BILLIONAIRE INVESTORS Explain Enterprise AI Gold Rush (Palantir AIP Solves Everything!)

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Just listening to this conversation really drives home how Palantir will be the key player that helps businesses unlock and actually understand their data. Great find keep up the great research!

I was driving home yesterday, listening to this VIDEO. I spent the LAST HOUR looking for it again!!! Why wouldn't I remember that screen shot!!! I'm going to listen again!!!

If they’re doing 5 boot camps a day , that’s what 300 boot camps a quarter… and they convert at least 20% and also continue ramping up boot camps. Not to mention their clients will also hold boot camps. They will be at $50 by years end

We are STILL early 🥳🥳🥳

It's so obvious

banger clip. thank you for sharing

Thank you for this wonderful clip Jackson😊

I have an average IQ, and even I can see how Palantir takes the market at this point in time. Palantir is the leader in AI/ML platforms with IL6 status. It's like there is a race, Palantir is Usain Bolt and everyone is just some guy in a suit. Ready go!

That's gold jerry, gold. Great clip, Jax. They aren't trying to show the audience how smart they are - they're trying to work through the problem themselves. There are like 10 nuggets in there that could send me off into 10 different rabbit holes.

Palantir has poor marketing. Karp going on CNBC harping on about national security doesn’t move the needle for awareness of their value in enterprise. Even these VC’s who have known about them for 20 years do not associate them immediately with this use case. That needs to change and fast

Good info. Im a little embarrassed to admit I learned a new word “agentic” and can’t believe I’ve never heard or read that word. It seems like a word that should’ve been part of my vocabulary or vernacular for years.

Those guys are describing Palantir, they know it’s Palantir but they just don’t want to say it.

Nice Jackson! 🎉🎉🎉🎉🎉

Between an interview like this and how much demand Karp has spoken about in the last couple quarters, I will be very worried if in the next year to year and a half PLTR does not have a blowout quarter. As the only profitable enterprise AI play we as shareholders have been told about the exponential growth but haven’t yet seen it in the numbers. Feels like a ticking time bomb if you have been paying attention but Wall Street needs exponential growth, if not now or In the near future then when?

❤❤❤❤❤❤

David Spade?

Get in now everyone before it skyrockets! Nvidia won’t be able to keep up with the demand from oracle, so oracle will shift to AMd…

How are these guys saying all this and not mentioning Palantir? Same with the All-in podcast guys, its like Pltr has a damned force field around it

God damn they are so smart yet so uninformed. 1. Even as models train and get “smarter” on data they cannot be trusted due to hallucinations and inability to interrogate the reasoning on a standard LLM. How do they not know the inherent limitations?! Its like thinking if only a ladder was tall enough we could reach the moon 2. How the F are they studying business implementation of AI and all the dude thought it could achieve is market share. Good F’ing lord, the main benefit of AI is driving MARGIN not market share 3. How are you in this space and STILL dont understand how Palantir allows you to retain your data and not have to “trust” these other companies???