March ‘25 | UATX | AbCellera CEO Carl Hansen discusses the stock falling from $70 to $2 and drops one of the most impactful statements I’ve come across: “What other people are telling you is valuable is not what you should pay attention to…. You really need to look inward

DV47 Palantir $PLTR 10K is live 🧵Enjoy 👇😵🧵

“No competition”

Palantir mega-bulls Cassandra Unchained and Brent Thill say CEO Alex Karp is constantly flying and closing deals. They say Karp spends 13-28% of the year in the air! Karp is spending more than double what most executives spend on flying. Massively bullish.

A new addition to Burry’s $PLTR short thesis: “Karp travels too much” Bullish.

Woah 😵.. Beth Kindig doesn’t mince words when talking about the impressive runs Palantir $PLTR is currently on. “Palantir is the best earnings report I have seen in software, this company is accelerating, accelerating, accelerating, and now you can give me a tech company any

The AI drug discovery industry just ran a $15 billion experiment proving a 2011 Turing Award winner right. Judea Pearl has argued for decades that statistical models trained on text learn how we describe the world, not how the world actually works. That distinction sounds

I’m never deleting this app

We’ve never seen levels of aura loss at the rate Cassandra Unchained experienced this past week. Truly unprecedented.

The word ironic is even embarrassed for being immediately associated with this turn:

"HUGE thank you to our partners at Palantir $PLTR Technologies for supporting the launch of our new First Alert Application within Palantir’s Maven Smart Systems. We are thrilled to be rolling this new integrated app out across the NATO enterprise—this is just the beginning of a

The 4th infantry using Pili powered NGC2 to execute medical lanes. Palantir saves lives. Palantir gives the best tools to the warfighter.