AIP

SimilarTap1419

Palantir will be replacing 80% of top end corp jobs. 1 person can now do the work of 90 with AIP. Buy the friggin stock and enjoy life.

Nianque

Those subs have to get stupid lucky, they can't catch an aircraft carrier while running quiet. More importantly, one of the big instances of us losing ships in training exercises was back in 2005 with the Swedish Gotland-class AIP sub. Which was leased to the US specifically for the purposes of developing counter-sub technology *which we did*. This month alone has been utterly huge on the anti-sub front with the MQ-9B SeaGuardian and the MK54 MOD 2 torpedo. Both of which are extremely specialized counters to AIP subs.

1eejit

If stealthy AIP subs sink a carrier or two the US will quickly change it's tune, Trump would be forced out one way or another.

SimilarTap1419

When Palantir AIP is running every platform on every cell phone and computer in the world thats when the power of its a.i platform will be fully realized.

naschamber

Europe is going to build a shit tonne of naval assets. I think TKMS could be a good purchase as they build both surface and submarine combat ships. They also develop (likely) the most potent dieselelectric and AIP submarines currently as well as licensing these designs to the likes of Fincantieri.

TheRealDevDev

We'll know whether I'm right or not come 2/2/26. I think for Q4 (2/2 earnings call) we'll likely sit in the 80%+ YoY rev growth range but from there on I fully expect 100%+ for at least the next 4 quarters, likely into 2027 as well. I think what's lost on some folks is Palantir essentially has two different inflection points during its sales cycle. The initial contract to get a new customer on board... and then the follow up contract expansion happening 1-3 years after bringing them on board and the customer wanting to become even more deeply embedded into Palantir's ecosystem. We're coming up on 3 years now since AIP was launched. Palantir is expanding it's existing contracts with customers already onboarded AND also decreasing lead time to onboarding net new customers. The only barrier Palantir faces at this time is at the top of the funnel/onboarding. They've made huge strides in this area over the last few years and we're witnessing the results first hand. The company is still incredibly early in its TAM penetration.

toydan

Palantir ($PLTR) stock saw an increase after hours on December 9, 2025, due to the announcement of a significant $448 million contract from the U.S. Navy. The contract involves supplying Palantir's Foundry and Artificial Intelligence Platform (AIP) software to speed up submarine production and maintenance.

Ok-Constant6488

For my three picks to complement a VOO/VGT core, I’d focus on high-conviction secular trends with clear 2026 catalysts, but in areas you might be under-exposed to even within tech ETFs: **1. SNPS (Synopsys)** \- **Thesis:** The absolute pick-and-shovel play for advanced chips. Every AI/3nm design requires their software (EDA). It’s a high-margin, recurring-revenue monopoly.  2026 Catalyst: Rising chip design complexity = more $ value per tool. Pure AI infrastructure, but as software, not hardware. **2. CEG (Constellation Energy)** \- **Thesis:** The clean, baseload power solution for the AI data center boom. Largest U.S. nuclear operator their carbon-free, 24/7 power is suddenly strategic infrastructure.  2026 Catalyst: Direct power purchase agreements from hyperscalers locking in capacity. Benefits from IRA tax credits. Real-asset hedge in a tech portfolio. **3. SHOP (Shopify)** \- **Thesis:** The operating system for modern commerce is maturing into a cash flow machine. Beyond e-comm, it's capturing payments, fulfillment, B2B.  2026 Catalyst: Shift to profitable growth, enterprise expansion, and AI features that boost merchant spend. **Wildcard:** **PLTR (Palantir)**. Betting their AIP platform becomes the enterprise AI "brain." Wildcard because it hinges on massive commercial adoption scaling in '26, which is high-risk/high-reward.

Pure-Band-6111

Company is legit - not only is the company heavy regarding AI and defense/government contracts - commercial sector is growing also - financial sector, aerospace, insurance, hospitals, etc. They’ll get bounced around price wise but will grow into P/E. Their AIP platform is very sticky.

elcasar

I just learned that PLTR AIP is free to individuals. Holy shit. What can I do with this?

TheRealDevDev

All they’ve gotta do is look at what Palantir is doing with their AIP platform in the enterprise space to see what early innings corporate adoption looks like with the non hyper scaler companies. 120% YoY commercial growth this last quarter with no signs of slowing acceleration lol. People like to make the case about “oh who is benefitting from all the capex data center spend” and all you’ve gotta do is pay attention to Palantir’s corporate business to know the thesis is alive, well and thriving.

BigShmokeBuffer

Started using AI at work because my boss wanted a humorous video of seals applying for mortgages. Honestly, the joy on his face while watching those seals struggle to understand AIP was worth $30-50 trillion to me bros

mimo_s

You’re a smart man. From Chat Yes — Nvidia (NVDA) and Palantir (PLTR) have announced a strategic partnership.  Here’s what the deal is about: • Palantir is integrating Nvidia’s GPU-accelerated computing, CUDA-X data science libraries, and Nvidia’s Nemotron and NeMo models into its Ontology framework (which powers the Palantir AI Platform, or AIP).  • The joint stack is designed to support operational AI: analytics, automation, workflows, and AI agents that can make real-time decisions.  • One concrete use case: Lowe’s is an early customer. They’ll build a digital replica of their global supply chain and use the stack to continuously optimize logistics (e.g., rerouting shipments, managing capacity) using Nvidia’s cuOpt decision-optimization software.  • They’re also planning to support Nvidia’s upcoming Blackwell architecture in Palantir’s AIP to accelerate their full AI workflow.  Bottom line: Yes, NVDA and PLTR are collaborating closely — this isn’t just a small integration, but a pretty significant joint AI-stack play.

perceptive_AI

The only thing he is good at is being a fraud , rush out out a product called AIP knowing regards will eat it up

MitchCurry

From Claude. Check for accuracy at your own cost. I know nothing about Palantir except that they are pure evil. Palantir considers itself an AI company because it has built a comprehensive platform specifically designed to integrate AI into real-world operations. Here's how they fit into the AI space: **Their Main AI Product: AIP (Artificial Intelligence Platform)** Launched in April 2023, AIP integrates large language models and other AI technologies into organizations' existing operations. Think of it as the infrastructure that lets companies actually use AI in their day-to-day work, not just experiment with it. **What Makes Them Different:** Rather than just building AI models, Palantir AIP connects generative AI to operations. They focus on taking AI from the lab into production environments where it can make real decisions. AIP allows users to create large language models with their own data in a secure environment, which is crucial for government agencies and corporations handling sensitive information. **How They Use AI:** * Their builder tools like AIP Logic, AIP Agent Studio, and AIP Evals enable the development of production-ready AI-powered workflows, agents, and functions * AIP enables controlled deployment of models like GPT-4o on classified systems, offering auditability, data masking and chain-of-thought reasoning * They integrate AI into their existing platforms (Gotham for defense/intelligence and Foundry for commercial use) So while Palantir didn't start as purely an AI company—they began as a data analytics platform—they've pivoted heavily into AI by building the infrastructure that lets organizations safely deploy and operationalize AI in high-stakes environments like military operations, healthcare, and financial services.

