dean masters

‼️ NEW DEVELOPMENTS: Explosions reported in Tehran and nearby Karaj, according to Iranian media. “Moments ago, explosions were heard in parts of Tehran and Karaj,” local outlets say, with no further details released. Stay connected, follow @MOSSADil.

A new era for American market access starts today. 🇺🇸 Robinhood has been tapped as the brokerage and initial trustee for @TrumpAccounts, together with @BNYglobal. We’re bringing our technology and resources to this groundbreaking initiative to democratize finance for the next generation. bit.ly/Trump-Accounts

A new era for American market access starts today. 🇺🇸 Robinhood has been tapped as the brokerage and initial trustee for @TrumpAccounts, together with @BNYglobal. We’re bringing our technology and resources to this groundbreaking initiative to democratize finance for the next generation. bit.ly/Trump-Accounts

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

@JackPrescottX @UtahMcJones @dronazon ir.redcatholdings.com/news-events/pr…

$PLTR & Agentic AI| The Beast started 20yr+ ago 🧵 Traditional enterprise software is built around human operators: dashboards, buttons, per-seat licenses, and manual data handoffs. Agentic AI flips this model. Agents accept high-level objectives (“onboard this client and sync CRM, ERP, and compliance systems while flagging risks”), autonomously plan, query data, call APIs, update records, and iterate until the goal is met. Gartner estimates the global software market at $1.25 trillion; agentic systems threaten per-seat pricing and UI-heavy revenue models, shifting monetization toward outcome-based results. Legacy vendors (Microsoft, Salesforce) are scrambling to retrofit agents onto existing stacks. @PalantirTech never had to because its core platform was designed from day one for operational decision intelligence in messy, high-stakes, real-world environments. Palantir’s readiness traces directly to its founding mission. Launched in 2003 by Peter Thiel and Dr. Karp (with early backing from In-Q-Tel, the CIA’s venture arm), the company built Palantir Gotham to help intelligence agencies integrate disparate data sources and uncover hidden connections. The core innovation wasn’t raw storage or search; it was semantic integration and entity resolution: turning raw, siloed data into a coherent, actionable model of reality. This evolved into the Palantir Ontology, the operational layer that sits atop all data assets (ERP, CRM, sensors, documents, models) and maps them to real-world objects, properties (status, value), links (relationships, contracts), and actions (approve, reroute, escalate). It is not a traditional database schema or knowledge graph; it is a live digital twin of the enterprise, with continuous synchronization, unified governance, and executable logic. ~Generic LLMs hallucinate because they lack grounded context. Ontology provides structured, business-specific semantics so agents know that “Row A = Customer X linked to Contract Y with deadline Z and regulatory flag W.” ~Agents need to act, not just reason. Ontology Actions define what an agent is allowed to do (with human-in-the-loop guardrails, audit logs, and compliance rules baked in). ~It turns fragmented data lakes/warehouses into a single source of operational truth. Palantir’s Multimodal Data Plane (MMDP) pulls in Snowflake, Databricks, SAP..., enriching them with meaning inside the Ontology. This wasn’t a 2023 add-on. Ontology has been the heart of Foundry (commercial platform launched in the 2010s) and was battle-tested in defense, healthcare, manufacturing, and supply-chain use cases for years before LLMs existed. When agentic AI arrived, Palantir simply layered LLMs on top via AIP. ~AIP Agent Studio: No-code/low-code builder for interactive agents that use Ontology data, tools, permissions, and logic. Agents can edit data, trigger workflows, or hand off to humans. ~AIP Logic & Workflow Builder: Define composable functions and end-to-end automations. ~AIP Evals & Observability: Rigorous testing, monitoring, and performance tracking for production agents. ~Agentic Runtime: Secure orchestration layer (built on hardened Kubernetes/Rubix) with isolation, memory management, tool-use guardrails, and failover critical for mission-critical deployments. Some of the example: ~Healthcare (Tampa General Hospital): Ontology integrates nurse schedules, vitals, and labs; agents automatically draft insurance appeals or coordinate transport for discharge delays. ~Agents monitor inventory, predict disruptions, and execute reroutes across ERP and logistics systems. ~GE Aerospace partnership (expanded in 2025–2026): Agentic AI for aviation readiness and supply-chain automation. Recently, Palantir is ranked #1 in 2025 Dresner Wisdom of Crowds Agentic AI report, particularly for enterprise-grade ontology-backed agents and governance. While competitors wrestle with legacy per-seat licensing, Palantir sells enterprise-wide transformations measured by measurable outcomes ( “reduce supply-chain delays by X%”). This perfectly maps to agentic AI, where value is delivered by autonomous results, not logins. AgentCamps (intensive 5-day workshops) replace 12–18 month sales cycles with live, functional agents built against customer data on day one. Deployments that once required armies of engineers now happen in days driving the margin expansion for this beast. Palantir didn’t wake up in 2024 and decide to chase this explosive Agentic AI trend . Its entire 23-year history starting in the intelligence community’s need for integrated, actionable truth and scaling through Foundry into commercial operations was a 20-year R&D project for exactly this moment. The Ontology provides the context, AIP provides the tools and runtime, the commercial model provides the alignment, and the culture (forward-deployed engineers + rapid bootcamps) provides the execution speed. In an era where every company suddenly needs reliable, governed, enterprise-native agents, Palantir isn’t selling a new product. It’s turning on capabilities that have been battle-hardened for two decades. That is why $PLTR has been ready and why the agentic AI wave is likely to accelerate its trajectory far beyond what the original Forbes piece could capture.