Editor: Emanuele Marabella
Tribal knowledge
Chad Wahlquist@chadwahl
Another report from MIZUHO
"A single shoe model remarkably involves ~8B design choices. Once PLTR's Ontology was in place, it produced a design in just 3 days. Changshin also emphasized that it, and not PLTR, owns its processes and data."
"Training with NVDA's Nemotron took 2…
Chad Wahlquist @chadwahl
Barclays report on our 3rd Sovereign Bootcamp from yesterday......smashing success 🚀
88% to 93%. Three days. 98% cheaper than the frontier model.
Open weights. Your data. Your model
7:03 PM · Oct 29, 2026 · 12.3K Views
13 Replies · 16 Reposts · 177 Likes
Chad Wahlquist@chadwahl
Barclays report on our 3rd Sovereign Bootcamp from yesterday......smashing success 🚀
88% to 93%. Three days. 98% cheaper than the frontier model.
Open weights. Your data. Your model
6:50 PM · Oct 29, 2026 · 35.3K Views
18 Replies · 51 Reposts · 301 Likes
Chad Wahlquist@chadwahl
AutoResearch... is the means of AI production: a model factory that creates custom frontier models for your workflows, fully owned by the sovereign institution.
Datasets. Techniques. Weights. All owned.
AutoResearch and the Fine-Tuning Ontology
The full 22 page pdf here:
Chad Wahlquist @chadwahl
The most effective antidote to demoware is AI built as a suit the operator wears.
Models are rented. Standards are owned.
"Neither the model nor the data schema is the differentiator, because a competitor can buy both."
We handed these whiteoapers out at our sovereignty event
11:53 AM · Oct 29, 2026 · 59.8K Views
17 Replies · 97 Reposts · 1.07K Likes
Jack Prescott@JackPrescottX
FedEx 🤝 $PLTR
FedEx just announced on their call that they entered into a strategic alliance with Palantir this month:
9:33 PM · Oct 29, 2026 · 14.2K Views
18 Replies · 61 Reposts · 481 Likes
Shyam Sankar@ssankar
Are we ready? Are we serious?
This is an undeclared emergency. You thought you were still inside the secure bastion of the king’s castle. You have awoken in Helm’s Deep. The orc armies are coming.
Cathedral’s AI agents were inside Anthropic’s most sensitive model Slack channels…
Elizabeth Dwoskin @lizzadwoskin
EXCLUSIVE: In less than 12 hours, a group of ex-DOGE cyber researchers were able to penetrate Anthropic’s systems using AI agents — including Slack channels where the most sensitive models are discussed.
This is just weeks after
Anthropic whistleblower Joseph Coxon charged the
1:08 PM · Oct 26, 2026 · 360K Views
82 Replies · 144 Reposts · 1.65K Likes
Jack Prescott@JackPrescottX
🚨 HD Hyundai Robotics has cut the time needed to resolve robot-related problems by 63% using AI agents developed in partnership with @PalantirTech
“Since deploying the AI agents in August, the company has reduced its average problem-solving time from 21.5 days to 7.9 days. It …
5:39 PM · Nov 1, 2026 · 4.33K Views
9 Replies · 14 Reposts · 92 Likes
Hardik Shah@AIStockSavvy
$PLTR | Rosenblatt 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀, raises PT to $𝟮𝟲𝟬 from $𝟮𝟮𝟱
Analyst sees another 3Q beat and raise, with enterprise AI deployments supporting new logos and strong net revenue retention.
11:23 AM · Oct 27, 2026 · 3.53K Views
1 Reply · 3 Reposts · 41 Likes
Ted Mabrey@MabreyTed
The Palantir degree.
Deedy @deedydas
Top 50 most talent-dense breeding grounds for founders.
Palantir at #1, Stanford at #2 and surprisingly Yahoo at #3.
5:14 PM · Oct 30, 2026 · 49.2K Views
7 Replies · 47 Reposts · 711 Likes
Shay Boloor@StockSavvyShay
$PLTR is absolutely dominating software net retention right now:
• $PLTR ~157%
• $FIG ~136%
• $SNOW ~126%
• $MDB ~122%
• $FROG ~121%
• $DDOG ~120%
• $NET ~120%
• $RBRK ~118%
• $GTLB ~117%
• $TWLO ~116%
• $ESTC ~111%
• $DT ~110%
• $MNDY ~109%
• $PATH ~109%
2:03 PM · Nov 1, 2026 · 74.4K Views
47 Replies · 43 Reposts · 533 Likes
Crossroads@Dr_Crossroads
$PLTR Palantir reports earnings on Monday after hours. This will be another excellent quarter for the company.
They landed several significant contracts in H1 year which likely fully ramped in Q3.
Here is what I am expecting and looking for:
🟢 $2.25b revenue (vs analyst …
9:51 PM · Nov 1, 2026 · 9.01K Views
12 Replies · 12 Reposts · 182 Likes
Chad Wahlquist@chadwahl
Vertex is still one of my favorite views of an Enterprise
12:26 PM · Oct 31, 2026 · 22.7K Views
7 Replies · 17 Reposts · 504 Likes
Tweet of the week
Palantir just killed the AI frontier.
Better output. 98% cheaper.
In 3 days.
amit@amitisinvesting
@chadwahl 👀
6:54 PM · Oct 29, 2026 · 10.7K Views
4 Replies · 4 Reposts · 66 Likes
Yours,
Arny
Reach me:
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