Palantir

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Palantir CEO Alex Karp. Photo by Michael M. Santiago/Getty Images
Applied AI

Palantir CEO Pounces On Anthropic Spending Backlash

By Laura Bratton · Jun 9, 2026 10:35am PDT
Software companies and their shareholders have watched the recent growth of Anthropic and OpenAI with unease. But the mood is shifting as customers complain about AI costs, and the old guard smells blood in the water. Last week, Palantir CEO Alex Karp and his lieutenants told his customers at an event outside San Francisco that they’re... Software companies and their shareholders have watched the recent growth of Anthropic and OpenAI...
CEO of Palantir Technologies Alex Karp speaks during the World Economic Forum (WEF) annual meeting in Davos on January 20, 2026 Photo by Fabrice Coffrini/Getty Images
The Briefing

Palantir’s AI Boom; Ryan Cohen’s Chutzpah

By Martin Peers · May 4, 2026 5:00pm PDT
Is Palantir soaking up all the growth in the enterprise software sector? That seems like a reasonable question judging by the company’s first-quarter results released on Monday, which showed 85% revenue growth. That’s an astounding growth rate for a business that’s 23 years old. Even better, Palantir turns a lot of that revenue into pure cash.... Is Palantir soaking up all the growth in the enterprise software sector? That seems like a...
Palantir CEO Alex Karp. Photo by Getty.
The Briefing

Palantir’s AI Pricing Power

By Laura Bratton · May 3, 2026 3:00pm PDT
Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow.Palantir kicks off the week’s wave of... Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues,...
Alex Karp, CEO of Palantir. Photo by John Lamparski/Getty Images
The Briefing

Palantir’s Rocket-Ship Growth

By Martin Peers · Aug 3, 2026 5:01pm PDT
Palantir is truly the Nvidia of AI software. On Monday, the company delivered another rip-roaring quarterly result, showing revenue up a blistering 93%, well ahead of what it had projected. The company has accelerated revenue growth every quarter for three years, from a 13% rate of expansion in the second quarter of 2023. In that time, Palantir’... Palantir is truly the Nvidia of AI software. On Monday, the company delivered another rip-roaring...
Palantir CEO Alex Karp. David Dee Delgado/Getty Images.
Applied AI

Palantir CEO Says Some U.S. Government Customers Switched to Open Source AI

By Laura Bratton and Phoebe Liu · Jul 2, 2026 12:31pm PDT
Like other software leaders these days, Palantir CEO Alex Karp is on a mission to convince businesses they need a trusted intermediary between their wallets and Anthropic or OpenAI, rather than dealing directly with the two AI firms.I spoke to Karp shortly after his fiery appearance on CNBC, where he appeared to accuse OpenAI and Anthropic of... Like other software leaders these days, Palantir CEO Alex Karp is on a mission to convince...