Palantir
includes Palantir AIP, Palantir Foundry, Palantir Gotham, Palantir Apollo
11 statements across 4 episodes · 6 bullish · 0 bearish · 4 people on the record · first statement Jul 27, 2023 by Shyam Sankar · said 69 times in 13 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Elad Gil (37), Shyam Sankar (9), Sarah Guo (6), Howie Liu (4), Brian Schimpf (3), Emil Michael (2), Beyang Liu (2), Satya Nadella (1)
tap a year for its mentions
2026 6 mentions in 5 episodes 1 per episode
- The Largest Untapped Market Inside U.S. Defense | Emil Michael
- Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
- Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak
- We Need An Ecosystem in AI, And Every Company Can Win A Place In It
- Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
- every mention in 2026, scene by scene →
2025 5 mentions in 2 episodes 3 per episode
2024 8 mentions in 4 episodes 2 per episode
2023 50 mentions in 2 episodes 25 per episode
Everything said about Palantir, oldest first
Jul 27, 2023 positive
Palantir used LLMs to cut a two-month UI feature to two hours
“It's like one of the consequences of a hack we had a number of months ago was that I had an engineer who could build a feature in a couple hours that we had previously scoped. It was on the roadmap. It was a feature that was going to take like two months and t…”
Jul 27, 2023 neutral
Jul 27, 2023
Jul 27, 2023 bullish
Jul 27, 2023 positive
Sankar: Palantir targets domain experts, not data scientists, with its AI tools
“I think there's a fair amount of companies I see going after kind of let's call it the canonical data scientists as an archetype of like, I want to fine tune a model and I'm going to go do that. I see a smaller number trying to go after devs as an archetype, b…”
Jul 27, 2023
Sankar: LLMs need external tools for specialized workflows like orbital simulation
“Like an LLM is not going to know anything about orbital simulation or weapon hearing or Predicting forward inventory, 30 days from now. It's certainly not going to do that well, but with the right tool, it's going to do that quite excellently.”
Jul 27, 2023 bullish
Jul 27, 2023 positive
Sankar: Palantir's forward deployed engineer role combines product, customer success, and engineering
“The Ford deployed engineering idea was that the people who are going to be interacting with customers in the field, we're going to be computer scientists. You could actually understand what does the product do today? What does it need to do today? How is it un…”
Jul 25, 2024 bullish
Liu: Point-solution AI touches only a fraction of enterprise workflows
“I think that, that, you know, you'll have some use cases addressed through solution companies that can be very big you know each individually. And yet, you know, I still think even if you added all of them up, they're still tapping into such a small fraction o…”
Jan 15, 2026 neutral
Jul 31, 2026 neutral
Tokmak: Palantir, SpaceX, and Notion struggled to maintain talent density while scaling
“Every single company that I know, that I respect that even thought about these things for the long term, like imagine Palantir or SpaceX or Notion who really care about craftsmanship and really delivering for their audience for many, many years have struggled …”