Palantir hit $3.5 billion in revenue with 39% growth, mostly from enterprise AI contracts. The speaker argues companies can't afford half-hearted AI experiments anymore. Competitors are moving fast, and waiting for perfect readiness will leave you behind.
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? Well, 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 friggin 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 early or enterprises aren't ready. There's some truth to that. But look at Palantir. Palantir is reaccelerating at 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 100x ARR, 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 in 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 reaccelerating at a crazy rate, 39% growth at 3.5 billion.