I spoke w/ $PLTR CEO Alex Karp: “We didn't even have a commercial business when you and I started talking. Now, Department of War is only 30% of our business. Most of our market cap now is covered, if not our whole, just by our commercial business. “Luckily, we had the F shares [special founder voting shares], or the private equity people would be trying to fire me and break out the commercial business.” Karp says: “In the American industry, it's just going to be a have and have-not world, and that's a problem. That's something we have to solve because you can't have ‘the haves’ being four or five companies like us and Anthropic, OpenAI, or something. You have to figure out how to expand that, and we're really trying to train our partners to be independent of us.” This is where it gets interesting for @PalantirTech – and its partners: “What's actually happening is we're taking our product, putting it in enterprise, and teaching them how to both use it internally, and then strongly suggesting to them, and it's beginning to work that they then use it externally, meaning they build their products inside our ontology and they distribute them with their people. So basically, we're empowering a Mini Palantir at our partners," says Karp. Why? “We have to scale because it's our kind of obvious goal that we're going to get to $15 billion run rate in U.S. commercial in 2028. And how do you do that with a motley crew of 4000 people? We have to scale,” says Karp. “It's a fork in the road, and we cannot meet the demand. We need partners.” @CNBC $PLTR