I couldn't be more excited to be here with Alex and be a partner of Palantir. For AI, intelligent people learn from their mistakes and learn to realize when they've made a mistake. In the pattern, everyone else becomes an analyst or an advisor. So you

know, people have been saying we're overvalued for the last 20 years. People have been saying our products would make us profitable, that that we would not be able to become a juggernaut, that we would not become Gap profitable, we would not get on the S&P. And you know,

keep saying that about us. We love it. It discourages people from doing anything like what we're doing, and we are winning now. Why are we winning in US commercial? Because we learned in the government that what makes AI valuable is the ability to manage algorithms or large

language models. Every every financial analyst wakes up in the morning and after, with notable exceptions that we really, really, wake up in, wakes up in the morning and after after they stay at Motel 6, they have a huge opinion about how to manage large language

models. It's completely theoretical and idiotic. If you want to manage large language models or AI, the infrastructure that allows you to manage them is where the actual value is. The actual large language model is essentially a commodity that you can value and use depending on cost and veracity, and they

completely don't get it. But you know who does get it? Our commercial American customers. And despite the fact that we barely have, have a sales team and that I'm providing my pontifications of truth, including 'America is a great country,' which many of them don't like, our allies

deserve protection Israel is in the right whatever is pissing them off they're still buying the product and the reason they're buying it is because our analogy and our AIP allow you to deploy and use AI in a way where it changes your margins it changes your go-to-market

it changes your ability to kill or take out adversaries in a much safer way with much lower costs and American companies are dynamic and interesting and run by some of the best people in the world some of whom are much better at partying cooler than you'd ever imagine on TV uh

and and they adopt and so you know it's like do you want to believe what the librarian says about a book or do you want to go out in the world and see if it works and we are in the business of making our commercial customers work and

sure yeah we have a ton of player haters keep hating on us for

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