Kevin Mark

Patriots in control 🇺🇸

Two simple Truths: Jesus Christ died for our sins. America’s fallen died for our freedom. May we live worthy.

As the VP said, on Memorial Day our duty is to be the Americans, and the America, our Warfighters lived and died defending. God bless America

If we can spend $80 billion a year on foreign aid we can throw a bill or two at a project much more edifying for our country. Let’s do it.

Just when I thought this season couldn’t get any worse

He must increase, but I must decrease. John 3:30

@chadwahl Good human advice, human

🧐

@petewilz I agree. Had a professor do something similar with us. Exams in handwritten C. There is distinct value in The Old Ways and I’ve come to appreciate that more and more. But what I’m challenging here are the cat-and-mouse games they are playing with take home / remote assignments.

@KevinMark It depends…I wrote much of my CS code by hand in Lisp because the professor liked it…still taught me plenty about CS. There is a tension between a vocational and a liberal education. Learning Greek and Latin was never quite about knowing Greek and Latin.

A losing game. Instructor’s time would be better spent updating their curriculum to prepare their students for the world as it is and will be, not as they wish it was.

For the word of the cross is folly to those who are perishing, but to us who are being saved it is the power of God. 1 Corinthians 1:18

The art style of nightmares. Still prominently featured in the Airbnb app.

“I’m not going tell you I know how to fix the world, but I do think that family is a good place to start.”

ESG stands for Energy, Software, and GPUs now

@eliano @mindthelongterm in it for the love of the game

@mindthelongterm this is how I spend my “days off”

“so you’ve been posting nonstop about Palantir abusing personal data?” “yes, Dave” “but totally silent on the tech and social media companies that very openly harvest and sell your personal data?” “that’s right” “and you have no evidence that Palantir has ever collected or monetized anyone’s personal data?” “correct, Dave”

@chadwahl last place bud

I own 200/200 and was worn onstage to launch our SAP partnership……hodl….never selling 🚀

@CaseyRTalbot @PalantirTech We’re excited to have you in the program. Congratulations!

X is amazing. I hop on to see what all the noise is about. @KevinMark tweets about @PalantirTech . I Dm him expecting nothing. Now I’m a tech fellow and having a blast between that and Wharton. 🧠

The mission continues.

$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.

Well said

@riverswrites True

It’s not “weekly repeated contact with people who know your name” it’s a weekly encounter with your Creator who knows your name and loves you endlessly as a function of who He is

Congratulations to the team and the entire $PLTR investor community on another historic quarter. It takes a Shire. 🇺🇸