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Recent Articles about Palantir

Anthropic CEO Dario Amodei. Photo by Ludovic Marin/ Getty Images

Anthropic CEO: Trump Disliked Company For Not Giving ‘Dictator-Style Praise’

By Stephanie Palazzolo, Erin Woo, Sri Muppidi and Amir Efrati · Mar 4, 2026 11:21am PST · 7 comments

Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman struck to provide AI to the Department of Defense was “safety theater,” adding that the Trump Administration didn’t like Anthropic in part because the company hadn’t “given dictator-style praise to Trump.” Amodei made the comments in a 1,600-word... Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman...

Art via Getty Images

OpenAI’s Next AI Model Will Have ‘Extreme’ Reasoning

By Stephanie Palazzolo · Mar 4, 2026 7:00am PST · 1 comment

OpenAI’s next GPT model is coming—and soon, according to a person with knowledge of it.Among the highlights, the new model, GPT-5.4, will have more than double the context window of the current GPT-5.2 model. That means the model can handle queries with many more words or data, up to 1 million tokens compared to 400,000 tokens today, the person... OpenAI’s next GPT model is coming—and soon, according to a person with knowledge of it.Among the...

Pinterest CEO Bill Ready. Patrick T. Fallon/AFP via Getty Images.

Pinterest’s Elliott-Funded Share Buyback Is a Sign of the Times

By Martin Peers · Mar 3, 2026 5:00pm PST

Let’s take a moment to reflect on the benefits of share buybacks. That might sound like a wonky concept, but it’s important. Buybacks shrink the number of shares outstanding, raising the value of the stock that remains. Lately, as AI worries have battered tech stocks, several companies have unveiled expanded buybacks. The latest example is... Let’s take a moment to reflect on the benefits of share buybacks. That might sound like a wonky...

Josh Wolfe, founder and managing director, Lux Capital. Getty Images.

Lux Capital’s Big Warning

By Katie Roof · Mar 3, 2026 4:34pm PST · 4 comments

Josh Wolfe, founder and managing director, Lux Capital. Getty Images.

Lux Capital’s Big Warning

By Katie Roof · Mar 3, 2026 4:34pm PST · 4 comments

A venture firm just said the quiet part out loud: Things aren’t as copacetic in startup land as those sky-high AI valuations would suggest. Lux Capital on Tuesday published a letter it had sent to founders it has funded, urging them to prepare for a slew of business risks. The venture capital firm, which has backed Anduril and Ramp,... A venture firm just said the quiet part out loud: Things aren’t as copacetic in startup land as...

Anthropic CEO Dario Amodei and Palantir CEO Alex Karp. Photos via AP and Getty.

Anthropic-Palantir Partnership at Risk After Pentagon Decision

By Aaron Holmes, Sri Muppidi, Rocket Drew and Julia Hornstein · Mar 3, 2026 12:32pm PST · 1 comment

For over a year, Anthropic has served the U.S. government through Palantir Technologies, an enterprise software firm known for working with the Pentagon and other federal agencies. Palantir’s customers have used Anthropic models to help them identify patterns across large volumes of classified data so they can make decisions. But the Defense... For over a year, Anthropic has served the U.S. government through Palantir Technologies, an...

Andrew Feldman, Cerebras Systems. Art by Clark Miller; Getty Images.

Why OpenAI’s Cerebras Chip Deal Matters; What Anthropic Wants to Know About Chinese Rivals

By Stephanie Palazzolo and Rocket Drew · Feb 25, 2026 7:00am PST

OpenAI executives have repeatedly signaled, both publicly and privately, that the only factor limiting the company’s revenue growth is access to computational resources. Chief Financial Officer Sarah Friar wrote an entire blog post on this topic earlier this year, and OpenAI executives highlighted the message again in a presentation to investors... OpenAI executives have repeatedly signaled, both publicly and privately, that the only factor...

Art by Clark Miller

Microsoft and Other Software Firms Plot Defense Against New OpenAI, Anthropic Threat

By Kevin McLaughlin, Aaron Holmes and Nick Wingfield · Feb 24, 2026 6:00am PST · 5 comments

Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked CEO Yamini Rangan a question that was on the mind of practically everyone who follows the software business closely: How did HubSpot plan to respond to clients who use agents to pull their data out of HubSpot’s customer management software and... Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked...

Art by Clark Miller; Image courtesy of SpaceX

SpaceX IPO Could Tap Hordes of Individual Investors

By Valida Pau and Cory Weinberg · Feb 15, 2026 8:20am PST

Art by Clark Miller; Image courtesy of SpaceX

Sunday Insights

SpaceX IPO Could Tap Hordes of Individual Investors

By Valida Pau and Cory Weinberg · Feb 15, 2026 8:20am PST

A potential record-setting SpaceX initial public offering has sent Wall Street into overdrive. Main Street wants a cut of the action. Bankers and institutional investors who talk to SpaceX executives have been debating how much the company should set aside for individual investors to buy at the IPO price—through brokerages including... A potential record-setting SpaceX initial public offering has sent Wall Street into overdrive....

