💰 Overwhelming Corporate Response | Palantir Bullets #190
"What is the compounding asset you own and what is the rate at which you're compounding on it?"
Editor: Emanuele Marabella
Last week:
PirateWires wrote an article on the peculiar story of Eliano Younes, the “head of vibes” who made the merch store return in the most stylish way:
“So the quality has to represent the people and the software that is Palantir. It’s like we have world-class software, so it needs to be world-class soft-wear.” - Eliano Younes, Head of Strategic Engagement
Blake Dodge@dodgeblake
How to land a job as Palantir's head of vibes:
- wear a crappy Palantir hat at your old gig so often that the org makes you its liaison to Palantir
- in that capacity, meet Alex Karp
- say "I'll start on Monday" when he spontaneously asks how you'd respond to being offered a job
3:28 PM · Jul 16, 2026 · 70.6K Views
22 Replies · 21 Reposts · 434 Likes
Your boy has been mentioned in the article!
Tribal knowledge
Eliano A Younes@eliano
despite the efforts of many journalists and anti-West annon accounts with watermelons in their bios, please know that every single company in the world wishes they had their version of the massive Palantir / $PLTR community and the people that drive it.
I’m really blessed to
Pirate Wires @PirateWires
Why is Palantir’s merch selling out in hours and getting GQ writeups?
First, because the shirts are really, really nice.
Second, because the company has… adoring fans?
And it’s @eliano’s job, as Palantir’s head of vibes, to make them happy.
Full profile from @dodgeblake 👇
3:36 PM · Jul 16, 2026 · 67.2K Views
52 Replies · 39 Reposts · 524 Likes
Shyam Sankar@ssankar
What is the compounding asset you own and what is the rate at which you're compounding on it?
Jawwwn @jawwwn_
Palantir CTO @ssankar reacts to Alex Karp's comments on sovereign AI and why companies need to control their alpha:
"The corporate response has been overwhelming."
"We certainly felt that as we were engaging with customers through the close of Q2."
"The reality is the frontier https://t.co/KSJPfuBTqc
8:20 PM · Jul 18, 2026 · 29.1K Views
6 Replies · 31 Reposts · 225 Likes
Jawwwn@jawwwn_
Palantir CTO @ssankar says Chinese open source models pose a "threat to American Prosperity":
"These Chinese open source models are really the result of distillation attacks."
"Most of this is just stolen American IP from frontier labs, and I think the frontier labs should do
Jawwwn @jawwwn_
" The greatest threat to America is not homicide by an adversary. It's suicide." - Palantir CTO @ssankar
"It's losing our national will. It's losing the motivation. It's putting moratoriums on data centers. It's deciding that we're not even going to try."
" AI is going to be
8:28 PM · Jul 18, 2026 · 137K Views
132 Replies · 114 Reposts · 651 Likes
Chad Wahlquist@chadwahl
FDE’ing is a product strategy. Believe it or not, this is where most of Palantir is built, at the edge.
It is eating the pain of the people doing the real work and excreting the product they deserve.
The signal is pure, feedback is instant, compounding is exponential.
11:48 AM · Jul 17, 2026 · 14.1K Views
14 Replies · 21 Reposts · 268 Likes
Chad Wahlquist@chadwahl
I have been out on a remote construction site talking to the people doing the real work, moving the earth, bending the metal, and building their community.
It is abundantly clear that AI is enabling them to spend more time doing their craft. More time building, less time buried
1:46 AM · Jul 16, 2026 · 82.4K Views
28 Replies · 64 Reposts · 462 Likes
Jawwwn@jawwwn_
.@chamath says Palantir CEO Alex Karp “deserves a medal” for being “on the right side of history” and one of the only AI leaders speaking the truth:
“You can look at a graph of the financing needs of these companies and pinpoint when they oscillate between 2 messages.”
“1.
