Palantir Q1: Extraordinary Growth Battling 'AI Slop'

In today's Cloud Wars Minute, I look at how Palantir’s soaring growth reflects rising demand for disciplined, outcome-driven AI platforms. Highlights 00:03 — For the past several quarters, the fastest-growing company in the Cloud Wars Top 10 has been Palantir. It upheld that mark in Q1, and what I wanted to talk about today was their combination of extraordinary growth and also the rise from Palantir of a couple new terms to describe what's going on in AI right now. 00:30 — Palantir believes it's been successful because it is offering real solutions when other tech vendors — many other tech vendors, it says — are offering only incomplete portions of it. Total revenue was up 85% to $1.63 billion. If you take the U.S., which is both commercial and government or defense business, it's up 104% to $1.28 billion. 01:31 — Palantir has blown past its guidance in each of the last several quarters. Its big point about AI slop is that customers are wasting time and money with incomplete A...