CTO
CTO Realty Growth, Inc.
stock NYSE

CTO who we expect to be the most technical person they hired a sales person for this position just because maybe some relative very sus cmpny , innovative will be halted

the amount of delusion here is hilarious. The call had a lot of egregious points that speak to a major dump happening over the next few week. 
🚨 **PLTR Q1 Earnings Breakdown: The $340B Illusion Cracks** 🚨
Headline says "Massive Beat & Raise," but the actual earnings call transcript just exposed the exact structural flaws the bears have been hunting for. The stock dumped to $142 in AH for a reason. Here is what they don't want you reading:
 * **The AI Moat is Officially Dead (CTO Confession):** CTO Shyam Sankar openly admitted on the call that foundational models are converging and getting **1,000x cheaper**. If GPT-4 equivalent performance is approaching zero cost, Palantir's massive luxury commercial contract pricing is mathematically doomed. Commoditization is here. 📉
 * **The "SaaS" Illusion is Broken:** Karp explicitly stated, *"we just cannot meet demand."* Real SaaS companies scale infinitely with AWS servers. If you "can't meet demand," it proves you are running a human-bottlenecked IT consulting firm (Forward Deployed Engineers), not an 80x multiple software platform. 🧱
 * **The Continuing Resolution (CR) Trap:** Management admitted a government budget freeze (CR) is likely coming, forcing them to pull future revenue forward into this year just to make the current guidance look good. They are robbing 2027 to pay 2026. 🛑
 * **Surrendering the Global TAM:** Karp literally referred to international expansion as "the waste of time machine" and said they are operating 100% at their limit just in the US. You cannot hold a $340B+ valuation if you are actively giving up on Europe and Asia. 🏳️
 * **The CEO is Fighting Wall Street:** Instead of answering basic macro questions about U.S. budget mechanics and OpenAI competition, Karp got combative with BofA analysts, telling them to "believe your non-lying eyes" and ranting about "AI slop." Institutional money hates combative philosopher-kings when margins are on the line. 🤡
**The Bottom Line:** The U.S. Government bailed out the quarter, but the commercial pipeline is fragile, the international market is dead, and the underlying AI tech is racing to zero cost. The multiple compression has officially started.

I think the CTO has no technical knowledge whatsoever. In 2023 it was k-llm’s now he is singing token count and cost stats as if they make a difference for him

AMD's CTO has been selling monthly. I get AMD's SEC filing alerts and at least 75% of them are Papermaster filing his sales.

<< **SANTA CLARA, Calif., May 4, 2026** — Intel Corporation today announced two key leadership appointments to strengthen its core product business and advance the company’s innovation agenda.
**Alex Katouzian Appointed to Lead Client Computing & Physical AI Group**
Alex Katouzian will join Intel as executive vice president and general manager of the Client Computing and Physical AI Group. In this role, Katouzian will align Intel’s client computing business with emerging physical AI systems that span robotics, autonomous machines, and other AI devices.
**Pushkar Ranade Appointed Chief Technology Officer**
Intel also announced that Pushkar Ranade has been appointed chief technology officer, transitioning from the interim role. As CTO, Ranade will advance the company’s technology strategy, lead special technology projects, and drive the development of critical emerging areas, including quantum computing, neuromorphic computing, photonics, and novel materials.
Ranade will continue to serve as chief of staff to the CEO, ensuring strong alignment between Intel’s technology strategy and business priorities. >>
[https://newsroom.intel.com/corporate/intel-client-computing-and-innovation-leadership-news-may-2026](https://newsroom.intel.com/corporate/intel-client-computing-and-innovation-leadership-news-may-2026)

Just sharing from another reddit user that apparently AMD's CTO sold 31320 shares at 350.

Smart money got in poet real early and stayed. Youve gotta understand the product. Nvda jumped before AI mostly due to millens and genz growing old enough to explain to boomers what a fucking graphics card is. To them it was just this alien thing, a scam. Poet makes chips and has the same CEO who was CTO of a company that developed low nm capabilities, nvda's bread and butter. You, genz and millens, are now the new boomers. You dont fucking understand ai data centers or how they work. Youre like a boomer looking a MOBO fuckin clueless as shit. Good riddence.

