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  "text": "The top news of the morning was @PalantirTech's announcement of an AI operating system. \n\nPeople overindex on Palantir's military/government surveillance business and forget that many of the largest enterprises use it to run their businesses. \n\nAn \"operating system\" that runs businesses will be welcomed into those that already use it, and will gather new customers who are looking for ways to use AI to automate theirs.\n\nIn Silicon Valley it has long been known that enterprise is boring, but where the money is. @arrington who started @TechCrunch once told me he refused to cover enterprises in the early days because they are so boring, and so few people care about them. \n\nBut that is where the money is and everyone is racing to get enterprises to use their AIs for that reason. \n\nWill they buy Palantir? From what I'm hearing from enterprise folks: yes.\n\nThat's why this was the big news of the morning. The market understood this which is why PLTR is one of the few green stocks on my list today.",
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