I’m joined by Jackson from the YouTube channel Palantir Vision to discuss Palantir’s business model, products, strategy, valuation, risks and future.
Palantir demo, https://www.palantir.com/double-click/
Palantir Vision on Twitter: https://twitter.com/PalantirVision
Palantir Vision on Youtube: https://www.youtube.com/c/PalantirVision/
00:00 – Introduction
02:00 – How did you get interested in Palantir
04:37 – Palantir as a data analytics play
09:35 – Snowflake vs Palantir
13:50 – Extent of personnel required in customized solutions Palantir offers
17:45 – Stock-based compensation
25:00 – Palantir expansion possibilities
31:20 – Any mega concrete long-term vision from Alex Karp?
34:45 -Palantir’s mission to strength Western democracies
47:15 – Valuation model for PLTR stock
53:00 – Ethics around Palantir’s business, more power to government
1:01:43 – Palantir impact on S&P 500 companies vs Cathie Wood’s creative destruction thesis
Note: Host (Dave) has an exploratory position in PLTR stock.
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