Palantir

“Palantir was like 18% software until the year before their IPO, and they flipped to like 70 in one year.”

“Palantir is re-accelerating at an incredible rate at three and a half billion in revenue, all driven by enterprise AI deals.”

“He said, this is the number one thing he was jealous of Palantir was one of it was how, how, how, how well they charge their customers, but he was most jealous of what they've done in forward deployed engineers. He said, what I would love at Salesforce is that…”

“When Mark Benioff came on the TwentyVC with me and Maureen Harry, he said, my number one wish, my number one thing I'm jealous of Palantir's is one, their deal size. But two, I wish I could give everyone an FDE before I had to charge them.”

“Palantir, going from 27% growth just two and a half years ago to 85% growth today. 85%. Alex Karp said in the last earning call he's projecting over a hundred percent growth at their scale.”

“And I said to Mark, what do you think about FTEs? And he stopped and he said, I can't do this, but I wish every single customer at Salesforce had an FTE and did not have to pay me. Until they were deployed. That's what he wanted in the authentic age.”