Keith Fitz-Gerald
@fitz_keith
I help investors in their quest to beat Wall Street at its own game by sharing what I've learned 45+ years in global markets. Private investor/mkt strategist
Joined September 2019
873 Following 26K Followers
$PLTR's AIP Bootcamps are now routinely delivering production use cases in 5 days. Sovereignty Bootcamps just pulled in nearly 200 organizations in under 30 days.
Defense primes and enterprises are no longer piloting for months — they’re embedding AI at the acquisition and architecture stage.
The demand signal is unmistakable: decision velocity commands a premium.
Faster proof-of-concept → broader buy-in → platform lock-in → margin expansion as usage scales.
We're seeing the Sixth Wave in action.
Software accelerating the world — and the firms that move first are pricing decades of institutional advantage into a single fiscal year.
And we're still in early innings.
Show more
