To The Moon

$Palantir Technologies Inc.(PLTR)$ Most recent quotes from CEO Alex Karp

"The reason I am so bullish on our company and yours and actually our nation right now is what makes Palantir internally and organizationally so special.... is that we are constantly focused on what is the core principles that an enterprise should be."

"So the government has one customer, you know it's one buyer and typically go to the government and then they just you know the government say build me a space machine, tell me I am smart and everyone says Yes. The space machine is coming $2B dollars and you are smart. And Palantir is like "we are not doing that" we are building a product you should have. Not the product you've asked for... money for the product you should have and what is that? It's taking an institution back to its essential core."

"What is a Country? A country is a border. What is a miliary thing? We hurt our adversaries and make us safer. What does an enterprise do? It produces something valuable so that customer gets more value you get more value. That's the nature of a business. All enterprises in the world have been built up on that core idea but it gets divergent. So I think that's where the world's gonna go and you are on the front front of doing it and I believe we can help you transform your company into its core existence and then extend that core existence into the market in an more efficient and better way and safer way and that's what we are doing here. Ontology, Foundry and whatever LLM you choose to use. We'll help you do that.

"It's really cool ride. Merry Christmas, Happy New Year and whatever Holiday you celebrate. I think it's a pretty joyous time."

• $Palantir Technologies Inc.(PLTR)$ valuation makes ZERO sense

• But then why do institutions keep buying it?

• What do they know that you don't?

Let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance, serving as the ultimate Operating System for Data and Global Decision-Making.

The world is starting to see the massive benefits of AI agents developed on the Palantir platform, which boost efficiency, drive higher earnings, and outpace the competition. Over time, Palantir will reign supreme among AI agents, with all other AI entities eventually integrating into the powerful Palantir Ecosystem. This is just the beginning. Think of $MSFT Windows. Before Windows, people relied of MS-DOS (which is another OS) and before that it was CP/M which were really bad Operating Systems. The Tools didn't talk to each other. You couldn't multitask. You couldn't perform Technical Analysis while at the same time executing the trades. You couldn't stream your games on Youtube while playing it. It was limited and fragmented into separate sessions and executable files (.exe). You were LIMITED, much less efficient.

It is exactly the same for all Governments and Corporations and right now. They've grown so big, beyond scalability. Tons of data are being generated by too many programs, locations and departments. Each source of data have different expertise of people with totally separated ownerships and power over the data (e.g. Business Dept. vs Manufacturing Dept). Just like it was inefficient or impossible for MS-DOS to transfer data from one application to another in real time. It is inefficient to transfer the data from one department to another for a simple decision-making. It takes so much time, resources and too many meetings. It could take days if not weeks to get it done.

Why? Because of ownership and qualifications over the data. If you don't work in the Business department then you don't qualify to play with that data. If you don't work in manufacturing department, you can't own the data. So in order to unify the two data sources. You are reliant to different groups. That's only one small example. Think of your responsibilities in your own household. One partner is probably more accurate on handling the grocery list and school events while the other is more reliable in fixing cars and backyards. As a 3rd person (perhaps an accountant), you would be reliant on each of them to provide the receipts for their own spendings.

This is where Palantir's Ontology kicks in. Voila, it unifies every single data source and specialties within the company. Think of Palantir's Ontology as a digital map for a company's data. It organizes all the information in a way that makes sense, connecting different pieces of data to each other and to real-world things, like products, equipment, or customer orders. Imagine you have a messy room with all your stuff scattered around. The Ontology is like a system that helps you organize everything neatly, so you can find what you need quickly and easily. It's a way to make sense of a lot of data and use it effectively. Palantir solves scalability and reduces big corporations and governments down to its core principles, to make a good decision. With Palantir, it is much easier to grow, digitally.

“There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt “Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard “Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore Companies don't like to be blind and deaf in the middle of a freeway nor to be underperforming to be punished by the stock market. Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need a AI to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect to swim. AIs need.. ONTOLOGY. Think of AI agents as Culinary Chefs. The Palantir AI chefs will have all the ingredients and tools in ONE COMMON PLACE to make magic happen, enabling on-the-fly decision-making without the hindrances of bureaucracy or data ownership issues. This unity is the game-changer. Palantir is...

A Super Integration Company And that is vastly more superior and transformative than the hype of 'AI' You can hire the best Chef in the world but without fresh ingredients and tools, he will never be effective. So that's why it's not just about AI agents, it's more about what's available to them, a unified kitchen full of many ingredients, recipes, assistants and tools. PALANTIR ONTOLOGY is precisely that Kitchen, an Operating System of Data and Global Decision-Making Just like how $MSFT has become essential to our every day lives, $PLTR will become essential to every single businesses and governments in the world.

It's just matter time. The monopoly is here to stay. Is $PLTR valuation through the roofs? Hell Yeah, but what's the alternative? NONE

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