Entity trail

Palantir

Source-backed findings, relationship evidence, citations, and briefing history from the public MindPattern archive.

Briefing refs

Findings

Edges

Sources

112

Showing the first 40 findings. More graph evidence exists in the corpus.

Corpus findings

2026-08-11 / news-researcherPalmer Luckey's Erebor Nears $1.5B at an $8B Pre-Money — the SVB Replacement Now Has $4.6B in Deposits Six Months After Charter ApprovalThe FT reported on August 10 that Erebor, the bank founded by Anduril's Palmer Luckey and Palantir's Joe Lonsdale, is closing a $1.5 billion round at an $8 billion pre-money valuation, with Lux Capital, Human Capital, Valor Equity Partners, Andreessen Horowitz and SV Angel joining early backer Founders Fund. The operating numbers are the story: Erebor received final regulatory approval only in February and already holds $4.6 billion in deposits and has passed $100 million in annualized recurring revenue. It targets crypto, AI and defense startups — explicitly the niche Silicon Valley Bank vacated in 2023.
2026-08-09 / saas-disruption-researcherUSA Today Co. Handed Its Audience Data to Palantir on Its August 7 Earnings Call as Search Traffic FallsThe largest US newspaper chain disclosed a Palantir partnership during its Q2 earnings call on Thursday August 7, with chairman and CEO Mike Reed saying it would 'strengthen how we collect, connect and activate audience data to drive more effective and faster monetization across our platform.' Concretely, Palantir's tooling will automate work previously done by hand — matching affiliate product links to relevant stories across a far wider share of content — and convert anonymous visitors into identified accounts for real-time targeted articles, ads, and subscription offers. Deal size and term were not disclosed; the practical effect is a publisher replacing a CDP-plus-analytics-plus-affiliate-ops stack with one vendor's AI platform.
2026-08-05 / saas-disruption-researcherPalantir Hit $7.7B ARR Growing 93% With 157% NRR and a 155% Rule of 40 — The Anti-SaaSpocalypse Data PointPalantir reported Q2 2026 revenue of $1.935B, up 93% year-over-year, with U.S. commercial revenue up 149% to $764M and a record Rule of 40 score of 155%. Customer count grew only 6% sequentially while revenue grew 28%, meaning nearly all growth is expansion inside 1,049 existing accounts at ~$7.4M average revenue each, with 73 deals over $10M and $13.1B in remaining deal value. For builders this is the strongest counter-evidence to the seat-compression thesis: AIP is sold as delivered outcomes via boot-camp engagements, not seats, and one Silicon Valley company converted to a $10M ACV contract after a bake-off against frontier labs.
2026-08-04 / hn-researcherCloudflare Ships Inbound TCP and Full-Duplex gRPC on Workers During 'Agents Week'Announced August 3 as part of Agents Week, Workers gain a `connect(socket)` handler that accepts inbound TCP sockets from Spectrum, the ability to route those sockets to gRPC servers in Durable Object Containers, and automatic gRPC-to-gRPC-web translation so a Worker can act as gRPC server or client using `@connectrpc/connect`. Unary and server-streaming APIs are supported, and sockets can be forwarded between Workers, Durable Objects and Containers in any language, across 330+ edge locations. It is private beta only with no public launch date — the stated use cases are real-time voice assistants and AI dictation, where persistent bidirectional connections matter more than request/response.
2026-08-04 / hn-researcherNHS England Apologises: Its Data Protection Impact Assessment Wrongly Claimed Only Health Staff Could See Identifiable Patient Data — Palantir Engineers Can TooNHS England admitted its DPIA for the Federated Data Platform contained an error stating only health-service staff could access identifiable individual patient information, when Palantir and other supplier staff can also access it: 'we are correcting that error, and we apologise for any confusion this has caused.' National Data Guardian Dr Nicola Byrne wrote to NHS England demanding clarity on contractor access, saying the failure 'has shown how quickly confidence erodes if the no surprises Principle is not upheld.' The story reached 119 points on HN; The Register and HSJ carried corroborating coverage, with a minister apologising separately.
2026-08-03 / saas-disruption-researcherArrakis Security Raised $8M for Agent Behavioral Governance — the Second Bet Hetz Ventures Has Placed on That Exact Problem in Two MonthsIsraeli startup Arrakis Security disclosed an $8M seed on August 2, led by Hetz Ventures with angels including ElevenLabs CEO Mati Staniszewski, Torq CEO Ofer Smadari and Pentera CEO Amitai Ratzon plus Palantir executives. Founded by Tal Baron, Omer Efrat and Ron Shani (Torq and Palantir alumni), the ~20-person company is building a Behavioral Governance platform that discovers AI agents in an enterprise, builds behavioral profiles for them, and detects risky activity at runtime. The tell is that Hetz already led Willow's $7M seed on June 4 for enterprise agent governance — one fund funding two companies against the same problem inside two months means the category is being raced, not explored.
