Palantir
also referred to as: palantir technologies
includes Palantir Foundry
50 statements across 37 episodes · 23 bullish · 13 bearish · 22 people on the record · first statement Dec 14, 2016 by Garry Tan · said 320 times in 95 episodes since 2015 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (94), Jason Lemkin (66), Joe Lonsdale (12), Rory O'Driscoll (9), Zachary Bookman (7), Trae Stephens (7), Garry Tan (7), Chris Degnan (6)
tap a year for its mentions
2026 108 mentions in 34 episodes 3 per episode
- Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- How to Build Your Own Data Center & Why Every Startup Should Do It
- 26 more episodes that year, every mention in 2026 →
2025 110 mentions in 31 episodes 4 per episode
- Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- 20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
- Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
- Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- 23 more episodes that year, every mention in 2025 →
2024 62 mentions in 12 episodes 5 per episode
- Shyam Sankar: The Broken Incentive Structure of How Governments Buy Defence | E1104 · 20VC with Harry Stebbings
- Trae Stephens: Why No Company is Successful Because of their VC | E1135 · 20VC with Harry Stebbings
- Zachary Bookman: Why Valuations and Fundraising are BS | E1235 · 20VC with Harry Stebbings
- Joe Lonsdale: The Future of TikTok; Is it a Danger to US National Security? | E1125 · 20VC with Harry Stebbings
- Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
- Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Stebbings
- Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- 4 more episodes that year, every mention in 2024 →
2023 1 mention in 1 episode
2022 2 mentions in 2 episodes 1 per episode
- Fabrice Grinda: The First Person to Predict the Collapse of Credit Suisse? | 20VC #886 · 20VC with Harry Stebbings
- 20VC: WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture & Why Catastrophe is More Likely Than Ever and Switzerland Could Be a "H
- every mention in 2022, scene by scene →
2021 9 mentions in 4 episodes 2 per episode
- 20VC: Why VCs Should Care More About Cost of Capital and Less About Ownership, Investing Lessons from working with Peter Thiel at Founders Fund, Why Liquidity Aligns Incentives Between Founders and Investors & Why It Is The Last Double That Matters in Ven
- 20VC: The Anduril Memo: Founders Fund's Brian Singerman on What Makes Palmer Luckey One of the Greatest Innovators in History, Why It Is BS The DOD Do Not Want To Work With Silicon Valley & Why in Venture You Have To Play A Different Game to the Hedge Fun
- 20VC Special: The Real Estate Fintech OGs on Why This Is Not The End For The Bay Area and What Can Be Done To Solve It, The Pros and Cons of Working with Corporate Investors and How Leading Their Teams Has Fundamentally Changed in a COVID World
- 20VC: The Opendoor Memo: Keith Rabois on The Origins of Opendoor from a Conversation with Peter Thiel, Why Cash is Not a Competitive Moat for Startups Today and What People Misunderstand About Black Swan Events in Real Estate and How it Impacts Opendoor
- every mention in 2021, scene by scene →
2020 10 mentions in 5 episodes 2 per episode
- 20VC: 8VC's Joe Lonsdale on How To Foster Contrarian Thinking Within Venture Partnerships, Why The Best VCs Are Company Builders & Why It Is Not Possible To Build Multi-Billion Dollar Companies and Have Worklife Balance
- 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
- 20VC: Anduril Founder, Palmer Luckey: "I Am Here To Build a $50Bn Company", How Palmer Evaluates His Relationship To Money Pre & Post Oculus' $2.3Bn Exit & Why The US DOD Needs To Be More Like China in It's Approach
- 20VC: Sahil Lavingia on Rolling Funds and Their Impact on The Future of Venture, How To Evaluate Market, Team and Product, The Value of Party Rounds & The Pros and Cons of Multi-Stage Funds Investing at Seed
- 20VC: Craft Ventures' David Sacks on How To Assess Founder Psychology, How To Accurately Evaluate CAC, Burn and Churn & What Makes The Very Best Startup Boards
- every mention in 2020, scene by scene →
2019 6 mentions in 2 episodes 3 per episode
- 20VC: Initialized's Garry Tan on The Most Important Thing A Seed Investor Can Do For Founders, How Ownership Requirements Change With Evolution of Funds & Why There Is Not Too Much Capital Chasing Too Few Deals
- 20VC: How To Drop The BS and Relationship Build With Investors, What Investors Can vs Cannot Help Your Company With & Why When There Is Doubt There Is No Doubt In Hiring
- every mention in 2019, scene by scene →
2018 2 mentions in 1 episode
2017 1 mention in 1 episode
2016 8 mentions in 1 episode
Everything said about Palantir, oldest first
Dec 14, 2016 neutral
Peter Thiel wrote his $500K Facebook check while starting Palantir
“I got the call from Peter saying, hey, come on down, and we're starting a company. We'd like you to be one of the first engineers and flew down to have dinner with him about the same time that he wrote the 500,000 dollar check to Facebook.”
