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Dilip Pullela
Palantir just made more money selling AI to businesses than to the U. government — $984M from US commercial customers, up 148% in a year, against $953M from government. First time ever. Businesses don't renew demos; they renew what's running their operations. That's where the AI money actually is now.
Inside: the full Palantir receipts (revenue $2.31B vs $2.18B expected; EPS $0.44 vs $0.41); why Sequoia's Konstantine Buhler says the window to build isn't closing; and the team that shipped 9x more code, earned $0 more — and the strange call they made next.
Where is AI money actually being made now — in demos, or in operations? Tell me in the comments.
Sources (Nov 3, 2026): Palantir Q3 results as reported; Konstantine Buhler (Sequoia) on the IPO-window claim; Tim Schumacher (saas.group) on the 9x-code team and Core Mode.
I'm Dilip — 25+ years helping companies grow with technology. This is The Multipliers: honestly and optimistically, AI will create more abundance than we've ever had. New video every day.
#AI #Palantir #ArtificialIntelligence
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