_meltchya__

In 26 rounds of Funding Uber raised a total of $13B That's peanuts compared to what we're seeing for AI, like Oracle paying $300Billiion for a single contract I think that one contract alone probably tops all of what we saw in the 2010s $300B from Oracle to Open AI $40B in data centers for AIP / Blackrock $23B from ATT This is really nothing like Uber and Doordash these are numbers we've never seen before at this level

betadonkey

AIP is a Foundry plugin that allows the use of third party LLMs. Palantir does not have an actual AI offering of their own.

stocks-sportbikes

AIP is powered by Foundry.

sirporter

From what I understand is, Foundry is nothing special. But AIP, Apollo, and Gotham are world class products. You combine this with their ability to deliver value to their customers in weeks with guarantees of success versus their customer being forced to tape a number of solutions together that arent natively built to work together and this can take years with risk of failure.

Frequent_Optimist

Palantir Technologies Inc. (NASDAQ:PLTR) today announced financial results for the third quarter ended September 30, 2025. “114% - our Rule of 40 score! These results make undeniable the transformational impact of using AIP to compound AI leverage. Year-over-year growth in our U.S. business surged to 77%, and year-over-year growth in U.S. commercial climbed to 121%. We are yet again announcing the highest sequential quarterly revenue growth guide in our company’s history, representing 61% year-over-year growth,” said Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies. **Q3 2025 Highlights** * U.S. revenue grew 77% year-over-year and 20% quarter-over-quarter to $883 million * U.S. commercial revenue grew 121% year-over-year and 29% quarter-over-quarter to $397 million * U.S. government revenue grew 52% year-over-year and 14% quarter-over-quarter to $486 million * Revenue grew 63% year-over-year and 18% quarter-over-quarter to $1.181 billion * Closed 204 deals of at least $1 million, 91 deals of at least $5 million, and 53 deals of at least $10 million * Closed a record-setting $2.76 billion of total contract value (“TCV”), up 151% year-over-year * Closed a record-setting $1.31 billion of U.S. commercial TCV, up 342% year-over-year * U.S. commercial remaining deal value (“RDV”) of $3.63 billion, up 199% year-over-year and 30% quarter-over-quarter * Customer count grew 45% year-over-year and 7% quarter-over-quarter * Cash, cash equivalents, and short-term U.S. Treasury securities of $6.4 billion For full year 2025: * We are raising our revenue guidance to between $4.396 - $4.400 billion. * We are raising our U.S. commercial revenue guidance to in excess of $1.433 billion, representing a growth rate of at least 104%. * We are raising our adjusted income from operations guidance to between $2.151 - $2.155 billion. * We are raising our adjusted free cash flow guidance to between $1.9 - $2.1 billion. * And we continue to expect GAAP operating income and net income in each quarter of this year.

fredditf

$PLTR | Palantir Q3’25 Earnings Highlights 🔹 Revenue: $1.181B (Est. $1.09B) 🟢; UP +63% YoY 🔹 Adj EPS: $0.21 (Est. $0.17) 🟢 🔹 Adj EBITDA: $606.5M (Est. $502.1M) 🟢 🔹 Rule of 40: 114% Raised FY Guide: 🔹 FY25 Revenue: $4.396B–$4.400B (Est. $4.17B) 🟢; UP +53% YoY 🔹 FY25 U.S. Commercial Revenue: >$1.433B; UP +104% YoY 🔹 FY25 Adjusted Operating Income: $2.151B–$2.155B (Est. $1.93B) 🟢 🔹 FY25 Adjusted Free Cash Flow: $1.9B–$2.1B (Est. $1.92B) 🟢 🔹 Expect GAAP operating income and net income each quarter of FY25 Q4 Guidance: 🔹 Revenue: $1.327B–$1.331B (Est. $1.19B) 🟢; UP +61% YoY 🔹 Adjusted Operating Income: $695M–$699M (Est. $574.7M) 🟢 Segment U.S. 🔹 Revenue: $883M; UP +77% YoY; UP +20% QoQ 🔹 U.S. Commercial Revenue: $397M; UP +121% YoY; UP +29% QoQ 🔹 U.S. Government Revenue: $486M; UP +52% YoY; UP +14% QoQ Other Metrics: 🔹 GAAP Income from Operations: $393M (Est. $255.6M) 🟢 🔹 Adjusted Income from Operations: $600.5M (Est. $498.7M) 🟢 🔹 Adjusted Free Cash Flow: $539.9M; UP +24% YoY 🔹 Cash & Cash Equivalents: $1.62B (Est. $1.31B) 🟢 🔹 Adjusted Operating Margin: 51% (Est. 45.8%) 🟢; UP +1300 bps YoY 🔹 Cash from Operations: $508M; margin 43% 🔹 Customer Count: UP +45% YoY; UP +7% QoQ 🔹 Deals Closed: 204 ≥$1M; 91 ≥$5M; 53 ≥$10M 🔹 Total Contract Value (TCV) closed: $2.76B; UP +151% YoY 🔹 U.S. Commercial TCV: $1.31B; UP +342% YoY 🔹 U.S. Commercial RDV: $3.63B; UP +199% YoY; UP +30% QoQ 🔹 Cash, Cash Equivalents & U.S. Treasuries: $6.4B CEO Commentary: 🔸 “114% — our Rule of 40 score. These results make undeniable the transformational impact of using AIP to compound AI leverage.” 🔸 “Year-over-year growth in our U.S. business surged to 77%, and in U.S. commercial climbed to 121%.” 🔸 “We are yet again announcing the highest sequential quarterly revenue growth guide in our history, representing 61% year-over-year growth.”

Ok_Cry7572

That's why I said estimated earnings in post so we can only guess Methodology for Contract Sizes (Conservative) $500B+ (Mega-Cap)-$100M – $300M-Hyperscalers, AI leaders → full-stack AIP + multi-year $100B – $499B-$40M – $100MEnterprise giants → 2–3 use cases, 3–5 years $10B – $99B- $10M – $40M-Mid-large → 1–2 use cases, 2–4 years < $10B, $2M – $10M-SMB/pilot → bootcamps → small

Express_Pie364

Have you listened to any of their clients talk about their business after implementing AIP? If client's dont like it, why has net dollar retention and new client deals in the private sector done nothing but steadily climb for years now.

Ethos_Logos

They’re the first defense Prime. Check out maven smart system and project of Titan. They’re in all branches of the US military as well as NATO. Any major war will pay out handily as their contracts are pay as you go.  Commercial side, they’ve got Foundry, Apollo, AIP. Foundry is the software infrastructure for AI. They just signed a partnership with NVIDIA, the hardware infrastructure of AI.  Name a sector. They’re probably partnered with the best. Seek out customer testimonials via AiPcon on YouTube. Let the customers tell you themselves.  They are poised to absolutely dominate this next decade. They have no competition. 

FunkyTownSandwich

$16,818,920 Sum of 2024 total compensation for all non-employee directors: 2024 salaries + cash AIP bonuses for all named executive officers, per Chipotle’s DEF 14A. I bet you can buy a lot of burritos for 17million bucks.

tke248

Their AI Platform (AIP) is model-agnostic, meaning it can plug into and manage any LLM or AI model securely.

