Sam Feldman

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Sam Feldman

Sam Feldman

@SamHFeldman

NYC via Palo Alto & New Haven @PalantirTech. Personal account - all views my own.

New York, NY Katılım Haziran 2018
1.4K Takip Edilen1K Takipçiler
Sam Feldman retweetledi
Palantir
Palantir@PalantirTech·
Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations. Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%. We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.
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Sam Feldman
Sam Feldman@SamHFeldman·
@johnnulls Palantir doesn’t collect or own any data so not exactly sure what data sharing means here. But that aside, don’t take my word for it! Can you point me to an example that shows otherwise?
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John
John@johnnulls·
@SamHFeldman Given the unique case of Palantir, the nature of it's founding and the track record of its founders, and it's adjacency to domestic intelligence and military, it becomes hard to a) take the company at it's word and b) believe these foreign partnerships don't involve data sharing
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Sam Feldman
Sam Feldman@SamHFeldman·
It should not be bold for American companies to believe that America is fundamentally good and worth fighting for. Beyond those basic tenets, there is, and should be, lively debate on a range of issues. But if American companies are too afraid to publicly embrace the country that enabled their success — they have lost the plot.
Palantir@PalantirTech

Because we get asked a lot. The Technological Republic, in brief. 1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation. 2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible. 3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public. 4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software. 5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed. 6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost. 7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way. 8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive. 9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret. 10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed. 11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice. 12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin. 13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet. 14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war. 15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia. 16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn. 17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives. 18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within. 19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all. 20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim. 21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful. 22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what? Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska techrepublicbook.com

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Sam Feldman
Sam Feldman@SamHFeldman·
Palantir’s S1 in 2020 highlighted their refusal to work with any nations adversarial to the United States. That is true to this day. “Our software is used by the United States and its allies in Europe and around the world. Some companies work with the United States as well its adversaries. We do not. We believe that our government and commercial customers value this clarity.” What other American commercial technology companies can say the same? How many refuse to work with the Chinese Communist Party?
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John
John@johnnulls·
@SamHFeldman On the other hand, it’s dangerous and foolhardy for America to embrace companies like Palantir in the ways it does We don’t need corporations intent on doing business with foreign governments attempting to define our patriotic spirit, or shape our country’s norms
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Sam Feldman retweetledi
Palantir
Palantir@PalantirTech·
College admissions decisions are coming out. A lot of brilliant people are about to be told they don't fit the profile. Their admissions system is a flawed filter, ours is not. We are adding two more slots to the Fall 2026 Meritocracy Fellowship. Good luck.
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Sam Feldman retweetledi
The All-In Podcast
The All-In Podcast@theallinpod·
INTERVIEW! 🚨 The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War @ssankar and @traestephens join @friedberg for an incredible conversation on the future of America's military and how tech is shaping it. (0:00) Friedberg intros @PalantirTech's Shyam Sankar and @anduriltech's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence ----------------------------------------- Thanks to Axon.ai for making this happen! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. Axon.ai by AppLovin — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at axon.ai/allin. @AxonAdsManager
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TBPN
TBPN@tbpn·
BREAKING: @samsheffer has joined Google DeepMind
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Eliano A Younes
Eliano A Younes@eliano·
what do these books have in common? answer: New York Times Best Seller List
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Sam Feldman retweetledi
Sriram Krishnan
Sriram Krishnan@sriramk·
Strongly recommend @ssankar’s “Mobilize”. It is a story of how America needs to rebuild its industrial base but more than that it’s a story of many unsung patriots who have worked hard to give us our capabilities.
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Josh Caplan
Josh Caplan@joshdcaplan·
Shabbat reading
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Madeline Hart
Madeline Hart@Madeline_Zimm·
Time to Mobilize!!
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Sam Feldman
Sam Feldman@SamHFeldman·
The most topical book release in a long time. What @ssankar has been championing for years has become abundantly clear over the last few weeks: America needs to rebuild our defense industrial base and we have no time to waste. Paradoxically, to prevent war we must prepare to fight.
Palantir@PalantirTech

Mobilize by Palantir CTO Shyam Sankar and Defense Lead Madeline Hart is out. America is in an undeclared state of emergency. Mobilize is a bold call to arms—to resurrect our industrial base and win the defense technology race that will define the twenty-first century.

