Palantir

12 statements across 2 episodes · 6 bullish · 0 bearish · 2 people on the record · first statement Dec 5, 2013 by Joe Lonsdale · said 47 times in 9 episodes since 2013 · across every show →

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brought up most by Joe Lonsdale (19), Matt Turck (16), Aman Kabeer (3), Sean Gourley (1), Sarah Catanzaro (1), Glenn Nye (1), Auren Hoffman (1), Ami Daniel (1)

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2014 4 mentions in 4 episodes 1 per episode
2013 37 mentions in 2 episodes 19 per episode

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Everything said about Palantir, oldest first

Dec 5, 2013
Disclosure
Lonsdale: Building Addepar's core platform took three years and 30-40 engineers
“I thought this was going to be actually relatively easy after the Palantir stuff. It turns out it took us about three years with a team of, like, you know, 30 or 40 really talented, you know, product engineer people to get, like, the basic systems to work at t…”
Joe Lonsdale Dec 5, 2013 ▶ 18:07 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013 positive
Assertion Partly supported
Lonsdale: Palantir has roughly 1,500 employees across 18 global offices
“Palantir has about, I guess, 1500 people and 18 offices around the world. It's like half in global defense of about 18 countries, I guess where it's working in defense and intelligence, and it's working about half in finance and other commercial areas now.”
Joe Lonsdale Dec 5, 2013 ▶ 6:28 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013 positive
Assertion Contradicted
Lonsdale: Over 1,000 partners are building on Palantir's platform
“I think there's over a thousand partners now, actually, building on top of Palance here”
Joe Lonsdale Dec 5, 2013 ▶ 22:23 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013 positive
Assertion Not checkable as stated
Lonsdale: Pentagon subway ads provided top ROI for early Palantir marketing
“And I think probably one of the best ROIs was, like, renting out, like, all of, like, the subway ads around the Pentagon or something.”
Joe Lonsdale Dec 5, 2013 ▶ 28:02 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013
Disclosure
Lonsdale avoids poaching Palantir talent until the company's growth slows
“I, I'm not poaching from Palantir yet. I always told Palantir, if they stop growing really quickly, I'm going to take their best guys, but I can't do that yet.”
Joe Lonsdale Dec 5, 2013 ▶ 19:06 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013 positive
Assertion Not publicly verifiable
Joe Lonsdale: Commercial business makes up about half of Palantir
“I started the finance side of Palantir, which became the commercial side, which is about half of Palantir's business now”
Joe Lonsdale Dec 5, 2013 ▶ 3:59 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013
Assertion Supported
Lonsdale: Palantir built internal clouds in 2005 for government requirements
“Palantir in 2005 had to create the concept of an internal cloud because basically that's the only way to make it work for governments because they're not willing to use the external clouds.”
Joe Lonsdale Dec 5, 2013 ▶ 24:48 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013
Assertion Not checkable as stated
Lonsdale: Palantir replaced a 1979 legacy system at a bank
“When Palantir went into one of the banks, we actually replaced one system from 1979.”
Joe Lonsdale Dec 5, 2013 ▶ 20:31 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013 neutral
Assertion Not checkable as stated
Lonsdale: Palantir did almost no marketing in its first five years
“So, I think that, I actually think that for the first five years, we almost, did almost none of that.”
Joe Lonsdale Dec 5, 2013 ▶ 27:34 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Dec 5, 2013 bullish
Assertion Not checkable as stated
Lonsdale: Palantir won a $100M contract replacing a $500M banking system
“We eventually were able to get, get past that and, you know, charge a hundred million dollars for something that would have cost five hundred million dollars, and that, but that was like multiple years into it before you can get contracts that size.”
Joe Lonsdale Dec 5, 2013 ▶ 17:21 Joe Lonsdale, Formation 8 // Fireside Chat at Data Driven NYC #20 (Hosted by FirstMark Capital)
Nov 8, 2024 positive
Assertion Partly supported
Palantir has reached $2.7 billion in ARR
“They're, you know, at 2.7 billion of ARR today, which is pretty massive.”
Aman Kabeer Nov 8, 2024 ▶ 8:41 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 neutral
Assertion Partly supported
Palantir is the most richly valued software company today
“It's the most richly valued software company today.”
Aman Kabeer Nov 8, 2024 ▶ 8:03 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
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