Palantir, every mention
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every year anyone Harry Stebbings 94Jason Lemkin 66Joe Lonsdale 12Rory O'Driscoll 9Zachary Bookman 7Trae Stephens 7Garry Tan 7Chris Degnan 6Matt Fitzpatrick 5David Cahn 5
Verbatim, from the transcripts: the passages where Palantir comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 1:12:30 Jason Lemkin It's worked at so many startups.
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 59:25 Cliff Weitzman That's why Meta is a good investment right now, because what Meta doesn't have is what Palantir has, which Palantir has the Alex Karp effect. 2 times in the scene
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 1:01:29 Jason Lemkin That is why Palantir is growing 90 something percent.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 45:43 Rory O'Driscoll Palantir is saying it.
- ▶ 1:10:43 Jason Lemkin Nothing except Palantir approaches these, right?
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 18:55 Harry Stebbings Or is that Alex rather self-servingly then saying, and Palantir will help implement a full infrastructure that's not that?
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 44:01 Harry Stebbings Unless it's Palantir swag, in which case that's really quite cool, and I would love that.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 22:00 Jason Lemkin Palantir went from 18% growth to 98% growth, right? 6 times in the scene
- ▶ 48:17 Jason Lemkin But if you, you're not going to pull off, you're not going to pull off a Palantir or an Intercom without a god tier.
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 21:03 David Frankel You take then Nvidia, I think Nvidia started pre 25 years ago, but even if you look at the last 25 years ago, you can add Palantir to that, Palo Alto Networks, that's about five trillion dollars of market cap.
- ▶ 44:15 Harry Stebbings You, you are, and Rory O'Driscoll, who we do the show with every week, has done that, and I put my money into Palantir and said, I'm a momentum surfer.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 1:03 Jason Lemkin Palantir can do it. 2 times in the scene
- ▶ 58:00 Jason Lemkin Well, look, I think we already hit that to me, just maybe it's perpendicular, so I don't want to take off off track, but to me, the Palantir, which just happened was more interesting, right? 7 times in the scene
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 28:59 Harry Stebbings Hence Palantir and the cost plus discussion. 2 times in the scene
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 18:40 Harry Stebbings We're obviously seeing Palantir, you know, skyrocket, and services becoming an increasing part of everyone's business.
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 3:13 Harry Stebbings Alex Karp from Palantir went on CNBC last week, and he said that the largest enterprises in the world were more skeptical than ever of frontier model providers.
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 29:46 unnamed speaker And obviously, it was a self-serving comment because then they were like, well, Palantir will solve these problems for you, Mr. 2 times in the scene
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 30:06 Clay Bavor I would like to think at least in the AI space, I would say rediscovered and borrowed this model from Palantir, and we came to it almost accidentally.
- ▶ 35:49 Harry Stebbings This sounds and feels more like kind of a Fortune 50, Fortune 500, Palantir, but more consumerized, where you're building these kind of amazing solutions for these products to fit their needs. 3 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 44:40 Harry Stebbings Yeah, Cheyenne from Palantir then obviously chimed in. 2 times in the scene
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 58:54 Everett Randle And so you, I mean, you have, I mean, Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue again.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 1:46 Jason Lemkin and then we can tie it into Twilio and Atlassian and Palantir is just this jaw dropping acceleration, right?
- ▶ 7:56 Jason Lemkin On the other hand, you know, Palantir blew out the quarter growing. 9 times in the scene
- ▶ 20:27 Rory O'Driscoll Grok is obviously nowhere until it gets cursor done, and even the open sources, when you rec, I mean, you, you do see people using them, and you do see the Palantir perspective, which is you can get something done with the open source,… 2 times in the scene
- ▶ 28:17 Harry Stebbings Palantir, obviously very, very recently. 10 times in the scene
- ▶ 36:45 Jason Lemkin So, um, yeah, the thing, the thing, just, just, I know maybe it's Captain Obvious, but just going to Rory's narrative about how corporations work in Palantir, it's just a reminder. 2 times in the scene
- ▶ 1:15:17 Jason Lemkin We, we want to buy, as is Palantir from this week, right?
- ▶ 1:24:24 Jason Lemkin It's not just Palantir. 2 times in the scene
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 35:19 Harry Stebbings Everyone creates 60% shit agents, but he's like, the one person who's done is Palantir, and no other public company has created a sufficiently good agent product.
- ▶ 50:45 Harry Stebbings Which is like, if you're a momentum trader today, you still buy Palantir, because the market's a casino right now.
