Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.
In today’s Cloud Wars Minute, I, along with a special partner, dive into Palantir’s explosive Q2 performance, celebrate their first billion-dollar quarter, and explain why this 21-year-old disruptor is poised to shake up the cloud industry.
Highlights
00:13 — I’ve got a high-growth specialist here, Rory, my granddaughter and good buddy. We’re going to talk about Palantir. Palantir, in its recently ended Q2, went over the moon: 48% growth. It had its first billion-dollar quarter. It says that LLMs — large language models — won’t work without Palantir software.
01:42 — There are incredible numbers. Its U.S. commercial business grew 93% to over $300 million. Now in Q2, as I said, its overall growth was 48% — over a billion dollars right over here. Then we’ve got Q3, it’s guiding to 50% growth.
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02:20 — Palantir’s future is really ahead of it. Palantir is not on the Cloud Wars Top 10, but I believe — I’m the one who picks the list, right? So I get to make the decision — Palantir is going to be joining the Cloud Wars Top 10 in the near future. I will have more on that to come.
03:13 — But the last thing I’d say about this is what this industry constantly needs is smaller, intense, disruptive, sort of agitating companies. And Palantir, believe me, is an agitator. It is going to come up and force other companies to do things differently because customers are having so much fun with Palantir software.
04:06 — Rory, thanks a lot for being with us. This has been fun talking about Palantir. They, like you, are a little bit of a unicorn. Happy birthday to me, happy Q2 to Palantir, happy almost-five to you.