Leroy--Brown

Here are some more, as reported by the companies that had the partnership. My above comment was an inquiry with google Gemini, so take it with a grain of salt on if these are ROI reported by the companies benefitting from the partnership, or by palantir itself. Regardless, the whole reason for posting is because OP asked if an AI partnership or collaboration has actually generated an ROI yet. Palantir is a little bit different because in every other partnership that I'm aware of, the AI provider is mainly just an LLM. Which seems to have limited use case scenarios. But some more examples below: Airbus used Palantir's Foundry software to streamline its aircraft support programs, which helped to:  Accelerate A350 production by 33%. Identify more than $1.7 billion in annual cost savings.  Swiss Re The reinsurance company Swiss Re consolidated its data with Palantir's technology and achieved a 170% ROI with a payback period of just over seven months. Key results include:  A 70–80% reduction in reporting time. A 50% productivity gain for data engineers and architects. Improved speed and accuracy for risk assessment.  HCA Healthcare The healthcare provider HCA Healthcare improved staff scheduling by using Palantir's platform. The unique scheduling system helped ensure a better-balanced staff complement of competencies every day, which boosts efficiency.  Lumen Technologies After using Foundry and AIP for its internal operations, Lumen formed a $200 million multi-year partnership with Palantir.  The company attributed $350 million in cost reductions in 2025 to its use of Palantir's platforms. It is now using Palantir's platforms to offer AI services to its enterprise customers.  Tampa General Hospital Tampa General Hospital credits Palantir with being a key strategic differentiator for its operations. This includes using the platform to improve its clinical and operational decision-making.  Doosan Infracore The heavy machinery company Doosan Infracore deployed Foundry to integrate and analyze data from its manufacturing processes. This helped the company improve operational efficiency and identify cost-saving opportunities.  Trinity Industries Trinity Industries, a manufacturer of industrial products, used AIP to enhance its supply chain workflows within Foundry. This resulted in:  Automation of 90% of supplier-buyer interactions for its manufacturing division. The ability for teams to focus on priority purchase orders by automating repetitive tasks.

Leroy--Brown

Some partnerships with palantirs AIP and foundry have resulted in both increased revenue and operational cost savings. Notes below: Sompo Holdings, Inc.: This Japanese insurance group reported a $60 million improvement in profit over three years and projects an additional $100 million in the following three years using Palantir's technology. American Airlines: The airline has used Palantir's Foundry software for route optimization, resulting in tens of millions of dollars in realized efficiencies. General Mills: Using Palantir, the company is saving approximately $40,000 per day, which equates to about $14 million annually, by implementing the AI only within a portion of its network. Fujitsu: The technology company achieved an annual cost reduction of $9 million within just three months by combining Palantir Foundry with its own machine learning AI. CAZ Investments: By implementing AIP, this firm was able to process 100 times more leads with the same number of resources, reducing lead processing time by over 90%. United Airlines: The company saved millions of dollars in cost avoidance by using Palantir's Chime solution to avoid nearly 300 delays and 20 cancellations. Initial analyses from NHS England suggest the Federated Data Platform (FDP), powered by Palantir software, will yield approximately £780 million in benefits over seven years, which includes cost savings and other efficiencies. This is equivalent to a return of five times the program's initial cost. 

Aggravating_Day_1302

AIP, LPTH, LDI, and BITF are the 12-24 month plays for free moneys

XxYellowKingxX

LPTH, ATXRF, AIP really floating under the radar around here. In 12 months you won’t recognize them

Massive-Insect-sting

No they don't. They'll have the FDE boot camp for free to problem solve but they charge for each FDE long term engagement as well as access to foundry and AIP.

greenpride32

An investment consortium known as AIP bought a holding from Macquarie that consists of 5GW of datacenter capacity for $40b. Seems to be a very real and legitimate transaction. Had AIP been "ACME corporation" I guess you wouldn't blink twice. But only because NVDA and MSFT are part of AIP, it seems to have triggered some - so now it's now not a legitimate asset transaction, it's something else?

ComplexProof9444

CCCX AIP HOND PENG RZLV SKYT DPRO LAES You're welcome

dvdmovie1

AIP also up about 22% https://www.datacenterdynamics.com/en/news/amd-licenses-arteris-ip-for-development-of-next-generation-chiplet-interconnects/

ga643953

Been holding pltr since early 2021, went from 35 to 6 and back to 30s and now we're in the 170 range. Their execution has been nothing short of amazing since AIP came out and I do not care about the Epstein list since I'm not an American and the president you voted into the office said it didn't exist. Also not concerned about pltr stealing your data and whatnot. If anything, you should be more concerned about google and meta stealing your data. Algo is their bread and butter after all.

Healthy_Bathroom_666

I mean that’s entirely wrong, sure the PLTR ipo was pre AIP, but they had significant commercial and government contracts - PLTR could boast about finding Bin Laden, all OKLO can boast about is an AI generated A frame building!

Slippyy

It has no assets? What the hell are you talking about? PG? Foundry? AIP? Apollo? Meta constellation? Growing over 40% YoY 81% Gross Margin? 128% NDR? Only 800 customers with an almost unlimited TAM in commericial and government aspects? Please don't feel like you need to comment on things that you clearly have ZERO idea what youre talking about. Is it overpriced? Yes. Is it expensive? HELL YES. But to say it has no assets and nothing to justify the price other than PAYING POLITICIANS. Lol you sound like a dumbass.

JustTypingSlow

it’s not that difficult to be honest. Palantir has this conference called AIP con (it’s available on YouTube) where a selection of their customers go on stage to present how Palantir helped them to implement AI, be more efficient and save costs.

LikelyDumpingCloseby

At that price, the future comes faster. And the future is local. Maybe it isn't so high quality as CSP's or AIP's, but it should be good enough. And even then, decentralized, local feedback loops lead to more research in that area, and nuggets like DeepSeek can occur more often.

Star_Nova227

Dang. I bought about 100 positions of AIP after it soared up. Now it dropped by over 30%. Should've acted earlier

singh0777

AMD deal is big plus. AMD shall have revenue from chiplet architcture soon and AIP will benefit from it.

SimpleMindHatter

Can you name the competitors? I’ve been searching and everything else out there is just partly a solution, not the whole package… like Salesforce - CRM, Workday, Servicenow, etc. Others are still shell companies… basically like PowerPoints and excel sheets…One company seems to emulate PLTR’s AIP is Samsara - IOT..although this stock hasn’t got the strong CEO like Alex Karp.

AboveParGolfer2380

I did not go to an AIP boot camp, but the experience you had was a consistent one I read from participants. If that's what led you to load the boat, I wish i went to one myself. Are you telling me that Meta uses my data too? How dare they!

WickedSensitiveCrew

Did you go to the AIP boot camps? They were public. It part of what led me to loading the boat. I got first hand experience. When I came back to Reddit it made me realize so many were talking about the product had never used it. One example which doesnt get brought up as much anymore was people saying Palantir steals the personal data of all Americans. Or that it Compiles Data on Americans. It would be the equivlenet of saying Microsoft Word Compiles Data on Americans. If you have first hand experience on Microsoft Word you immedietly see the comment makes no sense. Which started happening to me on this sub.

noadjective

$AIP $AMRC Green on a red day, not bad

AboveParGolfer2380

Same. I was intrigued with their AIP Boot Camp program from a sales strategy side at the time and took a small position vs total portfolio value. I wish I'd loaded the boat.