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Sam Feldman retweetledi
Shyam Sankar
Shyam Sankar@ssankar·
1/ Today is the last day to preorder my book Mobilize: How the Reboot the American Industrial Base and Stop World War III. Mobilize tells the story of American defense innovation that won the 20th century. It shows how bureaucracy broke the Pentagon—and how a Defense Reformation led by heretical heroes is bringing speed, mass, and deterrence back to our military. This book couldn’t be timelier. The mission couldn’t be more urgent. Join the ranks of the heretical heroes. It’s time to mobilize.
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Sam Feldman retweetledi
amit
amit@amitisinvesting·
Shyam Sankar is trying to mobilize a country. The CTO of Palantir is ringing the alarm on the necessity to resurrect America’s industrial base, win the defense technology race against other countries, and empower workers across the nation without buying into the fears of AI doomerism. In this interview, we sat down to discuss his latest book, why he felt now was the right time to release it, and the message he hopes to communicate to the world. Thank you to Shyam @ssankar for taking the time! Timestamps: 00:00 - Intro 01:02 - How Shyam got to Palantir 02:19 - Palantir's Journey over the years 07:40 - Why is now the time to mobilize 09:40 - Hardware vs Software 14:57 - The Youth and Communism 20:15 - US vs China 22:24 - AI Doomerism 26:21 - Palantir's impact on how Shyam thinks of AI 29:12 - CEOs on the AI doomer case vs optimistic case 34:50 - Rapid Fire
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Sam Feldman retweetledi
Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
The swag that Shyam brought for us at the recording came in an ammo box
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Colossus@colossusmag

“You lost the crazy people. They went to tech.” @ssankar explains how the American defense industry was once built by founder figures and attracted obsessive engineers like Kelly Johnson, who built 41 aircraft in his lifetime and treated engineering like an artistic pursuit. After the Cold War, the industry consolidated from 51 major defense primes to 5 and shifted toward conformity and financial engineering instead of real engineering. As bureaucracy crept in, the system calcified. Colossus Members have early access to Shyam’s new conversation with @patrick_oshag on @InvestLikeBest, where he explains how that shift reshaped the defense industrial base and why he believes America needs to “get a little crazy back” to rebuild its industrial strength. Members can listen now in their Private Audio Feed. Subscribe here: colossus.com/subscribe

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Sam Feldman retweetledi
Ted Mabrey
Ted Mabrey@MabreyTed·
Former hobbits. If you have ever considered returning to Palantir, this is the week to do it. The world is demanding every last unit of creative energy we can muster. If you return, you will be on a plane day one and committing code that matters within hours of getting your laptop. From the foxhole to the factory floor the surface area to support something incredibly meaningful, immediately, is immense. I promise you nothing other than the sense of satisfaction that comes from the purpose and intensity of the most intense deployments you ever worked on. If you have been chasing that spark, come find it again. The shire is calling.
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Daily Noud
Daily Noud@DailyNoud·
21 Savage has cut ties with Palantir Technologies.
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jj
jj@arinjaysinghai·
Collaborative AI for any team, any size. From @NotionHQ, with love.
Ivan Zhao@ivanhzhao

At @NotionHQ, we believe every business deserves powerful & beautiful tools. AI is the most important technology of this era. It shouldn't only belong to companies that have AI teams or can afford forward deployed engineers. Today we're launching Custom Agents: — The first multiplayer agents built for business. — No coding. Minutes to set up. Hosted in the cloud. — Run autonomously 24/7 with all your business apps. — Switch between the best LLMs (usually the same day they're released). — One person builds it, the whole company benefits. Rolling out for Business and Enterprise customers today. The AI era should leave no one behind 👌

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