Jawwwn @jawwwn_
.@chamath says Palantir CEO Alex Karp is " an incredible, smart, brilliant guy" who "completely nailed it and called out on its face the huge risk" of giving your company's alpha to OpenAI and Anthropic:
"If you are a reasonable company, why are you not finding an independent https://t.co/d28jg4fgx9
2:11 PM · Jul 14, 2026 · 269K Views
37 Replies · 185 Reposts · 2.18K Likes
Akshay Krishnaswamy@hyperindexed
An American, open-weights, 1T multimodal model
Bullish on sovereignty 🇺🇸
Thinking Machines @thinkymachines
Today, we are introducing Inkling.
Inkling reasons efficiently across text, image, and audio modalities. We are making the full weights available.
https://t.co/Ghebq5mG30
Available today for fine-tuning on Tinker. Play with it in the Inkling Playground. 🧵
7:14 PM · Jul 15, 2026 · 33.8K Views
7 Replies · 23 Reposts · 276 Likes
Akshay Krishnaswamy@hyperindexed
Do you own your enterprise knowledge?
12:46 PM · Jul 13, 2026 · 6.69K Views
3 Replies · 16 Reposts · 124 Likes
Palantir@PalantirTech
70% lower cost. 84% fewer GPT calls. 90% expert-preferred output.
At DevCon 6, Dr. David Zihr, Medical Director for Physician Advising Services at Tampa General Hospital, and Palantir Forward Deployed Engineer Colton Rusch show how AIP Evolve achieved these optimizations by
5:55 PM · Jul 20, 2026 · 55.2K Views
19 Replies · 96 Reposts · 738 Likes
DV47@DeepValue47
PwC named a Leader in the ISG Provider Lens™ Palantir $PLTR Ecosystem Partners
PwC is named as a leader in 2 quadrants – ‘Palantir AI Implementation and Engineering Services’ and ‘Palantir Managed and Operational Excellence Services.’
PDF / Link 👇
1:31 PM · Jul 17, 2026 · 3.21K Views
1 Reply · 6 Reposts · 52 Likes
Jawwwn@jawwwn_
Palantir CEO Alex Karp on why Palantir has more fans on 𝕏 than everyone else:
"The actual rational human being on the street is a Palantir fan."
"Every single person in Silicon Valley who finances things would cut off their right arm to have the fans we have, and your left
11:01 PM · Jul 13, 2026 · 29.8K Views
5 Replies · 24 Reposts · 351 Likes
DV47@DeepValue47
HD Hyundai and Texas-based subsidiary of Kiewit Corporation, Kiewit Offshore Services (KOS), have signed a strategic partnership agreement to expand US shipbuilding capacity and strengthen the American maritime industrial base.
1:21 PM · Jul 20, 2026 · 1.3K Views
3 Replies · 2 Reposts · 6 Likes
Wealthmatica@wealthmatica
$PLTR x $VOYG
Palantir and Voyager already have a much deeper relationship than most investors realize:
- Space domain awareness
- Starlab OS & data management
- AI & edge-computing MOU
Then last week…
Voyager announced a contract for an “agentic-AI spectrum operations
Wealthmatica @wealthmatica
Trump is seeking to approve at $1.5T 2027 defense budget.
That's a 42% YoY increase...
$VOYG is a critical player in the Golden Dome project and management is guiding a floor 25% CAGR through to 2030.
That's without any Starlab space station upside.
$VOYG
7:35 PM · Jul 19, 2026 · 7.24K Views
4 Replies · 2 Reposts · 31 Likes
Carlos E. Perez@IntuitMachine
Microsoft open sources the Palantir $PLTR killer.
github.com
GitHub - microsoft/Ontology-Playground: Free, open-source web app for learning about ontologies and Microsoft Fabric IQ. Explore a catalogue of pre-built ontologies, design your own visually, export as RDF/XML, and share interactive diagrams. Zero backend, fully static.
7:23 PM · Jul 18, 2026 · 92.2K Views
26 Replies · 98 Reposts · 928 Likes
Tweet of the week
Eliano A Younes@eliano
I promise you this would do numbers
10:37 PM · Jul 15, 2026 · 19.1K Views
48 Replies · 12 Reposts · 410 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