🌮 Taco'n Ontology | Palantir Bullets #189

Q2 date announced; SAP transformations; largest Mexican insurance

Editor: Emanuele Marabella

• Palantir announced it will release its Q2 earnings results on the 3rd August, following the market close.

• Palantir and SNP partnered to accelerate SAP transformations. SNP, based in Germany, serves +3,000 customers globally with digital transformation projects.

• Palantir signed an expansion with GNP Seguros, the largest insurer in Mexico and part of the prominent Grupo BAL consortium (23,000 employees).

Tribal knowledge

dnap@dnapway

Chamath reveals his company's AI token costs are doubling every 45 days but productivity is only up 5% "I sat down with my CTO today, I said how are we doing on token spend. And he said the most incredible thing, he said right now, our token costs are doubling every 45 days. I

3:28 AM · Jul 11, 2026 · 1.49M Views

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365 Replies · 353 Reposts · 3.02K Likes

Palantir Daily@DailyPalantir

I sat down with Akshay Krishnaswamy, Chief Architect at Palantir, at Palantir's 10th AIPCon! "This is my 14th year at Palantir, but it's only escalating and getting more epic." Akshay discussed why he continues to be passionate around solving existential problems, how

3:57 PM · Jul 11, 2026 · 19.9K Views

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5 Replies · 14 Reposts · 137 Likes

Special Competitive Studies Project@scsp_ai

"Show me the incentives and I'll show you the outcome." AI companies profit on token consumption, so they've incentivized you to use more tokens, not get better results. The outcome? Enterprises burning frontier model budgets on tasks that don't need them. @PalantirTech's

9:23 PM · Jul 10, 2026 · 9.49K Views

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7 Replies · 14 Reposts · 73 Likes

DV47@DeepValue47

Letter of Intent of the Ministry of National Defense - Palantir Technologies: partnership for innovation in defense "Databases are currently the most valuable currency – more valuable than gold, dollars, euros, or any other means of payment. They are the greatest treasure of the

1:16 PM · Jul 9, 2026 · 10K Views

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6 Replies · 24 Reposts · 179 Likes

Peter Wilczynski@petewilz

Two comments: cloud adoption happened because of cryptography. It wasn’t a license agreement that prevented AWS from stealing your data or giving it to the FBI - it was secure by design. Second: I don’t think I could invent a less charismatic term than token capital.

12:05 AM · Jul 13, 2026 · 5.62K Views

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2 Replies · 4 Reposts · 27 Likes

Akshay Krishnaswamy@hyperindexed

"The current regime does precisely the transfer Karp and companies fear."

3:54 PM · Jul 12, 2026 · 59.2K Views

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7 Replies · 27 Reposts · 223 Likes

Arny Trezzi@arny_trezzi

$PLTR seems crazy expensive at ~60x FCF. It is cheap.

10:46 AM · Jul 6, 2026 · 42.1K Views

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17 Replies · 9 Reposts · 440 Likes

Arny Trezzi@arny_trezzi

Burry said: "Anthropic is eating Palantir 's lunch". It turns out $PLTR eats the lunch of all AI models. By allowing clients to easily switch between models, Palantir fuels competition between AI labs and open-source models while monopolizing the orchestration layer.

11:03 AM · Jul 6, 2026 · 89.9K Views

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53 Replies · 81 Reposts · 1.13K Likes

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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