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El Palantir
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Beta Finch - S&P 100 - CN
Palantir Q4 2025 Earnings Analysis
# Beta Finch 播客脚本:Palantir Q4 2025 财报分析## 开场**ALEX**:欢迎收听Beta Finch,您的AI驱动财报解析播客。我是Alex,今天和我一起的是我的搭档Jordan。今天我们要深入分析一份真正令人震撼的财报——Palantir Technologies第四季度业绩。**JORDAN**:没错,Alex。在我们开始之前,我需要提醒我们的听众:本播客为人工智能生成的内容,仅供教育和娱乐目的。我们讨论的内容不应被视为投资建议。在做出任何投资决策之前,请务必进行自己的研究并咨询合格的财务顾问。**ALEX**:好的,Jordan,让我们直接进入正题。Palantir这次的数字简直是爆炸性的。第四季度收入同比增长70%,这是他们作为上市公司的最高增长率。更令人印象深刻的是,他们的"Rule of 40"评分达到了127——这意味着增长率加上利润率达到了127%!## 主要财务亮点**JORDAN**:这些数字确实令人难以置信。让我们分解一下关键数据:总收入14.07亿美元,同比增长70%。更重要的是,美国业务现在占总收入的77%,美国业务同比增长93%。这说明了什么?**ALEX**:这说明Palantir真正找到了产品与市场的契合点,特别是在美国市场。他们的美国商业业务增长137%,政府业务增长66%。但让我印象最深刻的是他们的盈利能力——调整后营业利润率达到57%。**JORDAN**:对,这就是为什么他们能达到127的Rule of 40评分。他们证明了超高增长和卓越盈利能力并不矛盾。CEO Alexander Karp在电话会议中说,这些是"企业业绩史上真正标志性的表现"。**ALEX**:而且他们的指导也很激进。2026年全年收入预期为71.9亿美元的中位数,同比增长61%。从去年初的30%增长指导到现在的61%,这种加速度是罕见的。## 技术创新与产品发展**JORDAN**:让我们谈谈推动这种增长的技术因素。Palantir的AIP(人工智能平台)似乎真正改变了游戏规则。他们提到了一个有趣的案例——一家医疗保健公司在去年夏天完成两次训练营后,年底前就签署了9600万美元的合同。**ALEX**:是的,这种从演示到大额合同的速度令人震惊。还有一家工程服务公司秋季看了一系列演示后,年底前就签署了8000万美元的合同。这表明他们的价值主张非常清晰和立竿见影。**JORDAN**:CTO Shyam Sankar在会议中提到了他们的Hivemind框架,可以仅基于公司网站和公共信息为特定客户生成定制的AIP演示。一位公司CTO对演示与其内部挑战的匹配程度感到震惊。**ALEX**:这种技术能力转化为实际的商业成果。他们提到一家公用事业公司从2025年第一季度的700万美元年度合同价值扩大到年底的3100万美元,还有一家能源公司从400万美元扩大到超过2000万美元。## 政府业务与国防应用**JORDAN**:政府业务方面也有重大进展。美国海军授予Palantir一份价值高达4.48亿美元的合同,用于现代化造船供应链。他们的Ship OS正在加速潜艇生产和维护。**ALEX**:Shyam提到了一个令人印象深刻的例子——在一家造船厂,他们将规划从160小时的工作量减少到10分钟,在船厂将材料审查从几周减少到不到一小时。**JORDAN**:更有趣的是他们提到的"杰文斯悖论"——通过减少规划时间的浪费和提高材料可用性,一位客户能够增加第三班次。AI实际上在创造就业机会,而不是取代它们。## 国际市场挑战**ALEX**:不过,国际业务似乎是一个挑战点。Alexander Karp对此非常坦率。他说,除了美国和盟国之外,Palantir目前没有带宽去处理困难的国际业务。**JORDAN**:Karp的评论相当直接。他说美国的需求如此之大,而且实施这些系统的学习曲线越来越陡峭。他还提到,在阿拉伯和非阿拉伯中东国家、以色列看到了广泛采用,在中国也有广泛采用,但在加拿大、北欧和欧洲普遍缺乏采用。**ALEX**:这反映了一个更大的地缘政治现实——AI采用正在创造"有"和"无"之间的分化,而这种分化可能具有长期的战略影响。## 投资者关注点**JORDAN**:从投资者角度来看,有几个关键要点。首先,他们的客户保留率和扩张率表现强劲。净美元保留率为139%,比上季度增长500个基点。**ALEX**:是的,而且他们前20大客户的12个月滚动收入同比增长45%,达到每客户9400万美元。这表明一旦客户采用Palantir的平台,他们往往会大幅扩大使用规模。**JORDAN**:现金流情况也很健康。第四季度调整后自由现金流为7.91亿美元,利润率56%。全年调整后自由现金流为22.7亿美元,利润率51%。**ALEX**:他们的指导也显示出持续的信心。2026年调整后营业收入预期在41.26亿到41.42亿美元之间,Rule of 40评分预期为118%。## 风险与挑战**JORDAN**:当然,投资者也应该注意一些风险。他们严重依赖美国市场,国际业务增长缓慢。而且他们的成功很大程度上依赖于继续保持技术领先地位。**ALEX**:还有一个有趣的点是Karp提到的文化密度。他们不做收购,部分原因是他们的文化太"厚重和密集",新公司很难融入。这可能限制了某些增长途径。**JORDAN**:另外,虽然增长令人印象深刻,但维持这种增长率将越来越困难,特别是随着基数的增大。## 展望未来**ALEX**:展望未来,Palantir似乎处于一个独特的位置。他们不仅仅是一家AI公司,而是一家能够将AI转化为实际业务价值的公司。Karp说他们不是在提供"最好的产品",而是在提供"神奇的产品"。**JORDAN**:这种"神奇"似乎正在转化为实际的财务业绩。他们预测美国商业收入将超过31.44亿美元,增长率至少115%。**ALEX**:关键是要观察他们是否能够维持这种增长轨迹,同时扩大国际业务。如果他们能做到这一点,那么当前的估值可能是合理的。## 结语**JORDAN**:总的来说,这是一份令人印象深刻的财报,显示了Palantir在AI时代的强大定位。但投资者需要记住,本期讨论的所有内容均为人工智能生成的分析,仅供教育参考。过去的表现不能保证未来的结果,请务必进行尽职调查。**ALEX**:没错。虽然Palantir的数字令人印象深刻,但任何投资决策都应该基于您自己的研究和风险承受能力。**JORDAN**:感谢大家收听今天的Beta Finch。我们将继续为您带来最新的AI驱动财报分析。**ALEX**:下期见!记住,在这个快速变化的技术世界中,保持信息灵通比以往任何时候都更重要。**JORDAN**:再见!---*本播客时长约6分钟,总字数约1100字*This episode includes AI-generated content.
2026-02-17
08 min
Money Men
Palantir Q4 2025 Earnings: Alex Karp 70% Growth AI Empire (Bull & Bear Case)
Palantir just dropped Q4 2025 earnings that made Wall Street jaw drop. 70% revenue growth. 57% operating margins. A billion dollars in US revenue in a single quarter. And CEO Alex Karp went on the earnings call and said: We are N of one.Translation: No competition.Is that arrogance? Or is Palantir actually the only AI company that figured out how to make real money from artificial intelligence?In this episode, we break down everything: the numbers, the eccentric sword-carrying philosopher CEO, why their ontology is a secret weapon, the controversial ICE...
2026-02-05
15 min
GENESIS: AI-Driven Market Intelligence
PALANTIR Q4 2025
Palantir – Q4 2025 Results | Market Intelligence BriefWelcome to GENESIS: AI-Driven Market Intelligence.In this episode, we analyze Palantir’s fourth quarter and full-year 2025 results, focusing on what the numbers reveal about the company’s operating trajectory, the durability of its growth model, and the structural signals emerging beneath the surface.No hype.No narratives.Only evidence.Palantir closed 2025 with a strong fourth quarter, confirming the continuation of a multi-year acceleration in revenue growth, profitability, and cash generation.Total revenue grew at a solid pace year over year, driven...
2026-02-03
14 min
Samuel Fergombé
Comment Palantir domine le monde.
🪩 Pour soutenir L'étincelle média : https://sumoprod.com/etincelle-media/ Est-ce que vous connaissez Palantir ? Il y a de grandes chances que non. Pourtant, il est très probable que cette entreprise vous connaisse.Dans cette vidéo, je reviens sur la manière dont la Silicon Valley s’est imposée dans les domaines de la surveillance et du militaire, au point de fournir des outils de répression et de traque à des institutions comme l’ICE, la DGSI ou encore le NHS au Royaume-Uni.00:00 - 1:27 : Anduril, Palantir : Introduction 1:27 - 3:4...
2026-02-01
10 min
Plusminus. Mehr als nur Wirtschaft.
Palantir. Der umstrittene Börsen-Star.
