Architect @PalantirTech, opinions are my own
Palo Alto, CA
Joined January 2015
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In a world that's getting incredibly frothy, Palantir is one of the very few companies i'm seeing focus on actual value delivery for their partners... $PLTR
some companies have lost the plot entirely.. when i see 10s of million in OpEx spend on productivity tools that didn't lead to a single line of code ending up in production or any OpEx reduction or revenue growth, i realize HOW frothy everything is. we should really be questioning leaders who aren't focused on growing the value that their business provides - they are a detriment to society at large.
I have a feeling Palantir Apollo is going to meet this moment in a indisputable way. There is no other stack I’ve seen to be as sophisticated at deploying, patching, fixing, releasing… $PLTR
think today’s php disclosure is a harbinger of things to come. these models will make us all safer by finding long lurking issues.
however the entire software supply chain will need the muscles to rapidly build and deploy fixes.
we might need a lot more public + private partnerships to secure infrastructure across the country.
Siddhant Ekale retweeted
THE SOVEREIGN AI REVOLUTION IS IN FULL FORCE.
We are helping our customers build superintelligence they own, with data they control.
McCarthy Building fine-tuned Nemotron in Foundry on labeled RFI data in the Ontology to identify project risks before they escalate, outperforming frontier models at significantly lower cost.
Tampa General is using sovereign AI to better protect patient data, keeping sensitive data and model processing local, and fine-tuning Nemotron models to classify LLM traffic against its own risk and privacy standards.
NVIDIA is using Palantir AIP and Nemotron to accelerate its own supply chain, shortening the path from wafer to deployment, spotting disruptions before they hit production, and keeping its models under its control.
L3Harris is bringing AI workflows in-house and building its own models trained on proprietary data to support critical defense use cases and the warfighter.
Ondas is launching Regna AI on Palantir AIP, leveraging open-weight models including NVIDIA Nemotron, to help customers adapt, evaluate, and deploy mission-specialized AI while retaining control of their data, models, and infrastructure.
Siddhant Ekale retweeted
$PLTR A Conversation with a Palantir FDE and Senior Architect | TSW 2026 🦄
Oct 20, 2026
Thomas Lah, Executive Director and EVP of TSIA, sits down with Siddhant Ekale of Palantir, for "A Conversation with a Palantir FDE and Senior Architect" at Technology & Services World 2026.
Forward deployed engineers (FDEs) are the newest piece on the services chessboard. Companies across the technology industry are racing to build the capability, but few have seen how it actually works from the inside. In this main stage fireside chat, TSIA's Thomas Lah sits down with Palantir's Siddhant Ekale.
Together they walk through the full sales motion: delivering value before a contract is signed, building pilots that go straight into production, and expanding from a first use case to scale across the enterprise.
@sidekale
🦾🔮🦄🔥
youtu.be/GXH93BN9YUU?si=AZsI…
Siddhant Ekale retweeted
the silliest way to lose a lot of money in 2026 is to hold onto stupid priors for dear life
the second silliest is to make “safe” bets behind prestige vs. first principles evaluation of tech/business. if a company has fancy pedigree but is just losing…don’t fight the tape
Siddhant Ekale retweeted
We started Arda in 2025 to speed up American manufacturing. We have spent the last year building with Anduril as our design partner. Today we are launching the company publicly on CNBC and announcing our Series A: $160M at a $1.5B valuation.
Our platform helps manufacturers design and operate manual assembly lines, putting designs into production faster now. Next we'll build automated lines that can be reconfigured as quickly as human workers, letting America make products that now require armies of workers in Asia.
Siddhant Ekale retweeted
Be extremely intentional with your friendships — not acquaintances, not business partners, actual friends
Try to pick high-integrity people — the right people
Invest time in those relationships
Cut or downgrade folks who are transactional or who don’t show up for you
Reallocate that time and energy to the right people who do
It's ok to be cutthroat about this, as life is the memories you create with your friends and family.
Invest in making moments.
Siddhant Ekale retweeted
Something meaningful has changed in the last 6 months. I have had a record number of customers asking me for referrals to help fill their teams to support the work we are all doing together.
TGH is one of our best customers (and the hiring manager here is pretty cool). If you or someone you know is interested please apply: tgh.taleo.net/careersection/…
Switched over to using Muse from Instinct. It happened organically. Instinct’s great though, but something about the dedicated Muse app and its design appeals to me. No email access, but calendar access given for a limited time period. It’s been helpful.
Siddhant Ekale retweeted
The smartest Indians continue to come to build in the US for the simple reason that the economic incentives are far far better.
Perplexity ($20B), Skild ($14B+), Baseten ($13B), Together ($8B), Glean ($8B), Modal ($5B), Rubrik ($25B), Harness ($5B), Blacksmith, Parallel, Greptile, CodeRabbit, Composio, Distyl ($2B), Resolve, Luma, Cartesia, Wispr, dMatrix, Arize and many more - all started by at least one Indian-born founder.
The US is a far easier to raise capital in with far less dilution. Most Indian companies are switching where they're domiciled to get access to the US capital markets. Every single Indian venture firm is trying very hard to invest in the US or risk not participating in the AI race (ironically, the management fees of venture firms are so high in India relatively that this is the one group that net of carry actually has incentive to be in India because they take home well north of a living wage whether or not funds perform do)
While Zomato ($35B now, $8B at IPO) might be the biggest outcome in Indian venture, Cursor ($60B), Reflection (potentially $20B+), World Labs ($8B), OpenRouter ($8B), HuggingFace ($12B) and of course the $1T+ big labs quickly make those outcomes seem small and happen on a much smaller time scale, with much higher IRR.
