Palantir
9 statements across 8 episodes · 4 bullish · 2 bearish · 8 people on the record · first statement Sep 21, 2021 by Max Chafkin · said 54 times in 15 episodes since 2021 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (34), Max Chafkin (4), Michael Horowitz (3), M.G. Siegler (3), Emil Michael (3), Tom Lee (2), Reed Albergotti (2), Ranjan Roy (1)
tap a year for its mentions
2026 38 mentions in 9 episodes 4 per episode
- Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- Senator Mark Warner: Nobody’s Ready for What AI Could Do To Us
- Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
- The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
- Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
- 1 more episode that year, every mention in 2026 →
2025 7 mentions in 4 episodes 2 per episode
- AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
- Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- Booz Allen CTO: AI in Government, Autonomous Driving, Quantum's Promise
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
2021 8 mentions in 1 episode
Everything said about Palantir, oldest first
Sep 21, 2021 positive
Thiel's meeting with Trump drove Palantir's success under CEO Alex Karp
“He set up this meeting this big meeting with all the tech CEOs, gets Alex Karp, CEO of Palantir, in a room with Donald Trump, which I think was very important for Palantir, and has helped, one of, is one of the reasons Palantir has been so successful over the …”
Sep 21, 2021 neutral
Jun 25, 2025 positive
Tom Lee: Stock valuation reflects customer trust rather than pure earnings
“I believe Tesla and Palantir and stocks like HIMSS are proof that money, money is not how you measure the value of a stock. Because if money is, is determined as the earnings per share, the value of a company isn't just The amount of money that it represents. …”
Nov 17, 2025 bullish
Luria: Palantir is the best company in the world right now
“Palantir is the best company in the world right now. I'm not gonna even say the best software company. They're the best company in the world right now, because what they're able to do is go into a company and ask them, what's your biggest need right now? What …”
Mar 2, 2026 neutral
Anthropic's Claude was used via Palantir in the US operation capturing Maduro
“Anthropix artificial intelligence tool Claude was used in the US military operation to capture former Venezuelan president, Nicolas Maduro. The department, the deployment of Claude occurred through Anthropix partnership with data company Palantir. Whose tools …”
Mar 4, 2026 negative
Pentagon cannot easily replace Anthropic due to Palantir and Amazon integrations
“The fact that Palantir and then Amazon obviously, and a bunch of others have used Anthropic services, like maybe the government just wasn't savvy enough to know just how integrated Anthropic itself was and that they can't just, again, like we were talking abou…”
Mar 6, 2026 neutral
Mar 26, 2026 negative
Warner: DHS denied a Global Entry pass over protest attendance
“I know I was, I raised real concerns about Palantir and the six other technology companies that have taken contracts with Department of Homeland Security, and I've been extraordinarily concerned that, you know, DHS or ICE, as we saw, People targeted in Minneso…”
Apr 15, 2026 positive
Michael: Palantir serves as an AI orchestration layer for military data
“I think the genesis of what Palantir does is an orchestration layer on top of data streams that we, data that we put in it and say, here's the data we would normally use for any battlefield operation, plus an AI to help you synthesize it. So all those things a…”