Qureshi: Palantir could 100x again due to proprietary data foundations for AI
Nabeel S. Qureshi · How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir) · May 11, 2025 · at 52:32
Former Palantir engineer Nabeel S. Qureshi explains the bull case for Palantir in the generative AI era to host Lenny Rachitsky.
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“One lens through which you can view this company is they spent 20 years basically building the mother of all data foundations for every important institution in the world, and Guess what's very valuable now that AI models are out is proprietary data that isn't public. Suddenly you have access to that and you are in a very privileged position to help your customers deploy AI in a way that makes them successful and that solves real business problems. That is essentially the bull thesis for this company and why it's probably gonna, you know, a hundred X again, right?”
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