Engineers at these startups regularly get paid $1M/yr, and make $10M+ on exit. Even in BigTech, it is trivial to pull up levels fyi and see that if you're L6/L7+ with ~10 years of experience, you're making $1M/yr there too. And of course, we all know the slew of Indian CEOs of companies here, not to mention a huge bench of lesser known executives across the board in public and private companies.
I say all this because every time there is a slight immigration hiccup in the US, I hear the online pleas to "build in India", I struggle to understand why most engineers, academics or founders would do that net of desire to be close to family, failure to obtain visa and devout patriotism.
This is not a superiority thing or a US v India thing. The economic incentives at least for technologists to being in the US outweigh India by at least an order of magnitude.
Siddhant Ekale retweeted
#India: We are concerned by reports of mass detentions of demonstrators, protest leaders, members of civil society organisations, lawyers and journalists, before and during today’s large-scale demonstrations in Delhi.
We call on the authorities to ensure that the right to peaceful assembly is fully respected and fulfilled.
ohchr.org/en/press-releases/…
ALT India: All those arbitrarily detained must be immediately and unconditionally released
“At every part of the stack you augment what’s particular about your business without losing that particularity to someone that’s… (paraphrased) incentivised to commoditize your business”
He couldn’t have said it better. Sovereignty is multilayered. Don’t throw away your business because someone offered you a steak dinner.
“We’re going to make special operators more lethal, and we’re going to bring them home. And they’re like, but where’s the parasite? I’m like, no, we’re not doing the parasitic thing.”
“Normal software is built to force you to adopt something parasitic. They take every one of those things, turn it into a commodity, and sell it to everyone else.”
“Foundry brings all your data together and protects it granularly. You share what you want. You don’t share what you don’t.”
“At every part of the stack you augment what’s particular about your business without losing that particularity by giving it to somebody else.”
“Either way, you are not seeping your alpha to everyone else.”
Siddhant Ekale retweeted
Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people. You can guess who they are …
This is a crime against the people of India!
India needs @Starlink 🇮🇳
• 11,256 of India’s listed villages still lacked 4G coverage as of May 2026.
• India had 1.093 billion internet subscriptions in March 2026, but only 440.87 million were rural. Rural subscription density was 48.31 per 100 people, compared with 126.80 in urban India.
• BharatNet had laid over 850,000 route-km of fibre and made about 221,000 Gram Panchayats service-ready. However, its Points of Presence were reported operational at only 80,472 Gram Panchayats in June 2026.
• Only 4.26% of India’s internet subscriptions were wired connections in March 2026. Starlink could give underserved communities another route to high-speed broadband.
• Starlink has already built 20 gateway sites in India, according to SpaceX Vice President of Starlink Business Operations Lauren Dreyer, speaking at India Mobile Congress today.
• Starlink says it has developed India-specific security controls designed to keep Indian user data within India.
• Its satellite network could bring high-speed internet to remote villages, mountains and islands where extending fibre or mobile networks is difficult.
• Better connectivity could help rural schools access online learning, clinics offer remote consultations and small businesses reach more customers. Starlink already supports education and healthcare in remote communities internationally.
• Portable Starlink terminals have supported disaster response around the world. They could give Indian emergency teams backup connectivity when floods, earthquakes or storms damage ground networks.
• Direct to Cell could also help ordinary 4G phones connect beyond tower coverage, subject to Indian approvals and mobile operator partnerships.
• The government itself identifies difficult terrain, low commercial viability and infrastructure constraints as reasons for remaining coverage gaps. This is exactly where Starlink could help India reach more people.
• India should complete the remaining clearances and spectrum allocation so Starlink can begin commercial service.
• SpaceX’s Vice President of Starlink Business Operations, Lauren Dreyer, said that Starlink is ready to help achieve Prime Minister Modi’s vision of 100% connectivity across India. She highlighted its potential to connect remote classrooms, support telemedicine and restore connectivity after disasters, adding, “With Starlink, people can get connected within minutes, not years.”
India’s hardest-to-reach communities deserve reliable internet too.
Siddhant Ekale retweeted
The greatest danger you face is your general assumption that you really understand people and that you can quickly judge them.
Instead, you must begin with the assumption that you are ignorant and that you have natural biases that will make you judge people incorrectly.
Each person you meet is like an undiscovered country, with a very particular psychological chemistry that you will carefully explore.
Siddhant Ekale retweeted
Been working on Kami. It's a cute talking customisable pocket computer
Talk to it, use it as a digicam, mp3 player, for voice recordings on walks, even get it to create custom mini apps and games for you
An excuse to leave your phone behind and a really fun colorful computer!
Siddhant Ekale retweeted
Life advice from Peter Thiel:
“People say you should live every day as if it’s your last.”
“I think you should live every day as if it will go on forever.”
“Treat people like you’re going to see them again in the future. Start working on projects that may take a long time.”
John Collison’s (@collision) biggest lesson after 17 years of building Stripe to $1.9T in processing volume and a $159 billion valuation:
“There are no shortcuts.”
“There's a real element of Stripe that is just stick-with-it-ness. We didn't quit & we didn't get acquired & we just stayed plugging away at it.”
“I think that's underrated in a lot of tech stories. Nvidia's the largest company in the world, & they've just been making GPUs since the 1990s.”
“They made better GPUs & they thought of improvements like, ‘We should have CUDA,’ but it's a real story of stick-with-it-ness because there were many periods when Nvidia was much less hot than it is today.”
“We always tried to play the long-term game, the infinite game with people, where you want to do right by your partners & you want to be seen as good to work with.”
“I think reputation matters a lot. We care about Stripe having a reputation for being a good company to work with. Just treating being a good counterparty seriously is something that really matters.”
