Palantir
also referred to as: palantir technologies
includes Palantir Foundry, Palantir Gotham, Palantir Warp Speed
15 statements across 3 episodes · 9 bullish · 1 bearish · 3 people on the record · first statement Apr 8, 2025 by Michael Ovitz · said 63 times in 10 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Patrick O'Shaughnessy (42), Sham Sankar (9), Jesse Zhang (3), Gokul Rajaram (2), Gavin Baker (2), William Hockey (1), Neil Mehta (1), Mitchell Green (1)
tap a year for its mentions
2026 55 mentions in 6 episodes 9 per episode
- How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
- Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
- How to bet on yourself (without venture capital) · Invest Like The Best
- every mention in 2026, scene by scene →
2025 8 mentions in 4 episodes 2 per episode
- The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- Michael Ovitz - Turning Potential Into Prominence · Invest Like The Best
- How a16z Growth Invests · Invest Like The Best
- Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Palantir, oldest first
Apr 8, 2025 positive
Palantir Co-Founder Stephen Cohen Interviewed Engineers in 10-Minute Blocks
“One of his partners, Stefan Kohn, brilliant young engineer would take one meeting every 10 minutes with an engineer. And they were, I had an office next to him, so I'd watch this parade of young men and women sitting lined up for 10 minutes with Stefan. And he…”
Mar 10, 2026 positive
Mar 10, 2026 positive
Sankar: The best corporate cultures are almost cult-like and highly differentiated
“The best cultures are really almost cult-like. You know your culture is highly differentiated. It should actually kind of be hard for someone to inorganically insert into your culture, otherwise it's not a very differentiated culture whatsoever.”
Mar 10, 2026 neutral
Mar 10, 2026 negative
Sankar: Flat org structures fail; companies must continuously restructure around problems
“I don't think a flat org structure is optimal. I think that that doesn't actually work. I think what you want is an org structure that can crystallize, is the right structure to solve the problem as it exists today, and is able to reform as the problem manipul…”
Mar 10, 2026 positive
Sankar: Palantir retention is bimodal; staying three years yields decade-plus tenures
“There's some sort of, like, bimodal distribution for how long do people stay at Palantir? Like, the probability that you'll stay for, like, a decade plus if you've stayed three years is incredibly high, but, you know, roughly around the three-year mark, everyo…”
Mar 10, 2026
Sankar: Palantir drove AI adoption through young hires' overwhelming productivity
“Obviously, the first adopters of AI for us were the youngest hires, and to the point of generate momentum, I didn't really bother with the people who were kind of cynical or, Dismissive of it. I let the young people generate just overwhelming productivity that…”
Mar 10, 2026 positive
Mar 10, 2026 positive
Sankar: Palantir is modeled like an artist colony and Hollywood agency
“You know, from the very early days, he modeled our entire company as an artist colony. And it's like we have more in common with like a Hollywood talent agency Than we do with kind of a typical software company in terms of our approach to looking at humans.”
Mar 10, 2026
Mar 10, 2026 positive
Sankar: Evaluating unproven talent requires testing if they turn inches into miles
“The early indicators would be like first derivative, proof of some sort of sui generis, like did they create anything from zero to one that, you know, and then expression of agency and initiative. Here's the simplest way I'd say it. If I give this person an in…”
Mar 10, 2026
Sankar: John Boyd's dichotomy separates seeking status from achieving impact
“So John Boyd's advice to other officers other uniformed service members is always like, look, you can either be somebody, or you can do something, but you can't really have both, and if you're gonna be somebody, you gotta play this game, and it's all kind of t…”
Mar 10, 2026 positive
Sankar: Palantir produces founders by repeatedly assigning deep-end challenges
“If you just are willing to do that serially, just keep jumping off the deep end, go after problems you're frankly not qualified to go after, but you know, there is some belief you have the raw potential to do, like, you turn into a superhero. I think that's ac…”
Mar 10, 2026
May 20, 2026 bullish
Baker: Anthropic Added $11 Billion ARR in One Month
“And what I just mean by that is in Anthropik, they added eleven billion dollars of AR. And what is astonishing to me about this is that The SaaS and cloud revolution it created, we'll call it between five and 10 trillion dollars of value. And I would say argua…”