Hard to watch but the article links to the full interview. Love Alex and what he's done but he needs to recognize strengths and weaknesses. Shayam interviews so much better and actually explains things to the layman very well. Not to mention answers questions and leave the interviewers often gushing instead of befuddled and perplexed. Never heard Shayam asked if he is angry lmao...
Just some news in the legal front to keep an eye on...
A" US District Judge has ordered Palantir Technologies to arbitrate trade secret claims against former engineers who founded rival Percepta AI."
"The case centers on alleged misuse of confidential information and will now move from federal court to a private arbitration forum."
"This legal development focuses attention on how Palantir handles data security, intellectual property and competition in AI and data analytics."
Palantir PR people need to start working harder. They have lost the narrative.
Pretty soon they are going to need to add a disclosure in their SEC filings that the CEO may write unpopular and ill received manifestos which may affect the share price negatively.
Good video highlighting what Shayam so eloquently put in mulitple interviews that LLM's stochastic nature needs something deterministic to govern it.
This adds to the near term bullish thesis that Palantir's technology/software is needed once you scale up to problems of real consequence and/or complexity.
The paper referenced in this video can be found here:
https://arxiv.org/pdf/2507.07505
Or