WOLFofICX

If you truly care then go on youtube and search foundrycon/aipcon. Foundry is the predecessor to AIP and essentially AIP is LLM integration into Foundry. Watch the streams of presentations done by actual commercial clients implementing pltr into their businesses. You will be able to watch countless testimonials from industry leaders in nearly every sector with demonstrations of pltr products in their unique use cases.

Kalikokola

AMZN TSLA NVDA all traded at high multiples and pretty much filled earnings to an appropriate level. The market sees Palantir as a dominant force in enterprise and defense AI, which justifies its high valuation. While Palantir does not develop its own foundational AI models, its strength lies in its software platforms. AIP integrates public LLMs, open-source models, or even proprietary/custom models provided or trained by the client. Foundry and Gotham offer the infrastructure, tooling, and secure data pipelines to fine-tune, deploy, and govern AI models for highly sensitive domains like organic chemistry, aerospace physics, supply chain logistics, or battlefield command systems. Palantir’s value is not in creating new LLMs, but in being the AI deployment layer for organizations with complex, high-stakes, high-security needs. It is positioned as THE “operating system for AI in the real world”. They are creating an entirely new network layer for AI to aggregate data.

SlfImpr

Already crossed 175. Going to 200. The commercial market is huge. Nearly every large enterprise has so much inefficiencies that PLTR AIP can help optimize

noadjective

$AIP to $20 tomorrow? Feel like even with the AMF news there’s Nvidia news to still come out as well, will probably have to hold it long term I think

sirporter

Foundry (data modeling and analytics) Apollo (software development, deployment, and maintenance automation) AIP (connecting AI to operations) Gotham (military command OS) The beauty of it is how they connect this and morph it to their customer’s needs. You can use whatever part of their tech stack you need and if you can afford it they will provide an engineer to connect it. PLTR incurs the cost of setup and once integrated and proven, starts to negotiate costs. Acquire -> Expand -> Scale.

adprobationem

why is AIP up +40%

Cultural_Language_20

VOYG (Voyager Space) is backed by Palantir through a strategic partnership and investment, primarily centered on leveraging Palantir's AI capabilities for various space and defense applications. Here's how this partnership works: AI and Machine Learning Integration: Voyager leverages Palantir's AI platform (Foundry and AIP) to enhance its operations, including payload management for the International Space Station and the future Starlab commercial space station. Space Domain Awareness: The companies are collaborating to develop AI-powered solutions for enhanced Space Domain Awareness, aiming to proactively mitigate potential collisions and threats in orbit. This involves combining Voyager's signal processing electronics and software with Palantir's AI/Machine-Learning engines to detect, identify, classify, and track space objects in real-time. Defense and National Security Applications: The partnership extends to bolstering Voyager's defense segment, using AI to process and optimize flight and testing data for solid fuel thrusters and enhance real-time signal data processing for optical communications systems for the Department of Defense (DoD). Investment: Palantir is an investor in Voyager, which further demonstrates their commitment to the partnership and the growth of Voyager's space technology endeavors. Voyager's recent IPO highlighted Palantir (along with Lockheed Martin) as a key backer, according to Yahoo Finance. Strategic Growth: The partnership is aligned with Voyager's strategic growth initiatives, particularly in research and development and acquiring capital assets for long-term innovation in the space sector. In essence, Palantir's backing of Voyager is a multifaceted approach that includes providing advanced AI technology, collaborating on critical projects like Space Domain Awareness, and potentially investing in the company to support its growth in the space and defense sectors.

younganhopeful

How Many Countries Have Submarines Within Firing Range of Russia? It’s Not Just the U.S. The idea that only the United States has submarines pointed at Russia is false. In reality, multiple NATO and non-NATO nations maintain submarines capable of striking Russian targets—either from nearby waters or through long-range cruise missiles. Here's a breakdown:🌍 Who Has Subs Within Firing Range of Russia? 🇺🇸 United States Capabilities: Ohio-class and Virginia-class subs armed with Tomahawk cruise missiles and nuclear warheads. Positioning: Routinely operate in the Barents Sea, North Atlantic, and sometimes under Arctic ice—all within striking distance of key Russian infrastructure. 🇬🇧 United Kingdom Capabilities: Astute-class attack subs and Vanguard-class ballistic missile subs (with Trident missiles). Positioning: UK submarines patrol the North Atlantic, Norwegian Sea, and Arctic region. Trident missiles can hit Russia from deep in the Atlantic. 🇫🇷 France Capabilities: Suffren-class attack subs and Triomphant-class nuclear ballistic subs with M51 missiles. Positioning: French SLBMs (sub-launched ballistic missiles) have a range of over 8,000 km. They can strike Russian targets from almost anywhere in the North Atlantic or even the Mediterranean. 🇳🇴 Norway Capabilities: Ula-class diesel-electric subs and new Type 212CDs (coming soon). Positioning: Operates in Norwegian and Barents Sea—close to Russia’s Northern Fleet bases. These are not nuclear-armed but track Russian subs and relay targeting data to NATO. 🇩🇪 Germany Capabilities: Type 212A submarines. Positioning: Operate in the Baltic and North Seas. Limited range, but they support NATO surveillance and anti-submarine ops near Kaliningrad and the Baltic Fleet. 🇸🇪 Sweden Capabilities: Gotland-class AIP (air-independent propulsion) submarines. Positioning: Operate mainly in the Baltic. Not nuclear-armed, but deadly in shallow water and capable of launching torpedoes or anti-ship missiles at Russian naval assets. 🇵🇱 Poland Capabilities: Orzeł-class (Soviet-built) and new submarines planned. Positioning: Operate in the Baltic Sea, close to Kaliningrad and Russian naval routes. 🧠 Why This Matters Russia isn't just surrounded by U.S. submarines—it’s boxed in by a network of Western naval forces. Many of these countries also share intelligence and target coordination via NATO, meaning that even if some subs don’t carry nukes, they play a role in real-time strike planning. Some submarines carry long-range cruise missiles (like Tomahawk or SCALP) that can strike Russian targets from 1,000+ km away. Others provide stealth surveillance, relay target info, or act as a counterbalance to Russia's own massive sub fleet. At least 7 countries have submarines in or near waters within firing range of Russia. The U.S., UK, and France have nuclear-capable submarines that can strike from thousands of kilometers away. Norway, Sweden, Germany, and Poland have smaller but strategically positioned subs in the Baltic and Arctic. This is a multi-national deterrence web, not a solo American effort. United States 🇺🇸 Submarines: Ohio-class SSBNs (Ballistic Missile Submarines) Missiles: Trident II D5 (range: ~12,000 km / 7,500 mi) Where They Patrol: Arctic Ocean, Barents Sea, North Atlantic Can Hit Russia From: Practically anywhere in the Northern Hemisphere 🔥 2. United Kingdom 🇬🇧 Submarines: Vanguard-class SSBNs Missiles: Trident II D5 (same as U.S., shared under NATO) Where They Patrol: North Atlantic, Norwegian Sea, sometimes Arctic Can Hit Russia From: Thousands of km away; fully within strike range while submerged near Norway or the North Sea France 🇫🇷 Submarines: Triomphant-class SSBNs Missiles: M51 SLBMs (range: ~8,000–10,000 km) Where They Patrol: North Atlantic, Bay of Biscay, Norwegian Sea Can Hit Russia From: Western Europe, Arctic routes, or far offshore Key Insight: These three nuclear powers can keep their submarines thousands of kilometers away from Russian waters and still strike virtually any part of Russian territory—including hardened targets—thanks to the intercontinental range of their ballistic missiles. No other country has sea-based nuclear weapons within that reach: China, India, and North Korea have nuclear-armed subs, but they do not operate near Russia, nor do their SLBMs currently have the range or patrol zones to reach it. All other NATO nations with subs (Germany, Norway, etc.) do not carry nuclear weapons. Only the U.S., U.K., and France have nuclear-armed submarines within realistic strike range of Russia. Their long-range ballistic missiles mean they don’t even need to get close—just deep water, stealth, and a launch order.

