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$PLTR --- $PLTR just dropped a Q1 earnings report that absolutely CRUSHED conservative market expectations: Total quarterly revenue hit $1.633 billion, skyrocketing 85% year-over-year — the highest YoY growth rate in the company's history. GAAP net income came in at a massive $871 million (53% net margin), with GAAP EPS reaching $0.34, SMASHING analyst estimates of $0.28. As the market's most critical growth engine, U.S. Commercial revenue exploded 133% YoY to $595 million, proving that AI product penetration in the private sector is growing exponentially. Meanwhile, U.S. Government business also surged 84% — delivering "dual-engine hyper-growth" across both commercial and government sectors. Riding this powerful order momentum, management jacked up full-year 2026 guidance across the board: • Full-year revenue raised to $7.650B - $7.662B (~71% YoY growth) • U.S. Commercial revenue guidance hiked to over $3.224B (minimum 120% growth) • Full-year free cash flow projected at $4.2B - $4.4B 1. The one-of-a-kind "AIP Bootcamps" go-to-market playbook Unlike traditional software companies stuck in endless pre-sales negotiations, Palantir deployed an aggressive "bootcamp" model: bringing clients in with their own real data and pain points for several days of on-site development. Customers get to SEE firsthand in just days how AIP automates workflows, optimizes supply chains, and cuts costs. This "try before you buy" approach delivers insane conversion rates — driving Q1 Total Contract Value (TCV) up 61% YoY to $2.41 billion, with total customers quickly surpassing 1,000. Palantir has successfully transformed AI from "PPT vaporware" into a must-have tool that enterprises are willing to pay real money for. 2. Insane operating leverage The holy grail for software companies is "revenue exploding while costs stay basically flat" — and Palantir is living this dream. Adjusted Operating Margin has catapulted from 44% over recent quarters to 60% in Q1. The Rule of 40 score (growth rate margin, the gold standard for software) hit an astronomical 145%. CEO Alex Karp came right out and said it: globally, at this scale, the only AI infrastructure companies hitting these numbers are Nvidia, Micron, SK hynix — and Palantir. 3. Geopolitical and global defense tailwinds With global conflicts flaring up everywhere, governments and defense ministries worldwide are starving for military intelligence and data capabilities. Palantir's Gotham platform and Maven AI systems are irreplaceable in modern defense — think drone swarm orchestration and battlefield situational awareness — locking in years of rock-solid, high-value government budget commitments.
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𝗧𝗵𝗲 𝗺𝗼𝘀𝘁 𝗼𝘃𝗲𝗿𝗹𝗼𝗼𝗸𝗲𝗱 𝘁𝗿𝘂𝘁𝗵 𝗮𝗯𝗼𝘂𝘁 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗜? Many organizations assume stronger AI comes from choosing a stronger model. That's only part of the equation. The model is just the engine. What creates business value is everything built around it. 🧠 𝗖𝗼𝗻𝘁𝗲𝘅𝘁 makes responses relevant. 🗂️ 𝗠𝗲𝗺𝗼𝗿𝘆 enables long-term continuity. 🔌 𝗧𝗼𝗼𝗹𝘀 turn intelligence into action. ⚙️ 𝗢𝗿𝗰𝗵𝗲𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 coordinates execution. 🛡️ 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 ensures reliability and trust. This is why two companies can deploy the same LLM and see completely different results. One delivers answers. The other automates workflows, decisions, and operations. ━━━━━━━━━━━━━━ ❌ Models produce responses. ✅ Agentic systems produce business outcomes. ━━━━━━━━━━━━━━ For years, the conversation has centered on model comparisons. The real competitive advantage is shifting elsewhere. Organizations that connect reasoning, memory, tools, and workflows into a unified system will outperform those focused only on model upgrades. The future isn't about having access to the best LLM. It's about building AI that can consistently complete meaningful work. 𝗦𝗼 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝘀𝗵𝗼𝘂𝗹𝗱𝗻’𝘁 𝗯𝗲: "Which model are you using?" 𝗜𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲: "How effectively does your AI turn intelligence into results?"
