"Somewhere along the way, Karp changed his tune. He has done the earnings calls since Palantir went public, and about two years after that, Karp started carving out additional time to pen lengthy missives in the form of shareholder letters. Alongside the company's financial results, Karp fills the letters with the sorts of topics most executives bend over backwards to avoid: global politics, philosophy, or even religion."
"In the 14 quarterly shareholder letters he has published over the last three years (plus a handful of spontaneous musings on topics like "software and war"), Karp has pilloried Silicon Valley business leaders ("technocratic elites"), technology skeptics ("critics and bystanders"), and woke culture (the "shallow and ritualistic shaming of others in the public sphere that masquerades as thought"). Karp writes the letters with Nick Zamiska, who works in the Palantir "office of the CEO" and co-authored The Technological Republic with Karp"
Earnings calls often use evasive language, emphasizing "momentum" and "promising pipelines" while offering vague forecasts and enthusiastic but unsubstantial remarks. Alex Karp of Palantir initially resisted earnings calls but later participated and began publishing lengthy shareholder letters. The letters pair financial results with candid commentary on global politics, philosophy, and religion. The letters critique Silicon Valley business leaders, technology skeptics, and woke culture, using sharp phrases such as "technocratic elites" and "shallow and ritualistic shaming of others." Karp collaborates with Nick Zamiska from Palantir's office of the CEO on these communications.
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