CC-Transcript

• 00:00I believe LB tiers the Oracle or Salesforce. I think when you think about the air revolution, that auto and video and Microsoft and Apple, they do look essentially they basically have a platform and algorithms that enable governments and especially enterprises to take data and basically build air use cases to version when somebody is in a mountain tunnel outside Boulder, Colorado. Translate what you just said for Lisa Mateo. And I’m sure the translation is they basically could go into any company in the world and basically come in. And after one day of digging through their data, come up with three or four use cases where a company could, whether it’s increase their revenue by 20%, cut cost, if you give them the data and they’re basically able to do things that would take a week they could probably do in two, 3 hours. Who are their customer base? Look at the who’s who now. They start if you look at their roots, their roots are government, right? Every three letter agency in the U.S., like Palantir, Gotham, Palantir, Apollo. And it starts out with mysterious stuff. That’s the story. It definitely starts off with a Google Jason Bourne type stuff. It starts. How about this? It starts off with Jason Bourne type stuff. But now they’re coming to meet with the the esteemed Tom Keynes of the world to try to sell ultimately software. If hypothetically, you know, they visit Cupertino, do they visit Microsoft? They visit all of those. And that’s why they’re very entrenched within Microsoft, very entrenched with Microsoft Azure. So Azure. So what you’re saying is you are excuse me. You’re saying they have a perfectly good Azure service all over the place. You got to have a lavender shirt on at a 7-Eleven and Wall Street trying to say it’s a little bit, you know, so so Microsoft goes into an enterprise. They sell, whether it’s copilot, they sell their platform, they so they’re all it’s a hyperscale. But the actual use cases, the actual data, the actual basically the actual software, they have to essentially bring Palantir in, whether it’s in the government, whether it’s on the enterprise to help build those actual use cases. When you look at earnings from pound tier last night, look, I view it as a historical number that really shows and we’ve talked about so much in the show. When’s the second third derivative? When’s the modernization happening? This is a drop to my quarter from Palantir showing it’s actually starting to happen. They’re the first ones.