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Property managers & investors: Stop chasing insurance proof! ✋ Our self-service link automates compliance. Established 1985. Streamline here: epremiuminsurance.com/Direct… #Insurance
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Funny thing about that MIT recursive-models paper: power users already do the human version of it. What I do constantly: — Don't ask one model to memorize everything — PDF → hand it to Gemini, "turn this into text" → feed the text into Claude's context — Need an image? → ask Gemini for the prompt → feed that to Grok You become the router. Each model does the slice it's best at. Nobody's context window gets overloaded. The paper just automates the instinct: the model writes code to chunk the work and delegate — instead of a human doing it by hand. If you've ever managed a big project across models, you already understood the thesis. You just didn't have the paper yet.
New MIT paper quietly reprices the AI trade. "Recursive Language Models" (Zhang, Kraska, Khattab) arxiv.org/abs/2512.24601 The finding: stop feeding long prompts to the model. Park them as a variable, let the model write code to chunk them and fire many cheap sub-calls. Result: 10M token inputs, beats vanilla GPT-5 by double digits, same cost. Why it matters for your book: More total inference compute — but routed to PARALLELISM, MEMORY, and CHEAP sub-models. Not to "the one smartest model." That sorts the whole sector: ✅ WINNERS — anything that moves, stores, cools, connects compute: — Interconnect/optics: $ANET $CRDO $MRVL $COHR $LITE $FN — massively parallel sub-calls = east-west traffic — Memory/storage: $SNDK — prompt-as-variable is memory-hungry — Power/thermal: $VRT $NVT — more compute running longer = more watts — Neocloud: $NBIS — compute-elastic demand, the purest read ⚠️ NEUTRAL — volume helps, mix dilutes: $ARM $SKM — model-agnostic, rides units not margins ❌ THESIS RISK — value tied to single-model supremacy: $INOD — if capability comes from SCAFFOLDING not bigger training runs, the data-labeling TAM narrows One line: bullish everything that moves/stores/cools/connects compute. Bearish everything whose moat is "our model is biggest." Context length was never the moat. Orchestration is. Not financial advice.
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Replying to @ardent__dev
This is exactly why I'm building GYFC. For $0 marketing, Reddit is a goldmine but doing it manually takes hours, and spamming links gets you banned. GYFC automates finding relevant threads and dropping natural, context-aware plugs. Early access: gyfc.vercel.app
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Replying to @spaceandtech_
Retour au XVIIIème siècle ! Automates…
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Artificial intelligence is crucial as it enhances efficiency, automates tasks, provides insights from data, and improves decision-making. Its applications transform industries, drive innovation, and create solutions for complex problems.
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The latest Meta Ads update in 2025 wasn't just another feature release. It redefined what makes a great marketer. As AI automates targeting, bidding, and optimization, the real advantage shifts to creativity, strategy, and understanding people. Article shorturl.at/xdjki
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If you want to start money with AI you have to focus on solving problems for the customers: The more you obsess over mastering frontier AI tools, the less money you will make. 📉🧠 There is a crippling psychological trap paralyzing modern technical operators: the belief that you must reach absolute expertise, understand every single framework update, and write perfect multi-agent architectures *before* you can step into the market. While you are watching tutorials and tinkering with local code, your client roster remains at zero. It is time to completely flip the deployment paradigm. You do not design an AI product based on a newly released engineering vehicle; you locate an existing financial leak, calculate its exact operational damage, and treat the AI model as a purely secondary infrastructure solution. Here is the strategic breakdown of how five different physical-world sectors suffer from the exact same operational disease—and how to package high-leverage B2B solutions to fix them today: --- ## 🏗️ 1. The 5 Enterprise Pain-Points & Asset Leaks The core commercial value of an AI deployment doesn't live inside a novel text prompt—it lives inside the physical-world client's balance sheet. ### 🎨 A. The Industrial Painting Company • The Problem: The owner is stuck on top of a ladder with hands covered in paint while their phone rings continuously in their pocket. • The Math: A single missed inbound call from Google local search is a lost project proposal. Assuming an average residential painting contract sits at €2,500, losing just one project per week translates to a massive **€10,000 per month** cash leak traveling straight to a faster competitor. • The Damage: Slowed business