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Latest / Cloud Wars Live with Bob Evans

Palantir Unplugged: 10 Insights from CEO Alex Karp and Other Execs

In today's Cloud Wars Minute, I unpack how Palantir is turning AI’s commoditized cognition into a competitive advantage.

Highlights

00:03 — One of the big stories of 2026 has been the ongoing rise of Palantir, a true unicorn at 23 years old, but still a unicorn in the enterprise software business and its incredible growth. In Q4, its revenue is up 70% to $1.4 billion, and it's projecting 61% growth for all of calendar 2026. So this was not an aberration or a flash in the pan.

01:49 — CEO Alexander Karp says, we at Palantir, because of the nature of the work we're doing with our customers…

The skinny

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