$Palantir Tech(PLTR.US)簡略看了下財報，業績和指引都 Beat，這已經是連續第 10 個季度了，希望這份超預期的財報能打破最近市場對軟件股的質疑

股東信裏最後一段特別有意思，Karp 痛批歐洲受制於意識形態而不能廣泛應用 AI，即便有的國家已經發現了問題，但並不知道怎麼解決，最後只能購買美國的產品，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.“