I listened to the earnings call of $Palantir (PLTR.US)$
Main points:
1. Strong execution in US commercial and re-acceleration in government
2. Market quickly awakening; Palantir stands alone in delivering AI at scale
3. Enterprise AI opportunity is unprecedented
4. $200B to $600B AI buildout
5. World understands the standard software playbook doesn’t work for AI
6. Prototype to production is hard  
7. Right products, right time
8. 27 deals worth $10M or more
9. V...