Episode Details

As the cost of AI compute collapses, Palantir’s Q1 2026 results prove the exact opposite of what enterprise software expected: absolute demand is skyrocketing.

In ~10 minutes:

• How a 1,000x drop in token costs fueled record revenue

• Why just 7 quota-carrying reps are driving $1.6B quarters

• Ripping out a legacy enterprise CRM using native AIP agents

• Driving a massive 145% Rule of 40 score with 60% operating margins

Palantir isn't just selling software; they are deploying engineering bootcamps that bypass traditional procurement cycles entirely, leading to an astonishing 150% Net Dollar Retention rate. We break down the Jevons Paradox of AI tokens, the company’s unapologetic defense-first posture, and why management claims to be entirely capped by engineering supply rather than customer demand.

Palantir Technologies Inc. (PLTR) | Q1 FY2026

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