u/KitKatBarMan

The whole “Palantir paid no federal income tax” thing sounds a lot worse than it actually is. A big reason is that they spend hundreds of millions of dollars a year on R&D, and the tax code specifically gives companies credits and deductions for doing that. You can argue whether those incentives are good policy, but Palantir isn’t exploiting some secret loophole here. They’re taking advantage of incentives Congress intentionally created to encourage companies to invest in technology and R&D in the U.S.

They hate us because they ain't us.

Big surprise that the liberal arts majors who are most at risk of being replaced by AI are protesting AI

I have three projects Im working on, two of which are production websites with large backend PostgreSQL database. I've been making meaningful improvements on all these projects and not running into token brun issues. I haven't even hit my 5 hour limit and been running fairly constantly on sol ultra and testing stuff as I go.

I have my context auto-compact at 100k tokens, and have the agent plan out upgrades for approval before setting it loose.

My question is, what the fuck are people doing to burn tokens so crazily?

All I see is people talking about burning up tokens in 30 min, etc. how?!

I'm super excited for the next 10 years of gaming. I've seen all the cool things individuals are making in this sub and I'm super impressed at the creativity and what AI has enabled. My big question is what does this mean for people who are already professionals in the industry? Will their bespoke experience accelerate and generated incredible abundance in good. Will this spawn Indy studios who make new titles which just completely smash the status quo?

Anyways, just wondering what people think.

Rivian is diluting shares to help clear debt.

"Rivian expects to use the net proceeds from the offering for general corporate purposes, including funding of certain equity contributions pursuant to that certain Amended and Restated Loan Arrangement and Reimbursement and Sponsor Support Agreement with the U.S. Department of Energy (the “DOE Loan”)."

Earlier this week I posted that Palantir was selected for NGC2, but it is as a subcontractor to Anduril running foundry as the base layer for andurils software. Still good news.

All those people saying Palantir targeted the school in Iran... Wasn't us.

Here's some positive news for a choppy day.

I’ve noticed people on other subreddits complaining about token costs for the flagship Claude models. That is exactly where Palantir has an advantage I think. Because AIP does not need every workflow to run on the most expensive frontier model if the tooling, ontology, permissions, and workflow logic are already good.

The real enterprise problem is not “which chatbot is smartest?” It is how to route the right job to the right model at the right cost. Claude/Opus-level inference can get expensive fast when you include context loading, retrieval, tool calls, retries, structured outputs, logging, and compliance. A workflow that looks cheap at the prompt level can become millions per year at enterprise scale. That pushes companies toward platforms that can use cheaper models where they are good enough, reserve premium models for high-value tasks, and keep everything auditable. And run them locally on their own systems.

That is why I think high token costs may actually help Palantir. AIP is basically the control layer between models and the business: data access, ontology, workflow execution, governance, and decision-making. Palantir’s recent growth already suggests enterprises are paying for that layer, with Q1 2026 revenue up 85% YoY, US commercial up 133% YoY, and adjusted FCF margin at 57%. If frontier inference keeps getting pricier, companies are not going to want random teams burning premium tokens all day. They are going to want orchestration, cost control, and operational ROI, which is exactly the lane Palantir has been trying to own

Anyways, on red days I try to find the silver lining, and I think the SaS is killing Claude is a wolf in sheep clothing.