Rocketmen 로켓맨

피터 틸, 팔란티어 400만 주 사전 매수 계획 공개 -8월 19일에 채택되었고 -11월 3일 제출된 3분기 분기보고서에서 처음 확인 됨 -27년 12월 16일까지 실행 가능 -피터 틸 법인인 (STS Holdings II LLC)이 보유하게 됨 해당 법인은 과거 26년 3월 2일 200만 주를 주당 $144.85달러에 매도한 기록이 있음

Cathie Wood bought ~$11M of $PLTR today

.@garrytan’s early story from Palantir reveals the genius of Alex Karp: Garry was 25, and Palantir sent him to DC to do customer demos. They put him up in the Mandarin Oriental hotel. “Alex—why are we staying at the Mandarin Oriental? We’re just kids. Set me up in the Motel 6. We’re a startup.” “He said, ‘Guys. You’re going to go and talk to Generals and VPs of Fortune 500s. You’re going to show this incredible software.’” “‘And then as you’re walking out the door, they’re going to say, ‘How long are you in town?’ They’re going to make small talk.’” “‘And if you say, ‘I’m staying at the Motel 6, that says something about what Palantir is.’” “‘They’re gonna think this is Motel 6 software. Palantir is not Motel 6 software. Palantir is Mandarin Oriental software.’” Via @WalterIsaacson @kscope_nyc

When an industry has high margins yet stagnates for decades, there are almost always A) very high barriers to entry and B) ways for startups to surpass incumbents via good, modern engineering. SpaceX, Tesla, Anduril and others broke into these types of guarded industries. The beginnings are hard, but the opportunity expands with forward progress. Nuclear will be the next industry to go through this transformation and live up to its potential. Thanks @collision for having me on!

The hard thing is not simply doing enrichment. It's doing enrichment in a way that can be scalable and highly cost competitive.

General Matter CEO @ScottNolan joined me to break down why enriched uranium is the bottleneck for nuclear power. We get into why US nuclear fuel comes from Russia; their enrichment facility in Paducah, Kentucky; applying the SpaceX playbook to heavy industry; and the reasons nuclear became expensive. 00:00:00 Introduction 00:00:41 America’s missing nuclear fuel 00:05:27 Why small reactors need stronger fuel 00:11:42 Can nuclear power the AI buildout? 00:15:25 Why nuclear became so expensive 00:22:24 The startups reinventing nuclear 00:25:31 General Matter’s race to 2030 00:29:44 Stripe Press’ new books 00:30:22 The SpaceX playbook applied to nuclear 00:35:18 Uranium enrichment, explained 00:45:53 How small startups beat stagnant incumbents

$PLTR Palantir TCV concerns are absolutely silly and the bears are becoming desperate. First, every analyst on the street increased their PTs. You usually don't have analysts, that react to price movements, increase their targets when the stock is going against their bullish call. This quarter was SO good that every single one of them ignored what the stock was doing and told their clients that they think it's going higher. Even Rishi from RBC (Motel 6) had to FINALLY raise his target into the $100s, upgrading Palantir from $90 to $130. You know the numbers were that good when Rishi has to upgrade by $40. Second, this 6% TCV YoY growth completely misses what management said during the call. "We signed multiple 8-figure deals in the quarter that were shorter in duration than usual, as customers rapidly adopted initial Sovereign AI capabilities in their enterprise," noted CFO David Glazer. This also explains why RPO was flat QoQ: "As a reminder, RPO is primarily comprised of our commercial business, as it does not take into account contracts with an initial term of less than 12 months and contractual obligations that fall beyond termination for convenience clauses, both of which are common in most of our government business." I mean the bears have really lost their minds to interpret low TCV and RPO growth as a reason why this quarter was bad. What Palantir is actually saying is they are signing customers that want to get started with deploying Sovereign AI ASAP. That means to get a shorter contract signed so the work can begin and as the value is created, those 8-figure deals can begin to expand out many years...because Palantir is not one of those companies that will get paid and deliver nothing. If anything, I see it as a sign of incredible strength that management is willing to sign contracts on a shorter term basis and immediately begin proving how transformational the Sovereign movement can become and earn their ability to extend those contracts. The fact that the top average revenue per top 20 customer is up from $83M a year to $146M a year, +76% YoY, shows how much value this company is creating and why net dollar retention is now 165%. Customer count at 1090 customers is EXCITING, not a red flag, this is a company that is growing FASTER and more efficiently than any other software company on the planet, and doing so with less than 1100 customers...you would have to genuinely be desperate to think that that is bearish when in reality that means the relationships they have with their partners are truly transformational and they aren't just signing customers to sign them but rather every time they get someone in the door, they can keep them for a VERY long time and monetize that relationship better than any other software company because that customer is actually receiving the value they pay for. Bears, you need a better bear case to take down one of the single greatest companies the market has ever seen. Please, try harder.

엔트로픽 vs 팔란티어 매출 QoQ 성장률 엔트로픽 매출 성장이 너무 빨리 식는 건가? 4분기에 QoQ 30% 대 나오면 큰일인데…