Dec 14, 2016
Tan turned down being Palantir's first engineer due to media sentiment
“Why did I turn down being first engineer at Palantir? I spent a lot of time trying to figure that out, and it actually came out of this thinking, because this is why I'm very, very careful about it, that when I was 23 and I got an offer from one of the best in…”
Aug 30, 2017 negative
Apr 1, 2019 positive
Jul 7, 2020 negative
Lonsdale: Lean startup methodology is useless for complex enterprise companies
“The whole lean startup movement I thought was bullshit when it was happening in terms of the things I wanted to do. There definitely was a lean startup movement. Didn't make sense at all for the areas I wanted to work on and focus on. You couldn't have done a …”
Sep 28, 2020 neutral
Palmer Luckey: SpaceX and Palantir Were Defense's Only Recent Unicorns
“And when I looked at national security, it was a very interesting space where the only two unicorns in the last 30 years in defense, Palantir and SpaceX, were both founded by people who had just sold their company for billions of dollars.”
Feb 4, 2021 neutral
Nov 11, 2021
Jun 14, 2023 bullish
Sunak: a16z, Palantir, OpenAI, and Anthropic are establishing UK offices
“Andreessen Horowitz, you know, all the world's most successful VC investors opening their first international office here in the UK. And that just comes on the back of Palantir saying that they're going to do their AI headquarters for research here in the UK. …”
Jan 17, 2024 positive
Jan 17, 2024 positive
Jan 17, 2024 positive
Palantir refused hourly government services revenue to force software license sales
“And so, I think the great opportunity, and really, so the playbook was, look, I'm not gonna let you pay me by the hour. I'm going to refuse to accept any revenue that's services based from you, and instead, I'm gonna build a product, and I'm gonna keep investi…”
Jan 17, 2024 negative
Jan 17, 2024 bearish
Jan 17, 2024
Managers should shield creative talent from the brutal reality of budgets
“What you really want, I mean, that's the job of the talent manager, is to manage to the budget without exposing the brutal reality of the budget to the talent. You know, how can I get the talent to feel a few less constraints while actually being constrained?”
Apr 3, 2024
Apr 3, 2024 bullish
Stephens: Billionaire Co-Founders Give Defense Startups Crucial Capital Advantages
“There is a capital advantage to having a billionaire as a co-founder. At Palantir and SpaceX, certainly, it took a really, really long time To get momentum on the business side of things. And so you needed to be able to raise money through a drought.”
Apr 3, 2024 bullish
Stephens: Every Big Founders Fund Win Had a $100B Advocate
“If you look at any of the big outcomes across our portfolio, whether it's you know, Spotify, Stripe, Airbnb, Palantir, SpaceX, Andrel stem centric. So if you look at all of these big outcomes for us, every single one of them, there was someone on the team bang…”
May 22, 2024 negative
Levie: Bespoke value-based pricing is nearly impossible to scale in software
“That one's tough to scale because everything's bespoke. So let's kind of throw away the value, the kind of bespoke value oriented approach, because that does never, you can, you know, Except for maybe like a Palantir or something, it's very, very hard to kind …”
Jun 3, 2024 positive
Lemkin claims Palantir raised gross margins from 20% to 70% before IPO
“Palantir ran that playbook, their metrics were atrocious before the IPO. They weren't even SAS. They had like, 20% gross margins. Forget our profits. Then magically their margins were in the 70 the year before the iPhone, and they've done pretty well.”