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 49:25 unnamed speaker Um, like Palantir.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 42:00 unnamed speaker Now, in the end, you said, in the end, if the business is worth it, it will grow, and it will generate the cash, and they'll get to do what the Palantir guy does, which I so love, which is every earnings call, he basically slams all the… 2 times in the scene
99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
- ▶ 15:04 Harry Stebbings I've interviewed Shyam, who I presume you work with from Palantir days.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 17:52 Jason Lemkin Like you can't hire enough forward deployed engineers, but, uh, you know, um, but Palantir just announced in whatever their, their big, their big event, they've gotten their deployment times down over 90% with forward deployed engineers.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 43:53 Gokul Rajaram When you sell to very rich people or wealthy people or large enterprises, look at Palantir, which is the business equivalent of selling to wealthy people. 2 times in the scene
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 5:45 Jason Lemkin The government is saying we use Palantir without anthropics knowledge to conduct a war in Venezuela and depose the government.
- ▶ 51:46 Jason Lemkin It's not just pounder.
- ▶ 1:07:18 Jason Lemkin Mine were Palantir, Cloudflare, Shopify, and CrowdStrike. 4 times in the scene
- ▶ 1:14:01 Rory O'Driscoll and then I get drawn to Palantir. 4 times in the scene
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 18:14 unnamed speaker They had lost because Palantir picked Anthropic. 6 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 0:28 Jason Lemkin It's Palantir.
- ▶ 12:00 Jason Lemkin It's Palantir.
- ▶ 1:06:42 Jason Lemkin And they're ones you might not want to buy, but they're basically Palantir, Figma, Mongo, um, Cloudflare and Shopify. 4 times in the scene
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 11:09 Jason Lemkin If you're everyone, everyone except Palantir is below that line and they've been massacred.
- ▶ 15:08 Jason Lemkin And there are a handful of folks that have reaccelerated like Mongo and Palantir.
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 1:14:56 Jason Lemkin And so if you're not tapping into the AI budget, that's, you know, Mark, when he was on this show and his own show was saying how much better a deal Palantir got.
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 2:22 Rory O'Driscoll And, you know, you could have also cited, at Palantir, at 70 times forward sales, right, for a 45% grower, every venture capitalist is going to make a trillion dollars.
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 36:19 Winston Weinberg Yeah, I mean, there's a third one that now develops, which is these AI products are so powerful, and I think over time the ROI is so high that I think that your ROI can become so massive that it's less of a hostage, and it's maybe closer… 2 times in the scene
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 3:04 unnamed speaker It's a much lower revenue multiple than Palantir.
20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
- ▶ 19:28 Luke Harries We, like, see ourselves among, like, Palantir and OpenAI and SpaceX as we're, like, mission-driven.
- ▶ 43:19 Luke Harries Him getting offers for Amazon, for Palantir, for Google, and then telling them actually, oh wait, I cheated on it using my tool.
20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
- ▶ 55:47 Chad Peets Whereas AI, the multiples are, look at Palantir, they're through the roof because they think it's, it's never ending upside.
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 20:47 Harry Stebbings Obviously Palantir has made it the most sexy thing ever.
- ▶ 48:21 Matt Fitzpatrick You know, I think actually, interestingly in the enterprise, historically, there's probably, it's been Palantir and not many others. 5 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 38:53 unnamed speaker Okay. 5 times in the scene
- ▶ 43:46 unnamed speaker So as long as it's all working, Palantir will keep compounding, and at some point someone's going to look up and say,
- ▶ 1:03:24 unnamed speaker The story stocks that are worth, you know, 70 times revenues or 20 times revenues, the Palantir's, the Teslas, the way that happened is people bought in, a lot of retail bought in early, made out like bandits and believed.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 30:41 Jason Calacanis All I know is we learned in Palantir, some folks deserve the pass, and then we're gonna find out some don't deserve a gross margin pass.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 6:24 unnamed speaker There is literally only one public company growing more than 30%, and that's Palantir.
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 18:05 Jason Lemkin I mean, even Palantir is extremely concentrated at its scale compared to what we're used to.
- ▶ 43:24 Jason Lemkin They would give it to, if he promised the moon, they would give him a hundred million bucks. 2 times in the scene
- ▶ 57:32 Jason Lemkin To get, you need to be Palantir. 6 times in the scene
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 24:03 Max Altman And frankly, we maybe branded ourselves that way, but we were doing Palantir, we were doing other good things, you know. 2 times in the scene
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 7:31 Harry Stebbings Listen, I want to discuss Michael Berry, uh, famed for big short, pulls another big short, a big short from Michael Berry this time, 1.1 billion dollars short on Nvidia and Palantir, had some pretty significant ramifications on market. 2 times in the scene
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 53:44 Rory O'Driscoll And then you look up and realize, oh my God, Palantir is trading at 123 times revenues.