BrannEvasion

Their revenue is growing by >40% YoY with >40% profit margin, which is great by any metric (but still by itself not enough to justify this valuation). Their commercial segment is growing at >100% YoY. Market expectation seems to be for earnings growth to accelerate as we get to phase 2 of this AI revolution, as their service seems to be all about making AI bespoke to their individual clients. Their AIP bootcamps are accelerating initial adoption and new client acquisition, but the majority of revenue from clients is received after they have used palantir for a year or 2, are thrilled with it, and expand their services (which historically they always do).

VotedOut

I've made some comments on the SeekingBeta forum why I think Palantir is more of an AI pretender, which I'll post here: There are many red flags that lead me to believe that Palantir is not even a leading AI company... but rather an AI pretender: 1. On their [palantir.com/careers](http://palantir.com/careers) page where they list all their positions, only ONE of them (Forward Deployed AI Engineer) is AI-related. Yet they have like 30 different flavors of non-AI-related software engineering positions, and a bunch of other non-AI-related support positions. They have zero AI-related positions for their AIP (their supposed "Artificial Intelligence Platform"). This is not at all consistent with a leading AI company. (Note: The careers page doesn't just list their open positions, but nearly ALL their job positions whether open or filled from what I can tell, since they always seem to have the same full set of jobs listed every time I check the page). 2. It appears that their AIP simply utilizes a drop-down selection to use other third-party LLMs (GPT, Gemini, Claude, and Grok), which you can see in their own AIP demo video here (at the 2:12 mark): [www.youtube.com/...](https://www.youtube.com/watch?v=2lgwr7trSgw&t=130s) I'm no expert, but that seems like something that any competent software company competitor can fairly easily integrate into their own software. 3. They have references to AI plastered all over their palantir.com homepage, yet if you go to an archived palantir.com homepage from 2022 before all the ChatGPT and AI hype, they don't even mention AI at all. Seems consistent with a "me too" company that just wanted to jump on the AI hype train. [web.archive.org/...](https://web.archive.org/web/20221228044303/https://www.palantir.com/) 4. People on the machine learning subreddit (reddit.com/r/machinelearning) never even mention Palantir at all. (Most other popular AI subreddits such as r/singularity are just filled with a bunch of noise and non-sense from LLM users who don't really know much). 5. Palantir is likely a social & financial media astroturfing hype company above all else, with a legit niche B2B software engineering & contracting company attached (with roughly 4000 employees). Whenever Palantir's name pops up anywhere, it's usually either a promoter or fan either hyping up PLTR stock, bragging about a new contract that Palantir signed, shaping public perception about Palantir, or parroting a mythos that Palantir is either the greatest or most evil company ever (but either way - ultra-powerful, ultra-technological, and far-reaching... although to me, they seem more like a paper tiger). Palantir has been caught astroturfing here: [www.reddit.com/...](https://www.reddit.com/r/SubredditDrama/comments/1l8hno6/palantir_may_be_engaging_in_a_coordinated/) 6. People on the data engineering subreddit (reddit.com/r/dataengineering) who have used Palantir's software say their software sucks and survives only by successful marketing to clueless c-suite executives. (See next follow-up comment)

LeaF3141

I am also holding around 4k shares, no plan to exit anytime soon unless something about the story of the company changes for me. Some thoughts would be; 1. Alex Karp leaves 2. They begin losing govt contracts and not bringing any in. 3. YoY growth or revenue drops precipitously over 2 maybe 3 quarters. 4. Some notable company that has a unique moat or simliar to PLTR enters the market (Some sort of platform that integrates data from multiple vendors, similar to what PLTR does). 5. When can you sense that the AI bubble is bursting? Here is the inverse though to keep DCAing and buying; 1. Check out how many large hedge funds are taking positions in $PLTR even at the $150 per a share price point. (You can find a few here on the [r/PLTR](https://www.reddit.com/r/PLTR/) postings. 2. How is their YoY growth per earnings call? Is it 30% or more? 3. How is their debt? (hint last a checked it was incredibly low. Also how is their cash on hand? 4. How is their free cash flow? 5. What countries are buying this product? Is there any new international news, new potential customers? 6. What are you hearing from AIP? Are customers happy? How are they capturing value with such an expensive product? What are they saving? Are we in an AI bubble? Can PLTR pivot if the business cycle changes from being about AI to something new? How will PLTR re-position itself outside of this "AI" business cycle? (Think about this, is PLTR AI? Is AI PLTR? Does it really matter if we call it AI at the end of the day if we are experiencing growth? How much Growth? Are they saving customers money? Are they innovating? All I'm trying to tell you is that PLTR is not AI, but it is being sold as such. But being independent of that I am certain that PLTR would still save companies money, and would continue to innovate regardless of the buzzword AI. I hope you enjoyed another quality post from Alabama! Please like.

CarlosSpicyWeeny

In simple terms, AI that makes whatever company/organization/military uses it better. If you want to know details, look up their AIP con and testimony from companies that use them. Do some research.

fountainpony

Sell all Palantir stocks. Palantir’s core products—Gotham, Foundry, and its new AIP battlefield assistant—are tailored for operational planning, target analysis, and real-time battlefield decision support. Think apocalypse think intense surveillance, Gaza is just the testing ground for this tech.. it will come home.

fountainpony

Palantir’s core products—Gotham, Foundry, and its new AIP battlefield assistant—are tailored for operational planning, target analysis, and real-time battlefield decision support. Basically think apocalypse and ai surveillance and warfare. Eg what’s happening in Gaza their tech is fueling it it’s making the world a less safe space for everyone

mobap99

PLTR is aiding fascism but NVDA not in your mind? So a custom piece of software that a government or company creates, for purposes you disagree with, that’s running on PLTR’s AIP platform and using a LLM re-trained in real-time by data centers stacked w NVDA chips is somehow PLTR’s fault?

