Palantir Q1: Extraordinary Growth Battling 'AI Slop'

Palantir Q1: Extraordinary Growth Battling 'AI Slop'

From Cloud Wars Live with Bob Evans by Bob Evans

May 7, 2026 · 5 min · Episode 812

About this episode

The episode discusses Palantir's extraordinary growth and its approach to AI solutions amidst rising demand.

In today's Cloud Wars Minute, I look at how Palantir’s soaring growth reflects rising demand for disciplined, outcome-driven AI platforms. Highlights 00:03 — For the past several quarters, the fastest-growing company in the Cloud Wars Top 10 has been Palantir. It upheld that mark in Q1, and what I wanted to talk about today was their combination of extraordinary growth and also the rise from Palantir of a couple new terms to describe what's going on in AI right now. 00:30 — Palantir believes it's been successful because it is offering real solutions when other tech vendors — many other tech vendors, it says — are offering only incomplete portions of it. Total revenue was up 85% to $1.63 billion. If you take the U.S., which is both commercial and government or defense business, it's up 104% to $1.28 billion. 01:31 — Palantir has blown past its guidance in each of the last several quarters. Its big point about AI slop is that customers are wasting time and money with incomplete AI solutions that don't offer enough precision, enough rigor, enough discipline, so that every move that agents are making can be tracked with great specificity about cost, security, and ROI. 02:30 —…

People in this episode

Host: Bob Evans

Topics covered

  • AI growth
  • Palantir
  • technology solutions
  • business performance
  • AI infrastructure

Keywords

  • Palantir
  • AI platforms
  • business growth
  • revenue
  • AI infrastructure

Mentioned in this episode

Organizations: Palantir

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