Der US-Konzern Palantir gilt als innovativ und stark umstritten. Mit Tools wie Gotham verkauft Palantir Überwachungssoftware an Sicherheitsbehörden. In dieser Folge geht es um den Hype um die Aktie, die Kritik an Palantir, das Geschäftsmodell und den exzentrischen Mitgründer Alex Karp. Anna Planken und David Ahlf stellen in dieser Podcast-Folge außerdem die Frage, ob das Unternehmen mit rund 400 Milliarden US-Dollar nicht längst überbewertet ist. Kapitel: · 400 Milliarden Dollar Börsenwert für ein kleines Unternehmen (00:00)· Die Palantir-Software „Gotham“ – und warum sie so umstritten ist (04:39)· Der exzentrische CEO von Palantir: Alex Karp (13:10)· Ist der Börsenwert...
2026-01-07
30 min
Geopolitical Economy Report
Palantir executives sell their shares as the stock crashes - but they smear critics as 'crazy'
The most overvalued stock on Earth may be that of Palantir, the corporate Big Brother that is getting huge contracts from the Trump administration and helps the US government wage war and carry out mass surveillance. Executives have been selling billions of dollars worth of shares, yet CEO Alex Karp attacks short-sellers like "Big Short" investor Michael Burry, claiming they're "crazy" for thinking the company is in a bubble. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=j_OuoAFp54Y Topics 0:00 Financial bubbles 0:31 AI bubble 1:01 Palantir 1:35 Investors short Palantir stock 1:58 (CLIP) CEO Alex Karp attacks short sellers 2:10 Targeting...
2025-11-29
23 min
Miniver - Storie di informazione e geopolitica
Palantir vuole cambiare la Silicon Valley
Alex Karp, amministratore delegato di Palantir, ha paragonato l'impatto militare dell'Intelligenza Artificiale all'invenzione della bomba atomica nel 1945. Un’invenzione che cambiò in modo radicale i rapporti di forza e le relazioni tra le grandi potenze mondiali. Oggi, nel 2025, Palantir è diventata una delle aziende più importanti del settore della difesa ed è convinta di essere al centro di questa nuova rivoluzione tecnologica, militare e geopolitica. L'azienda produce software che analizzano grandi moli di dati con l’AI, che poi vende a diversi enti della sicurezza nazionale degli Stati Uniti, come il Pentagono, la Cia e l’Fbi. Ma o...
2025-11-06
22 min
The Macro AI Podcast
Palantir Explained: How It’s Redefining Enterprise AI
In this episode of The Macro AI Podcast, Gary and Scott take a deep dive into Palantir Technologies — the company quietly transforming how organizations use artificial intelligence to make real-world decisions. They explain what Palantir actually is (and isn’t), how its four platforms — Gotham, Foundry, Apollo, and AIP — work together to fuse data, decisions, and actions, and why its ontology-driven architecture has become the blueprint for operational AI at scale. The conversation explores Palantir’s: Government and commercial growth engine, including NHS and DoD programs Financial tr...
2025-10-24
26 min
El Palantir
El Palantir 73: III Torneo Domadores de Mumaks
Fuimos a Murcia a jugar unas poquicas partidas y hemos querido contarlo, acho. Aquí tendréis testimonios de las buenas gentes de Murcia, Adra y Valencia, de Alicante, de Aragón, de Barcelona e incluso de la Montaña Solitaria, entre otros; de cualquiera que haya querido hablar con nosotros, y a los que agradecemos mucho su participación y su voz. Y gracias enormes a los Domadores por este evento que ya se ha convertido en un clásico de la comunidad. Esta es la crónica del Palantir del III Torneo Domadores de Mumaks. Esperamos que os guste.
2025-10-21
1h 14
The News Front Podcast
Subway's Supply Chain Crisis: The Palantir Connection
Explosive allegations surface around controversial AI partnership while distribution network crumblesMiami, FL – Subway franchisees are raising serious questions about Vice President of Supply Chain Trevor Spring's relationship with controversial data analytics company Palantir Technologies, as mounting evidence suggests potential conflicts of interest amid a series of catastrophic supply chain failures that have cost restaurant owners millions in lost revenue.The Palantir Connection Raises Red FlagsSpring, who joined Independent Purchasing Cooperative (IPC) in November 2023, has become the public face of Subway's partnership with Palantir, making bold claims about the AI platform's capabilities that appear increasingly dubious to industry insiders. At Palantir's re...
2025-09-26
02 min
海铸资本|全球投资资讯
带你认识Palantir这家AI商业化第一股的神秘面纱、护城河与估值争议
Palantir 核心主题与重要事实简报I. 公司概述与核心优势Palantir Technologies 成立于 2003 年,最初致力于开发反恐软件,其首位客户是美国中央情报局(CIA),并获得了 CIA 旗下创投机构 In-Q-Tel 的早期投资。公司名称来源于《指环王》中的“真知晶球”(Palantir),意为“看到数据背后的深层价值”。Palantir 独特的“人机协作”模式,最初在 PayPal 反诈系统中取得成功,后被应用于反恐和金融诈骗领域,协助侦破“麦道夫诈骗案”和定位本·拉登藏身之地而声名大噪。Palantir 被称为“AI 商业化第一股”,原因在于它实现了“高增速、高利润率、高现金流”的三重闭环。其核心优势在于 以 Ontology 为基础的系统性 AI 理解力,而非简单的 LLM 部署,并通过 Foundry 与 AIP 平台实现真正的企业级 AI 落地。II. 产品与技术架构Palantir 提供四大核心产品平台: Palantir Gotham:面向政府和情报部门的全球决策操作系统(2008 年推出)。 主要功能:情报数据集成、处理和分析,将海量数据转化为行动计划。应用包括 Graph (可视化数据)、Map (地理空间分析)、Object Explorer (对象管理)、Browser (数据搜索) 等。 功能模块:Ava (AI 模块,自动化重复工作)、Table (大数据搜索)、Dossier (实时协作文档)、Operations (协调工作)、Nexus Peering (全球同步,确保数据一致性和安全性)。 “这些超长周期的深度合作,是 Palantir 把 AI 工具变成系统平台、再变成作战单位的核心体现。” “Gotham 接受各种形式的数据输入,并通过算法与模型分析数据提供多种应用功能。Graph 提供界面供用户探索数据的可视化实体、属性和网络并与之交互。” Palantir Foundry:面向商业领域的现代企业操作系统(2016 年推出)。 核心:Ontology(本体论)。Ontology 是 Foundry 的一部分,是其数据模型的架构,将公司所有数据(从人员到指标)及其对公司的意义进行建模。“LLM 是割裂的智能,Ontology 才是真实理解的逻辑。没有 Palantir,LLM 无法真正工作在现实世界中。” “Ontology 被定义为关于存在的科学。但是‘存在’really 是主观的,问题在于如何进一步定义它在客观概念中实际意味着什么,这个概念易于理解并且与业务相关。” Foundry 通过 Ontology 为数据创建中央操作系统,整合所有数据流(结构化和非结构化),映射到统一模型,提供一次性解决方案,降低客户长期成本。 主要功能:Monocle (访问和管理数据链)、Contour (大规模数据研究)、Object Explorer (实体数据交互)、Fusion (电子表格)、Workshop (低/无代码应用)、Vertex (模拟分析)、Code Authoring (数据工程师开发)、Quiver (多维图表)、AI/ML (集成 AI/ML 模型)、Code Workbooks (计算步骤保存)、Reports (动态更新数据)。 “Foundry 通过本体为数据创建中央操作系统来改变组织的运营方式,企业用户集中集成和分析所需的数据。” Palantir Apollo:持续交付的操作系统(2018 年推出)。 目的:帮助 Gotham 和 Foundry 平台顺利部署到任何客户环境,支持公有云、私有云和本地部署,并支持多云部署。 功能:删除环境限制(一次编写,多环境运行)、持续交付(自动化后台部署,不影响客户使用)、监控异常(了解软件健康状况,及时响应异常)。 “由于 Palantir 涉足的领域非常广泛,所以客户所处的环境也十分多样,Apollo 平台帮助其他平台能顺利部署到任何环境。” Palantir AIP (Artificial Intelligence Platform):人工智能平台(2023 年推出)。 功能:激活 LLM 和其他 AI 在客户私有网络中的安全部署,优化决策流程,缩短决策时间。 “AIP 是整个平台上的 LLM 工具,也是 AI 工作流程、代理等等的框架,位于 Foundry 之上。” “Palantir 所定义的‘AI 落地’,并非部署一个 LLM,而是以 Ontology 为核心的系统性理解力。” 具体功能:AI-Optimized Data Foundation, AIP Assist (人机协作构建应用), AIP Logic (无代码函数), Agents (定义 LLM 代理), Action Graph, AIP Automate, Control Panel, Safe AI Handoff。 核心优势:注重实际 AI 应用,并通过过往大数据处理经验让大模型更安全、规范。 Bootcamp 训练营:通过开放平台试用,几天内帮助客户解决实际问题,大大加速了 Palantir 在商业领域的推广速度。 “AIP 平台 Bootcamp 训练营帮助公司拓展商业客户:早期提供高度定制化的服务,性能虽然强劲但是价格昂贵,门槛高难以宣传。Bootcamp 训练营的推出解决了这一问题,开放平台试用、几天内帮助客户解决实际问题,成为公司宣传的主要手段。”III. 商业模式与财务表现 客户结构转变:Palantir 的增长重心已从以往以政府客户为主,逐渐转向商业领域,尤其是面向大企业的 AI 落地服务。2025 年第二季度财报显示,美国商业业务收入同比增长 93%,政府业务增长 53%。商业客户数量增长 64%,总客户数达到 849 家。 销售策略:不依赖庞大的直销团队,而是靠产品效果和客户网络的口碑增长。CEO Alexander Karp 明确表示:“我们没有兴趣建立一个靠请客吃饭、卖无效软件的销售体系。我们所有的价值都由产品和部署工程师团队驱动。”这种“产品组织型企业”的终极形态,使得销售是由产品效果自然延展出来的网络结构。 客户获取与生命周期:分为“获取、扩展、规模”三阶段。 获取阶段:贡献年收入 < > 10 万美元但边际利润率为负,继续亏损以了解客户问题并定制化功能。 规模阶段:贡献年收入 > 10 万美元且边际利润率为正,客户熟练自主使用平台,收入投资成本下降,软件提供价值增加。 客户生命周期缩短:“一开始就快速部署,然后在极短时间内完成组织范围内的推广。” 财务表现: 收入:2025 年第二季度总收入首次突破 10 亿美元,同比增长 48%,美国市场收入增长 68%,美国商业业务收入同比增长 93%。 利润:调整后经营利润率 46%,Rule of 40 指数高达 94%。GAAP 净利润 3.27 亿美元,净利润率 33%,已实现可持续性盈利。
2025-09-08
20 min
TBPN
Alex Karp LIVE at Palantir AIPCon | David Glazer, Ben Harvatine, Danny Lutkus, Jonathan Webb, Nancy Cable, Ryan Asdourian, Drew Cukor, Zack Porter, Kyle Kirkwood, Matthew Jacoby
(10:15) - Alex Karp, co-founder and CEO of Palantir Technologies, discusses the company's significant growth, highlighting a 93% increase in U.S. operations and a 94% Rule of 40 score, attributing success to their unique approach of charging clients based on value creation. He emphasizes the importance of aligning software costs with the value delivered, contrasting Palantir's model with traditional software businesses that often rely on client dependency. Karp also underscores the critical role of integrating large language models with high-fidelity data to enhance business operations, advocating for transparency and efficiency in enterprise software solutions. (33:44) - Ben Harvatine, an engineer by training...
