
Jimmy Flatting
50 posts

Jimmy Flatting
@foreversegfault
ml/devsecops engineer










Alex Karp just mentioned Apollo on CNBC. Apollo is Palantir’s must underrated product. Most investors don’t know about it. “There’s a product we use, Apollo, that’s actually very important. It’s highly technical”. But what is it? Here’s an explanation straight from AIP Assist: “Imagine Apollo as the "mission control" for software in a large organization. Just like how mission control in a space mission ensures that everything runs smoothly and safely, Apollo manages and automates the deployment of software across various environments. Here's a simple analogy: Think of Apollo as a highly efficient and automated delivery service for software. It ensures that every software update or new application is delivered to the right place, at the right time, without any interruptions. This is crucial because, in large organizations, software needs to be updated frequently and must work seamlessly across different systems and locations. Apollo is important because it allows organizations to deploy software updates with zero downtime, meaning that users can continue their work without any disruptions. It also ensures that all software components are running in a highly available and secure manner, which is essential for maintaining the integrity and performance of critical systems. By automating these processes, Apollo reduces the risk of human error and increases the efficiency of software operations, making it a vital tool for modern enterprises.” Apollo allows you to: - Understand your software deployment landscape within hours - Reliably deploy your software and manage releases - Efficiently support your software - Fortify compliance by making security the default Apollo is the “AI” for scaling complex software deployments. It truly is a differentiating factor for Palantir. Think about the importance of having all of your data integrated — having your software updates rolled out consistently across all devices is a critical factor. The speed at which Palantir is able to do this is important. $PLTR


It is astonishing how much Jane Street has become a tech/AI firm. This video shows their 4,032-GPU data center in Texas, and they have several. 3,500 employees, $16bn in trading revenue in Q1, $10bn net income. (Compare to Goldman: 46,000 employees, $5.6bn net income). The economics: when every decision is leveraged across billions of dollars of flow, a marginally better model is worth a fortune. Compute scales the judgement of a few exceptional people across a huge trading volume. In these superstar markets talent and GPUs are complements, not substitutes. (Chapter 4 in my forthcoming "Messy Jobs"!)




you: hahahahahaha kevin got f*cked me: this is actually a bounce on the 44 support and if you missed $IREN yesterday, is the perfect entry right now


















