🧱 11-Year Construction Deal | Palantir Bullets #183

Time to Value Maxxing

Editor: Emanuele Marabella

• Palantir extended its partnership with Thomas Cavanagh Construction Limited for 11 years. Cavanagh’s new subsidiary, Cavtera, will commercialize its Foundry-powered solutions and support Palantir implementations across the construction industry in North America and beyond. Essentially, the client becomes a Palantir seller!

"In just one year, we have replaced multiple software platforms. Rather than investing time and capital into complex API integrations which would yield limited results, we rebuilt critical workflows directly within Foundry -- faster, more securely, and with significantly higher impact."- Jim Orban, COO of Cavanagh Group

Chad Wahlquist@chadwahl

Ontology all the way down. 11 years. Heavy civil construction. People, equipment, materials, contracts. This is what real-world AI looks like: operational, measurable, and in the field. Palantir x Cavanagh through 2035.

9:17 PM · May 28, 2026 · 11K Views

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6 Replies · 25 Reposts · 241 Likes

Tribal knowledge

Palantir@PalantirTech

AIP Evolve — our new product for making agents more efficient and cost effective. See how Chad and Colton used it to autonomously swap models, tune prompts, validate outputs, and find structured ontology data that eliminated 2 LLM calls; cutting compute costs while improving

8:50 PM · May 29, 2026 · 38.7K Views

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16 Replies · 54 Reposts · 483 Likes

Chad Wahlquist@chadwahl

Value = return / cost Token-maxxing is like if you were running a manufacturing plant full but throwing out 50% of your product to fulfill your customer orders. We often find that in the world of LLMs and agents that people just default to the most expensive frontier model

9:04 PM · May 29, 2026 · 1.49K Views

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2 Replies · 7 Reposts · 39 Likes

Chad Wahlquist@chadwahl

I think this person deserves a public shaming shirt

Chad Wahlquist @chadwahl

How do you lead a brilliant team to do great things even when they make mistakes? You make them public shaming shirts about spending $163k by accident in a certain hyperscaler (not to be shamed) Now @NatrixCloud is showing off his skills in Foundry and AIP. He had a great https://t.co/CrL8G6giaj

8:27 PM · May 28, 2026 · 5.97K Views

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4 Replies · 5 Reposts · 68 Likes

Shyam Sankar@ssankar

Jevons paradox playing out in real time. Cheaper technology is creating more demand and more jobs. apollo.com/wealth/the-dai…

12:50 AM · May 30, 2026 · 165K Views

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31 Replies · 104 Reposts · 657 Likes

Arny Trezzi@arny_trezzi

$PLTR is cheaper than $SNOW $CRWD despite growing 2x faster and at 2x margins. Just saying.

1:32 PM · May 29, 2026 · 195K Views

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53 Replies · 97 Reposts · 1.29K Likes

amit@amitisinvesting

$PLTR The biggest concern around Palantir over the past 2 years has been its valuation. That concern should not be that relevant anymore. If we are looking at other companies in Software, $SNOW and $CRWD are trading at HIGHER multiples on a NTM EV/EBITDA yet they are growing

Arny Trezzi @arny_trezzi

$PLTR is cheaper than $SNOW $CRWD despite growing 2x faster and at 2x margins. Just saying.

4:54 PM · May 30, 2026 · 115K Views

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74 Replies · 77 Reposts · 991 Likes

Chad Wahlquist@chadwahl

🏆Congrats to the teams at Palantir, NVIDIA, Teton Ridge on AIQ’s Sports Emmy nomination Real-time video analytics for rodeo, live on FOX Sports…….🤯 Data meets dirt

8:25 PM · May 29, 2026 · 5.24K Views

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9 Replies · 15 Reposts · 184 Likes

Tom Bartlett@tom_nhs

I worked on FDP for years. The noisy campaign to scrap Palantir thinks it's protecting patients. It's quietly harming the research the NHS depends on. I told the Daily Mail what's actually true.

dailymail.com

Left-wingers loathe giant Palantir... but insiders applaud NHS work

3:18 PM · May 30, 2026 · 5.15K Views

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3 Replies · 8 Reposts · 45 Likes

Palantir@PalantirTech

AI solved software creation. Now comes software distribution. The future will not run on blind deployment pipelines. Apollo provides the Ontology Primitives for Software Distribution. Deploy. Patch. Rollback. Validate. Govern. AI-native velocity with human accountability.

4:10 PM · May 26, 2026 · 229K Views

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113 Replies · 211 Reposts · 1.87K Likes

Eliano A Younes@eliano

the most popular bucket hat in Japan is available worldwide in the Palantir store on Thursday, May 28 at 9:30am EST. > performance bucket > black > store link in bio > special edition poster w/ purchase 👀 > made in 🇺🇸

11:22 PM · May 27, 2026 · 33.6K Views

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23 Replies · 23 Reposts · 401 Likes

Eliano A Younes@eliano

TOKYO 🫶 🇯🇵

6:53 AM · May 26, 2026 · 147K Views

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29 Replies · 69 Reposts · 866 Likes

Tweet of the week

Jack Prescott@JackPrescottX

Why I won’t sell $PLTR in one video:

Jawwwn @jawwwn_

Why I won’t sell $PLTR in one photo: https://t.co/RGUJQrPpyV

5:21 PM · May 28, 2026 · 23.8K Views

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19 Replies · 26 Reposts · 310 Likes

Yours,
Arny

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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.