2025-09-05
2h 30
Fool of a Took Podcast
034 - Pippin’s Perilous Night with "The Palantír"
This week we discuss book 3, chapter 11, "The Palantír", from The Two Towers. Dive into the thrilling conclusion of Book Three with the Fool of a Took Podcast as Pippin's curiosity leads to a dire encounter with the enemy. Conversation Topics: Mispronunciations and playful takes on the word "Palantír"Recap of Saruman's foiled attempts at manipulationPippin's insatiable curiosity and humorous anticsThe powerful and perilous nature of the PalantírThe detailed lore of the Palantír and its connection to GondorPippin's enco...
2025-09-03
1h 17
Cloud Wars Live with Bob Evans
Palantir Goes to the Moon! $1B, + 48%
In today's Cloud Wars Minute, I, along with a special partner, dive into Palantir’s explosive Q2 performance, celebrate their first billion-dollar quarter, and explain why this 21-year-old disruptor is poised to shake up the cloud industry.Highlights00:13 — I’ve got a high-growth specialist here, Rory, my granddaughter and good buddy. We're going to talk about Palantir. Palantir, in its recently ended Q2, went over the moon: 48% growth. It had its first billion-dollar quarter. It says that LLMs — large language models — won’t work without Palantir software.01:42 — There are incredible numbers. Its U.S. commercial...
2025-08-28
04 min
Based Camp | Simone & Malcolm Collins
Palantir Terror: They Need More Power (Unironically)
In this episode, we examine recent government contracts awarded to Palantir and discuss their implications for national security. Palantir has secured significant contracts, including a $480 million deal for the Maven Smart System and a $217.8 million contract from the Space Forces' Space Systems Command. We tackle concerns about data integration, government efficiency, and privacy issues while highlighting the potential benefits Palantir's technology could bring. Join us as we explore how AI-driven command and control capabilities could revolutionize government operations and why public fears may be misplaced. Simone Collins: So , I looked up like what's been going on with...
2025-06-14
17 min
The Last American Vagabond
IMA: The Palantir AI Panopticon
Today the Independent Media Alliance (IMA) brings you a panel focusing on Palantir, and a now surfaced, and plainly visible, digital surveillance AI panopticon that has been long in the making. We will discuss what Palantir is, how it came about, and how it came to be the connective tissue between every American citizen and their creeping authoritarian government. We will break down the digital control grid that is being built (and in many ways has long since been in place), where we see it going, and in what ways we can stop or at least slow down what many...
2025-06-06
1h 45
The Sunday afternoon podcast with Greg Reese
AI Kill and Control System by Palantir
In 2024, Palantir made a deal with Israel “to harness Palantir’s advanced technology in support of war-related missions.” We see part of that technology today as the Lavender AI System, which assigns Palestinians a numerical score of one to a hundred based on how likely they are of being an enemy. It has a 10% error rate, which has been acceptable for Israel and Palantir.And along with the Lavender System, there is the Habsora AI System, which means, “the Gospel,” which is an AI tool created to address the human issue of running out of targets, Habsora generates...
2025-06-04
04 min
El Palantir
El Palantir 67: Armies of Middle-Earth
Ya están aquí, ya llegaron, una vez más, las benditas filtraciones que tanto animan a esta comunidad. En esta ocasión hemos podido echar un vistazo a la mayor parte del contenido del nuevo libro "Armies of Middle-Earth", que viene a completar y expandir el juego con más listas y perfiles, y nosotros venimos a comentar aquellos aspectos que más nos hayan llamado la atención. ¿la Compañía Gris el nuevo meta? ¿Con quién ha empatado Beregond? ¿Quién es Suladan (no le conozco)? Todo ello y mucho más aquí en vuestro Palantir.
2025-06-02
1h 41
跨国串门儿计划
#117.Palantir 如何打造终极创始人孵化器:与 Nabeel S. Qureshi 的深度对话
📝 本期播客简介本期 Lenny 邀请到 Nabeel S. Qureshi,前 Palantir 员工,现任创业者、作家及研究员,深入探讨 Palantir 如何成为顶尖产品人才的摇篮,并揭示其独特的运营模式、招聘哲学和企业文化。Nabeel 分享了他在 Palantir 近八年的“一线部署工程师”(Forward-Deployed Engineer, FDE)经历,解释了为何近三成 Palantir PM 离职后选择创业。节目还讨论了 Palantir 从服务型公司转型为高利润软件平台的过程,其备受争议的“蝙蝠信号”招聘策略,以及其核心产品 Gotham 和 Foundry 的运作逻辑。Nabeel 也分享了他在空客的实际项目经验,以及这些经验如何塑造了 Palantir 的产品功能(如 Ontology)。👨💼 本期嘉宾Nabeel S. Qureshi,创业者、作家、研究员,Mercatus Center 人工智能政策访问学者。曾在 Palantir 担任近八年“一线部署工程师”,参与过新冠疫情响应、AI药物研发及优化空客飞机制造等多个重大项目。他也是欧洲金融科技独角兽 GoCardless 的创始员工和业务拓展副总裁。📒文字版精华见微信公众号(点击跳转)🌟 精彩内容 创始人摇篮揭秘: 探讨为何近三分之一的 Palantir 产品经理离职后会创办自己的公司 一线部署工程师 (FDE) 模型: 深入解析 FDE 如何运作,以及它如何培养出杰出的产品领导者 Palantir 转型之路: 从“咨询公司”到拥有超80%利润率的软件平台公司的转变 独特招聘哲学: Palantir 如何筛选独立思考、求知欲强、竞争激烈的“怪才” 扁平化管理: 讨论 Palantir 为何刻意避免传统职称和职业阶梯,及其替代方案 Ontology 优先的数据平台: 解析 Palantir 数据平台的核心设计,以及它如何与大语言模型(LLM)协同 “蝙蝠信号”招聘: 揭秘 Palantir 备受争议但有效的特定人才筛选策略 在 Palantir 工作的道德考量: 探讨在一家业务涉及敏感领域的公司工作的伦理思辨 核心产品解析:Nabeel 解释了 Palantir 的 Gotham 和 Foundry 两大核心产品的定位与功能 实战经验分享:以空客 A350 项目为例,说明 FDE 如何解决复杂问题并催生核心产品功能 创业感悟:Nabeel 分享了从 Palantir 经历中提炼出的创业原则,如快速迭代和打造独特团队文化🌐 播客信息补充翻译克隆自:Lenny's Podcast - How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir)本播客采用原有人声声线进行播客音频制作,也可能会有一些地方听起来怪怪的使用 AI 进行翻译,因此可能会有一些地方不通顺;如果有后续想要听中文版的其他外文播客,也欢迎联系微信:iEvenight
2025-05-12
1h 27
Lenny's Podcast: Product | Career | Growth
How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir)
Nabeel Qureshi is an entrepreneur, writer, researcher, and visiting scholar of AI policy at the Mercatus Center (alongside Tyler Cowen). Previously, he spent nearly eight years at Palantir, working as a forward-deployed engineer. His work at Palantir ranged from accelerating the Covid-19 response to applying AI to drug discovery to optimizing aircraft manufacturing at Airbus. Nabeel was also a founding employee and VP of business development at GoCardless, a leading European fintech unicorn.What you’ll learn:• Why almost a third of all Palantir’s PMs go on to start companies• How the “forward-de...