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 54:25 David Cahn When I graduated from college, Palantir was the hottest company to go work for. 3 times in the scene
- ▶ 1:03:25 David Cahn They now understand Palantir and Andrew, all they know those businesses.
- ▶ 1:06:09 David Cahn Hamutal was the, uh, GM for Palantir Israel.
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 8:31 Jason Calacanis Not, and not even fake market share, um, or, but really, because we're just, if you look at the public markets in B to B, there's no, there's almost no one except Palantir that's having an easy time north of a billion.
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
- ▶ 46:58 Chris Degnan Look, it's, it's worked for Palantir. 6 times in the scene
20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
- ▶ 43:44 Jesse Zhang It's kind of a nuanced answer, but Ashwin had worked previously at Palantir, and both of our personalities, I think we really gravitated toward this, like, you know, forward-deployed concept.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 1:06:48 unnamed speaker And so, and we see Palantir, but Palantir is a completely different 2 times in the scene
20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
- ▶ 18:52 Harry Stebbings But what we're seeing is like, you know, FDs, forward deployed engineers at Palantir, Microsoft laying off 9000 people, largely sales, and replacing with kind of product-centric solutions engineers.
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 4:27 Mati Staniszewski One was through the years prior, he worked at Google, I worked at Palantir.
- ▶ 18:31 unnamed speaker It's like, all of that was going from our savings from, which we are lucky to have from, from Google and Palantir.
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- ▶ 45:13 Harry Stebbings Do you think everyone will have forward deployed engineers in a future AI world in a way that Palantir has glamorized?
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- ▶ 0:17 Marc Benioff When you look at other data clouds, Snowflake, Databricks, Palantir Foundry, they're all in the three to four billion dollar revenue.
- ▶ 9:46 Marc Benioff And even when you look at other data clouds, you know, like a Snowflake or a Databricks or even a Palantir Foundry, they're all in the three to four billion dollar revenue level. 2 times in the scene
- ▶ 10:25 unnamed speaker When you're looking from the TIE fighter, what do you think of Palantir's growth? 8 times in the scene
- ▶ 41:43 unnamed speaker Palantir appears to be capturing it.
- ▶ 46:31 unnamed speaker It's just not like Palantir re-acceleration.
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 18:30 Harry Stebbings You're seeing Alex Karp say the same thing at Palantir.
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 1:32:56 Jason Lemkin Unlike say a Palantir that just before it went public had like
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 0:08 Jason Lemkin You don't need half your company and Palantir and Shopify are proving it.
- ▶ 45:43 Harry Stebbings Palantir, obviously ripping. 14 times in the scene
- ▶ 1:07:28 Harry Stebbings I learned from you on Palantir. 10 times in the scene
- ▶ 1:22:31 Jason Lemkin I think folks are going to make a trade-off with AI and leaner teams, and they're going to say, I'll do more PLG self-serve, have a little bit of trade-off from humans so that 30 of us can run a billion-dollar company together.
- ▶ 1:28:55 Harry Stebbings Uh, I'm going to create my own first one and following our conversation because I really want to, uh, Palantir. 3 times in the scene
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 51:45 unnamed speaker How do you solve the fact that it can take six months to roll out a Palantir grade deployment?
20Sales: $0-$3.7BN: The Databricks CRO's Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko
- ▶ 17:11 Harry Stebbings At what stage can you do in FDs, fully deployed engineers, it's like the hot word, thanks to Palantir, but what price point can you do that?
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 41:16 Miles Dieffenbach Most, if not all, call it, except maybe Palantir and a few others, these very large 20, 21 IPOs are down significantly.
- ▶ 1:07:12 Miles Dieffenbach You look at circle, you look at, you know, Nebius, you look at core weave, you look at Palantir, you look at cloud flare.
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
- ▶ 49:35 unnamed speaker I mean, even the ones, even, you know, the most successful ones, you know, Palantir and Cloudflare are the two most successful public.
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
- ▶ 38:58 unnamed speaker You know, I think Palantir started that, SpaceX, and I think it's, you know, Andrel and all that now.
Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
- ▶ 13:38 Larry Aschebrook Alibaba, Spotify, Palantir, and Twitter.
- ▶ 37:22 Harry Stebbings You have the data to go look at Palantir, look at Spotify, look at SpaceX. 5 times in the scene
Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
- ▶ 26:29 unnamed speaker And they've also had, again, to be extraordinary, I mean, to give all credit to them, that the theme of kind of national security investing, I mean, Thiel co-founded Palantir in, I think, 2003, 2004.
20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
- ▶ 20:30 Luke Harries We'd, like, see ourselves among, like, Palantir and OpenAI and SpaceX as we're, like,
- ▶ 44:18 Luke Harries Their founder-led marketing is him getting offers for Amazon, for Palantir, for Google, and then telling them actually,
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