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The Twenty Minute VC (20VC) · Thursday, August 6, 2026

Palantir Outperforms Amidst Big Tech Earnings, Driven by Strong Compute Sales

Palantir is noted for beating other Big Tech companies in earnings, attributed to their significant sales of compute. The discussion contrasts this success with the struggles of other companies in the market.

companyPalantir

The tape

2 quotes
Your Palantir can do it. They came back from 15% growth four years ago. Why can't you do it, kids?
I mean, all these people are selling a shit ton of compute?
Heard on The Twenty Minute VC (20VC) — “20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest, published Thursday, August 6, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Palantir Outperforms Amidst Big Tech Earnings, Driven by Strong Compute Sales — Heardvine