AUGUST 4, 2026 — PALANTIR +93% · GROK VOICE MIGRATES TOMORROW
- Palantir Q2 2026: $1.94B revenue (+93% YoY). US commercial +149% to $764M. Adjusted EPS $0.41 vs $0.34. GAAP net income $1.07B (55% margin). Rule of 40: 155% record. Full-year guidance $8.15B. Stock +12%. 220 deals $1M+. Karp: "Demand for AI sovereignty has now been unleashed." Full analysis →
- Grok Voice Think Fast 2.0 — auto-migration TOMORROW August 5: grok-voice-latest switches from $0.05/min to $0.08/min automatically. AA STS benchmark: 82.9% (up from 75.7%), ahead of GPT-Realtime-2.1 at 79.1%. To stay on v1.0: pin
grok-voice-think-fast-1.0 before August 5. Pin or upgrade guide →
Story 1 — Palantir: The AI Enterprise Revenue Proof Point
The debate about whether AI spending is translating into enterprise revenue has a cleaner answer after Palantir's Q2. Per CNBC's report, US commercial revenue grew 149% year-over-year to $764 million — that is not AI infrastructure spending by hyperscalers. That is enterprise software revenue from companies deploying AI to change their operations. Combined with $9.2 billion in cash, 220 deals of $1M+ closed in a single quarter, and full-year guidance raised to $8.15 billion, Palantir has moved from the "AI could become real revenue" category to the "AI is already real revenue at scale" category. Karp told CNBC: "Forget consensus." The market agreed — stock up 12% after hours. Full analysis →
Story 2 — Grok Voice Migration: Do This Before August 5
Tomorrow, August 5, 2026, the grok-voice-latest alias automatically switches from Think Fast 1.0 ($0.05/min) to Think Fast 2.0 ($0.08/min) — a 60% price increase that happens without a deployment or a notification if you are using the unversioned alias. Per SpaceXAI's official page, no action is needed to upgrade. To stay on v1.0: pin grok-voice-think-fast-1.0 in your API calls before August 5. The upgrade is worth it for most teams: AA Speech-to-Speech benchmark 82.9% (up from 75.7%), 0.70-second first audio (down from 1.25s), 10× better transcription in noisy environments. The decision is whether the 60% cost increase is justified by the accuracy gains for your specific use case. Full migration guide →