LevelUp84

per their 10Q *We have built four principal software platforms, Gotham, Foundry, Apollo, and our Artificial Intelligence Platform (“AIP”). Gotham and Foundry enable institutions to transform massive amounts of information into an integrated data asset that reflects their operations, and AIP leverages the power of our existing machine learning technologies alongside generative AI models, including large language models (“LLMs”), directly within Gotham and/or Foundry to help operationalize AI on enterprise data. *

Valuable-Abrocoma718

Palantir has a strategic partnership with Archer Aviation and plans to work with Archer to create evtol software for FAA. Archer is more interested in short flights i.e. to and from airports in busy cities while SRFM is focused on regional flights. Do you think Palantir is trying to tie in both systems using Foundry AIP? 

gls2220

I think the total addressable market will only get larger. That's what's happening right now with the data center buildout and the widespread concern about availability of energy essentially acting as a cap on growth of AI more broadly. But I do agree with you that Palantir will see competitors to Foundry and AIP that will challenge their moat. That isn't something the groupies want to hear, but it's obviously going to happen. There are probably dozens of these projects underway at companies large and small. Palantir right now has the first mover advantage though, so they are still a good bet. But there will be some inflection points where viable competitors emerge and the multiple is challenged.

magisterdoc

Not necessarily either of those companies, but Agentic AI will drive a lot of growth and innovation. I don't believe Palantir will have much of a moat left in the enterprise software space 18 months from now. Palantir leverages AI in their AIP, but the AIP is basically a product, and Palantir is not an AI company. *Actual* AI companies are *commodotizing* AI at an exponential rate right now. This acceleration basically means others will begin developing ontological software that will compete directly with Palantir’s in the enterprise software space. My argument is that the total addressable market will begin to shrink at the swift rate starting a year or so from now, maybe less. PLTRs forward p/e is 200, and current p/e is over 500. I've been a pltr bull for almost 5 years; I bought shares through thick and thin, but my sentiment has turned bearish of late.

Infinite-Truth-6381

If you short it, you get the chance to lose money and getting waterboarded in 10 years when Karp tracks you through AIP.

Pzexperience

-GE Aerospace announced a $1 billion investment in manufacturing across 16 states — creating 5,000 new jobs. -Anduril Industries announced a $1 billion investment for a new autonomous weapon system facility in Ohio. -Williams International announced a $1 billion investment for a new high-volume aviation gas turbine engine manufacturing facility in Okaloosa County, Florida. -Amgen announced a $900 million investment in its Ohio-based manufacturing operation. -Merck Animal Health announced an $895 million investment to expand their manufacturing operations in Kansas. -General Motors announced an $888 million investment at its propulsion plant in Tonawanda, New York. -Schneider Electric announced it will invest $700 million over the next four years in U.S. energy infrastructure. -GE Vernova announced it will invest nearly $600 million in U.S. manufacturing over the next two years, which will create more than 1,500 new jobs. -Abbott Laboratories announced a $500 million investment in its Illinois and Texas facilities. -AIP Management, a European infrastructure investor, announced a $500 million investment to solar developer Silicon Ranch. -London-based Diageo announced a $415 million investment in a new Alabama manufacturing facility. -Lego announced a $366 million investment to build a new distribution center in Prince George County, Virginia. -The Bel Group announced a $350 million investment to expand its U.S.-based production, including at its South Dakota, Idaho and Wisconsin facilities — which will create 250 new jobs. -Dublin-based Eaton Corporation announced a $340 million investment in a new South Carolina-based manufacturing facility for its three-phase transformers. -Anheuser-Busch announced a $300 million investment in its manufacturing facilities across the country. -Germany-based Siemens announced a $285 million investment in U.S. manufacturing and AI data centers, which will create more than 900 new skilled manufacturing jobs. -Clasen Quality Chocolate announced a $230 million investment to build a new production facility in Virginia, which will create 250 new jobs. -Fiserv, Inc., a financial technology provider, announced a $175 million investment to open a new strategic fintech hub in Kansas, which is expected to create 2,000 new high-paying jobs. -Paris Baguette announced a $160 million investment to construct a manufacturing plant in Texas.

cwillia111

Non of that matters. PLTR is popular and trending, it has DOD deals and some big ambitions for AIP. It's partnered with big name companies and announces new contracts all the time. They also have alot of great talent. This is what matters, the hopes and ambitions of PLTR. That's why it's priced high and probably always will be.

mvhls

> Palantir’s AIP isn’t AI—it’s AI adjacent. Their own demos show AIP functioning as an interface that links existing LLMs (like GPT-4, Claude, and others) to enterprise databases. From the outside, it looks like a revolutionary product. From the inside, it's a low-code interface stitched together with prompts. So what? Why do they need to reinvent the wheel when they can design the vehicle to use any wheel that already exists? They don’t need to invent another AI, they just need to use it

WickedSensitiveCrew

Yea. LLMs are a commodity. The value comes from what Palantir is doing. You can get away with this 2-3 years ago. There wasnt much info on Palantir. But now there so many ways to learn this info thier AIP bootcamps. YouTubers who are doing demos of their product. Or from Palantir own videos. I dont get how OP comments are still an upvoted thing unless it is like people have issue with valuation and will listen to any bear case even if their facts about product wrong.

ga643953

I stopped reading at the first bullet point. AIP isn't AI and they never claimed it was otherwise. They let other people develop the costly LLMs while they develop a platform for LLMs so they can create enterprise value instead of just being a chatbox. Without it, your LLM is just randomly regurgitating what it was trained on incoherently. Why is this a lie? It's kind of like saying an oil refinery doesn't have any value because they're not the one drilling crude oil.

Agile-Year-742

Snowflake’s slowdown is tied more to decelerating consumption-m based revenue and hyperscaler competition than engineer sentiment. Also, Palantir isn’t sitting still . AIP is being modularized to meet dev teams halfway, offering APIs and LLM orchestration layers that integrate with existing stacks. You don’t need to love it, you need to realize it’s evolving.

Agile-Year-742

5 foot is how big my dick is. They are the exception not the rule. Totally get where you’re coming from trust me, but enterprise adoption isn’t driven by what engineers prefer, it’s driven by what execs can deploy at scale, securely, and fast. Most companies don’t have the in-house talent to build from scratch, and that’s where Palantir wins. Foundry and AIP aren’t made to impress devs they’re built to solve high-stakes problems end-to-end. The stock isn’t just speculation anymore either. They are landing billion-dollar clients. It’s not loved by engineers it’s loved by decision-makers, and that’s where the money flows.

Agile-Year-742

Ok fair. Ik it looks overvalued on traditional metrics like price-to-sales but valuation alone doesn’t capture the full story of how balls deep I am. PLTR isn’t a hype-only stock anymore; it’s GAAP profitable, has 80%+ gross margins, zero debt, and deeply embedded government contracts that are sticky and defensive. AIP is opening up a whole new TAM in enterprise AI deployment. It’s not just playing in the LLM race, but building the infrastructure others depend on. If revenue re-accelerates and operating leverage kicks in (which we’re already starting to see), multiple expansion could be justified. Is it risky? Of course. But it’s not just about what the company is now — it’s about where it could be in 3–5 years. They said TSLA was over valued. They said Amazon was over valued, they said google, and they said apple. Look at their performance the last 5 years it’s no wonder people hold that bag. Pltrs volatility could make those gains look like tree stumps.

SdrawkcabEmaN2

I'm not sure who that's supposed to be a shot at but submarines absolutely could stay underwater for 30 years. Humans staying alive within them for 30 years is another matter entirely. Now obviously diesel powered or newer AIP subs could not remain submerged for that length of time, except as a just another chunk of metal underwater.

tomleung

$AIP. Good earning report and promising projection, should go up today.

