discussing bureaucracy's role in the U.S. shipbuilding shortfall”

“Before that, you have Palantir and SpaceX to just go and build things to show the government that there's a different way.”

“Path Robotics — Mentioned as one of Saronic's commercial/technology partners (alongside Palantir and NVIDIA)”

“Palantir CEO Alex Karp is the first lead investor in Mykhailo Fedorov's new defense-tech venture”

“Alex Karp | CEO, Palantir | First lead investor in Mykhailo Fedorov's new defense-tech venture”

“You need to put intelligence at the center. You need to totally reimagine that too for the modern age.”

“Palantir has been quite loud about this idea of owning your intelligence, Microsoft as well.”

“Palantir: Enterprise AI/data company cited as one of the very few public companies whose growth approaches that of the private AI leaders.”

“For the first time in many years you see how companies consume software in a brand new way. One example is what's happening with forward-deployed engineers — used to be something like a services penalty, were doing that, no one really understood what it means, and now everyone's doing that.”

“ChapsVision positioning as "Europe's answer to Palantir" after winning French intelligence contract; "Won a contract to replace the U.S. company at France's domestic intelligence agency and pursuing major German defense and police deals"”

“Palantir recently hosted a sovereignty boot camp in NYC packed with speakers, including one who said, 'Are we going to throw our years of knowledge to a frontier AI model? Absolutely not.'”

“"I feel like the original idea of forward-deployed engineer — the Palantir guys talk about this — the original idea was they work at a company inside of your company building custom software for you to solve your problems."”

“Alex Karp came on CNBC or CNN and said like, no, the ROI question is still there to validate what you said.”

“Palantir, last month's leader, fell to 29.2x from 32.7x despite growth and EBITDA margin both holding steady.”

“The Top 10 average moved to 17.4x and the median to 14.5x, up from 16.8x average and 13.1x median in July. The overall market median eased to 2.1x from 2.3x.”

“There's going to be a lot of people paying the bill in 26 and 27 for a certain amount of hesitancy in 23 and 24.”

“Palantir went from 18% growth to 98% growth, right? That's a good one. Unprecedented in our lifetimes... They had people who for a decade and a half were out there deploying massive change in the field for their customers.”

“Palantir went from 18% growth to 98% growth, right? That's a good one. Unprecedented in our lifetimes, right? It may be the one of N or the N equals one”

“There's going to be a lot of people paying the bill in 26 and 27 for a certain amount of hesitancy in 23 and 24.”

“Emile Michael at the Reagan National Defense Forum... said everyone talks about Anduril and Palantir and SpaceX... and his job is to create five more companies that work in the department and bring new capabilities.”

“I think they're more nervous about frontier models usually, part because there's just like much more confusion around the data policy, about what's like actually happening to the props that I'm sending and where they're being stored and how they're being looked at.”

“Palantir can do it. They came back from 15% growth four years ago... Growing almost a hundred percent, and bookings up 153% backlog... These thousand customers will pay almost anything to get these questions answered with AI.”

“It's not just Saronic. You mentioned Anduril. There's SpaceX and Palantir before that. And now there's just a big wave, a big push into defense tech.”