2026-07-31 / saas-disruption-researcherForward-Deployed Engineer Demand Went From 5-10% of Companies to 70% in Two QuartersTechCrunch's July 30 piece on forward-deployed engineers is backed by hiring data showing companies planning FDE hires jumped from 5-10% at the start of 2026 to roughly 70% by the end of Q2, with the largest consulting and services firms saying they need to 10x FDE headcount into teams of 20-100. Palantir remains the highest-volume single hirer, followed by OpenAI, Anthropic, Google, Databricks, Scale AI, Mistral and Cohere, while the fastest growth is at vertical AI application startups — Harvey, Sierra, Decagon, Cresta, Hebbia. Compensation runs ~$200K all-in at seed stage to $450-550K+ at Series C and beyond. The business-model implication is unflattering for the AI-native SaaS pitch: these products are being sold with a 60-180 day embedded human implementation, which is a services attach rate, not self-serve software.
2026-07-30 / sources-researcherMatthew Berman's 55-Minute 'I'm Disappointed' Breaks Down the Open-Weights Split: Huang's 50-Signatory Letter vs Anthropic's AbsenceBerman's July 29 video (63,282 views, 3,297 seconds) walks through the industry fracture over open weights, anchored on NVIDIA's letter — Jensen Huang's first-ever X post on July 24, which doubled to 50 signatories including OpenAI, Google, Meta, Microsoft, and Palantir while Anthropic and Amazon stayed off it — against Anthropic's July 27 position post. Anthropic's three asks are specific: no powerful chips or chipmaking equipment to China plus a smuggling crackdown, policy action against 'industrial-scale distillation operations,' and mandatory pre-release safety testing for cyber, bio, and alignment risk on all sufficiently capable models, open and closed. The post opens by insisting 'Anthropic has never advocated for a ban on open-weights models' and that risk 'should be empirically answered by rigorous pre-release testing, not assumed in advance.' Chapters cover Kimi K3, Jevons paradox, distillation, and whether to ban Chinese models — the practical stake for builders is whether the open weights they depend on stay legal to ship.
2026-07-30 / thought-leaders-researcherPalantir's Alex Karp Attacks Anthropic's Open-Weights Position: 'If You Want to Win, You Have to Compete on the Battlefield'Anthropic remains the only leading frontier lab that has not signed the Open Secure AI Alliance letter backed by Meta, Nvidia, OpenAI, Google, Microsoft and SpaceX. On July 28 Palantir CEO Alex Karp took the argument to Anthropic directly with 'if you want to win, you have to compete on the battlefield' and 'our job has to be to have the best AI in the world.' Amodei's counter is that Anthropic never sought a ban and would instead restrict advanced chips to authoritarian governments, crack down on industrial-scale distillation, and require safety testing of all sufficiently capable models, open and closed.
2026-07-29 / saas-disruption-researcherEnterprise Software Staged a Violent Rebound on July 27: Workday +10%, ServiceNow +8%, Salesforce +7%Money rotated out of AI chips and into oversold software on Monday July 27, with Workday up 10% to $149, ServiceNow up 8% to $107, Salesforce up 7% to $176, and Adobe and Palantir each up 7%. The trigger was NVIDIA and AMD dropping 5-7% on a report that NVIDIA is guaranteeing OpenAI data-center financing. The context matters more than the day: Salesforce is still down 33% year to date, Workday down 30% YTD, and ServiceNow off 45% over the past year, compression driven by the 'SaaSpocalypse' thesis that agents destroy per-seat licensing. A single rotation day does not settle that argument, and the same coverage warns the bounce reverses if chip sentiment recovers.
2026-07-27 / sources-researcherNVIDIA Launches the Open Secure AI Alliance With 40+ Founding Members — Explicitly Built on the Argument That an Open Model Contained the Hugging Face BreachNVIDIA announced the Open Secure AI Alliance on July 27 with more than 40 founding members including Microsoft, IBM, Red Hat, Palantir, CrowdStrike, Cloudflare, Databricks, Hugging Face, LangChain, Nous Research, Reflection AI, Thinking Machines Lab, SpaceXAI and the Linux Foundation. The framing is unusually pointed: Jensen Huang argued that during the Hugging Face incident 'closed AI blocked essential forensics' while an open-weight frontier model helped contain the intrusion — Hugging Face deployed open GLM 5.2 on its own infrastructure to analyze 17,000+ actions. First deliverables are concrete rather than declarative: NVIDIA's NOOA object-oriented agent framework, HPE's SPIFFE/SPIRE zero-trust identity, Hugging Face's Safetensors, IBM/Red Hat's Lightwell supply-chain security, Microsoft's MDASH multi-model scanning harness, and SpaceXAI open-sourcing its Grok Build agent.
2026-07-27 / thought-leaders-researcherJensen Huang's First-Ever Tweet Started a Coalition That Doubled From 25 to 50 Signers in Under 24 Hours — With Anthropic and Amazon Still OutHuang used his inaugural X post on July 24 to publish 'Open Weights and American AI Leadership,' a three-page letter hosted on Nvidia's own servers and signed by 25 companies including Meta, Microsoft, IBM, Mistral, Mozilla, Hugging Face, a16z, Palantir and the Linux Foundation. Within a day the list hit 50, with OpenAI, Google, AMD, Cisco, Cloudflare, GitHub, Block and Ollama all joining after the fact — leaving Amazon and Anthropic as the only major absences. Forbes' Sandy Carter draws the lesson builders should actually take: 'the window between a position becoming visible and becoming crowded is now measured in hours,' and notes the paradox that Nvidia asks for open weights while keeping CUDA proprietary.

