df
@df
palantir smashing their earnings seems indicative - tight relationship to customers (huge barriers to relationship + compliance with governments) - product that is data rich companies wtih these two traits seem to be the ones that will thrive most with LLMs
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df
@df
which other companies match this?
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Mike
@thenotoriousbtc
It's not just earnings they are smashing but their entire thesis is playing out in the real world.
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