2025-05-11
1h 37
Know What You Are Investing
🎯 Palantir 's Moat and Growth Drivers
🎯 Podcast : Know What You Are Investing – Palantir Technologies (PLTR)🎙️ Channel: Men’s Hobby (English)In this episode, we dive deep into Palantir Technologies (PLTR) — uncovering what the market often misunderstands about its true value and future growth drivers.🔍 Key Takeaways:• Palantir as Enterprise AI OS: Built on its Ontology layer, Palantir isn’t just a software company — it’s becoming the operating system for enterprise AI.• Moat Strengthening: Deep integrations with governments and strategic partnerships like Google FedStart position Palantir as essential infrastructure for AI deployment.• Self-Reinforcing Flywheel: As customers embed Palantir's platform, its system becomes smarter and more indispensable over time.• Geo...
2025-04-29
15 min
How to Trade Stocks and Options Podcast with OVTLYR Live
I can’t Stay Quiet on Palantir Anymore
Alright, let’s talk about Palantir. This stock has been making waves, and if you’re wondering whether it’s time to jump in or stay out, this video breaks it all down. From its $5 billion investment into maritime defense to the role of AI and big data in national security, there’s a lot to unpack. 📌 Here’s What We Cover: ● What’s up with Palantir’s stock? We analyze the recent trends, why it’s been stuck in a sideways pattern, and what might signal its next big move. ● Why maritime defense matters. Palantir’s new investment positions it as a leader...
2025-01-21
21 min
Get the Check
From data to dominance: Palantir’s playbook for modern intelligence
In this episode of Get the Check, the hosts unpack Palantir’s rise into one of the world’s leading data analytics firms and the U.S.'s largest defense contractor. They explore how the post-9/11 demand for enhanced national security led Peter Thiel, Alex Karp, and others to found Palantir, with the goal of creating a tool to unlock insights from the vast troves of data that already existed. The ended up playing a vital role in the capture of Osama Bin Laden. The hosts break down Palantir's impressive 2024 Q3 earnings, including its 327% YTD stock surge. The h...
2024-12-05
38 min
Geopolitics Unplugged
EP58: Palantir: an amazing applied AI company you probably never heard of, but should know
Summary:In this episode we explore the various software platforms and services offered by Palantir Technologies, a company specializing in data analytics and artificial intelligence (AI). Palantir's platforms, such as Foundry, Gotham, Apollo, and AIP, are designed to help organizations analyze data, make informed decisions, and improve operational efficiency. These platforms have applications across diverse industries, including healthcare, finance, energy, transportation, and defense. We highlight Palantir's involvement in government projects, particularly with intelligence and defense agencies, as well as its growing presence in commercial markets. We also detail some of Palantir's lesser-known products lik...
2024-11-05
24 min
Wiesinger Investment Podcast
Palantir Aktie - das wir von Experten unterschätzt. Meine Analyse und Meinung.
Palantir profitiert seit einem Jahr von starken KI-Trend und konnte in den letzten 2 Jahren 580% Gewinn erzielen. Seitdem die neue Artificial-Itelligence-Plattform veröffentlicht wurde, stieg die Nachfrage bei der Aktie enorm an. Der Unternehmen ist gründergeführt und die Aktie kann zu einen der Top-Profiteure der nächsten Jahre werden. Es gibt ein Merkmal, was das Unternehmen besonders von anderen unterscheidet. Das nenne ich dir in dieser Folge. Produktvideos Palantir: Defense and Military: https://www.youtube.com/watch?v=Xt_RLNx1eBMPalantir Palantir AIP | Capabilities and ProductDemo: https://www.youtube.com/watch?v=Xt_RLNx1eBMIntroducing 👉 Mehr über Börse ohne...
2024-11-03
11 min
左兜进右兜
22个月上涨556%的Palantir,唱空不断,新高不停!
我们的合作伙伴,一家海外券商,为新用户开户和老用户转户带来了超级福利活动!🌟如果您对港美股开户感兴趣,请加V:Right_pocket0906,我们监督他们给听众们服务好。让我们一起在投资的道路上,越走越远,收益满满!💰🌈下面,我引用“Adam Spatacco – 2024 年 10 月 15 日发布的一篇文章”深入研究 Palantir 43 美元的股价,并分析该股票现在是否太贵。1. 收入加速增长:下图显示了 Palantir 自上市以来的季度收入增长情况。虽然该公司的营收稳步上升,但有一些值得注意的时间段。2021 年至 2023 年期间,Palantir 的收入有所增长,但增长方式并不一致。如图所示,有一些明显的较长增长期,这让一些投资者对 Palantir 的潜力产生了怀疑。然而,在 2023 年初,收入线的斜率开始大幅上升。这并非巧合。该公司于 2023 年 4 月发布了其第四个主要软件套件 Palantir 人工智能平台 (AIP)。自发布以来,Palantir 的增长又开始加速。虽然 AIP 到目前为止对 Palantir 来说是一个成功,但它还有更多因素为公司的增长做出贡献。2. 使用案例:在大部分发展历史中,Palantir 主要依赖政府合同——特别是与美国J方和相关机构的合同。AIP 的出现极大地改变了这种动态。为了推广 AIP 的发布,Palantir 举办了沉浸式研讨会,让企业领导者可以演示公司的产品。目的是让企业确定利用 Palantir 人工智能软件的用例。到目前为止,这种方法取得了巨大成功。过去几年,Palantir 的业务真正实现了多元化,目前在私营部门的业务增长显著。3. 盈利能力:营收加速增长和成功渗透商业企业,为Palantir 带来了更高的营业利润率和持续的盈利能力。通过实现持续盈利,Palantir 有资格被纳入标准普尔 500 指数。该公司于 9 月正式开始作为标准普尔 500 指数成分股进行交易,Adam认为这是对该公司长期前景的认可。换句话说,如果 Palantir 的增长仅仅归功于人工智能热潮,那么它很可能不会被纳入该指数。4. 机构投资者购买:成为标准普尔 500 指数的一员是一个值得尊敬的里程碑。但Adam认为成为该指数的一部分的真正推动力将是更多机构投资者考虑投资 Palantir 的可能性。5. 合作伙伴关系:Adam谈的最后一个话题是 Palantir 与大型科技公司的关系。今年早些时候,该公司与人工智能巨头微软和甲骨文签署了战略合作伙伴关系。此外,该公司继续成为公共部门的核心参与者——这是一个特别有利可图的机会,因为人工智能正在成为国防技术中越来越不可或缺的组成部分。该估值意味着什么?尽管以上所有因素都表明 Palantir 前景光明,但投资者必须认真审视其估值基本面。目前,Palantir 的市盈率为256 倍。坦率地说,这个数字太高了,并不是一个合适的衡量标准。这里更大的想法是,即使 Palantir 最终实现盈利,该公司的净收入仍然相当少。尽管 Palantir 有多种催化剂可以帮助其扩大利润,但Adam认为可以说市盈率与业务的当前基本面脱节。此外,即使以市销率 (P/S) 为基础,与其他 AI 软件即服务 ( SaaS ) 同行相比,Palantir 的估值扩张也不容否认。主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文,模型技术研报,模型交易日志,欢迎加入我的知识付费圈子,《图说市场美股圈》
2024-10-18
08 min
Anker-Aktien Podcast
Palantir Aktienanalyse 2024 // Jetzt ein Kauf? Chart- und Fundamentalanalyse
In diesem Podcast werfen wir einen genaueren Blick auf Palantir Technologies (PLTR), ein Unternehmen, das seit seinem Börsengang 2020 sowohl für Faszination als auch für Kontroversen gesorgt hat. Wir untersuchen, ob Palantir im Jahr 2024 eine attraktive Investition darstellt – sowohl aus fundamentaler als auch aus charttechnischer Sicht. Palantir wurde von Peter Thiel, Alex Karp und weiteren Mitgründern ins Leben gerufen und ist seither ein wichtiger Akteur im Bereich der Datenanalyse und Sicherheitslösungen. Die Hauptkunden stammen aus dem öffentlichen Sektor, darunter die US-Regierung, aber auch Finanzdienstleister setzen zunehmend auf die Technologie von Palantir. In diese...
2024-08-16
17 min
Doorgelicht | BNR
Palantir | Doorgelicht
Dit bedrijf is nog niet zo heel lang bekend bij het grote publiek en dat was eigenlijk ook helemaal niet de bedoeling: Palantir! In deze aflevering van Doorgelicht richten journalist Nina van den Dungen en analist Jim Tehupuring de schijnwerper op het geheimzinnige databedrijf met nog geheimzinnigere klanten zoals de CIA zodat jij als belegger kan bepalen wat een Palantir-aandeel nou écht waard is. Nina vertelt je alles over de geschiedenis van Palantir en Jim doet een fundamentele analyse. Het bedrijf Palantir heeft zijn naam te danken aan The Lord of The Rings, waarin magische sten...
