Darntons Profile picture
Apr 21, 2022 6 tweets 3 min read Read on X
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.
#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.”
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.
Winner-takes-all markets will occur more often.

Time to value with Foundry is so quick: you can perform actions now.

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
Philosophy of a culmination stack:

Culmination stack is a series of micro-changes, that result in mass improvements over time.

Microsoft had the original contract with Boeing, but Palantir 2 years later managed to replace Microsoft as the dominant OS system for Skywise.
Check out this report on Darntons for more:

$PLTR

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 @realDarntons

Nov 7, 2022
Palantir Technologies Inc. (NYSE:PLTR)

Full Q3 2022 Presentation
Read 40 tweets
Nov 7, 2022
Letter to shareholders of $PLTR

By Alex Karp

🔆 HIGHLIGHTS 🔆

👇👇👇 Image
We are in the early stages of a significant transformation.
Our company is emerging as a dominant provider of foundational data platforms, generating approximately half a billion dollars in revenue every quarter.
We have crossed the billion-dollar mark in the United States market alone, more than doubling our business in two years.

In the twelve months that ended September 30, 2019, we generated $253 million of revenue in the United States.
Read 16 tweets
Nov 6, 2022
PALANTIR EARNINGS:

A few metrics to look out for 👇

Palantir is looking to report Q322 earnings on November 7th, before the market opens.

$PLTR
The Governmental business for Palantir has been weak within the past few quarters.

However, as we know, this is not due to poor-product-market-fit, or a displacement of the Palantir solution within the Government, but instead the cyclical spending apparent in the Government.
Just to explain briefly, we know that within Governments, due to the inherently flawed structure and poor human organisational skills, this often leads to incredibly inefficient and prolonged decision-making periods.
Read 16 tweets
Nov 5, 2022
7 principles to UNDERSTAND the power of investing that made us MILLIONS!

1) It takes time for the compounding effect to kick in.

Might take few years to get your first $100k. But each subsequent $100k is faster and faster. Image
When you are starting to invest, your contributions matter, 50% gain on $5k portfolio is only $2.5k.

As your portfolio matures, the gains matter more. 10% gain on $200k portfolio is $20k!!! Image
The stock price and true value of a company rarely cross. Most of the time the stock is undervalued or overvalued relative to the business performance.

By disciplined regular buying over time, your cost basis gets close to the true value. Image
Read 8 tweets
Nov 4, 2022
Top 8 CONTRARIAN views from Peter Thiel:

EVERYONE must read:

These views will blow your mind & make you think differently.

This first point is CRAZY: 👇

#peterthiel $PLTR #investing Image
0-to-1 refers to a new way of doing things. Creating something brand new.

Globalisation is an example of copying - China is the culmination of this.

Technology, however, is a new way of doing things.
Bubbles are a collapse of belief.

The DOTCOM bubble has left scars within the minds of investors and innovators.

After DOCOM, there has been irrational fear of the future.

People can be rational individually. However, in crowds – irrationality prevails.
Read 10 tweets
Nov 4, 2022
The INSANE Economics of the Tesla Semi.

The Tesla Semi is going to start deliveries this year! 🚚

Let's take a look at how it will DISRUPT traditional trucking!🔋

1/x 🧶 Image
Tesla semi will start shipping this year and it will have 500 miles of range. ⚡

This is after many delays, but Tesla is finally ready to start delivering it to customers. In Elon's Master Plan, Part 2, he made reference to building an electric semi. Image
The first customer of the Tesla semi is not known to the public yet. Some think it will be PepsiCo because they pl ace an order for 100 electric semi-trucks. 🥂 Image
Read 7 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!

:(