Mads-Jakob Vad Kristensen’s Post

This is a great read and worth the 5 minutes, from the POV of someone who saw Palantir's growth and shift. The importance of "FDEs" (forward deployed engineers) and the transition from things learned during customer engagements -> product really resonated with me. I see many similarities with the way some of the companies I work with are evolving (TwinThread, HighByte, Tulip Interfaces, etc) and certainly the way that Lighthammer and ThingWorx evolved. Thanks for sharing, Nabeel! #ai #ml #innovation #software #businessmodels #startups #engineering #sales #vc #technology #genai #dataops #industrialdataops https://lnkd.in/ebyXDGqZ

Really liked this one from Shyam. We've used the "insurgent" language quite a bit thus far at Northwood and this serves as a strong reminder to keep the janitor hat on (not to say that Shaurya Luthra or Daniel Meinzer are "difficult" or "abrasive"!). Easy to debate the finer points around collateral damage, who gets to be an insurgent, etc., but hard to debate that some of Palantir's biggest outcomes came from insurgent actors. Interested in joining a team bringing this mentality to space communications? Come join us: https://lnkd.in/etVMshBr

Alex Karp is a legend! Yesterday Palantir Technologies beat earnings of Revenue of $725 million vs est $703 million and EPS: $0.10 vs est: $0.09 What I love about Karp is he simply does not care what people say about him or his company. He is hyper-focused on creating the best product on the market. "People have been saying we're overvalued for the last 20 years. People were saying our products weren't viable and we'd never get in the S&P. And keep saying that about us. WE LOVE IT." "Intelligent people learn from their mistakes. Everyone else becomes an analyst or advisor." The lesson to take away from Karp here is to stay focused, use the hate as fuel, and stay hyper-focused on creating the best product that adds value.

Palantir Technologies to be added to the S&P 500. Congratulations to the 5 Founders NATHAN GETTINGS, Joe Lonsdale, President & Chairman Peter Thiel, CEO Alex Karp and Stephen Cohen in no certain order. It’s impossible to list everyone, but this company has some of the most skilled people in the world and we’re all better for it. Palantir keeps #Americans and our allies safer, helps other companies streamline #operations and keep things perfectly efficient (Ferrari, Airbus etc) and even can greatly assist in finding missing #children for example, with a great history of #success. 👏🏼 #Technology and #data is the #future and Palantir is going places because of its #people and #culture. I expect next week to be pretty wild when it comes to this #stock and a lot of interesting #conversation from various outlets. I’ll personally be looking to read or listen to conversation from those who know best which are hobbits. 🙂 Btw CEO Alex Karp still hires and interviews himself. 👍🏼

I remember when Palantir was just starting our commercial business we hired two very special engineers. They were the definition of insurgents: 100x talents with a hunger to build. They were raw and difficult and abrasive. But they were brilliant. I thought it was my job to manage them and smooth their rough edges. But to dull their deficiencies was to dull their superpowers. Eventually I realized I was destroying value. I might prevent a bad idea now and then—but for every one bad idea, I was preventing five interesting ones from seeing the light of day. I was becoming a gatekeeper. What I really needed to be was a janitor. I needed to clean up the messes that insurgents inevitably leave in their value-creating wake. And I’ve seen this pattern repeat itself with others. It is a natural process—the entropy of the universe and organizations. The only question is whether that person can come to terms with the need to reinvent themselves as an insurgent or prefers to gatekeep themselves and others. That reinvention is always incredibly painful and dislocating. So what does it take to reincarnate as an insurgent, when human nature pulls us in the opposite direction? https://lnkd.in/gygrwDrE

Palantir Technologies is in the spotlight again 🟠 Dan Ives from Wedbush Securities just raised the price target for Palantir to $45 and set a bullish scenario at $50 by 2025. He calls Palantir the "Messi of AI," because of its extraordinary prowess in the AI sector. 🟠 Potential $1 trillion corporate AI spending, Palantir is ready to pounce. 🟠 24% expected revenue growth for fiscal 2024, aiming at $2.746 billion. Adjusted operating income pegged at $970 million. 🟠 But hold on! Revenue growth might slow to 22% year-over-year, projecting ~$4 billion by fiscal 2026. 🟠 Market domination: Over 500 bootcamps in three months netting multi-million contracts, including a whopping $480 million deal with the US Army for their Maven data analysis prototype. Yet, the lofty valuation has raised eyebrows — currently trading at 21.2 times its projected revenue for the next 12 months. Can enhanced margins by 100 basis points per year address this? With such an aggressive growth path, Palantir's future seems promising. Will they maintain their dominant lead in AI, or is the hype unsustainable? Ready to place your bets? 🎲 #Palantir #AI #TechStocks #MarketTrends #Investment #DataAnalytics

Palantir Technologies (PLTR) showed a wicked strong floor this week after a large sell order, which is understandable when senior employees and former have had shares for a decade plus. Look at that snap back on Oct. 16. and more importantly the consistent daily increases for the remaining days of the week. The next earnings is right after the election and everyone knows what I expect at this point. Likely a strong floor of $45 minimum through the winter. Such a high quality group of people and company culture. I’m never (forseeable future, 10+ years) selling 90% or more of what I control here. Only a handful of companies with such great culture and people come around every decade. Totally committed very longterm and I think it’s still a good buy for those who are patient. This is not a get rich quick scheme, rather a generational wealth possibility IF you hold and press forward on other things. Never let soft analysts, dispel what you know and think after deeply researching a company and what they’re doing. Never touch a company unless you know it and the sector well. Their website is a good place to start and then study what software and artificial intelligence is doing. Decisions come after that. Decisions become easy to be firm with, when you know what you’re doing based of YOUR KNOWLEDGE. Opinions, including mine, are just a nudge for you to research on your own, never to make decisions based solely off. Cheers 🍻 #palantir #wallstreet #stocks #technology #ai

Palantir Technologies With explosive growth in 2024, a robust pipeline of government contracts, and new ventures into commercial AI, Palantir (PLTR) is drawing attention. But with a high valuation and market volatility, is it the right time to buy? Our latest research dives into the numbers, opportunities, and risks—offering a balanced view on whether Palantir's stock is a long-term winner or a short-term gamble. Are you bullish or cautious on PLTR?

Fascinating stuff that's not for everybody. The following passage stood out for me (thus explaining why some folks continue to struggle despite herculean efforts): "Good founders have an instinct for reading rooms, group dynamics, and power. This isn’t usually talked about, but it’s critical: founding a successful company is about taking part in negotiation after negotiation after negotiation, and winning (on net). Hiring, sales, fundraising are all negotiations at their core. It’s hard to be great at negotiating without having these instincts for human behavior. This is something Palantir teaches FDEs, and is hard to learn at other Valley companies."

🔮 Palantir Technologies ($PLTR): The Crystal Ball of AI Stocks? Dive into the data with me: 📈 115% YTD growth 💼 55% government, 45% commercial revenue split 🚀 U.S. commercial customer base tripled YoY 💰 $4 billion in cash, minimal debt 🔄 114% net dollar retention But wait, there's more! 🧐 CEO Alex Karp and Chairman Peter Thiel have cashed out over $1 billion in 2024. Insider knowledge or just smart diversification? With Palantir joining the S&P 500 and the global AI software market projected to hit $2.7 trillion by 2031 (20.4% CAGR), is this a crystal-clear buy signal? Or is the 20% correction prophecy about to come true? Time to consult your own crystal ball! 🔮 #AIInvesting #StockMarketAnalysis #TechStocks #DataDrivenDecisions #PalantirTechnologies What's your take on Palantir's future? Drop your predictions below! 👇