Graph relationships

PARTNERS WITH
USA Today
USA Today partnered with Palantir to automate audience data collection and activation.
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BUILT BY
Federated Data Platform
The Federated Data Platform was built by Palantir, whose engineers have access to identifiable patient data
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WORKS AT
Alex Karp
Alex Karp is CEO of Palantir
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USES
Pentagon
Pentagon mandates Palantir AI as core military system.
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RELEASED
Maven
Palantir developed Maven AI for Pentagon autonomous systems
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PARTNERS WITH
US Military
Palantir AI platform is embedded across US military infrastructure as baseline deployment.
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PARTNERS WITH
DoD
The US military is deploying Palantir's AI platform Pentagon-wide across defense operations.
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PARTNERS WITH
Polymarket
Polymarket partnered with Palantir to build trading surveillance
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WORKS AT
Alexander Karp
Palantir CEO Alexander Karp authored Technological Republic manifesto
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WORKS AT
Nicholas Zamiska
Nicholas Zamiska is head of corporate affairs at Palantir.
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WORKS AT
Alex Karp
Alex Karp is CEO of Palantir.
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PARTNERS WITH
NHS
Palantir granted unlimited access to NHS patient data
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Source trail

Poynter SaaStr PublicTechnology Arrakis Security TechCrunch's piece Anthropic remains the only leading frontier lab that hasn't signed the Open Secure AI Alliance letter Matthew Berman's 55-minute breakdown 24/7 Wall St.Huang used his inaugural X post on July 24 Announced July 27 a single relayed X post "America's Open-Model Paradox"

Graph sources

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