2024-05-02
33 min
Plus Plus from Palantir.net
DrupalCon Portland 2024 Preview
Join host George DeMet and Palantir team members who will be presenting sessions at DrupalCon Portland: Britany Acre and Cori Neslund on psychological safety and its importance for individuals and teams. Tiffany Farriss and Ken Rickard on EditTogether, a new collaborative editing tool that promises to revolutionize the way content is managed within Drupal. Tanya Nascimento and Alex Jones on EditTogether's backstory, underlying technology, and the problems it was designed to solve.
2024-04-30
40 min
The John Johnston Lounge
Palantir Stock After Earnings - My Thoughts | PLTR Stock
This episode includes a summary and analysis on the Palantir Q4 2023 and Full Year Earnings results, and my thoughts on the company and PLTR Stock. Palantir stock analysis, Palantir stock review, Palantir stock news, Palantir stock analysis, Palantir earnings, Palantir stock earnings, Palantir stock price prediction, PLTR stock, PLTR stock analysis, Palantir results, Palantir stock price, PLTR stock news. Recent related episodes: Alibaba Stock Earnings Summary + My Opinion | BABA Stock https://youtu.be/TJnjxv8LNL0 Tesla Stock Investors MUST Know...
2024-02-12
24 min
El Palantir
El Palantir 50: Hablemos de Minas Tirith
Este podcast de AmonCat ha sido reclamado, ¡por Gondor! Increíblemente, aún no habíamos hablado de Minas Tirith, pero eso acaba hoy. El mayor reino de los Hombres tiene al fin su Palantir, en el que desgranaremos todos sus entresijos, fortalezas y debilidades, comenzando con nuestra tertulia de "El Dragón Verde". En "La Sala de la Estrategia" analizamos las principales formas de jugar esta facción según quién la lidere, y en "Los Nombres de la Tierra Media", Boromir, el Capitán de la Torre Blanca, ondea su estandarte.
2023-11-30
2h 52
Plus Plus from Palantir.net
A New Framework for Career Development and Growth
CEO Tiffany Farriss and Chief of Staff Maggie Lewis discuss Palantir's unique peer coaching and skills-based career advancement system, which aims to reduce bias and give employees more agency over their growth. Transcript available at https://www.palantir.net/podcast/new-framework-career-development-and-growth
2023-10-05
38 min
El Palantir
El Palantir 48: Hablemos de los Hombres del Este
La Horda Reluciente por fin llega marchando a nuestro Palantir, y puede que sea en su mejor momento. Dedicamos esta entrega a analizar y comentar la facción de los Hombres del Este en nuestro juego; en "El Dragón Verde" tenemos nuestra tradicional tertulia sobre el estado actual de una de las facciones que más cambios ha tenido en los últimos años. Traemos un "tier list" de sus héroes en la "Sala de la Estrategia" y, para acabar, "Los Nombres de la Tierra Media" se dedica a Khamûl. TIER DE HÉROES DE HOMBRES DEL ESTE: ht...
2023-09-25
2h 48
Plus Plus from Palantir.net
Using Open Space Technology at our In-Person Retreat
George DeMet, Andy Masullo, Ashley Cyborski, Jes Constantine, Malak Desai, Jill Farley, Christina Hu, and jayme johnson discuss using Open Space Technology (OST) at Palantir's recent in-person retreat. Transcript available at: https://www.palantir.net/podcast/using-open-space-technology-our-person-retreat
2023-09-14
37 min
Global Value
Is Palantir Stock a Buy Now!? | Palantir (PLTR) Stock Analysis! |
In this video, we'll perform a PLTR stock analysis and figure out what Palantir looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for Palantir. And answer is Palantir one of the best stocks to buy at the current price? Find out in the video above! Global Value's Palantir Technologies stock analysis. TIKR is the website I use for all financial data in my videos. Join me and thousands of investors worldwide by using TIKR to supercharge your investment analysis. All funds from referrals directly support the channel to...
2023-08-08
09 min
Plus Plus from Palantir.net
The Palantir Fellowship Program
A pair of conversations with past and present members of the Palantir Fellowship Program. Recipients receive a full scholarship and stipend for the 12 week Drupal Career Online course presented by DrupalEasy. Graduates of the course are then offered a paid internship with Palantir, along with professional mentoring and the opportunity for a full time position. First, you'll hear from Cori Neslund, who interviewed a number of past Fellowship recipients earlier this year. Then you'll hear a conversation George DeMet had recently with current Palantir interns about their career transitions and their experiences working in a remote environment.
2023-07-14
34 min
Plus Plus from Palantir.net
Cypress Testing Framework Conversation
Jill Farley, Ken Rickard, and Byron Duvall discuss their experiences with the Cypress front-end testing framework. For a complete transcript, visit https://www.palantir.net/podcast/cypress-testing-framework-conversation
2023-06-23
24 min
Plus Plus from Palantir.net
DrupalCon Pittsburgh Preview
Britany Acre, George DeMet, Jill Farley, Joseph Meersman, Ju Vanderwater, Ken Rickard, Tiffany Farriss, Travis Porchia discuss the sessions they'll be presenting at DrupalCon Pittsburgh, what they're looking forward to at the event, and tips for those who have never been to a DrupalCon. For a complete transcript, visit: https://www.palantir.net/podcast/drupalcon-pittsburgh-preview
2023-05-26
43 min
WTFinance
What does the Future Hold for Palantir? Amit Kukreja
On todays episode I was happy to host Amit Kukreja - Serial Entrepreneur, Founder of Audea and Palantir devotee. We talked about why Palantir is trading like a growth stock, mega trends to watch out for, Palantir's point of difference and whether Alex Karp is right for Palantir. I hope you enjoy!0:00 - Introduction0:28 - How are you holding up in these crazy times?4:20 - Drop of the big stocks6:00 - More innovators taking the initiative 10:50 - Palantir is in a good position - why is it trading like a growth st...
2022-05-25
46 min
East Meets West: A Podcast about understanding Asia Tech and how Asia Tech affects the world
Palantir: The Most Divisive Tech Company from Silicon Valley | Breaking Down Palantir (NYSE: PLTR)
In this episode, Dan and Albert break down Palantir. Palantir Technologies provides organizations with solutions to manage large disparate data sets and particularly focuses on the government intelligence and defense sectors. Palantir expanded into various commercial markets with its Foundry software platform in 2016 with the intent of becoming the data operating system for companies and industries. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :) In this episode we cover: What i...
2022-02-05
46 min
Ticker Symbol: YOU
Trillion-dollar Enterprise: MASSIVE News for Palantir
💥 Palantir ( PLTR Stock ) just became one of the best stocks to buy now after they announced they will be supporting companies working with cryptocurrencies and blockchain technology on their Foundry platform. This is HUGE news because it shows that Palantir is able to work with any kind of data set and at any scale, which is key to them reaching a $1T (yes, TRILLION) dollar valuation, which would be a 20X from here. Don't sleep on this!👋 Get in touch at www.tickersymbolyou.com or www.youtube.com/c/tickersymbolyou📈 Interested in free stock? You can suppo...
2021-11-29
12 min
El Palantir
El Palantir de AmonCat 30: Caballería
El Palantir vuelve al galope, después de un descanso. En este programa tratamos de desgranar los entresijos de la caballería en nuestro juego, dedicando a ello nuestra tertulia de "El Dragón Verde" con el gran Anárion Londimar. En "La Sala de la Estrategia" Tito Dain nos ayuda a analizar las unidades de caballería de los Pueblos Libres, y por último, en "Los Nombres de la Tierra Media", repasamos a importantes figuras del galope. TIER LIST DE CABALLERÍA DE LA LUZ: https://ibb.co/VxFzGQ4
2021-10-25
2h 24
Ticker Symbol: YOU
MASSIVE Palantir News and PLTR Stock Update
📃 Check out my most recent articles on Palantir (PLTR stock ) 📃1️⃣ Palantir's Investments in Robotics: https://public.com/posts/oSat7SOSPetzqX0xngbtkWbU8kG7Oj4E2️⃣ Palantir's Investments in Transport: https://public.com/p/39r9pdhzwCRZOuTTrwfMsKb05mVuG8fj🤩 Palantir is starting off Q4 2021 with a bang. They've expanded their Foundry for Builders program to include 10 new companies AND they've landed a massive Government contract thanks to their Gotham (and Apollo) platform. In this episode, I discuss these recent news items for Palantir, why they may not be priced into the stock... YET, and whether Palantir stock is...
2021-10-18
11 min
Troubled Minds Radio
Palantir Is Here. Big Brother On Steroids. Welcome To Your New Dystopia...
Palantir tech states -- 'With good data and the right technology, people and institutions today can still solve hard problems and change the world for the better. Analytic technology, especially in the hands of powerful institutions that hold large volumes of data, can pose serious risks to privacy and civil liberties.' Seems safe, right? Let's take a look...http://www.troubledminds.org Support The Show! https://rokfin.com/creator/troubledminds https://teespring.com/stores/troubled-minds-store Radio Schedule Mon-Tues-Wed-Thurs 7-9pst - https://fringe.fm/iTunes - https://apple.co/2zZ4...
