Growing up in a sports family, I learned how competition builds character. Sports teaches discipline, accountability, resilience and the rewards of hard work - values which have always been the heart of the American spirit. Whether it’s under Friday night lights, on the court or in the octagon, competition reminds us of the qualities that keep America strong, like determination and perseverance, and the belief that anything is possible with hard work. Welcome to the biggest stage on earth, UFC. Job incredibly well done.

.@pmarca: "The person who writes down the thing has tremendous power." @david_perell

The world is both qualitative and quantitative and you must understand this in order to solve real-world problems.

Finally finished Shyam Sankar’s new book, ‘Mobilize’. It was honestly one of the most important books I’ve ever read. - Our defense procurement system is broken. Cost-plus contracting, bureaucracy, and regulation destroys innovation. We can’t afford to coddle the defense primes. We must embrace meritocracy. Competition breeds innovation. - The offshoring of our manufacturing has created an enormous national security threat. Not to mention, the American industrial base was once filled with dual-use companies. Sherwin Williams and Quaker Oats operated bomb-loading plants during World War ll. This capacity does not exist anymore. - A stockpile is not a deterrent. Production capacity is. - Our government must embrace commercial companies in defense contracting. The procurement process must be fair and open to all. May the best product win. - It will take heretics to turn the ship around. The Drew Cukors of the world. Leaders who are willing to disrupt and challenge the status quo. - America is unique in its ability to embrace the founder, pivot quickly, and Mobilize. To stop WW3, we must be able to intimidate the CCP enough to delay their plan to invade Taiwan. They plan to be “ready” by 2027. But they’ll delay it to 2028. Then 2029, 2030, and so on. It’s not too late. These are just some of my takeaways. I knew our system was broken, but this book opened my eyes up to just how broken it truly is. I have also gained a new level of respect for Shyam; not just as an executive at Palantir, but also as a leader trying to move our country forward. We will look back on Mobilize as an irreplaceable book and roadmap that started the conversation and moved the needle in one of the most critical periods in American history. x.com/JackPrescottX/status/2…

Security Forge 🚀

Asymmetric Advantage Growth Ontology Foundry LLM Apollo

$PLTR $NVDA THIS ACTUALLY JUST HAPPENED. Jensen: "This is probably the single most important enterprise stack in the world, the Palantir Ontology." Oh. My. Goodness.

🎯

$PLTR The biggest concern around Palantir over the past 2 years has been its valuation. That concern should not be that relevant anymore. If we are looking at other companies in Software, $SNOW and $CRWD are trading at HIGHER multiples on a NTM EV/EBITDA yet they are growing 2x LESS than Palantir and at 2x WORSE margins, as shown in the chart below by Arny. You want to know what’s even worse? The TTM GAAP profits for all 3: Palantir did $2.28B in GAAP net income, actual profit coming down to the bottom line. Snowflake LOST $1.33B and Crowdstrike LOST $162M! $SNOW and $CRWD can’t produce a GAAP profit, have significantly worse margins and have significantly less growth but are getting a HIGHER multiple. This is not to say that Snowflake or Crowdstrike are overvalued or don’t deserve the premium they are getting, but it is to say there is a massive valuation disconnect and anyone screaming that Palantir is expensive cannot make that argument relative to every other company in SaaS. Better margins, faster growth, profitable…and basically guided to 100% topline growth next year. This is obvious. If the market is willing to continue giving these premiums to software companies as the “AI destroying software” narrative goes away, Palantir should continue to gain momentum.

Your P&L after tokenmaxxing x.com/SawyerMerritt/status/2…

Palantir to 1T Looking forward to the development of a consumer product

Ready

Palantir Apollo at work The kill chain compressed to seconds The performance gain over previous architectures is concrete and operationally consequential. In the old model, an EW intelligence operator manually relayed target parameters to an EW jamming operator. Minutes of communication delay between detection and response. Sometimes too many minutes. The new architecture automates the handoff entirely. “The system automatically determines signal parameters, calculates azimuth, suggests the optimal suppression tool, and activates the necessary antennas.” The next step Filimonov describes is fully automated rotating antenna mechanisms that track targets through flight — extending the effective engagement range of directional EW antennas to 15 km and allowing destruction of drones long before they reach their objectives. This is the doctrine NATO planners are now scrambling to develop. Ukraine is already deploying it.

Makes me wonder if they're toying with a massive short squeeze against a certain band of naysayers and negative nellies... Sharks feed when they smell blood in the water Think like a shark 🦈 Karpus Maximus — Vidit, Vicit, Profitavit $PLTR

$PLTR I was wrong about Palantir, and so are you. Fair value: $268 Think that sounds crazy? Read my latest report and then let me know if you still feel that way. Link to my research piece on Palantir: research.typefcapital.com/p/…