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PLTRBULLISHCore thesis · 5/5

Palantir's AI demand surge drives record growth

The case made for Palantir was that its Q2 results demonstrated unprecedented demand for its AI platform, validating its role in helping corporations and governments harness data without ceding control to LLM providers.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE