Palantir

6 statements across 6 episodes · 4 bullish · 0 bearish · 6 people on the record · first statement Nov 21, 2025 by Bhaskar Ghosh · said 32 times in 15 episodes since 2020 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (9), Vijay Krishnan (5), Bhaskar Ghosh (4), Vamshi Ambati (2), Sudarshan Kamath (2), Matein Khalid (2), Karthik Chakkarapani (2), Krishna Mehra (1)

tap a year for its mentions
001042082020202120222023202420252026episodesmentions
0482020202120222023202420252026episodes it came up in
001.342.582020202120222023202420252026episodesmentions per episode
2026 16 mentions in 7 episodes 2 per episode
2025 10 mentions in 4 episodes 3 per episode
2024 2 mentions in 1 episode
2023 2 mentions in 1 episode
2020 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Palantir, oldest first

Nov 21, 2025 positive
Insight
Ghosh: AI Software Requires Palantir-Style Forward-Deployed Engineers
“Many of these new AI enabled businesses that you're building, whether it's pure software, whether it's services, Has a Palantir-esque, ah, ah, flavor to it. That, that in delivering this service and in delivering this software, ah, AI enabled software, you wil…”
Bhaskar Ghosh Nov 21, 2025 ▶ 56:49 How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
Nov 28, 2025 bullish
Assertion Supported
Chakkarapani: Palantir operates near Rule of 80 with 35% to 40% growth
“Palantir is like almost rule of 80, where they're getting like 35% to 40% growth, and they're able to be more efficient, right?”
Karthik Chakkarapani Nov 28, 2025 ▶ 20:16 3 Steps on How Large Companies Decide to Buy From a Startup or Not | CIO Karthik Chakkarapani
Mar 6, 2026
Disclosure
Kamath: Smallest AI targets top 50 accounts via Palantir-style sales
“We are literally creating the like list of top 50 dream customers that we have and going aggressively through like a top down motion, a very targeted motion of how could we, you know, get them through a Palantir style approach.”
Sudarshan Kamath Mar 6, 2026 ▶ 1:01:04 Where SMALL models will Win | Sudarshan kamath, Smallest ai
Jun 9, 2026 positive
Opinion
Ambati: Palantir is a product company disguised as services
“It's a great product disguised as services. So it's, I'm sure there's merit to the product but the launching vehicle is services, right? Because these are hard to understand products that you have to take to the customer.”
Vamshi Ambati Jun 9, 2026 ▶ 43:52 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
Jul 31, 2026 bullish
Opinion
Krishnan: Frontier model advances only make Palantir stronger
“Palantir is a, I feel a beautiful example. Of one where they have built so much of this deep verticalized stuff that model advances have only made them a lot stronger and stronger.”
Vijay Krishnan Jul 31, 2026 ▶ 1:10:56 The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
Aug 27, 2026 neutral
Insight
Kompalli: Complex enterprise software inherently requires forward-deployed engineers
“The more complex your product is, which in the case of Palantir, it is extremely complex. So you will need somebody like that to understand specific software integrations and workflows, etc.”
Phalgun Kompalli Aug 27, 2026 ▶ 21:46 The AI Moat Everyone is Ignoring | Phalgun Kompalli, Founder UpGrad and Bodhium Labs
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.