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ontology

Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era

Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era

Palantir’s “NVIDIA moment” is here: Q1’s 85% growth and 145 Rule of 40 validate AIP’s compounding platform fit while governance moats secure the agentic era.

20 min read 07 May 2026

Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation

11 min read 21 Feb 2025

Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation

Notes: Palantir - Updating On AIP, Ontology, & OSDK

8 min read 21 Jun 2024

Notes: Palantir - Updating On AIP, Ontology, & OSDK

Summary * Following the recent AIP event, we wanted to share some updated thoughts and insights into PLTR. * We recap on the challenges enterprises are facing in trying to implement a LLM into their environment. * We share some insights from the AIPCon June 2024 customer presentations. * We discuss the OSDK, the