Eliano A Younes (@eliano)

Pinned Post

Eliano A Younes

@eliano

17 Dec 2025

“without technology, there is no security, and without security, no democracy” Dr. Alex Karp

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Eliano A Younes

@eliano

15h

Erling Braut Haaland is a freak of nature and a specimen of human movement 🇳🇴

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Eliano A Younes

@eliano

21h

whenever I come across Americans trashing the American experiment, I think back to Dr. Karp talking with Bill Maher about what makes America special. "Part of the problem and part of the reason why people don't stand up for America is they don't understand how magical it is to get these things to work, and no other place does it at our scale with our diversity and different kinds of people and different kinds of thought. And like, in my case, you know, I was viewed as the Frankenstein monster. I don't come from wealth, and I get the opportunity to prove myself. No one in this country cares how crazy you are if you deliver." Happy USA 250. I love this place. Cheers to the next 250 🇺🇸🚀

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Chad Wahlquist

@chadwahl

Jul 5

How do you get value out of commodities? If everyone has access to the same open weight models, where does the value come from? Value creation comes from the effective application of commodities. Fuel is a commodity. But two companies with access to the same fuel can produce radically different outcomes. One uses it inefficiently. The other uses it to power a fleet that is tightly coordinated around demand, supply, inventory, routing, labor, timing, and real world exception handling. The difference is not the fuel. The difference is the operational system that turns fuel into movement, movement into distribution, and distribution into business value. LLMs are similar, but even further upstream. They are not the finished product. They are the raw power source for operational applications. You get value from LLMs by building the tools, workflows, context, permissions, feedback loops, and systems that know how to harness that power and direct it at real work. The model is the fuel. The value comes from the machinery that applies it.

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Eliano A Younes

@eliano

Jul 4

🇺🇸🇺🇸🇺🇸

grace

@poastmilque

Jul 4

PLTR X 250

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sourcery

@sourceryy

Jul 4

Palantir CEO Alex Karp says what makes American culture unique is our willingness to fight for the greater good: “Lincoln—this guy fought to end slavery. It was not economic. It was moral. What other culture engaged in civil war just because it was wrong?” " No other culture does this."

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Palantir

@PalantirTech

Jul 4

Before there was a nation, there was a declaration of truths. Self-evident. Existing apart from structures of power or privilege. 250 years later, Palantir celebrates every American who carries the torch lit by our Founders. And we build for all those to come. God Bless America.

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Jawwwn

@jawwwn_

Jul 4

.@DavidSacks says Palantir CEO Alex Karp is brilliant and completely correct: companies must own their means of production if they don't want to transfer their alpha to OpenAI and Anthropic. "Enterprises are at risk of transferring their knowledge, their know-how, their trade secrets and their customer data to model providers who might eventually decide to compete with them." "Enterprises are waking up to this threat, and they're not happy about it. I think Karp is exactly right about that." "What safety means for an enterprise is—they get to control their own data, their model weights and their compute, so a frontier lab can't hoover up their proprietary knowledge, their alpha, and turn it into their next product." "Look at what happened to Figma. Anthropic 'blindsided' its then business partner with the launch of Claude Design." " Anthropic's chief product officer even served on Figma's board and didn't resign until three days before the launch of Claude Design." "This is not an isolated example." "Anthropic has also launched Claude Science, Claude Security, Claude Legal, Claude Financial, and of course, Claude Code." "Every single one of these vertical apps expanded into categories that was previously served by companies building on top of Anthropic's own models." " They're watching where the value is being created on top of their models, then they're moving in directly." "The pattern is clear. They are going to use their dominant position in the model to then grab more and more territory in any interesting and lucrative vertical." " Back to Alex Karp's point: if you're an enterprise customer or a developer, why in the world would you ever want to share any proprietary data with them?" "You are mortgaging your future. You're sealing your fate. You are going to lead to disaster for your company." Via @theallinpod @jason @chamath @friedberg

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Jawwwn

@jawwwn_

Jul 1

Palantir CEO Alex Karp says enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic: "Why are [LLMs] charging for tokens if it's so valuable?" "If it was so valuable—let's say I can make you a billion dollars tomorrow. Wouldn't I say, 'I'll make you a billion dollars, and I want 30%?'" "Look at our financials. The reason why everyone is chillaxing with bad financials and growth while losing money, is the client refuses to pay the true cost." "The two places that actually make money—profit, free cash flow—are our application layer called ontology, and compute." "We can get the frontier application to be exactly the same as a frontier model without the risk of transferring the alpha of your business to another." Via @CNBC