Jun 19, 2024 bullish
Jul 22, 2024
Hartz regrets turning down Peter Thiel's invitation to join Palantir at inception
“The day that acquisition of PayPal by eBay was announced Peter had resigned, and I met him up at the Sundeck restaurant in up on Sand Hill Road, and he said, you know, Kevin, I'm working on this business, and, you know, we're taking kind of the fraud algorithm…”
Jun 16, 2025 neutral
Aug 14, 2025 bearish
Aug 14, 2025 bearish
Aug 14, 2025 bullish
Aug 14, 2025 negative
Aug 28, 2025 bullish
Benioff: US Government is Salesforce's largest customer after beating Palantir on Army contract
“Because the US federal government is already my largest customer, right? That's our, you know, we run the Veterans Administration, the GSA, and we just won You probably read just, we just run a huge U S army contract. We beat Palantir.”
Oct 10, 2025 negative
Nov 6, 2025 neutral
Nov 13, 2025 bearish
O'Driscoll: Palantir and AI CapEx Will Face a Major Correction Within Two Years
“I think, Michael, it's very hard to imagine a company trading north of a 110, 120 times revenues like Palantir, growing at 50 or 60% last quarter. Great. Amazing quarter. Kicking off cash. It's very hard not to imagine the next two years that doesn't have a si…”
Nov 27, 2025
Jason Lemkin: Public software multiples jump sharply above 20% and 30% growth
“If you're growing less than 20% of a cherry pick basket, 5.1 X AR, Wix is lower. It's not in my basket. 20 to 30, 11.8 X AR. And then the 30% plus, which is Rubrik, Palantir and Figma, average 23.7 X AR, but Palantir and Rubrik push that up.”
Dec 4, 2025
Dec 22, 2025 bullish
Dec 31, 2025 positive
Fitzpatrick: Palantir uniquely foresaw the necessity of forward-deployed engineering
“I think I call out Palantir because I think they realized 10 years before the rest of the kind of tech market that forward-deployed engineering and customization would be important, and I think that was a very countercultural leap at the time. You know, I, cau…”
Jan 15, 2026 bullish
Jan 22, 2026 positive
Feb 5, 2026 bearish
Lemkin: Top 25 public software stocks slowed every quarter since Q1 2022
“Every single quarter since Q one of 20, 22 growth has slowed for the, for all public software stocks. Every single quarter it has slowed and it continues to slow. And there are a handful of folks that have reaccelerated like Mongo and Palantir. And there are a…”
Feb 26, 2026 bullish
Mar 5, 2026
Mar 12, 2026 bullish
Lemkin: Growth momentum is software's only defense in the AI age
“I'm betting on momentum is the only thing that's going to save us. Save us in the age of AI. So I'm betting on overpriced Palantir, Cloudflare, which is re-accelerating and benefiting from AI, and Shopify which is gaining market share.”
May 7, 2026 bullish
O'Driscoll: Palantir is the only firm credibly delivering enterprise AI transformation
“Palantir right now is the only business that can credibly say, hey, Mr. Corporate America, Fortune 500, you want to move your needle with an AI initiative that has measurable, demonstrable results, That is about enterprise-wide transformation. We can deliver y…”
May 7, 2026 bullish
O'Driscoll: Palantir needs two to three years of growth to justify valuation
“Palantir is the best situated. And yes, it's wildly expensive. You know, you really have to go for two or three years to get into this valuation. But you know, if the boom has legs, they're the most likely to grow into it.”
Jun 18, 2026 bullish
Jul 4, 2026 bullish
Aug 7, 2026 bullish
Aug 12, 2026 bullish
Aug 12, 2026 negative
Aug 27, 2026 bearish
Lemkin: Databricks and OpenAI IPOs will be nail in coffin for SaaS
“I think it will be the nail in the coffin for almost every public software company. And what I mean is when Stripe and data, like, okay, there's OpenAI, there's Anthropic, we can put them in a different category, right? They clearly are on many levels. When Op…”