2021-09-06
2h 34
SPACs Attack
The 14 SPACs That Palantir Technologies Has Invested In
Sign up for the SPACs Attacks Newsletter here.BENZINGA TRADING SCHOOLEnroll in Benzinga Trading School now for September admission: https://bit.ly/3eQCVgySubscribe to all Benzinga Podcasts at https://www.benzinga.com/podcastsGet 20% off Benzinga PRO https://benzinga.grsm.io/youtube20Become a BENZINGA AFFILIATE and earn 30% on new subscriptionsEpisode Summary:On Todays' SPACs Attack Chris & Mitch dive into everything Palantir Technologies related PLTR.Palantir Technologies Inc
2021-08-27
59 min
El Palantir
El Palantir de AmonCat 29: Hablemos de La Horda de la Serpiente
Legiones de Haradrim nos visitan en esta nueva entrega de nuestro Palantir. Dedicamos el programa a La Horda de la Serpiente, el Cercano Harad, y como siempre la diseccionamos en nuestro "Dragón Verde". En "La Sala de la Estrategia" volvemos con nuestro habitual tier list de guerreros de esta facción, y por último Elinhir nos habla sobre pintura y sureños en "El Taller de Aulë". TIER LIST DE HARADRIM: https://ibb.co/frv8PYw NUESTRO DISCORD: https://discord.gg/RnANGn7M
2021-07-19
2h 23
El Palantir
El Palantir de AmonCat 26: Primer aniversario
El Palantir de AmonCat cumple un año, y lo queremos celebrar con un programa atípico, en el que nos vamos a permitir, con vuestro permiso, hablar un poco menos de nuestras miniaturas, listas y perfiles, y un poco más de nosotros. Muchas gracias por habernos acompañado en este año, por hacer posible que siga existiendo este proyecto, y esperamos seguir escuchándonos y leyéndonos en el siguiente.
2021-05-06
2h 05
El Palantir
El Palantir de AmonCat 20: El juego y la serie
En esta entrega nuestro Palantir intenta ser más vidente que nunca. Dedicamos este programa a la serie que está preparando Amazon sobre El Señor de los Anillos, debatiendo en nuestro "Dragón Verde" sobre la influencia que puede tener sobre nuestro juego. En la "Sala de la Estrategia" hacemos un análisis de los héroes y personajes de la Segunda Edad, y por último glosamos la figura del gran Gil-Galad en "Los nombres de la Tierra Media". TIER DE HÉROES DE LA SEGUNDA EDAD: https://ibb.co/sQDwq1Q
2020-12-16
1h 54
Sunday Special Newsletter
How Palantir became a meme stock
Disclaimer: Please do not make investment decisions based on these newsletters. Also here’s a summary if you’re too lazy to read. Summary * Right now, Palantir has become the favorite stock of r/wallstreetbets and is doing great. * The company is dedicated to working with government agencies to protect Western values around the world. * Activists think the company is evil for working with police departments and ICE. * Palantir CEO Alex Karp believes that policy decisions should be made by courts and voters, not for Silicon Valley. * Part...
2020-12-06
08 min
El Palantir
El Palantir de AmonCat 15: Hablemos de Rivendel
Dedicamos esta entrega del Palantir a una de las más célebres facciones del juego, Rivendel. En "El Dragón Verde" debatimos con Tito Dain y Gamling sobre la incidencia de esta lista en nuestro juego, y en "La Sala de la Estrategia" analizamos a sus héroes en una tier list. Por último, en nuestra "Tertulia Inesperada", hablamos con nuestro compañero Rickvendell. TIER DE HÉROES DE RIVENDEL: https://ibb.co/WWxvnzD INSTAGRAM DE RICKVENDELL: https://www.instagram.com/rickvendell/?hl=es
2020-09-21
1h 55
El Palantir
El Palantir de AmonCat 14: Torneos (II)
Retomamos en este Palantir el siempre prolífico tema de los torneos y eventos competitivos de nuestra comunidad, charlando con Anárion Londimar en nuestro "Dragón Verde". En "La Sala de la Estrategia" analizamos los puntos fuertes y posibles debilidades de la lista de uno de nuestros oyentes, y por último en nuestra "Tertulia Inesperada" recibimos al grandísimo pintor Elinhir. INSTAGRAM DE ELINHIR: https://instagram.com/elinhir?igshid=z984arh9fc1q
2020-09-01
1h 51
El Palantir
El Palantir de AmonCat 11: Torneos
En esta entrega del Palantir sacamos a relucir nuestro lado más competitivo, y dedicamos la charla del "Dragón Verde" a hablar sobre torneos, algunos de sus aspectos más debatidos, y su lado internacional. En "La Sala de la Estrategia" hacemos un repaso a las variadas tropas de la lista de Mordor, y para no alejarnos de la oscuridad, en "Los nombres de la Tierra Media" hablaremos de la terrorífica Ella-Laraña. TIER LIST DE TROPAS DE MORDOR: https://ibb.co/5vTt4RF
2020-07-24
1h 55
El Palantir
El Palantir de AmonCat: Estilo Libre (1)
Comenzamos el primero de la que puede llegar a ser una serie de programas alejados de la tónica normal, y que iremos intercalando con los de formato más habitual: os traemos una charla distendida, más informal e improvisada, sin ningún tema en concreto más allá de, como siempre, nuestro hobby y todo lo que le rodea: pintura, torneos, Minethor excitándose con Supervivientes del Lago... y quizá alguna cosa más. ¡Pero no hay nada que temer! El Palantir habitual volverá muy pronto. No dejéis de escudriñar la piedra.
2020-07-19
1h 16
El Palantir
El Palantir de AmonCat 8: El Saneamiento de La Comarca
Dedicamos esta entrega del Palantir al más pacífico de los pueblos de la Tierra Media. Debatimos en "El Dragón Verde" sobre el libro "El Saneamiento de La Comarca", y en "La Sala de la Estrategia" clasificamos los héroes de esta facción. Por último, en nuestra "Tertulia Inesperada", contamos con la presencia de un ilustre de tierras sureñas, JRatazzi. TIER DE LA COMARCA: https://ibb.co/9tnPCDW TORNEO EL REBROTE DEL REY: https://sites.google.com/view/elrebrotedelrey
2020-06-23
1h 39
El Palantir
El Palantir de AmonCat 4: Cómo hemos cambiado
En este Palantir haremos un recorrido rápido por los perfiles que se han visto más y menos favorecidos con el cambio de edición, en nuestro Dragón Verde, con la ayuda de Morthanc. Clasificaremos a los héroes de La Horda de la Serpiente y entrevistaremos a los compañeros del canal de Youtube "La Legión del Turia". Tier de La Horda de la Serpiente: https://ibb.co/Wkxqm4N Canal de La Legión del Turia: https://www.youtube.com/channel/UCjbeVC27XNVIGkzuAU6lsag
2020-05-23
1h 46
El Palantir
El Palantir de AmonCat 3: Trasfondo y lore
Este Palantir tiene mucha historia. En "El Dragón Verde" debatimos sobre la importancia que tiene o debería tener la historia contada por Tolkien y adaptada por Jackson en nuestro juego. "La Sala de Estrategia" está dedicada a la larga oscuridad de Moria de la mano de Morthanc, y nuestra Tertulia Inesperada recibe a otro viejo conocido, el mismísimo Minethor. (FOTO DEL TIER: https://www.instagram.com/p/CAQBQFtoikO/)
2020-05-16
1h 34
El Palantir
El Palantir de AmonCat 1: Una visión general
En este primer programa del Palantir hacemos un breve repaso a lo que ha significado el último año que ha transcurrido desde la actualización del juego de batallas estratégicas de la Tierra Media. También entrevistamos a uno de los miembros más apreciados de nuestra comunidad, Deyfrus.
2020-05-03
1h 12
Plus Plus from Palantir.net
Los Drupaleros
Welcome to the latest episode of On the Air with Palantir, a long-form (ad-hoc) podcast by Palantir.net where we go in-depth on topics related to the business of web design and development. In this episode, Allison Manley is joined by Juan Daniel Flores of Rootstack, and Juan dives into the Drupal world of Latin and Central America. TRANSCRIPT Allison Manley: Hi, everyone. Welcome to On the Air With Palantir, a podcast by Palantir.net where we go in-depth on topics related to web design and development. I'm Allison Manley, Sales...
2017-09-08
11 min
Plus Plus from Palantir.net
Getting Started in Drupal
Welcome to the latest episode of On the Air with Palantir, a long-form podcast by Palantir.net where we go in-depth on topics related to the business of web design and development. It’s January 2017, and this is episode #7. In this episode, Director of Professional Services Ken Rickard is joined by Cathy Theys of BlackMesh. TRANSCRIPT: Allison Manley [AM]: Hello and welcome to the latest episode of On the Air with Palantir. A podcast by Palantir.net, where we go in depth on topics related to the business of web design and...