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Eliano A Younes

@eliano

Jul 4

Goal of the tournament ⚽️

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Chad Wahlquist

@chadwahl

Jul 3

I have seen a few posts about Palantir supporting Chinese open source models, so let me be very clear: this is NOT what we are saying. We are saying that we should and are investing in U.S. based open source models; not only by making open-weight models like Nemotron from NVIDIA accessible across our platforms, but also by providing the tools to evaluate, tune prompts, change architecture, and run all combinations across model providers and families. The tool is called Evolve. This also extends to what we just released with NVIDIA as part of our Sovereign AI OS, called the Intelligent Engine for Open Weight models: palantir.com/sovereignaios-m… This Intelligent Engine allows customers to run Nemotron models in sovereign environments with our critical infrastructure products….AIP, Ontology, Foundry, and Apollo. It will also enable customers to fine-tune these open-weight models for their domain-specific workflows, all securely inside their controlled perimeter. Combined with our domain-optimized harnesses around the Ontology, Nemotron models deliver frontier capabilities for specialized workloads while enabling organizations to retain control of their data, intellectual property, and AI systems.

Open Model Engine

Enabling self-improving models and sovereignty over mission-critical AI work

palantir.com

Palantir

@PalantirTech

Jul 1

Our thoughts on the importance of AI sovereignty. 1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss. 2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones. 3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value. 4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs. 5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha. 6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West. 7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them. 8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences. 9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

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Molly O’Shea

@MollySOShea

Jul 3

Palantirmaxxing 🎾 🇺🇸

Eliano A Younes

@eliano

Jul 1

The Palantir Tennis Club 🎾 > women’s tennis skirt > women’s tennis polo [July 9 • 9:30am est]

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Eliano A Younes

@eliano

Jul 3

the Microsoft logo in the background is a nice touch

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Eliano A Younes

@eliano

Jul 3

for years, analysts, VCs, and tech leaders scoffed at Palantir’s FDEs and ontology. now they’re betting their futures on it. good luck!

Chad Wahlquist

@chadwahl

Jul 2

We don’t live in a real universe. Maybe they will hire someone with the last name Karp next. 🤣 Tell me you don’t know what Forward Deployed Engineering is by using LLM corpo speak. Mega bullish for the free sales pitch 🙏 youtu.be/EKhA9oRC6yg?is=Qs51…

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Eliano A Younes

@eliano

Jul 3

Eliano A Younes

@eliano

Jul 3

the Microsoft logo in the background is a nice touch

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Eliano A Younes

@eliano

Jul 2

coming soon to a cigar near you 🇺🇸 🔥

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Eliano A Younes

@eliano

Jul 2

Karp was right, again

Satya Nadella

@satyanadella

Jul 2

The future of the firm is a learning loop in which human capital and token capital compound. With our new Frontier Co., our ambition is to help every enterprise build its own AI capability, and to help create a frontier ecosystem where every organization can turn its knowledge, workflows, and judgment into its own AI systems that continuously improve. blogs.microsoft.com/blog/202…

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Brooke LeBlanc

@brookeleblanc

Jul 2

👀 @PalantirTech @eliano

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Siddhant Ekale

@sidekale

Jul 2

Buying AI tools does not make your company AI first. Wielding it in specific domains to solve problems that otherwise are really hard to decompose is where you’ll generate alpha. Palantir is in the business of that. We see LLMs as an extremely useful tool, but it’s not the whole picture and the moment you make it that, all you’ve done is increased CapEx.

amit

@amitisinvesting

Jul 1

$PLTR Alex Karp is one of the only people saying the honest truth about AI within this technology revolution: the monetization of tokens is not in the interest of actually creating value for enterprises. Palantir is in the business of value creation, not selling tokens.

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Eliano A Younes

@eliano

Jul 1

The Palantir Tennis Club 🎾 > women’s tennis skirt > women’s tennis polo [July 9 • 9:30am est]

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Eliano A Younes

@eliano

Jul 1

updated sizing ty @typeclonghouse

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Palantir

@PalantirTech

Jul 1

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.” "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

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