Re: Palantir Technologies Inc. (NASDAQ: PLTR)
Enviado: 8/11/2025 19:11Com algum atraso coloco aqui a carta que Karp emitiu aquando da publicação recente dos resultados relativos ao Q3 com alguns comentários que escrevi noutro forum. Quem quiser ler o documento original tem aqui o link.
Sobre os resultantes somente um comentário: fantásticos. A empresa continua cara pelas métricas habituais, porém não tenho ilusões, o futuro vai passar por aqui.
Letter to Shareholders
https://www.palantir.com/q3-2025-letter/en/
Karp letter, an highly politized letter. Really apreciated it.
Karp wrote a few bright points (my view):
A rejection of any shared and defined sense of common culture, in this nation and others, has had significant costs.
We should, indeed must, return to a shared national experience—an embrace of common identity that by definition puts forward certain ideas, values, culture, and ways of living at the exclusion of others.
It is and was a mistake to casually proclaim the equality of all cultures and cultural values. Some have proven to be wondrous and generative. Others destructive and deeply regressive. And an even greater mistake is to believe that we could or should convert the world to our way of living.
For sure he marks the diference from other CEO's. He is not an ordinary lider, he clearly has a view from were us, lets call it "westerners", are, what is our common ground and where we should point from here. And also on an extraordinay sidenote he says "you cannot change the ones that don´t want to be changed".
Really apreciate his thinking.
Sobre os resultantes somente um comentário: fantásticos. A empresa continua cara pelas métricas habituais, porém não tenho ilusões, o futuro vai passar por aqui.
Letter to Shareholders
https://www.palantir.com/q3-2025-letter/en/
Karp letter, an highly politized letter. Really apreciated it.
Karp wrote a few bright points (my view):
A rejection of any shared and defined sense of common culture, in this nation and others, has had significant costs.
We should, indeed must, return to a shared national experience—an embrace of common identity that by definition puts forward certain ideas, values, culture, and ways of living at the exclusion of others.
It is and was a mistake to casually proclaim the equality of all cultures and cultural values. Some have proven to be wondrous and generative. Others destructive and deeply regressive. And an even greater mistake is to believe that we could or should convert the world to our way of living.
For sure he marks the diference from other CEO's. He is not an ordinary lider, he clearly has a view from were us, lets call it "westerners", are, what is our common ground and where we should point from here. And also on an extraordinay sidenote he says "you cannot change the ones that don´t want to be changed".
Really apreciate his thinking.