Wise_Teacher_1578

Likely an AIP= Agreement in Principle, basically a first stage "bare-bones" AIP that more or less identifys or scopes out top level Topics/Items that a Final Agreement may address. A very long waaay from a substantive deal. Most journalists not familiar with negotiations of complex deals have no idea what an AIP is or a MOU to negotiate a AIP is. The quality of journalism these days is very poor - many journalists today are basically copying government press releases, perhaps inserting a few AI comments. The markets will jump with this news but the reality will soon set in that it's likely not much of a deal - lots of work to be done.

versello

Palantir’s AIP is the only software solution that allows for an iterative feedback loop with LLM generated responses to mitigate hallucinations. For example, it can take a ChatGPT result and feed it into Llama for verification.

AttilaTH3Hen

No moat. Lmfao why do folks with no clue even state their comments. Look into FEDRAMP. IL6. SaaS and MSFT OS is on the way out. Ontology & AIP are the future.

perceptive_AI

The only defense contractor I'm bullish on is Anduril , PLTR is garbanzo that put a wrapper on their foundry and renamed it AIP (AI Platform) because of AI hype to boost their dead stock.

Leroy--Brown

Agreed, the involvement of musk and DOGE was problematic. Political backlash is real. But ultimately the way palantirs AIP guides decision making, decisions are in fact made by humans at the end of the day, based on guidance from humans providing the inputs and end goals. Their moral ambiguity and backlash should fall on the administration making the choices.

Street-Apartment5882

Yes. 1 Strong AI-Driven Growth: Palantir’s AI platform (AIP) is seeing high demand, with U.S. commercial revenue up 64% YoY in Q4 2024. Analysts expect Q1 2025 revenue of ~$864M (36% YoY growth) and EPS of $0.13 (62% YoY increase). 2 Historical Performance: PLTR beat Q4 2024 estimates with $828M revenue vs. $776M expected and $0.14 EPS vs. $0.11 expected, boosting shares 24%. 3 Commercial Expansion: High conversion rates from AIP bootcamps and growing commercial customer count signal sustained momentum. 4 Government Contracts: Partnerships like the Google Cloud FedStart deal and NATO’s Maven Smart System adoption strengthen its government segment. 5 Analyst Optimism: Despite cautious ratings, some analysts raised price targets, citing PLTR’s AI leadership and 2025 revenue guidance of $3.74B-$3.76B, above $3.52B estimates. These factors suggest robust growth, though high expectations and stock-based compensation costs could temper reactions.

TheNutzuru

By doing what you always should've done: Due Diligence. Youtube is full of AIP Con presentations where their customers swoon over what they've achieved - you don't even have to read, it's all on video/audio: [https://youtu.be/8yN-oigA-nc?si=cjDDuBycXLu880U3](https://youtu.be/8yN-oigA-nc?si=cjDDuBycXLu880U3) To Quote the man on the video: "To implement ERP across 11 factories, we're talking 5 years. This is less than 9 months work and we've implemented more than 10 business use cases already. We are seeing immediate bottom line results, we are driving on time delivery. OUR CUSTOMERS ACTUALLY LIKE US."

TheNutzuru

Tell you what, you look at this: [https://youtu.be/8yN-oigA-nc?si=cjDDuBycXLu880U3](https://youtu.be/8yN-oigA-nc?si=cjDDuBycXLu880U3) Then explain why this customer of Palantir, received offers of millions of dollars and years of development from "legacy IT" companies and then proceeded to successfully complete it in a few months with Palantir at a fraction of the cost: pretty much as a DEMO of AIP. Because from where I'm looking at it, this should be impossible and had I not seen it from customer after customer of Palantir, I'd say what you're saying: It's a scam. But it isn't. Your move.

nanocapinvestor

PLTR just landed [another massive European bank deal with Societe Generale]. These boomer banks don't just throw money around for fun - they need this shit to work. AIP platform making Palantir absolutely unstoppable rn with [7 straight profitable quarters]. Karp keeps saying they're the "operating system for AI" and tbh he ain't wrong - nobody else got both the government AND commercial side locked down like this. The dip is literally free money.

Born_Acanthisitta395

Palantir’s Potential Benefit from Federal Workforce Reduction If the U.S. federal workforce were to be significantly reduced, Palantir Technologies would likely be one of the biggest beneficiaries. Palantir specializes in data analytics, artificial intelligence, and automation—all of which could serve as replacements for human decision-making and administrative functions within the government. How Palantir Stands to Benefit 1. Privatization of Government Functions • A reduced federal workforce means more reliance on contractors. Palantir already has deep government contracts, particularly with the Department of Defense, intelligence agencies, and law enforcement. • Functions once performed by federal employees—such as data analysis, logistics, and case management—could be outsourced to AI-powered software. 2. Massive AI-Driven Automation • Palantir’s AI platforms like AIP and Gotham could take over tasks traditionally handled by human bureaucrats, such as: • Fraud detection (IRS, Medicaid, Social Security) • Predictive policing (DOJ, DHS) • Border security and immigration processing (ICE, CBP) • Defense logistics (DoD, military decision-making) • With fewer human employees, Palantir could offer AI solutions as a “cost-cutting” measure, replacing entire government departments with machine-driven decision-making. 3. Increased Influence Over Policy and Governance • Palantir already provides key AI-driven analytics to the military and national security agencies. If government decision-making is further centralized in AI systems, who controls the AI controls the policy. • This would shift power away from elected officials and bureaucrats toward private technology firms. 4. Peter Thiel’s Ideological Push • Thiel has long advocated for dismantling the administrative state, favoring a technocratic, private-sector-driven model of governance. • He has close ties with Republican politicians who have floated mass layoffs in the federal workforce, particularly in a second Trump administration. • Palantir could be positioned as the primary contractor to fill the gaps left by the elimination of career civil servants. What This Means for the American People 1. Loss of Government Accountability • Government employees, even if bureaucratic, are subject to public oversight, FOIA requests, and ethical constraints. • A private AI-run bureaucracy, owned by Palantir or similar firms, would be opaque and unaccountable. 2. Erosion of Public Services & Citizen Rights • AI-driven decision-making could replace human judgment in critical areas like social services, law enforcement, healthcare, and national security. • If AI makes biased or erroneous decisions, there would be little recourse for appeal—since the “decision” would be made by an unaccountable algorithm. • Automated surveillance and predictive policing could significantly expand mass surveillance and erode civil liberties. 3. Massive Expansion of Corporate Power Over Governance • Government functions would become profit-driven, with companies like Palantir having financial incentives to make governance more opaque and data-driven. • Instead of democratically controlled public institutions, private AI firms would dictate policy based on their own algorithms and models. • The risk is that governance becomes a business, rather than a public service. 4. Potential for Authoritarianism • AI-driven governance, centralized in the hands of a few tech firms, could make democratic governance obsolete. • If Palantir’s systems control policing, military strategy, and national security, a small group of unelected tech executives could wield more power than elected officials. • This could lead to a situation where dissent is preemptively flagged and suppressed by AI-powered surveillance tools. Why Americans Should Be Concerned • Thiel’s vision of government prioritizes efficiency over democratic governance—meaning fewer elected officials controlling policy, and more AI models making unchallenged decisions. • If Palantir and AI-driven firms take over key government functions, citizens will have no democratic recourse when government services fail or abuse occurs. • Data control = power: The firm that controls federal data analytics controls the entire intelligence apparatus, law enforcement priorities, and military decision-making. This isn’t just about automating jobs—it’s about shifting control over governance from the public to a private AI oligarchy.

TheNutzuru

Considering AIP boils down to the connection layer for LLM's to access company data, I'm not sure why it wouldn't be scalable? It's just software that comes with the person installing it.

ga643953

They chose to prioritize their clients first over squeezing every dollar out of them like most software companies would though. They want to provide value instead of being just another steak dinner corp. They've also got only less than 1k customers in total atm and have only started scaling since AIP came out. So imagine if their global business starts to grow (according to the CEO 13% of their business is only growing at 4%because Europe is overly regulated with everything). You also see there are people starting to defend PLTR in the parliament in the UK after the NHS deal due to the results they're seeing, the police in German saying they want to adopt pltr to identify criminals. It's an uphill battle to get Europe to change their perception on pltr but they seem to be winning.

vincentsigmafreeman

Who else makes AIP like PLTR? I feel like they sre going to eat SNOW, DB, IBM, C3AI

_Idgaff_

What if SMCI announced a new campus with ACHR vertiport and OKLO reactor running LTBR fuel, where hardware was integrated with POET photonics and software with PLTR's AIP? Yeah, that'd be nice... 

TheNutzuru

All simulations are based on data and yes, but not at the scale of Palantir Foundry: That furniture manufacturer from the last AIP Con, said they received offers for millions of dollars and years of dev time - Palantir connected everything and had the entire project running, as a Demo. So there are, but none of them work.

TheNutzuru

Their platform seems to do the impossible, they're the only AI company that makes their customers money. No BS, no powerpoints, no excuses, that shit works: A few months after adoption United Airlines (or American, can't remember which) came around to AIP Con and said this be cool, we saved 200 000 cancelations and delays for our clients - and we didn't even implement much. Another manufacturer said to combine their databases other companies quoted MILLIONS and Palantir did all of it, in a demo. You missed out, it's okay. You'll do better DD next time.

Nickeless

The search has gotten better over the last year. But yeah you are definitely full of it. I’m a programmer and have used it for over a year and know a lot of other programmers and non-technical users. The learning curve is steep and the interface confuses everyone for awhile. I also was using it at a massive gov organization to be fair, where there were so many datasets and projects with very similar names that it became very hard to use. Also the bugs you get when trying to run pyspark code are super annoying and the IDE is god awful. You can’t even get good parentheses / syntax highlighting. You get random weird bugs that aren’t related to your actual code, but to Foundry itself. Sometimes it just doesn’t work for periods of time randomly. Sometimes it starts working again if you restart it, sometimes not. Very Small transformations can be super slow at times. There are millions of super annoying issues that come up. Far more than other environments I’ve coded and done data engineering and data science projects in. AIP is absolute trash. Overall the software is still decent and definitely improving, but it has a shitload of annoying issues and is not that user friendly and has a steep learning curve.

gestimore

I saw Palantir AIP demo, i just keep thinking robots could do the military job + decision soon and we could just have high rank soldiers guiding. The way the US military could save money is big. Palantir feel on the edge of the future. But yeah it's also high PE for now, the momentum is here tho shorting can be a bad idea

LeeSt919

PLTR might dip but by years end it’s higher than it is today. I think that money flows out of the hardware names like NVDA because they have more tariff risk and goes into software names including PLTR but also RDDT, SNOW, FIVN, APP, NOW etc. I think worth the utilization of AI this will be softwares year as they are the ones to reap the benefits of AI first as they incorporate it into their software offerings. APP and PLTR have already done this as have others. That’s what many a failing to realize about PLTR. They just released AIP in June 2024 so its adoption is STILL EARLY. Sure, it certainly appears that PLTR is overvalued TODAY but it’s not overvalued at all if AIP continues to drive growth acceleration. It could be like what we saw on the hardware side with NVDA where AI demand for their GPUs kept leading to more and more growth. It’s unknowable exactly how much further PLTRs AI offerings could drive growth because we are VERY NEW into the era of AI. Only 2yrs really. I’d argue to resist the urge to sell PLTR. It could truly be one of those stocks to generate outsized gains like 20,000% that make the current gains look like peanuts. It’s all tied to growth and more precisely AI

LeeSt919

Ok then that explains the excitement around PLTR. Clearly growth is accelerating and it’s being fueled by AI. Remember, it was last summer that PLTR launched AIP and since then it has fueled massive growth. Theres no doubt there’s alot of speculation in the stock but I think it’s warranted when you’re in the midst of new technology. At the same, it’s prudent to keep a watchful eye on PLTR in case of any negative developments critical to the fundamentals of the business emerge. That way you can sell your shares.

Ok-Tangerine7873

Their main AIP platform is about Ontology. Ontology is manually defining structure (entity and relationship) to understand the semantic of textual data. With Embedding Models (LLM models for semantic understanding) you don't need to define the manual relationship. Also, those Embedding Models are just getting better day by day. With more open sourced embedding models that can even handle images, I see Ontology getting obsolete slowly but surely. I would see Palantir lossing business in the future. Surely their commercial business will be gone. I work as AI developer from 10 years. According to me, this is how the field of Ontology and semantic will evolve.

Affectionate-Idea690

AIP is PLTR power, and adding Grok today...wowser going higher folks

I_am_Nerman

Want to discuss Gotham? Or Foundry? Those two I know the most about. I can carry a conversation about Apollo and AIP but haven't spent as much time on those two.

dh6636

Per 10-K: We build software that empowers organizations to effectively integrate their data, decisions, and operations at scale. We were founded in 2003 and started building software for the intelligence community in the United States to assist in counterterrorism investigations and operations. We later began working with commercial enterprises, who often faced fundamentally similar challenges in working with data. We have built four principal software platforms, Palantir Gotham (“Gotham”), Palantir Foundry (“Foundry”), Palantir Apollo (“Apollo”), and Palantir Artificial Intelligence Platform (“AIP”). Gotham and Foundry enable institutions to transform massive amounts of information into an integrated data asset that reflects their operations, and AIP leverages the power of our existing machine learning technologies alongside large language models (“LLMs”) directly within Gotham and/or Foundry to help connect AI to enterprise data. For over a decade, Gotham has surfaced insights for global defense agencies, the intelligence community, disaster relief organizations and beyond. And Foundry is becoming a central operating system not only for individual institutions but also for entire industries. Apollo, which we began offering as a commercial solution in 2021, is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Apollo allows our customers to run their software in virtually any environment. In 2023, we began deploying our newest offering, AIP, which is designed for customers across the commercial and government sectors, enabling them to derive value from recent breakthroughs in artificial intelligence via the combination of our existing software platforms with LLMs. We believe AIP uniquely allows users to connect LLMs and other AI with their data and operations to facilitate decision-making within the legal, ethical, and security constraints that they require. Recent crises and systemic shocks, such as the ongoing Russia-Ukraine and Israel conflicts, have made clear to many of our customers that accommodating the extended timelines ordinarily required to realize results from implementing new software solutions is not a viable option. As a result, customers are increasingly adopting our software, which can be ready in days, over internal software development efforts, which may take months or years. See further discussion in the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Macroeconomic Trends.”