2017-01-09
27 min
Plus Plus from Palantir.net
The Secret Sauce, Ep. 35: 'Twas The Night Before Moving
TRANSCRIPT Allison Manley: Hi and welcome to the Secret Sauce, a short podcast by Palantir.net. I’m Allison Manley, the sales and marketing manager here, and today we’re giving you something a little bit different and special. It is the end of 2016, soon to be 2017. We are moving our offices, relocating across the border a little bit to Evanston, Illinois. So we wanted to write a little poem for everybody based off of “‘Twas The Night Before Christmas” to sum up how we felt about 2016 and where we’re going next year. So it’s time to cue th...
2016-12-20
00 min
Plus Plus from Palantir.net
Remote Teams
With the advancement of technology, there are infinite ways and opportunities to work remotely, no matter where you are. In this week’s episode of The Secret Sauce, we share some strategies for making remote work - well, work. TRANSCRIPT Allison Manley [AM]: Hello and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a little bit of advice to help your business run better. I’m Allison Manley, Sales and Marketing Manager here, and today’s advice comes from Scott DiPerna and Lauren Byrwa...
2016-10-17
08 min
Plus Plus from Palantir.net
Collaboration Tools
Director of Operations Colleen Carroll reveals some of her favorite collaboration tools in this week’s episode of the Secret Sauce. TRANSCRIPT Allison Manley [AM]: Hello, and welcome to the Secret Sauce, brought to you by Palantir.net. This is a short podcast in which we offer a quick tip on some small thing you can do to help your business run better. I’m Allison Manley, Sales and Marketing Manager at Palantir, and today’s advice comes from our Director of Operations Colleen Carroll, who talks about how the right collaboration tools can ma...
2016-10-11
08 min
Plus Plus from Palantir.net
Documentation and Training
Senior Engineer Ryan Price dives into the importance of documentation in this week’s episode of the Secret Sauce. TRANSCRIPT Allison Manley [AM]: Hello and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a little bit of advice to help your business run better. I’m Allison Manley, an Account Manager, and today we have Senior Engineer Ryan Price talking about the importance of documentation and training. Ryan Price [RP]: My name is Ryan Price, and I want to talk a little bit t...
2016-09-20
04 min
Plus Plus from Palantir.net
Understanding Your Company’s Purpose
In this week’s episode of The Secret Sauce, Palantir Founder and CEO George DeMet dives into the importance of being in tune with your company’s purpose. TRANSCRIPT Allison Manley [AM]: Welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a quick piece of advice to help your business run a little bit better. I’m Allison Manley, an Account Manager at Palantir, and today we’re talking with our Founder, George DeMet. He’s going to share why it’s so critical to understand your company...
2016-09-13
06 min
Plus Plus from Palantir.net
The State of Workbench in Drupal 8
Listen to Ken Rickard (@agentrickard) discuss some exciting new developments for Workbench in Drupal 8. TRANSCRIPT Allison Manley [AM]: Hello and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a little bit of advice to help your business run a little bit better. I’m Allison Manley, an Account Manager, and today we have our Director of Professional Services Ken Rickard talking about the state of Workbench in Drupal 8. Ken Rickard [KR]: Hi, this is Ken Rickard, the director of professional services at Palan...
2016-09-06
06 min
Plus Plus from Palantir.net
Benefits of an Iterative Design Feedback Process
In this week’s episode of The Secret Sauce, Senior Designer Ashley Cyborski discusses our iterative design feedback process and how this helps move designs forward to effectively meet our clients’ ideal results. TRANSCRIPT Allison Manley [AM]: Welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a short piece of advice to help your business run a little bit better. I’m Allison Manley, an Account Manager here at Palantir, and today we’re talking with Ashley C...
2016-08-30
07 min
Plus Plus from Palantir.net
Project Stewardship and Understanding KPIs
On this week’s episode of The Secret Sauce, Joe Allen-Black and Luke Wertz explain how Project Stewards use a collaborative process to help our team fully understand and meet our clients’ business objectives and goals. TRANSCRIPT Allison Manley [AM]: Hi everyone, and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a quick bit of advice to help your business run a little better. I’m Allison Manley, an Account Manager, and today we’re talking about Project Stewardship with Joe Allen-Black and Luke Wertz. ...
2016-08-23
10 min
Plus Plus from Palantir.net
A Peek at Drupal GovCon
On this week’s episode of The Secret Sauce, we are joined by guests Kirsten Burgard and James King, organizers of Drupal GovCon. TRANSCRIPT Allison Manley [AM]: Hi again everyone, and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a quick bit of advice to help your business run a little bit better. I’m Allison Manley, an Account Manager, and today we have a different Secret Sauce. Ken Rickard, our Director of Professional Services, recently attending Drupal GovCon in Washington DC in July, and got...
2016-08-16
09 min
Plus Plus from Palantir.net
Key Elements for Project Success
In this week’s episode of The Secret Sauce, Director of Professional Services Ken Rickard gives an overview of his upcoming webinar that outlines the components that go into successful web projects. TRANSCRIPT Allison Manley [AM]: Hi again everyone, and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a quick bit of advice to help your business run a little bit better. I’m Allison Manley, an Account Manager here, and today’s advice comes from our Director of Professional Services, Ken Rickard. He has so...
2016-07-23
09 min
Plus Plus from Palantir.net
What Can Support Do for You?
Web projects are a lot to manage, and that fact doesn’t change after launch. A dedicated support team can help keep things running smoothly and securely. Client Success Manager Cynthia Philpot goes over all of the services our support team can provide to make sure your project is a success, no matter the size. TRANSCRIPT Allison Manley [AM]: Hi again everyone, and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a quick bit of advice to help your business run smoother. I’m Allison Manl...
2016-07-22
04 min
Plus Plus from Palantir.net
20 Years of Palantir
Intro: Welcome to the latest episode of On the Air with Palantir, a long-form podcast by Palantir.net where we go in-depth on topics related to the business of web design and development. It’s July 2016 and this is episode #6. In this episode, Account Manager Allison Manley is joined by Palantir CEOs George DeMet and Tiffany Farriss. TRANSCRIPT: Allison Manley [AM]: Welcome to On the Air with Palantir, a podcast by Palantir.net where we go in-depth on topics related to the business of web design and development. It’s July 2016 and this is e...
2016-07-15
54 min
Plus Plus from Palantir.net
Sync Your Sales and Marketing
Sales and marketing tactics can complement each other well when used collaboratively. Learn how Palantir intertwines the two disciplines to better understand (and reach) clients. TRANSCRIPT Allison Manley [AM]: Hello and welcome to The Secret Sauce, brought to you by Palantir.net. This is a short podcast where we offer a quick tip on some small thing you can do to help your business run better. I’m Allison Manley, an Account Manager at Palantir, and today’s advice comes from Alex Brandt, who talks about how to combine sales and marketing.
2016-07-05
02 min
Plus Plus from Palantir.net
Choosing Fonts for the Web
Typography is a huge and critical component of the Web. So what do you need to know about web fonts for your site? Designer Michellanne Li goes into the details. TRANSCRIPT AM: Hi again everyone, and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a quick piece of advice to help your business run smoother. I’m Allison Manley, an Account Manager here at Palantir, and today’s advice comes from one of our designers Michellanne Li, who is going to talk...
2016-06-28
07 min
Plus Plus from Palantir.net
Selecting the Right Image Type to Improve Site Performance
It’s hard to know which type of image will best help you optimize your site’s performance. Front-end Developer Patrick Weston breaks down four different image types and assesses the function and benefits of each kind. TRANSCRIPT Allison Manley [AM]: Hi and welcome back to this week’s Secret Sauce, a short podcast by Palantir.net that offers a quick tip on some small thing you can do to help your business run a little bit better. I’m Allison Manley, an Account Manager, and today’s advice comes from front-end developer Patrick Weston, wh...
2016-06-21
06 min
Plus Plus from Palantir.net
How to Write a Better RFP
Writing a Request for Proposal (or RFP, for short) is no easy task. You want it to be as detailed as possible, as to ensure you get the right kind of proposal from the right kind of vendor, but general enough since you're not entirely sure what you need – and the expertise of the vendor will help articulate some of that, ironically. So how can you write a better RFP given these circumstances? Our Account Manager Allison Manley has seen hundreds of RFPs come through the door, and shares some thoughts on how to streamline your process and ask the...
2016-06-14
06 min
Plus Plus from Palantir.net
Consulting engagements that work: a case study with Rhodes College
Welcome to a new episode of On the Air with Palantir, a long-form podcast by palantir.net where we go in-depth on topics related to the business of web design and development. It’s June 2016 and this is episode #5. In this episode Account Manager Allison Manley is joined by our client Justin McGregor from Rhodes College. Allison caught up with Justin at DrupalCon in New Orleans last month, and spoke with him about how his school has implemented Drupal, how we worked together, and how it’s been going since. We'll be back next Tuesday with another episode of the S...
2016-06-10
20 min
Plus Plus from Palantir.net
Why It’s Important to Deploy Early and Often
Account Manager Allison Manley is joined by Senior Engineer and Team Lead Bec White who has some thoughts regarding deployment, and why it's so important to do so early and often not only for your internal process but also to help bring a site to life for your clients. TRANSCRIPT Allison Manley [AM]: Hi, and welcome to the Secret Sauce, brought to you by Palantir.net. This is our short podcast with a quick tip on some small thing you can do to help your business run better. I’m Allison Manley, an account manager at Palantir, and tod...
