Share this page!

Darntons Profile picture
Twitter logo
Apr 19 • 7 tweets • 2 min read
CodeStrap Explains Why #Palantir Will Dominate The Next 5 Years.

Read for a brief summary.

darntons.com/2022/04/18/cod…
CodeStrap cites Cathie Wood stating that, winner-takes-all markets will be more common. If this is the future you are facing, and if after failure the company is not able to recover, then this organisation is not going to do well according to CodeStrap.
Time to value with Foundry is so quick: you can perform actions now. “If the future that is coming says: due to increased chaos, conflict, and businesses needing to move faster with the rate of data, it seems illogical to delay a feedback loop for a few years.
Everyday you delay the feedback loop, the less likelihood there is for future success.“
Whilst Microsoft had the original contract with Boeing, for a platform analytics software in order to empower data to create insights, Palantir 2 years later managed to replace Microsoft as the dominant OS system for Skywise.
As investors, this gives us another coherent example of Palantir incorporation of the culmination stack to product a net-good.
Read ONLY on Darntons.

darntons.com/2022/04/18/cod…

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Darntons

Darntons Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Darntons1

Darntons Profile picture
Apr 21
CodeStrap is a software engineer who is extremely bullish on $PLTR:

He believes #Palantir will dominate the next 5 years.

Recently, I had a 1-1 conversation with CodeStrap.

Here are the key insights. Image
#Palantir is surfing some huge waves.

“We are running into limits of training models on one cloud provider. Data streams are becoming so big that you can not funnel it into one model.

This is how big the data issue is becoming.” Image
85% of any AI initiatives out there are going to fail.

These current companies are all using homegrown solutions, in which over time do not work, or fail to deliver value.

Organisations that do not adopt solutions will fail. Image
Read 6 tweets
Darntons Profile picture
Apr 20
Here is why $PLTR has potential to become the next $MSFT

It’s all about network effects.

We did a deep-dive into Palantir’s UNREAL similarities to Microsoft.

Here is what we found out. Image
Network effects are split up into:

- Indirect: when platform or service depends on two or more user groups. As more people from one group join, the other group receives higher utility.

- Direct: value of a product or platform increases simply due to increases in user-base. Image
Example of Windows:

OS platform like Microsoft Windows is a good example of indirect network effects.

New Windows developers do not directly benefit each other, however with an increased library of Windows programs, the number of Windows users will grow. Image
Read 14 tweets
Darntons Profile picture
Apr 20
Why Palantir is identical to Windows OS in terms of MAJOR network effect creation:

Read this thread:

Can $PLTR become the next Windows OS?
Indirect network effects occur when the value of a network increases as a result of one type of node benefitting another type of node directly, but not directly benefitting the other nodes of its same type.
Within the context of eBay, the addition of a new seller does not directly benefit other sellers. In fact, another seller just means more competition for all the other eBay sellers.
Read 15 tweets
Darntons Profile picture
Apr 20
darntons.com/2022/04/20/ceo…

CEO Explains: Why $TSLA & $PLTR May Become Winner-Takes-All Stocks.

Time for a thread:
@MannyBernabe stated how, in consideration of society entering towards Industry 4.0, in rate of the non-linear exponential growth through AI capabilities, this calls into question the ability for certain innovative companies to become a winner-takes-all stock.
Winner-takes-all markets are a perceived new paradigm in which an organisation can garner a substantial portion of a market share, and become a monopolistic organisation within a set market.

$PLTR $TSLA
Read 10 tweets
Darntons Profile picture
Apr 20
Listen now:

Breakdown of @MannyBernabe thoughts on $PLTR & $TLSA monopolistic practices in the future.

Wright’s Law is a hypotheses that there is a “20% reduction in cost, when production doubles”. In so far as 1000 units have been produced, the cost per-unit decrease by 20% when production reaches 2000 units.
It is vital to point out that whilst innovation by definition is unpredictable, but even if we can predict to some extent the level of innovation, and the areas of innovation in the future, this will have major benefits from a societal point of view.

darntons.com/2022/04/10/wri…
Read 4 tweets
Darntons Profile picture
Apr 20
The $MSTR Advantage: According To Michael Saylor.

A report by @Emanuele20x

Read here for more:
darntons.com/2022/04/20/the…
This is a fascinating story:

On December 16th of 2021, MicroStrategy held an Investor Day event, where CEO, Michael Saylor explained the case for MicroStrategy being the best available BTC investment vehicle.
Optimistic investors, such as ARK Invest mention how Bitcoin is the most secure asset out there, as the first global private decentralised money system ever invented.
Read 8 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(