skinny.

Latest / Cloud Wars Live with Bob Evans

Palantir Calls Out AI Labs as Q2 Soars 93%

In today's Cloud Wars Minute, I look at why Palantir's AI strategy is resonating with customers and disrupting the software industry's established order.

Highlights

00:03 — Well, we had a fascinating earnings report and earnings call with Palantir recently. A couple of things happened. Its growth rate soared. It almost doubled its growth in Q2, up 93% to over $1.8 billion.

00:19 — But intriguingly, the story behind this growth now is one that CEO Alex Karp is doubling down on, and that is to cut directly against the grain of how traditionally the software industry has worked. He feels that…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.