I worked in tech for over 30 years. I was briefly forced into retirement 4 years ago when my last employer was acquired and the new management got rid of most of the old senior management team and I was one of 2 remaining senior directors from the old company. They made my life hell and pushed me from a technical role to a pure management role working with the biggest doofuses that was trying to get me fired. I ended up getting 2 of them fired by stepping aside and letting them try to run the project and waited until they failed miserably at it. They tried getting rid of me so they wouldn't have to pay me by bronze parachute package, but I kept fighting back. And I made it and vested the majority of my stock and qualified for my extra bonus. As soon as they realized they had pay it, they let me go with the package and about 6 months of severance and a year's worth of medical coverage.. I quickly sold all of the company stock when it was still around $14-15/share... Currently it sits at $4.
During the 4 years I tried s bunch of things. I was volunteer coach on my daughter's high school robotics team. Met a lot of good people (other parents) and we were able to get the to world champs after several years of a drought. 3/4 times. They did great this year long after my kid graduated from hs. I also spent a lot of time going back to school. Yes, I took some networking classes and some AWS classes to just learn, but the fun classes were Automotive technology, engine diagnostics, and Autobody shop and Refinishing. I spent a lot of time in the shop learning how to fix cars, learning every smog rule in our state to see what I could get away with my own track cars, and I repainted 2 of my shitboxes. It was a lot of fun, but at the end of the day I really appreciated my old software career which was a lot less physically demanding... It's not easy to paint a car well, a lot of people like me simply don't have the talent to do it really well, and yet the people that do it very well, aren't necessarily paid well for it despite the demand for it. That and about 4 years of goofing around while the rest of my peers still need to work for a living...
Last year I ended up taking up a job that a CTO offered by invite, to work as an individual contributor AI engineer working directly for him... I'm paid about the same as I was as a senior director at the previous job, don't need to deal with people, and have my own lab to run research and prototypes using AI to rapidly develop products, and when the prototypes are done, I throw it over the fence and have the product team figure out how to commercialize it without needing to do any production/product support when it goes live...Then I pickup another project from the CTO to work on with AI, and rinse and repeat. Part of the job involves streamline the product development lifecycle so I spend a good portion of my time helping create Agentic AI bots that do most of the heavy lifting, so the only thing I mainly need to do is a lot of hardware integration just so the bots can connect and interact with the physical devices and systems to do a lot of the embedded software. It's crazy shit, that admittedly I was very skeptical could be done with AI 4 years ago... But now, although the generated agentic AI bot code is far from perfect, it's not bad, not a heaping pile of mess that many people claim it is, and frankly I have not hand written a single line of code since I started this job last March, and we have already come up with about 5 products doing it this way with way faster time to market than the rest of the company, which is why the rest of the company hates us and view us as a threat.
My hours arent bad, I don't need really need the salary, but as someone that's always enjoyed working, I just didn't like staying home and working on my cars all day and really don't like to travel, go on vacation, have any sort of drinking or dining fetish, and my kid is already in college. It's nice to go into an office, and see people interact with people, build stuff, and work under the conditions you want to, not because you have to.
I think part of being more financially independent give you options. It's not about necessary quitting and not working, it's more about working the way you want. I have no desire to climb the corporate laddar, so I'm no longer perceived as a threat to a lot of people who still want to . And frankly, if they want to , good for them. I don't want to travel, kiss a customer's ass, stay up working 50-60 hours during a product launch, where an electronic dog leash that gets paged when systems go down, and constantly get sucked into meeting after meeting of executive summary, burn down charts, gantt charts... Been there, done that.

