Palantir
includes Palantir Foundry
3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 20, 2023 by Youssef Rizk · said 36 times in 10 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Shawn Wang (18), Brendan Falk (5), Alessio Fanelli (3), Youssef Rizk (2), Anshul Ramachandran (2), Yaroslav Azhnyuk (1), Sarah Catanzaro (1), Mark Bissell (1)
tap a year for its mentions
2026 3 mentions in 2 episodes 2 per episode
2025 14 mentions in 5 episodes 3 per episode
- ⚡️No, Don't Do Palantir for AI - Brendan Falk, Hercules (AUDIO FIXED)
- [State of MechInterp] SAEs in Production, Circuit Tracing, AI4Science, "Pragmatic" Interp — Goodfire
- [State of AI Startups] Memory/Learning, RL Envs & DBT-Fivetran — Sarah Catanzaro, Amplify
- Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
- 🕰️ The Oral History of Windsurf (ft. Varun Mohan, Scott Wu, Jeff Wang, Kevin Hou, Anshul R)
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
Everything said about Palantir, oldest first
Sep 20, 2023 neutral
Sep 20, 2023 positive
Rizk: Palantir's Forward Deployed Engineer role is ideal training for founders
“The job itself for We Deploy Engineer is a super interesting job because it is kind of at this intersection of being an engineer, so a software engineer, but also still doing, like, business related things. Yeah, so part of the job was a solutions architect, p…”
Sep 18, 2025 bearish
Falk: The Palantir deployment model fails in AI due to enterprise churn
“This sort of Palantir model really only works if you not, you do a lot of like, you have very low or even negative gross margins in the first year, but then once it's deployed into production, you take the head count off, the margins go up and you have this ni…”