Palantir Q3 2025: AI Acceleration, Record Growth & The Karp Thesis

07/11/2025 20 min

Listen "Palantir Q3 2025: AI Acceleration, Record Growth & The Karp Thesis"

Episode Synopsis

📊 Palantir just delivered a record-shattering Q3 2025 — revenue up 63%, Rule of 40 score at 114%, and AIP becoming the enterprise transformation engine.CEO Alex Karp called this “possibly the best result a software company has ever produced.” In this episode, we explore:How Palantir’s AIP is closing massive deals in weeksWhy the U.S. commercial and government sectors are both surgingWhat makes the company’s model so powerful and scalableKarp’s unapologetic vision for tech, defense, and capitalism🎧 Tune in to decode Palantir’s explosive quarter — and what it means for the future of AI-driven investing.

More episodes of the podcast Know What You Are Investing