アレックス・カープがパランティアの株主に手紙を送りました🧐

Alexander C. Carp is one of the CEO and co-founders as well as a member of the board of directors.
Alex Carp sent a letter to Palantir's shareholders...

The full text of the letter is as follows👇👇👇

This is just the beginning.

I.
Responding to the strong demand for cutting-edge artificial intelligence technology from U.S. government and corporate customers, our business is accelerating its growth, exceeding financial estimates.
The world is in the midst of the U.S.-led AI revolution that is changing industries and economies, and we are at the forefront of it.
Revenue in the previous quarter reached a record high of 0.726 billion, continuing to rapidly expand the business, leading to a 30% increase compared to the same period last year.
Our revenue growth rate compared to the previous year has increased over the past 6 quarters, rising from 13% in the second quarter of 2023 to 30% in the third quarter of 2024. This increase is something we have always believed possible and have worked diligently towards achieving.
Large corporations are emerging. This is the age of software, and we intend to dominate the entire market.
The sustained growth of our business has been driven by early investments in technological infrastructure over decades. As a result, large-scale language models that have reshaped our world are now valuable and useful for major corporations.
We are now also a member of the S&P 500. This goal was once considered almost fanciful by most people. Many in the market, at entirely the wrong time, gave up hope and left us.
Entry into an index composed of the most profitable and important companies in the United States and the world was made possible by the strength of our business and the expanding demand for software.
In the third quarter of 2024, we generated the largest profit in our 20-year history, with a net profit reaching $0.144 billion.
Ⅱ.
The American market continues to be at the core of our business.
As companies and government agencies compete to implement the necessary technological infrastructure to unleash the power of language models across their own most valuable datasets, mainland education institutions are the most responsive in this field to the potential of artificial intelligence.
With the release of the latest platform, AIP, our business has undergone significant changes.
In the third quarter, revenue in the United States reached 0.499 billion dollars in both the commercial and government markets, representing a 44% increase compared to the same quarter last year.
As customers adopt AI, business with the US government is rapidly growing. Revenue from this market, including defense and intelligence agencies, reached 0.320 billion dollars for the three months up to September 30, 2024, representing a 40% increase year-on-year and 15% increase from the previous quarter.
Furthermore, revenue in the US commercial market reached 0.179 billion dollars, a 54% increase year-on-year and 13% increase from the previous quarter during the same period.
The driving force behind our growth has been the rapid adoption of our platform and artificial intelligence capabilities by US education institutions, and we believe this trend will continue in the future.
As America advances once again, Europe's allied countries and partners are being left behind. While US companies' continuous innovation disrupts and reshapes industries worldwide, private and state institutions stand idly by at this crucial moment in economic history. Europe must adapt to the opportunities and challenges brought by AI, or it faces the risk of ruin.
III.
American companies' approach to risk-taking and innovation is unparalleled in the world. We believe that the returns from implementing AI in the USA will be immeasurable in terms of both human liberation and economic prosperity.
The influence of America in this unique era is not only derived from controlling the supply of AI, but also from the ability to strategically introduce the latest technologies to the most prominent companies and institutions. Our unmatched ability to meet the demand for integrating AI seamlessly into critical structures of data, distribution, and decision-making sets us apart.
However, the superficial consumerism of the current era poses a risk of weakening our ambitions as a culture and civilization.
We established this company to arm and protect the most important institutions, not to waste time indulging in futile and decadent distractions.
Our arrival at this moment is not because of our ambitions, sense of purpose, or desire to engage in a larger story than ourselves; it is for that reason.

Sincerely,
Alex Carp
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