Jason M. LemkinCEO, SaaStr · Co-Founder of SaaStr AI, SaaStr Fund, Adobe Sign

Be Relentless in AI: Lessons from Palantir's Growth

12 Jun 2025 · 2 min

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1:34

Transcript excerpt of Jason M. Lemkin urging companies to be relentless in adopting AI rather than merely experimenting. He cites Palantir as a counterexample to the claim that conservative enterprises aren’t ready for AI, noting Palantir’s recent re-acceleration to roughly $3.5B in revenue and ~39% growth driven by enterprise AI deals.

Questions this video answers

Three and a half billion dollars ("3.5 billion").

39% growth.

Described as "almost at 100xarr."

Chapters

Who read Amp it up. Help me. I didn't read it. Okay, you read it. Right. And. But Frank's not CEO of Snowflake anymore, right? We'll have the CEO of Snowflake here tomorrow. Amp it up was great. Be relentless in sales. I asked our AI app in nine seconds to make me a version of this. Be relentless in AI. This is. If nothing else, this is my push, my nudge. Be relentless. Don't just experiment. Don't ask folks what to do. Don't have one engineer looking at it. Be frigging relentless in AI. This is what you have to do if you're not going to fall behind. You have to be relentless because your competition is going to be relentless. They're going to be relentless. This is my theme. And just. And some folks say, oh, it's earlier or enterprises aren't ready. There's some truth that. But look at Palantir. Palantir is re accelerated at an incredible rate at three and a half billion in revenue, all driven by enterprise AI deals. The Department of Defense is cool with AI. Okay. Military is cool with AI. Conservative enterprises. Palantir is re accelerating. It's the only public stock that's almost at 100xarr. Palantir. So if you think big conservative companies are ready for AI and there's some truth to that, we just had the CTO of Rubrik talk about. He sees it in security. There is conservatism. I just did a great deep dive on our pod with Marc Benioff. He said there's just layers of conservatives and Salesforce's base. But just before your team says, oh, they're not ready, look at friggin Palantir. Do a little research. Palantir is growing the fastest it has in years. It is re accelerating at a crazy rate. 39% growth at 3.5 billion.