The Ledger
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why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Falk: The Palantir deployment model fails in AI due to enterprise churn
“This sort of Palantir model really only works if you not, you do a lot of like, you have very low or even negative gross margins in the first year, but then once it's deployed into production, you take the head count off, the margins go up and you have this ni…”
Rizk: Palantir shifted its entire strategy after generative AI took off
“And I think Palantir also just, like, shifted the whole strategy once it blew up the way it did.”
Rizk: Palantir's Forward Deployed Engineer role is ideal training for founders
“The job itself for We Deploy Engineer is a super interesting job because it is kind of at this intersection of being an engineer, so a software engineer, but also still doing, like, business related things. Yeah, so part of the job was a solutions architect, p…”