On thing you cannot count on in the US is healthcare expenses .
Insurance from the ACA, if it survives, is anything but cheap if you earn a decent wage. And healthcare costs is one of those things that is incredibly expensive.
I have a medical condition that requires me to get a colonoscopy every year and a MRI every year or 2. With a negotiated rate, the colonscopy is about $25,000 and the MRI is about $15,000. So right out of the bat, if I had to pay out of pocket, that's $40k/year. People say, well you can get it cheaper in mexico, thailand, taiwan etc etc. Well, if this s routine checkup, yes. But if this is a routine checkup, I wouldn't be doing this every year. Basically, I have a genetic condition that is guaranteed 100$ colon cancer, and doxtors found out about this when I was early 30ies. Before that I don't drink, dont' smoke, no drugs, and for the most part eat healthy no soda, no excessive sugary snacks, lots veggies, lots of white meat and fish, and red meat sparingly. Sorry, something caused your DNA to mutate because nobody else in familial ancestory or your sibling has it and you're considered a "spontatneous mutation". So basically while most people get their colonscopy in their 50ies and find many 1 or 2 polyps... Doctors found over 1000 polyps in my colon, which basically meant taking the entire thing out. Well I was lucky, because if you take the entire thing out, normally they create a little butthole for you in front and you get to wear a bag the rest of your life that catches your shit. And you can't eat most everything, so your quality of life goes way down....For me, I had an option they take most of it out and leave the last 5 inches so I can more of less function the same way. But in doing so, that last 5 inches will continue to grow shit, but instead of 1000, it;'s more like 20-30/year. So every year I need to go see Mr. Assman, so he can go remove the 20-30 things that grow in there so they don't develop into cancer, which is guaranteed if i just leave it there and do nothing. Cost aside, it's just annoying as fuck to prep for a colonscopy, drinking that awful fluid, shitting the entire day, and then not being eat for 48 hours before and then after because they also need me to swallow a pill camera to check the rest of my GI track. You're not going to be able to do this at 1/4 the cost in mexico. And if you go to a country where there is universal coverage, you'll be waiting forever to find a specialist that does this, again it needs to be done every year. Here in the states, don't bother if you have a preexisting condition with getting on an HMO plan or with a high deductible HSA plan. And the you are left with a PPO plan which frankly doesn't matter if you pick the bronze, silver, gold, or platinum plan... The diffence between all 4 is the lower tier plan is you pay lower monthly premiums but have higher deductible and out of pocket costs...The platinum plan you pay higher monthly premium but lower out of pocket expenses...But if you do these special procedures, you're going to hit the maximum out of pocket expense anyway, so you end up paying about the same regardless of which plan you pick.. The monthly premimum and out of pocket expenses total about $15k/year or a $10/year saves versus without insurance and goes up with age. Yes, there is such a thing such as mediCal which is free medical coverage, but that only is a free option if you have close to nothing in your savings account, and then you are fully dependent on the social benefits of the US. MRIs, are not better. Simple procedure, but again around $15k out of pocket without insurance.
Then let's talk about dental. Fortunately for me, my teeth are pretty decent. But some people dealt a shitty hand, like my GF, just has bad teeth. She brushes all the time, doesn't eat sugary shit, and yet still manages to get severe tooth decay. Dental is one of those things that royally suck in the US, even if you have insurance. Insurance while cheap, maybe $50/month covers very little, usually about $1000-2000 maximum coverage a year. Getting a filling these days cost a few hundred, getting a crown a thousand, and implants, let's not even talk about that. You can try to go to mexico and get it done, like she did , to save money, only for the dentist down their to royally botch things up and caused more damage that good, which is why she ended up needing to get about $20k worth of implants back here.
I estimate that both me and my GF's healthcare burn rate is about $25k-40k/year (insurance premiums + copays + out of pocket expenses). There's insurance costs associated with my kid and her kids, but the assumption is when they grow up, they will have their own insurance. There was a period of time when I early retired from tech 4 years ago and that was pretty much my out of pocket healthcare costs for everyone. But as of last year, not that I really needed to work, I went back to work by invite of a CTO to work on AI, as a personal interest, and one of the side benefits (besides a pretty good paycheck that I really don't need, stock grants that are worthless right now) was pretty darn good PPO medical insurance where my total expense for myself and my kid is close less than $1000/year, leaving only my GF's dental costs of a few thousand. Huge huge savings by being on a company sponsored healthcare plan.
It's expensive to get sick here in the US. It's even more expensive if you are born with a pre-existing condition.
In fact, given everything that happened concerning my medical condition, the followup divorce from it, the detour I was forced to take when some asshole coworker stole my project while on medical leave....I seriously thought about doing the 180 degree reverse and driink heavily, smoke heavily, do drugs heavily, and eat high sugary snacks and food and totally fuck up my health since it couldn't be really fucked up any more and my health care costs to deal with it all would still be the same, lol.