
K
Kodetra TechnologiesAug 4, 2026
Everyone's chasing bigger AI models. Palantir just proved the real money is in deployment.
Q2 2026: revenue up 93% to $1.94B, US commercial up 149% to $764M, Rule of 40 at 155%. Stock popped 12% after hours.
The lesson for builders: winners aren't training frontier models — they're putting AI to work inside real businesses.
Are we overvaluing model labs and underrating the deployment layer?
www.contentbuffer.com
#AI #Palantir #Enterprise #Earnings #Tech
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