Everything You Need To Know About Palantir Links

And how we can understand them

My job in this wonderful community of Palantir investors has been, every day since the last 2.5 years, to search and scan the web for Palantir information. As almost everyone else who invests money in this company, I was excited for what I was seeing. The secrecy aura and hermetic vibes that they give made me want to know more. I needed to know more.

I began looking for data, using search engines and tools online, but that had scarce results. I could only find PDFs and Government websites stating their use of Gotham or Foundry, but that was already public news.

Then, as some of you may remember, Jackson from PalantirVision published a video showcasing a Foundry demo. It was a Chrome tab and the top search bar had a link containing “palantirfoundry.com”. For some reason I tried typing in Moderna, which yielded no results, but then I tried Pfizer and it loaded a Foundry access page that I had never seen before. I was filled with excitement and shared the discovery on Reddit.

For the next months, I worked on the first Dossier on Palantir, full of data with no context, but nonetheless that was a fun time. A vast field of known unknowns began to unfold in front of me and sleepless nights followed. During these times I perfected my method and I could access daily updates and then share them online in the form of subsequent Dossiers.

As time passed and the community grew at the expense of a decaying stock price, I had the pleasure of knowing other fellow Palantards. Kam, Adam, another Adam and

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have become friends in this hurricane of headlines, news, attacks and celebrations we’ve had in this wonderful journey, and I couldn’t be happier to having had the privilege to know them.

Then we uncovered who was behind the attacks against Palantir and their work with the NHS and other UK initiatives, which happened to be George Soros and OpenSociety, financing NGOs such as Foxglove, JustTreatment, OpenRights and MedConfidential. These were all puppets with bots all over Twitter. Imagine how many people have suffered the consequences of their efforts in delaying the NHS finally selecting Palantir for the Federated Data Platform.

Of course, my main activity was to uncover clients and publish links that could lead to new Foundry users. This work motivated the creation of the DataBase and I couldn’t be happier of the immense work and time that I have devoted to it. That “service” that I’m providing is primarily a thermometer for me to check the health of Foundry activity, in a way. I’m an investor too, and I like to put money in what I understand.

Other accounts appeared on X and began publishing new clients. I have no problem with that, because my subscribers have access not only to new links, but most importantly to metrics; the average time a company takes to become a paying customer, which sectors are represented, which companies with a link are active and which aren’t, QoQ link growth… This is my main area of interest.

New links are a good thing to see, and a #BreakingNews tweet fills one with satisfaction and excitement. Me and the others sharing new companies are delivering a service that others can do, too, but that takes time, and that is an exchange the vast majority of the people here understand.

2.5 years doing the same thing makes one understand these same things better. Some months ago I came to the conclusion that new links do NOT mean new clients. Let me be clear: If there’s a Foundry link with X company that DOES mean this X company has access to Foundry. These are always pilots or demos. The useful data is which of these companies are customers that have a contract with Palantir and which are just little pieces of Foundry accessible only as a demo or a trimmed version of Foundry.

I’d like to use the example of the United Arab Emirates and one big project that was reportedly using Foundry. This is Tonomus, NEOM’s tech subsidiary. Of course, this is a large initiative with an equally large relevance and investment. And the fact that there was a link could make one think that they were a new client. I decided not to share the news, while other accounts did so.

Only a matter of days later, the link went offline. What happens now? All the excitement that people had in them suddenly turned into deception. It’s an emotional rollercoaster and I’ve felt that many times before. I’ve learned that my job is to filter this information and try to only provide data that has more time, making it more solid and not announcing them as clients, but rather users of Foundry.

There is a responsibility in sharing links, and you need to communicate the good news, of course, but also the bad ones. With relevant companies that I share I always monitor them in a weekly basis. When there is a percentage drop in active links, I also report that. Reality is a better asset than a continued stream of only good news.

Another work that I did in the past and will get an update in the coming 2 weeks is the Foundry_Gap project that I began with

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. That tool allowed us to know when links transformed into customers, thus yielding an average time spent to transform a pilot into a paying client. That is valuable data.

This is why I've decided not to share as much as I did before. I spent weeks biting my tongue with names like Berkshire Hathaway Energy and General Motors before making them public through a Tweet because I appreciate the quality of the information that will appear.

With a company the size of Palantir and the product with the ambition of Foundry there will obviously be an ocean of information generated every week. And this is happening not only with Foundry links but with Cloud (another link format), Apollo and since the last few months FedStart. If we want to get something useful and actionable out of these publicly accessible links, we need patience and a tool to filter out all that becomes inactive (thus, not useful) out of the way.

We had a moment of justified and amazing joy when we saw Tesla with a Foundry link, and that was (as I’m saying) understandable, because the link took a couple of months to become inactive. Time has passed since those moments and we have a better picture of how links behave.

I intend to keep sharing new link data in a weekly manner, through the DataBase. And I will only tweet relevant companies that have been using Foundry for a reasonable amount of time. Metrics inside the DataBase are beginning to be powerful enough to get accurate estimates and as I’ve said, I’m working on a new Foundry_Gap report for subscribers.

Palantir is beginning to show its potential to investors, crossing the $20 barrier after a long time, and that will attract a lot of detractors. We are ready to combat misinformation and fight back. Palantir keeps us safe at night, we need to at least return the favor in the small way that we can and, at the same time, keep our investment safe.