2016-06-07
05 min
Plus Plus from Palantir.net
How to Make Sense of Human Resources and Operations
Running a 30-person team is no small feat, and is absolutely a group effort to ensure everyone is happy and healthy. Sometimes those helping hands come in the form of a service rather than a person however. Our Director of Operations Colleen Carroll talks about one such tool, and the positive impact it's had on our company and culture, in this week's Secret Sauce podcast. TRANSCRIPT Allison Manley [AM]: Hi, and welcome to the Secret Sauce, brought to you by Palantir.net. This is our short podcast, up to 10 minutes, that offers a quick tip on some small...
2016-05-31
09 min
Plus Plus from Palantir.net
Typography on the Web
Welcome to the Secret Sauce, our short podcast that is typically around 10 minutes long and offers a quick tip on some small thing you can do to help your business run better. Account Manager Allison Manley is joined by our peer Jason Pamental, the Director of Design and Technical Strategy at Isovera in Massachusetts. Jason shares his thoughts about typography on the web, and how he got into it in the first place. TRANSCRIPT Allison Manley [AM]: Hi, and welcome to the Secret Sauce, brought to you by Palantir.net. This is our short podcast, up to 10 minutes...
2016-05-24
05 min
Plus Plus from Palantir.net
The Best of DrupalCon New Orleans
Account Manager and Podcaster extraordinaire chatted with dozens of folks at DrupalCon in New Orleans last week to get a sense of what made the show special for them. This week's Secret Sauce is a collection of those highlights. Some shared specifics on something they learned at a session they attended, otherwise talked about the community or trends in the Drupal marketplace, and much more. With DrupalCon last week, we missed our long-form, but stay tuned for that and more short-form podcasts in the weeks to come. And as always, thanks for listening! TRANSCRIPT Allison Manley [AM...
2016-05-19
15 min
Plus Plus from Palantir.net
Finding Your Purpose as a Drupal Agency
CEO and Founder George DeMet shares a continuation of ideas presented at DrupalCon Barcelona with his new talk on the benefits of running a company according to a set of clearly defined principles, which he's presenting next week at DrupalCon New Orleans. It's called Finding Your Purpose as a Drupal Agency. Want to learn more? We have built Palantir over the last 20 years with you in mind, and are confident that our approach can enhance everything you have planned for the web. TRANSCRIPT Allison Manley [AM]: Hi, and welcome to the Secret Sauce by Palantir.net. This is...
2016-05-03
06 min
Plus Plus from Palantir.net
Understanding Content Ecosystems
How do you build a variety well-rounded content for your site? And is it all working toward a common goal? If it seems disparate, maybe it's time to look at your content development, writing, and publishing as an ecosystem where all parts – big and small alike – have their place and are working together to support that ecosystem. But how does it work? Marketing and Communications Lead Shawn Smith shares his thoughts and provides a framework in this week's Secret Sauce. TRANSCRIPT Allison Manley [AM]: Hi, and welcome to the Secret Sauce, brought to you by Palantir.net. This is a...
2016-04-27
08 min
Plus Plus from Palantir.net
All About Scrums, and Why They’re So Useful
If you've ever worked on a web project at any scale, you may have participated or lead daily scrums. These mini meetings provide regular touch points for projects, and help keep it humming. However, those not familiar scrums may have heard the term, but don't exactly understand what they're all about. So why do we have scrums? Are they valuable? If so, what’s the best format them? And what’s the role of a scrum master, anyway? Project Manager Chad Goodrum joins Account Manager Allison Manley and shares his knowledge on the subject. TRANSCRIPT Allison Manley [AM]: Hello a...
2016-04-19
06 min
Plus Plus from Palantir.net
Everything You Need to Know About DrupalCon New Orleans
DrupalCon is just a few weeks away in New Orleans, so this time around our Account Manager Allison Manley is joined by our CEO and Founder George DeMet, Drupal veteran and PHP guru Larry "Crell" Garfield, and Senior Front-End Developer Lauren Byrwa. They share thoughts about the conference generally, what they're excited about specifically, and what they're expected from the Driesnote, among other topics. TRANSCRIPT Allison Manley [AM]: Hi, and welcome to On the Air with Palantir, a podcast by Palantir.net where we go in-depth on topics related to the business of web design and development. I...
2016-04-14
36 min
Plus Plus from Palantir.net
Why Strategy Reports Matter
Account Manager Allison Manley is joined today by... well, herself! She shares valuable insights on building effective Strategy Reports – the document we generate at the end of the discovery and strategy phase of any project that includes the summary of our work, methodology, KPIs, competitive analysis, personas, usability test results, and much more – for your project. In short, they're very important. Related: How to Build a Strong Project Foundation with Practical Personas by Carl Martens TRANSCRIPT AM: Hello and welcome to The Secret Sauce, brought to you by Palantir.net. As always, this is a qu...
2016-04-12
04 min
Plus Plus from Palantir.net
What to Consider Before Talking to a Strategic Partner
Today Account Manager Allison Manley is joined by Alex Brandt our Sales and Operations Coordinator who walks you through the top four most important things you should consider before starting up a conversation with your next strategic vendor partner. Considering these things first will set you up for a higher rate of success in finding the best vendor fit for your project.Transcript AM: Hello and welcome to The Secret Sauce, brought to you by Palantir.net. This is a quick podcast, just a few minutes long, that offers a quick tip on some small thing you can d...
2016-04-05
03 min
Plus Plus from Palantir.net
Establish Effective Benchmarks for your Website
AM: Hello and welcome to The Secret Sauce, brought to you by Palantir.net. This is a super short podcast, just a few minutes every week, that offers a quick tip on some small thing you can do to help your business run better. I’m Allison Manley, an Account Manager here at Palantir, and today’s advice comes from one of our Web Strategists Joe Allen Black, who has some ideas on how to measure Key Performance Indicators, also known as KPIs. JAB: I wake up every day and put a little black tracker called a FitBit on my...
2016-03-29
06 min
Plus Plus from Palantir.net
Why Codes of Conduct Matter
AM: Hi again everyone, and welcome to The Secret Sauce, a short podcast by Palantir.net, that offers a quick piece of advice to help your business run smoother. I’m Allison Manley, an Account Manager here at Palantir, and today’s advice comes from one of the Founders of Palantir, George DeMet, who is going to address the need for having a code of conduct at your organization or event. GD: Hi, my name is George DeMet, and I’m the founder and CEO of Palantir.net. Today, I’m going to be talking about codes of conduct a...
2016-03-22
08 min
Plus Plus from Palantir.net
Effective Presentation Strategies
Larry "Crell" Garfield speaks at conferences a lot. And with all of these speaking engagements comes a vast amount of knowledge on what works and what doesn't. He shares his top tips and tricks to get the most out of delivering your presentations at conferences and camps – and to ensure your audience is completely engaged and sings your praises during and after.Transcript AM: Hi and welcome back to this week’s Secret Sauce, a short podcast by Palantir.net, that offers a quick tip on some small thing you can do to help your business run a little bit bett...
2016-03-15
06 min
Plus Plus from Palantir.net
Increasing Performance for Your Website
In this episode, On the Air With Palantir host and Account Manager Allison Manley is joined by one of our magnificent engineers Joe Purcell. He gives a thorough yet entirely accessible definition of performance, why it matters, and what you can do to increase it. This episode is valuable for anyone in the midst of a web project, about to start a new project, and, of course, developers working on the web in any capacity. We'll be back next Tuesday with another episode of the Secret Sauce, but for now subscribe to all of our episodes over on iTunes. ...
2016-03-10
39 min
Plus Plus from Palantir.net
Explaining the Panels module
Welcome to this week’s Secret Sauce, a short podcast by Palantir.net that offers a quick tip on some small thing you can do to help your business run a little bit better. Today’s advice comes from one of our colleagues at Pantheon. Steve Persch is an Agency and Community Engineer at Pantheon and former Palantir team member, and he’s sharing his thoughts on using the Panels module in Drupal.Transcript SP: Hi, I’m Steve Persch. Today I’m going to be talking about Panels Module in Drupal. So I use Panels Module because I think of it...
2016-03-08
08 min
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The Benefits of Designing in the Browser
Today’s Secret Sauce comes from one of our talented web designers Ashley Cyborski, who is a champion of designing in the browser. Not only is the method a major part of the design process here at Palantir.net, a deeper understanding of code and how it relates to design can allow web designers to push the limits of what their designs can – and probably should – do. We'll be back next Tuesday with another episode of the Secret Sauce and a new installment of our long-form interview podcast On the Air With Palantir next Thursday, but for now subscribe to all o...
2016-03-01
08 min
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Consulting engagements that work
Our Director of Professional Services Ken Rickard joins the Secret Sauce podcast today to tell us a little more about our consulting services. While we take on epic, end-to-end projects often, we also find that some clients don't need the long-term services. Instead, they need strategic help with a specific challenge, or perhaps require staff augmentation – in particular with Drupal projects – for a limited time. What works and what doesn't with such engagements? We always structure consulting engagements to ensure the work we perform adds the most value to your team and organization, based on a frequency (often week...
2016-02-23
05 min