Keith Fitz-Gerald(@fitz_keith):$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.

2026.08.25 15:16

$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.

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