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Alex Karp Palantir CEO
(Kevork Djansezian/Getty Images)

The weirdest and most inscrutable quotes from Palantir CEO’s AMA

If you thought Palantir’s earnings call was wild...

When Palantir’s executives talk, strange things often get said.

And Palantir CEO Alex Karp proved true to form on Wednesday, when he spoke for about 30 minutes as part of an “ask me anything” (AMA) on Tesla CEO Elon Musk’s X to promote his newly published book.

The questions were utter softballs answered with typical free-range Karpian monologues, which can be a disarming and sometimes entertaining mix of not-so-humble brags about Palantir’s prowess, tough-guy talk about defense technology, and tortuous discursions on history, philosophy, and culture, all while offering remarkably few tangible facts or information about the publicly traded company hes in charge of running.

Here are some of the more striking pronouncements he offered in no particular order. Emphasis ours.

On how he recruits talent...

“The Palantir degree is definitely more important than any kind of Ivy League degree.”

On how his background as a student of philosophy informs how he runs the company...

We live in a world where most people doing intellectual endeavors are actually trying to sell us a pagan religion, which doesnt work. So then we assume that the intellectual endeavor is not valuable, but its not true.

On why analysts supposedly misunderstand his company...

I would say LLMs and Ontology at Palantir create value and kind of what philosophical terms would be called autopoetic and/or its more like where its more like classically Germanic philology, which is the system is so powerful that it reverberates. You cant look at the reverberations, which would be the discounted free cash flow, if you dont understand the motor thats creating them.

In response to a German questioner about what Germany can learn from the US (Karp received a Ph.D. from Goethe University in Frankfurt, Germany, according to his official bio):

The concept of patriotism is, obviously, complicated, given Germanys history. But you cannot run — you cannot run an organization of any kind of any scale without pride. And actually pride in German, the term, you cant even really say that in German now... American style pride may be a little hard, but, like, no pride? And I think Germanys going to have to figure that out because, like, the current situation is like, you have 25% of Germany completely unwilling to address the consequences of an immigration disaster. You have no tech scene and you have an energy crisis. This is not going to end well.

On what he hopes the legacy of Palantir will be...

That the superiority of the West was put into software production and made Western countries, especially America, healthier, wealthier, stronger, fairer, more meritocratic, and scared every enemy of these countries... And by the way, then people like pointing, like, Isnt that the OG of Palantir living in that mansion?

Here’s a link to the full conversation, if you’re interested.

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Interestingly enough, the current situation sounds quite similar to the one Amazon was in two decades ago. Back then, Amazon endured a similar stretch as it was upping spending on tech and an online toy store — moves that would eat into its profits.

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Rivian is on pace for its best-ever trading day as analysts dig into Q4 results

EV maker Rivian is on track to log its best trading day on record Friday, as investors pour in following its fourth-quarter earnings report and 2026 guidance and analysts issue bullish appraisals of the shares.

Rivian shares are up more than 30% on Friday afternoon, easily surpassing its previous best trading day, which came in January 2025.

“We continue to remain confident in the long-term vision that RIVN is amid a massive transformation,” Wedbush Securities’ Dan Ives wrote in a fresh note on Friday. The firm maintained its $25 price target and “outperform” outlook and said that the launch of Rivian’s upcoming lower-cost SUV, the R2, is “crucial.”

Rivian received upgrades from Deutsche Bank (to “buy” from “hold”) and UBS (to “neutral” from “sell”) following its results.

On its Thursday earnings call, Rivian said it expects its delivery volume of its existing vehicle lineup to land “roughly in line with... 2025 total volumes.” Given the automaker’s full-year delivery guidance, that statement implies 2026 R2 deliveries to land between 20,000 and 25,000 units.

Self-driving features also appear to be boosting investor optimism. On Thursday’s earnings call, CEO RJ Scaringe said the company would enable “point-to-point” driving in its vehicles later this year. In a podcast interview released Thursday, Scaringe predicted that by 2030, it will be “inconceivable to buy a car and not expect it to drive itself.” Rivian is targeting “a little sooner than that,” he added.

Rivian shares are also likely benefiting from something of a snapback: before the release of its Q4 results, Rivian shares had been hammered recently, down 38% since their recent high in December.

“We continue to remain confident in the long-term vision that RIVN is amid a massive transformation,” Wedbush Securities’ Dan Ives wrote in a fresh note on Friday. The firm maintained its $25 price target and “outperform” outlook and said that the launch of Rivian’s upcoming lower-cost SUV, the R2, is “crucial.”

Rivian received upgrades from Deutsche Bank (to “buy” from “hold”) and UBS (to “neutral” from “sell”) following its results.

On its Thursday earnings call, Rivian said it expects its delivery volume of its existing vehicle lineup to land “roughly in line with... 2025 total volumes.” Given the automaker’s full-year delivery guidance, that statement implies 2026 R2 deliveries to land between 20,000 and 25,000 units.

Self-driving features also appear to be boosting investor optimism. On Thursday’s earnings call, CEO RJ Scaringe said the company would enable “point-to-point” driving in its vehicles later this year. In a podcast interview released Thursday, Scaringe predicted that by 2030, it will be “inconceivable to buy a car and not expect it to drive itself.” Rivian is targeting “a little sooner than that,” he added.

Rivian shares are also likely benefiting from something of a snapback: before the release of its Q4 results, Rivian shares had been hammered recently, down 38% since their recent high in December.

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