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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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