Editor: Emanuele Marabella
Last week:
Palantir won a $48mn deal to modernize ammunition management.
Palantir and Chipotle partnered to build a new food safety platform to identify supply chain risks.
Palantir CEO Alex Karp was interviewed by CNBC on Sovereign AI:
Mike@MikeLongTermBREAKING $PLTR Dr. Karp Full Interview CNBC (Brandnew) on AI Safety🆕🚨🚨 09-17-2026 Dr. Alex Karp CEO of @PalantirTech discussing @AnthropicAI @OpenAI AI safety drama. ~ Palantir customers biggest risk is IP theft ~ Sovereignty AI with $NVDA partnership is very important to…
Mike @MikeLongTermBREAKING $PLTR Dr. Karp Full interview CNBC @PalantirTech Dr. Alex Karp new $NVDA Deal Palantir is profiting from Tokenmaxxing, because AI Labs can't deliver the value they charged customers. Palantir product is 5 years+ ahead. We deliver the best products to warfighters and https://t.co/ooglNRobQL3:44 PM · Sep 17, 2026 · 63.3K Views14 Replies · 59 Reposts · 364 Likes
Tribal knowledge
Shay Boloor@StockSavvyShay
$PLTR CEO Alex Karp says “How can they tell me not to wear a condom?” while arguing against overly broad AI regulation.
He wants “reasonable guidelines” but says the real accountability should come from holding people liable when the technology they build causes harm.
3:42 PM · Sep 17, 2026 · 133K Views
37 Replies · 61 Reposts · 996 Likes
amit@amitisinvesting
$PLTR $ZETA
Sat down with David Steinberg, CEO of Zeta Global, at Palantir's 11th AIPCon to discuss the company's new partnership with Palantir, how their missions around outcome based incentives aligned, and where the future is headed for Zeta's overall growth.
Thank you to …
6:06 PM · Sep 20, 2026 · 123K Views
36 Replies · 43 Reposts · 794 Likes
Chad Wahlquist@chadwahl
“A CRM implementation last year took us 9 months to get data integration.”
“The Palantir team did this in 2 days.”
“It was all CMCC compliant and the latest security.”
“We didn’t believe the speed was possible.”
Chad Wahlquist @chadwahl
The Elmet Group:
“We had a contract signed in 2 weeks.”
“A team of 4 engineers came in mid-June.”
“10 applications across both divisions” in 2 months.
Funding resilience is one thing. Operating it is another.
2:22 PM · Sep 14, 2026 · 136K Views
8 Replies · 34 Reposts · 354 Likes
Chad Wahlquist@chadwahl
AI deployment is not the hard part
The hard part is connecting powerful computation to local institutional knowledge in realtime........without destroying the institution’s sovereignty
This is what Palantir is doing
arenamag.com/articles/forwa…
great read: @lefttailguy and
2:44 PM · Sep 18, 2026 · 18.8K Views
11 Replies · 44 Reposts · 340 Likes
Chad Wahlquist@chadwahl
Security Forge + Apollo solves the vulnerability detection + patching loop at scale.
Apollo is what has been running and securing Palantir for the last 15 years.
Palantir @PalantirTech
Defend the enterprise.
Security Forge, our new cyber security offering for source code vulnerability detection that moves at machine speed.
See how Chad and George used it to autonomously scan a codebase, compress 109 flags down to 10 actionable findings, and do it for $78 — so
11:10 PM · Sep 17, 2026 · 10.3K Views
2 Replies · 18 Reposts · 106 Likes
Chad Wahlquist@chadwahl
This is why companies always want to do more:
“The results that we are seeing are extraordinary.”
“Five weeks into launching the first phase… it has totally changed the way that we are operating as a company.”
“It took us days and days to analyze POS data on a weekly basis. …
2:19 PM · Sep 15, 2026 · 7.89K Views
6 Replies · 17 Reposts · 175 Likes
Chad Wahlquist@chadwahl
“AI doesn’t have to belong to a few. It can belong… to Americans who are already determining its most productive uses.”
“This past weekend, Dario Amodei released his latest proposal… ‘pacing the frontier’… to subordinate American interests to supranational governance.”…
Antonin Scalia @antonintscalia
The Effective Altruists seek to consolidate all theological, technological, and political authority. Their algorithmic religion promises to flatten all that makes us unique, all that makes us human. It must be resisted.
Essential reading from @ssankar.
https://t.co/2mojvaXuuN
10:14 PM · Sep 14, 2026 · 9.39K Views
11 Replies · 28 Reposts · 186 Likes
Chad Wahlquist@chadwahl
“Once you have a self-improving loop, you can get really creative.”
“The model says, ‘If I do these things, I think this will happen.’ The real question is: what actually happened?”
“Instead of benchmarking, think about benchmaking: turning excellent traces into test cases.”…
Chad Wahlquist @chadwahl
"“We baked very specific knowledge from supply chain planners into a model and that small model achieved better performance than NVIDIA’s biggest Nemotron model, Ultra.”" -@sidsingh_15
“It’s such a small model that you can train it on a couple of GPUs and host it on a single
6:30 PM · Sep 14, 2026 · 11.1K Views
4 Replies · 12 Reposts · 127 Likes
Stock Snipa@stocksnipa
UBS has raised their price target on Palantir Technologies $PLTR to $250 from $220⬆️🎯
They have said they decided to bump the target after seeing accelerated growth momentum & surging demand across AI platforms
Stock Snipa @stocksnipa
Palantir $PLTR and Nvidia $NVDA announce a new sovereign supply chain collaboration🤖🔋
They are deploying an AI stack combining NVIDIA Nemotron models with Palantir AIP, Foundry and the Palantir Ontology. https://t.co/RnDLLdnqoL
12:37 PM · Sep 15, 2026 · 4.51K Views
4 Replies · 2 Reposts · 12 Likes
Tweet of the week
Chad Wahlquist@chadwahl
Captions (wrong answers only):
7:03 PM · Sep 17, 2026 · 51.8K Views
106 Replies · 5 Reposts · 277 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