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895 Palantir’s AI Boom; Ryan Cohen’s Chutzpah

The Information
Martin Peers @ The Information · 05/04/2026 20:00 EDT

Palantir’s AI Boom; Ryan Cohen’s Chutzpah

Is Palantir soaking up all the growth in the enterprise software sector? That seems like a reasonable question judging by the company’s first-quarter results released on Monday, which showed 85% revenue growth. That’s an astounding growth rate for a business that’s 23 years old. Even better, Palantir turns a lot of that revenue into pure cash. Indeed, its free cash flow of $892 million in the quarter was more than its revenue in the year-earlier quarter. (This article from March explains why Palantir is win

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