In this episode of The Macro AI Podcast, Gary and Scott take a deep dive into Palantir Technologies — the company quietly transforming how organizations use artificial intelligence to make real-world decisions.

They explain what Palantir actually is (and isn’t), how its four platforms — Gotham, Foundry, Apollo, and AIP — work together to fuse data, decisions, and actions, and why its ontology-driven architecture has become the blueprint for operational AI at scale.

The conversation explores Palantir’s:

• Government and commercial growth engine, including NHS and DoD programs
• Financial transformation into a profitable, recurring-revenue software company
• Competitive landscape, from cloud hyperscalers (Microsoft, AWS, Google, IBM, Oracle) to modern AI platforms (Databricks, Snowflake, C3.ai), BI specialists (Tableau, Splunk, Alteryx, SAS), and defense-sector rival Govini
• Platform differentiation — how Palantir uniquely unifies structured and unstructured data into a single, governable operating system

Gary and Scott close with practical lessons for executives: how to evaluate enterprise AI platforms, what to ask vendors, and why Palantir’s model represents the next phase of AI transformation — moving beyond analytics toward true decision infrastructure.

Whether you’re a CEO, CIO, or board member exploring how to operationalize AI responsibly, this episode gives you the clearest explanation yet of what makes Palantir different — and why its approach may define the next decade of enterprise intelligence.

Links & References:

• Palantir Investor Relations – Quarterly Results and AIP Overview
• Govini Ark Platform Overview
• Macro AI Podcast Executive AI Readiness Checklist

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Send a Text to the AI Guides on the show!

About your AI Guides

Gary Sloper

https://www.linkedin.com/in/gsloper/

Scott Bryan

https://www.linkedin.com/in/scottjbryan/

Macro AI Website:

https://www.macroaipodcast.com/

Macro AI LinkedIn Page:

https://www.linkedin.com/company/macro-ai-podcast/

Gary's Free AI Readiness Assessment:

https://macronetservices.com/events/the-comprehensive-guide-to-ai-readiness

Scott's Content & Blog

https://www.macronomics.ai/blog

Gary and Scott break down Walmart’s groundbreaking partnership with OpenAI — a move that officially launches “AI-first shopping experiences” inside ChatGPT. This is more than a new shopping feature; it’s the dawn of agentic commerce — where AI agents understand intent, plan purchases, and execute transactions autonomously.

Listeners will learn how Walmart is leveraging this partnership to expand its digital reach, strengthen its retail-media flywheel, and transform from a traditional retailer into a data-driven AI platform. The hosts also unpack what this means for OpenAI’s evolving business model, as commerce becomes a core workload for ChatGPT and a foundation for agent-based ecosystems.

The conversation covers:

• 🧭 Strategic Implications: How Walmart gains share-of-basket and new demand surfaces beyond walmart.com
• 🧠 Technical Breakdown: How AI agents plan, retrieve, rank, and execute orders using retrieval-augmented generation, constraint solving, and real-time checkout orchestration
• ⚙️ Optimization Insight: Why planning a shopping cart is a “knapsack scheduling problem under uncertainty” — and how that’s reshaping AI logistics
• ⚖️ Governance & Risk: Hallucinations, ranking fairness, privacy, and accountability in agent-driven transactions
• 🚀 Future of Retail (2025–2035): From persistent household twins to multimodal perception, agent media, and composable fulfillment

Gary and Scott explore what this means for CIOs, CFOs, and strategy leaders who need to prepare for AI-driven commerce infrastructure — where assistants become execution engines and supply chains become conversational.

If you want to understand how Walmart × OpenAI is quietly redefining the economics of retail and why this partnership will shape the next decade of consumer behavior, this is the episode you can’t miss.

Send a Text to the AI Guides on the show!

About your AI Guides

Gary Sloper

https://www.linkedin.com/in/gsloper/

Scott Bryan

https://www.linkedin.com/in/scottjbryan/

Macro AI Website:

https://www.macroaipodcast.com/

Macro AI LinkedIn Page:

https://www.linkedin.com/company/macro-ai-podcast/

Gary's Free AI Readiness Assessment:

https://macronetservices.com/events/the-comprehensive-guide-to-ai-readiness

Scott's Content & Blog

https://www.macronomics.ai/blog

In this episode of The Macro AI Podcast, Gary and Scott dive deep into the emerging concept of Data Commons — shared, governed ecosystems that make data interoperable, trusted, and ready for AI.

They explain what a Data Commons is, how it differs from traditional data lakes, and why it’s essential to the next phase of AI transformation. From Google’s global Data Commons and the NIH’s biomedical repositories to emerging “Private Data Commons” inside enterprises, the hosts show how these ecosystems are reshaping trust, governance, and efficiency.

Listeners will learn how Data Commons reduce AI hallucination, enable grounding, improve reproducibility, and support ethical AI. Gary and Scott also explore governance models, global equity, and the rise of AI agents that automatically fetch verified data from commons networks.

If you’re a CIO, CTO, or business leader preparing your organization for AI, this episode offers the strategic framework you’ll need to understand the infrastructure of the future.

🔗 Links mentioned:

• Google Data Commons
• Open Data Policy Lab — AI Data Commons Blueprint
• Therapeutics Data Commons
• NIH Data Commons

Send a Text to the AI Guides on the show!

About your AI Guides

Gary Sloper

https://www.linkedin.com/in/gsloper/

Scott Bryan

https://www.linkedin.com/in/scottjbryan/

Macro AI Website:

https://www.macroaipodcast.com/

Macro AI LinkedIn Page:

https://www.linkedin.com/company/macro-ai-podcast/

Gary's Free AI Readiness Assessment:

https://macronetservices.com/events/the-comprehensive-guide-to-ai-readiness

Scott's Content & Blog

https://www.macronomics.ai/blog