Author: Colin Henderson

Progress in era of productivity
Business Models

Reference architectures can’t be created, they emerge.

Colin Henderson

https://www.18theses.com/ Government attempts to avoid pain and vendor lock-in upfront will fail in the most drawn-out ways possible. For any interesting class of problem (i.e. non-trivial innovation) it isn’t possible to deductively design a reference architecture. Instead you must build and let the architecture emerge. You maximize the chance of getting it right by having multiple competing companies and programs with interoperability requirements at inception. Government Reference Architectures are the 21st century equivalent of Robert McNamara’s notorious Total Package Procurement (TPP), which produced failures like the F-111 and C-5A. TPP fell into the trap of trying to eliminate uncertainty and … Continue reading Reference architectures can’t be created, they emerge.

AI

Fukuyama is the Olivier Nomellini Senior Fellow at Stanford University’s Freeman Spogli Institute for International Studies. His books include The End of History and the Last Man, Our Posthuman Future, and 2022’s Liberalism and Its Discontents, among many others. Other writings can be found at American Purpose.

Colin Henderson

https://substack.com/@fasterplease/note/p-151381585?r=17ozn&utm_medium=ios&utm_source=notes-share-action Continue reading Fukuyama is the Olivier Nomellini Senior Fellow at Stanford University’s Freeman Spogli Institute for International Studies. His books include The End of History and the Last Man, Our Posthuman Future, and 2022’s Liberalism and Its Discontents, among many others. Other writings can be found at American Purpose.

AI

Palantir Revenue Jumps as AI Drives Growth

Colin Henderson

AI Spending Surge Drives Palantir, DigitalOcean Gains This piece talks of the largest fear likes of Palantir is susceptible to, namely unsustainable growth. I see the opposite problem. GenAI is tinkering on the periphery. True growth requires companies take a holistic spectrum of people, process, technologies to achieve sustainable growth from AI through transformation and that is not achieved by incremental initiatives. Data analytics company Palantir Technologiesreported that its third-quarter revenue rose 30% year over year (YoY) as demand for AI tools fueled strong growth in its commercial business. The Denver-based company on Monday (Nov. 4) posted revenue of $726 million, compared with … Continue reading Palantir Revenue Jumps as AI Drives Growth

AI

Palantir’s stock racks up new bearish call on its ‘unsustainable’ valuation

Colin Henderson

A Jefferies analyst thinks Palantir’s large base of retail-investor support ‘is a double-edged sword’ By  Emily BaryFollow Published: Nov. 7, 2024 at 9:46 a.m. ET Palantir reported upbeat earnings earlier this week.PHOTO: PATRICK T. FALLON/AGENCE FRANCE-PRESSE/GETTY IMAGES Referenced Symbols Palantir Technologies Inc.’s stock has drawn a number of downgrades this year, with skeptics arguing that the enterprise-software name carries an expensive valuation.  So far, that concern hasn’t dampened Palantir’s PLTR-1.94% stock momentum, however, with shares closing at a fresh record Wednesday, up 234% on the year to rank second in the S&P 500 SPX0.64% for the year.  But Jefferies analyst Brent Thill is the latest analyst … Continue reading Palantir’s stock racks up new bearish call on its ‘unsustainable’ valuation

AI1 Comment

Anthropic and Palantir Partner to Bring Claude AI Models to AWS for U.S. Government Intelligence and Defense Operations

Colin Henderson

November 07, 2024 06:59 AM Eastern Standard Time DENVER–(BUSINESS WIRE)–Anthropic and Palantir Technologies Inc. (NYSE: PLTR) today announced a partnership with Amazon Web Services (AWS) to provide U.S. intelligence and defense agencies access to the Claude 3 and 3.5 family of models on AWS. This partnership allows for an integrated suite of technology to operationalize the use of Claude within Palantir’s AI Platform (AIP) while leveraging the security, agility, flexibility, and sustainability benefits provided by AWS. “We are excited to partner with Anthropic and Palantir and offer new generative AI capabilities that will drive innovation across the public sector. At … Continue reading Anthropic and Palantir Partner to Bring Claude AI Models to AWS for U.S. Government Intelligence and Defense Operations

AI

Europe Must Rethink its Strategy for AI

Colin Henderson

The European Court of Auditors Highlights Urgent Need for Action as Europe Falls Behind in Technological Innovation The ECA stresses that while the European Commission has taken important steps toward developing a strong AI ecosystem, significant challenges remain. Without addressing these key areas, the EU risks falling behind global leaders in AI innovation and missing out on the associated economic and societal benefits. ​By Paolo Licandro​BRUSSELS, November 6, 2024 – 4 MINUTES READ The EU Court of Auditors (ECA) wrote a recommendation on EU strategy on Artificial Intelligence (A.I.). It is evident to everyone that Europe is once again chasing yet another technological revolution … Continue reading Europe Must Rethink its Strategy for AI

AI

Palantir Is Still Full Of Potential (Rating Upgrade)

Colin Henderson

Nov. 06, 2024 1:45 AM ETPalantir Technologies Inc. (PLTR) Stock7 Comments John Bowman 2.58K FollowersPlay (10min) Summary hapabapa Introduction I first recommended Palantir Technologies Inc. (NYSE:PLTR) back in June with a buy rating, when I wrote Don’t Underestimate Palantir’s B2B Prowess. Since then, the stock has more than doubled. Seeking Alpha I am personally long Palantir; I bought in shortly after the article was published, and am also up over 100% since then. However, I’m not necessarily here to gloat, but to cover Palantir’s Q3 earnings report, which was released this week, and resulted in a resounding approval from the market. Data by YCharts That … Continue reading Palantir Is Still Full Of Potential (Rating Upgrade)

AI
Colin Henderson

Amazon Keeps Profit Margins in Orbit E-commerce giant’s strong operating earnings offset huge jump in AI spending and counter worries of margin decline By Dan GallagherFollow Nov. 1, 2024 at 6:00 am ET 7 Gift unlocked article Listen (4 min) Amazon CEO Andy Jassy says he expects next year’s capital spending to surpass this year’s planned $75 billion. PHOTO: DAVID RYDER/BLOOMBERG NEWS Like its big tech rivals, Amazon.com AMZN 6.56%increase; green up pointing triangle is spending a king’s ransom on artificial intelligence. Unlike them, it also has plenty of customers dropping money on toothpaste and razorblades.  That strange brew proved a potent mix for the company’s third-quarter reportThursday. Amazon … Continue reading