Software @ Palantir. Christ is King. Who Dares Wins. Bench seat American.
🇺🇸
Joined January 2010
- Tweets1.7K
- Following762
- Followers4.1K
- Likes47.1K
Kevin Mark retweeted
The more I study biology the more likely I think it is we are the creation of a vastly intelligent being
It's too many coincidences in too large a sample space
Kevin Mark retweeted
America, more than any other nation in world history, was shaped by the Christian tradition of spreading the gospel unto all nations.
Join us in celebrating International Religious Freedom Day.
Kevin Mark retweeted
I don't think people realize how fun the average day at Palantir is. Genuinely a lot of this.
We're hiring right now. If you believe in AI Sovereignty, shoot me a DM.
palantir.com/careers/open-po…
Kevin Mark retweeted
.@SecScottBessent confirms: Palantir's Alex Karp was right
"A sitting employee came out and said there's a 10% chance of an extinction-level event."
"But then the labs also said, 'Take the liability off of our hands.'"
"We will not do that."
"It is humans who are responsible, not the AI. The Hugging Face incident—that is responsibility of OpenAI management, not a bunch of agents."
"What the President was saying is: we cannot say, 'We absolve you of responsibility, and the government's going to take responsibility.' These labs need to take responsibility for themselves."
"They can slow down any time they want to."
Via @CNBC
Palantir CEO Alex Karp on why he believes AI labs want to be nationalized:
"First you migrate all the IP to your business, and then because you need capped liability, both vis-à-vis the business and vis-à-vis the dangers, you've got to migrate the business to the government."
"That is the core philosophy of the EA movement imposed upon a business."
Via @CNBC
Kevin Mark retweeted
“Secularists in Silicon Valley are filling the God-shaped hole in their heart with AGI.” - @ssankar
“There’s not an empirical basis to believe that such a thing….The models get better. Why do you think that this cliff is gonna happen, or they somehow turn us into house cats?”
“The people who have religion are the most skeptical of this. The people who are kind of transhumanists…..it becomes what they wish were true.”
“The doomerism of Silicon Valley, it’s both a fundraising shtick where the frontier labs can say, ‘My technology’s so powerful, it’s going to lead to mass unemployment, so you better invest in me or you’re gonna be poor.’”
“And also it’s divorced from any sort of reality.
They are sitting in Silicon Valley building these models, spending no time on the front lines of how are people using this.”
This was filmed 10 months ago……
Kevin Mark retweeted
The next Tom Clancy is here. But he’s self-published because god forbid our sensitive young men get a high T military thriller @frank_kidd_1
Walk into any Barnes & Noble, and you’re immediately hit with a kaleidoscope of pastel covers, each adorned with some variation of 2D cartoon art and a girly typeface.
And that’s just the fiction table up front, before we get to “romantasy,” a booming genre filled with poorly written stories about hot alpha males lusting after awkward nerdy girls, give or take a dragon (hard to tell which part’s the fantasy).
Men, purportedly, read ~20% less fiction than women — and it’s not because they’re unimaginative or unenlightened. It’s because the industry is staffed almost exclusively by women who stopped publishing books that appeal to men.
Given this state of affairs, is it any surprise one of the best novels this year was… self-published?
@Madeline_Zimm reviews @frank_kidd_1’s ‘Once Upon a Time in Argentina,’ a fictional military thriller that tackles a very real problem — what might happen if America revives ‘letters of marque,’ enabling U.S. pirates to capture illegal Chinese spy ships? (A subject top of mind in the U.S. government right now, and one that’s actually been floated several times.)
It’s essentially a spy novel about the Donroe Doctrine in action. And yeah, it’s good. (Mainstream publishers: take note) 👇
Kevin Mark retweeted
EA AI safetyism increasingly looks like Marxism-Leninism for the algorithmic age.
The old vanguard claimed privileged knowledge of the inevitable course of History. The new one claims privileged knowledge of the probabilistic course of Humanity.
Both use an elaborate intellectual framework to reach the same political conclusion: a small group of enlightened people must constrain everyone else for their own good.
That has never lead to anything except monumental human suffering.
Kevin Mark retweeted
We still have the greatest military. No peer. Now supply chains? Different issue. The message of the Iran war is that there’s no more messing around. Reindustrialize now or we will be wiped off the map by 2030.
Kevin Mark retweeted
// drop 018 end of summer basics is now live in the Palantir store
> baby blue overdye t [new]
> white performance bucket hat [new]
> white performance shorts [new]
> black performance shorts
> navy performance shorts
> large beach towel [new]
> link in bio
> made in 🇺🇸
Kevin Mark retweeted
Despair is a sin, as it's a rejection of redemption and forgiveness. Discussing problems men of the west face is necessary and valuable work, but offering no aspirational vision is where criticism becomes in service of the demons.
I’m noticing a growing trend toward what might be described as a “Satanocentric” worldview, the central focus of which is demons, fallen angels, and the powers of darkness.
Those who become captive to this perspective often tend toward cynicism and pessimism. More troubling still, they seem to regard these attitudes as somehow justified by biblical teaching. Nothing could be further from the truth.
Biblical Christianity is, by definition, Christocentric. Its focus is not the power of darkness, but the gift of God revealed in Jesus Christ. The resurrection stands before the believer as a continual source of hope and encouragement, despite the ills of the world and whatever personal suffering one may endure. The Christian is not taught to fixate on the darkness, but to live in the light of Christ’s triumph over it.
Doomerism is not endorsed by the scriptures, but condemned.
Now may the God of hope fill you with all joy and peace in believing, that you may abound in hope by the power of the Holy Spirit. (Romans 15:13)
Kevin Mark retweeted
Before there was a nation, there was a declaration of truths.
Self-evident. Existing apart from structures of power or privilege.
250 years later, Palantir celebrates every American who carries the torch lit by our Founders.
And we build for all those to come.
God Bless America.
Kevin Mark retweeted
In LOTR, the shire spent so long sheltered from evil that it began to think evil did not exist.
The west is like the shire.
We must save the shire.
Kevin Mark retweeted
Two simple Truths:
Jesus Christ died for our sins.
America’s fallen died for our freedom.
May we live worthy.
Kevin Mark retweeted
$PLTR
Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible.
Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year.
They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027?
Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise.
A quote from Shyam, CTO, last night:
"More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one."
Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful.
The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue.
The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish.
Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world.
Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years.
LFG.
