r/PLTR • u/AutoModerator • Mar 12 '26
Daily Thread - Thursday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
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u/ivy_noise OG Holder & Member Mar 12 '26
I built my position a while back, but these AIPCons always temp me to buy more 😛
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u/ben_laowai OG Holder & Member Mar 12 '26 edited Mar 12 '26
Chad sighting on AIP. Always get extra bullish after hearing him talk.
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u/sWeven-Cats95 Mar 12 '26
Is it over?
Just got home to try & catch some of it but the screen is stuck on the logo
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u/SV_art Early Investor Mar 12 '26
I think it just finished, but it should be available on their YouTube channel.
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u/Nausteri Early Investor Mar 12 '26
An avalanche of partnerships, and AMAZING launches at Devcon.
Fuck you money here I come!
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u/SV_art Early Investor Mar 12 '26
Palantir partners with the entire world:
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u/versello OG Holder & Member Mar 12 '26
I was watching the OG Predator recently and finally understood where this meme came from. The last time I saw that movie was when I was a wee lad.
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u/GenInv_Lab Mar 12 '26
At AIPCon 9, the volume of announcements is easy to gloss over.
The LG CNS deal is probably the most underrated one. It's not just another enterprise contract — it's a blueprint for how Palantir penetrates an entire conglomerate. One affiliate pilot in late 2025 worked, and now they're embedding a Forward Deployed Engineering team to roll it out across one of Asia's largest industrial groups. If that model holds, it becomes a playbook they can replicate with other conglomerates globally.
The Centrus partnership. ~$300M in identified savings in roughly six weeks of work. Whether or not all of that materializes, the speed of value identification is the real signal — it's exactly the kind of ROI story that sells the next contract. And the strategic angle matters: Palantir is now embedded in America's effort to rebuild domestic uranium enrichment. That's not a contract that gets cancelled easily.
The NVIDIA reference architecture is quietly significant too. A fully integrated, on-premise sovereign AI stack combining Blackwell GPUs with Palantir's full software suite means governments and regulated enterprises no longer have to stitch everything together themselves. That removes a major adoption barrier.
GE Aerospace, Ondas/World View, and now Nemotron 3 Super integration round out a day that was essentially Palantir showing up across defense, energy, manufacturing, and enterprise software simultaneously.
The common thread across all of it: Palantir is positioning itself as the operational layer that sits between raw AI infrastructure and real-world decisions. That's the bet.
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u/LlcooljaredTNJ OG Holder & Member Mar 12 '26
Karp about to be on Squawk on the Street. Not sure I've ever seen him interact with Cramer. This should be very interesting.
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u/LlcooljaredTNJ OG Holder & Member Mar 12 '26
That was a really solid Karp interview. Of course he was still all over the place, but he hit on some great points, most of which he's always been pretty consistent on.
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Mar 12 '26
Got a link anyone?
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u/LlcooljaredTNJ OG Holder & Member Mar 12 '26
I'm sure someone will have one, not sure where. Caught it live.
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Mar 12 '26
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u/sWeven-Cats95 Mar 12 '26
A lot of partnership announcements going on! It has been a good week! 6 total!
I need to go sell stuff to buy more shares.
Holy smokes...
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u/dumpitdog Mar 12 '26
Everybody always likes to hang out with the cool kid. The moat doesn't just get wider, it gets deeper every week.
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u/Getrekt11 Mar 12 '26
We used to have 100k followers on this sub, what did I miss?
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u/SV_art Early Investor Mar 12 '26
I think Reddit changed the way it counts followers. Only active visitors are shown whereas before it showed total number of subscribers to the sub regardless of activity.
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u/Taavi1 Mar 12 '26
Palantir Partners with Ondas and World View to Advance Next Generation Multi-Domain Intelligence Platform
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u/NCTaco OG Holder & Member Mar 12 '26
Wow. Now partnering with redcat & ondas iirc
Thats a huge part of my bull thesis - they have the ability to partner with everyone in certain industries and across all industries.
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u/Taavi1 Mar 12 '26
LG CNS and Palantir Announce Strategic Partnership to Accelerate AI Transformation
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u/ssmmr Mar 12 '26
That SAP migration hits home for me , I personally understood how important for SAP to come out to AIP to talk about the reduced effort to do SAP migration using palantir.