The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
O'Driscoll: Anthropic's revenue multiple is lower than Palantir's
“It's a much lower revenue multiple than Palantir. It's kind of comparable with Cloudflare for God's sake in the public markets.”
Randle: Top public SaaS platforms trade above 15x NTM revenue
“You have, I mean, Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue again.”
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.”
Rory O'Driscoll: Palantir is cash flow positive trading at 123x revenue
“Palantir is trading at 123 times revenues. And this cash flow positive.”
Cohen: Sand Hill Road VCs completely missed investing early in Palantir
“Pretty much all of Sandhill had completely missed the boat on Palantir, and this guy had been there, and he saw it early.”
Palantir took over 10 years to land its first government contract
“I think it took Palantir a decade plus to get its first real government contract.”
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.”