$Palantir Tech(PLTR.US)简略看了下财报，业绩和指引都 Beat，这已经是连续第 10 个季度了，希望这份超预期的财报能打破最近市场对软件股的质疑

股东信里最后一段特别有意思，Karp 痛批欧洲受制于意识形态而不能广泛应用 AI，即便有的国家已经发现了问题，但并不知道怎么解决，最后只能购买美国的产品，that’s great

If you have any questions about this, you can actually go — if you speak or read French, go into the French newspapers, the one of the countries that has the clearest idea of the problem is France. But they don’t really know how to solve it because solution involves buying American products, particularly. Nothing to add to that. That‘s great.“