growth, deteriorating local reputation, and missing out on lifetime word-of-mouth customer networks. ### 📦 B. The Residential Moving Agency • The Problem: To generate a binding project quote, the agency has to work entirely for free. A supervisor must manually drive out to the prospect’s residence, inspect the location, calculate cardboard box volume, and measure physical furniture metrics. • The Math: This manual validation cost drains roughly half a working day per quote. Running five inspections a week with a standard 50% closing rate means the agency squanders **10 half-days per month** on un-signed contracts, burning over **€2,000 a month** in wasted logistics labor. • The Damage: Rejection of far-away leads, un-optimized truck fleets, and loss of momentum to faster digital competitors. ### 🧹 C. The Commercial Cleaning Contractor • The Problem: Industrial cleaning verticals experience massive, continuous workforce turnover. The management team is trapped in a permanent administrative loop of writing job listings, parsing CVs, and chasing ghosting candidates. • The Math: The administrative office squanders roughly **20 hours per week** manually editing resumes, updating staff schedules, and copying client follow-ups by hand—wasting **€2,000 per month** in pure baseline administrative salary. • The Damage: Un-filled workforce vacancies, scheduling overlapping errors, and an owner completely drowned in un-scalable operational tasks. ### 📈 D. The Independent Insurance Brokerage • The Problem: Managing an active portfolio of over 800 premium corporate accounts means holding thousands of dynamic compliance items (national IDs, utility proofs, bank statements, liability mandates) that expire quietly over time. • The Math: On average, **25% of client records (200 folders)** sit in an administrative state of non-compliance at any given second. Tracking these items requires an office assistant to send three to five manual follow-up emails per file. • The Damage: Severe regulatory audit penalties or sudden partner de-authorizations from major underwriting carriers (e.g., MMA). ### ⚖️ E. The Partnership Law Firm • The Problem: Partners billing out at premium rates of €150 to €250 per hour spend hours wading through structural legal discovery, cross-referencing archives, and extracting old case precedents to compile case documentation. • The Math: A small team of three lawyers burns roughly **2 hours per day per person** on basic document lookup. That represents 40 un-billed hours per month per lawyer—amounting to a staggering **€18,000 per month** in un-captured billable hours across the firm. • The Damage: Delayed cases, highly frustrated clients, and expensive partners executing the operational work of a summer intern. --- ## 🛠️ 2. The 5 B2B Offers You Can Sell Today To win the deal, your sales presentation must completely ignore the name of your model or framework. You are not selling code; you are selling the extraction of a physical business pain. | Target Sector | The AI Vehicle Solution | Pricing Structure | The True Value Proposition | | :--- | :--- | :--- | :--- | | **Painting Co.** | **Autonomous Voice Agent** (Instantly answers calls, qualifies square footage, books quote calendar) | **€1,000 - €2,000** setup monthly usage tier | **Capturing the €10,000/mo** in missed calls while the owner is on the ladder. | | **Moving Agency** | **Computer Vision Micro-SAS** (Prospect records a mobile video of the room to instantly calculate volume) | **€3,000** setup **€79 - €149/mo** license | **Returning 10 half-days a month** of un-billed logistics labor back to the team. | | **Cleaning Firm** | **Operational Automation Training** (On-site workshop to automate CV screening, schedules, and alerts) | **€2,000 - €4,000** single day consulting fee | **Replacing 20 hours a week** of manual administration with instant automation hooks. | | **Insurance Broker** | **Compliance Agent Harness** (Scans vault folders, flags expired IDs, automates client tracking data) | **€3,000** development **€200/mo** maintenance | **Eliminating the constant fear** of a regulatory audit or severe carrier fine. | | **Law Firm** | **Document Retrieval RAG** (Custom internal knowledge base parsing old case files and citations in seconds) | **€5,000** deployment **€50/mo** infrastructure | **Re-capturing €18,000/mo** in premium billable partner hours from lookup tasks. | --- ## ⚖️ 3. The Takeaway: Stop Looking for New Features The market does not reward the developer who knows the latest framework update; it rewards the operator who understands the client’s exact daily operational friction. A traditional artisan or corporate director does not care if your system runs on Claude Fable 5, an advanced multi-agent framework, or a simple text script. They care about business metrics: **time returned, liabilities neutralized, and lost billable hours re-captured.** Stop hiding behind infinite technical tutorials. Choose one clear target sector, master the single specific tool needed to plug their immediate asset leak, and confront the market. Run a tight 80/20 execution protocol: Spend 20% of your time sharpening your tech stack, and 80% of your energy building actual cash-flowing workflows in the real world. 🖥️💼