Palmer Luckey, founder of Anduril Industries, looks on during the UFC 324 event on January 24 in Las Vegas. (Photo by Getty Images)

Anduril Discusses New Funding at $60 Billion-Plus Valuation

By Katie Roof, Valida Pau and Cory Weinberg · Feb 13, 2026 4:40pm PST · 1 comment

Defense tech startup Anduril is in talks to raise billions in new funding at a valuation of at least $60 billion including the new investment, according to a person with knowledge of the plans. The valuation would be roughly double the figure from its last private funding round in June. The funding would give the company more leeway to fund its... Defense tech startup Anduril is in talks to raise billions in new funding at a valuation of at...

The Amazon Alexa+ Super Bowl commercial starring Chris Hemsworth. Screenshot via YouTube/Amazon Alexa.

What to Expect from Spotify, Lyft and Pinterest Earnings This Week

By Martin Peers · Feb 8, 2026 3:00pm PST

After the crush of tech news last week, including a big AI-fueled stock sell-off, things might calm down a bit in the next few days. With any luck, we’ll have time to debate which of the tech companies’ Super Bowl ads running Sunday night were the best and which were the worst. My vote for best is the Amazon Alexa spot, by the way, although the... After the crush of tech news last week, including a big AI-fueled stock sell-off, things might...

Amazon CEO Andy Jassy. Michael M. Santiago/Getty Images.

Amazon’s Cloud Liftoff

By Martin Peers · Feb 5, 2026 5:00pm PST

Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting plans to double its capital expenditures to around $180 billion, Amazon went one better by announcing it plans to lay out $200 billion on capex this year, 56% higher than what it spent in 2025. Investors were just as unimpressed as they had been... Talk about raising the stakes. A day after Google parent Alphabet scared the market by projecting...

Databricks CEO Ali Ghodsi. Jeff Chiu/AP.

The Databricks IPO Watch

By Cory Weinberg and Valida Pau · Feb 5, 2026 4:00pm PST

Databricks CEO Ali Ghodsi. Jeff Chiu/AP.

The Databricks IPO Watch

By Cory Weinberg and Valida Pau · Feb 5, 2026 4:00pm PST

Plummeting software stocks aren’t good news for any company with a big enterprise business that is considering going public. Nonetheless, there’s a growing consensus that 12-year-old Databricks—whose initial public offering has been chatted about for years—could take the step by the end of this year, according to several investment bankers and... Plummeting software stocks aren’t good news for any company with a big enterprise business that...

Nvidia CEO Jensen Huang. Photo by Fabrice/Getty Images

Nvidia CEO Becomes the Latest SaaS Defender—Sort Of

By Amir Efrati · Feb 5, 2026 10:30am PST · 2 comments

Simmering anxieties about AI’s threat to subscription software have turned into a raging nervous breakdown on Wall Street in the past week, thanks in part to Anthropic’s recent AI launches (and despite Anthropic's own love for SaaS apps). Even Palantir, which has lately posted blockbuster growth, has been caught up in the selloff.Enter Jensen... Simmering anxieties about AI’s threat to subscription software have turned into a raging nervous...

Art by Mike Sullivan

OpenAI Is Hiring Hundreds of AI Consultants to Boost Enterprise Sales

By Sri Muppidi · Feb 4, 2026 6:17pm PST · 2 comments

OpenAI is hiring hundreds of new staffers to expand a technical consulting team that helps large corporations develop custom AI applications and agents to automate employee tasks, according to a person with knowledge of the company’s plans. The hiring effort could help it beat back competition from archrival Anthropic, which has also upped its... OpenAI is hiring hundreds of new staffers to expand a technical consulting team that helps large...

Elon Musk. Getty Images.

What’s Really Driving Musk’s SpaceX-xAI Merger

By Martin Peers · Feb 2, 2026 5:00pm PST · 5 comments

Talk about pie in the sky. On Monday, Elon Musk announced that his SpaceX had acquired his cash-eating xAI, at a price we reported to be $250 billion. SpaceX was already planning to go public, but now xAI will be able to get some of the cash the newly enlarged company will raise. Of course, that’s not how Musk explained the combination. Instead,... Talk about pie in the sky. On Monday, Elon Musk announced that his SpaceX had acquired his...

Art by Getty Images

Why OpenClaw FKA Clawdbot Matters

By Rocket Drew · Feb 2, 2026 7:30am PST

Art by Getty Images

Why OpenClaw FKA Clawdbot Matters

By Rocket Drew · Feb 2, 2026 7:30am PST

If you’ve been online in the past few days, you’ve likely been bombarded with words like “Moltbook,” “OpenClaw” and “Clawdbot.” We’re here to break down what it means and how it’s giving us a peek into how AI might evolve.OpenClaw is an open-source AI agent released late last year that can write code, edit files and surf the web to complete... If you’ve been online in the past few days, you’ve likely been bombarded with words like “...

Palantir CEO Alex Karp. Fabrice Coffrini/Getty Images

What to Expect From Palantir, Google and Amazon Earnings This Week

By Martin Peers · Feb 1, 2026 3:00pm PST · 2 comments

If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place this coming week. We’ve got so many tech earnings announcements that we can barely keep track. I’m not kidding—couldn’t these tech executives space things out a little bit? The biggest reports will be on Wednesday, when Google parent Alphabet reports... If you like poring over earnings reports (and who doesn’t!), then you’ll be in your happy place...