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Replying to @ElonomyX
This is one of the more consistent themes in the public commentary of Elon Musk—the idea that advanced AI and robotics will reshape the labor market so deeply that society may need new economic safety nets. What he’s basically saying There are two connected claims here: “Mass unemployment will be a massive social challenge.” Meaning: as AI robots get better, many current jobs (especially repetitive, predictable ones) could shrink or disappear. “We’ll have no choice but to adopt some form of universal basic income.” Meaning: if traditional jobs don’t exist at the same scale, people may need direct income support from society. Why this idea comes up in AI discussions People argue this because: AI already automates tasks in writing, coding, design, customer support, and logistics Robotics is improving in physical work (warehouses, driving, manufacturing) Productivity could increase massively while human labor demand shifts But there are two sides to the debate 1) Displacement view (Musk’s concern): Many jobs may vanish faster than new ones are created Transition could be socially disruptive UBI becomes a “stability layer” for society 2) Adaptation view (economists’ counterpoint): New jobs historically emerge after technological revolutions Work shifts rather than disappears entirely The bigger issue may be job transformation, not full unemployment Key nuance Even if “robots can do most jobs,” society still decides: what gets automated how fast it rolls out how wealth from automation is distributed So UBI is not inevitable—but it’s increasingly part of serious policy discussions.
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Replying to @sflorimm
Tools I’m vibe-building are all something I want/need to use or something that automates or enhances part of something else I already do… and of course things I think are cool. I build with the idea in mind that if anyone does like it that I could scale it up or open source.
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As AI automates execution and imitates thinking, the rarest skill won't be knowledge it will be independent judgment.
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TradeHost automates Betfair trading, allowing members to earn profits without the hassle of monitoring every move. Over 600 TradeHost members have turned their Betfair trading game around. More at JuiceStorm.com/TradeHost.
Ever felt like you’re just watching from the sidelines, missing out on profitable Betfair trading because it seems too complex or time-consuming? That’s exactly how many of our TradeHost members felt until they discovered TradeHost by JuiceStorm.com. This tool turned them into confident Betfair traders, all on autopilot! With over £10,000 in profits reported since its inception at default settings, and a lite version that’s free forever, why keep sitting back? TradeHost helps you trade on Betfair 24/7 without even turning on your computer. So why wait? Join over 600 members who are leveling up their Betfair trading game. Visit JuiceStorm.com/TradeHost and start trading smarter, not harder. If you had started with a Betfair bank of just £500 on the 1st January 2021 your Betfair account balance would now be over £10,000 at default TradeHost settings. Most members trade a significantly larger size than the default settings TradeHost ships with. Join at JuiceStorm.com/TradeHost! Full profit and loss reports since January 2021 for all markets traded are at JuiceStorm.com/Betfair-Trade…. Fancy drilling down into the results with some awesome charts? Check out JuiceStorm.com/Reports.
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The system automates life cycle assessment steps that can take experts days or months. Across electronic devices, its average error rate landed between 5% and 19%, though some key data still has to be inferred.
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Peter Nuon retweeted
Automates penetration testing with AI agents github.com/JoasASantos/Neuro…
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Joshua Pi'Rwot retweeted
AI automates the repetitive stuff, your creativity is still irreplaceable.
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You're booked. But you're still texting clients at 9pm to confirm appointments. ReBook automates the follow-up so you can focus on what you trained for. rebook-4.polsia.app

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Yardi charges $30K–$150K/year for affordable housing compliance. Still reactive. Still manual. Gridwork automates HOTMA workflows, TRACS deadlines, and GRRP tracking — live now. [link]
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"I'll call back later." They won't. Your receptionist is getting another voicemail from a lead who already called the competitor down the street. LocalLift automates that call-back. locallift-72.polsia.app

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