Palantir
also referred to as: palantir technologies
includes Palantir Foundry, Palantir AIP, Palantir Warp Speed
59 statements across 21 episodes · 44 bullish · 6 bearish · 9 people on the record · first statement Nov 6, 2024 by John Coogan · said 350 times in 74 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (94), Alex Karp (45), Jordi Hays (31), Shaun Maguire (7), Mike Gallagher (4), Delian Asparouhov (4), Alex Dhillon (4), Pratap Ramade (2)
tap a year for its mentions
2026 44 mentions in 19 episodes 2 per episode
- Palantir CEO Alex Karp on Tokenmaxxing & Taste
- FULL INTERVIEW: Alex Karp on AI, Job Loss, and the Future of Work
- The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
- Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
- Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- The Remarkable AGI Predictions of Daniel Gross
- Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
- 11 more episodes that year, every mention in 2026 →
2025 220 mentions in 40 episodes 6 per episode
- What is PALANTIR? (And Why it's RIPPING!)
- The BILLIONAIRE Saving THE WEST
- Palantir CEO Alex Karp on conspiracy theories, short sellers & advice for young people.
- Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- How to Win in the Age of AI and Autonomy | Shyam Sankar on TBPN
- Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
- Shaun Maguire breaks down Wiz investment, building great teams, and the Everything App.
- This Company is Changing Cybersecurity | Alex Dhillon on TBPN April 10th
- 32 more episodes that year, every mention in 2025 →
2024 86 mentions in 15 episodes 6 per episode
- Low T levels at Y-Combinator (ep9)
- Trump's Secret Career (ep7)
- Inside Facebooks Secret "Red Book" (ep18)
- How BILLIONAIRES dress for XMAS (ep17)
- Billionaires XMAS list (ep21)
- How we became the fastest growing podcast (ep20)
- What is the TRUMP BUBBLE? (ep11)
- Inside JD Vance's Portfolio (ep8)
- 7 more episodes that year, every mention in 2024 →
Everything said about Palantir, oldest first
Nov 6, 2024 positive
Palantir Ranks Fourth in Defense Market Cap With Just 3,000 Employees
“It was like every company in defense, all the primes, their market cap, and then their employees, and Palantir is like fourth by market cap, and they have 3000 employees, and every other company has like over a 100,000 employees.”
Nov 6, 2024 positive
Palantir Maintains Unmatched Talent Density for a 20-Year-Old Company
“Palantir, fantastic team. I, from some random content thing, I got a DM from a kid who just, like, graduated from some school and went to Palantir, and it was, like, still a cut above. It's a twenty-year-old company. Like, you just don't see that anywhere else…”
Nov 6, 2024 bullish
Nov 14, 2024 positive
Coogan: 'Pre-made' startup teams stacked with veteran operators have an unfair advantage
“And when I think about the teams that show up with startups, like. Yeah, like, and are all very much a premade in the sense that you have Palmer, but then you also have, like, three Palantir executives. It's like, how is that not gonna be successful? They real…”
Nov 14, 2024 bullish
Nov 14, 2024 bullish
Nov 16, 2024 positive
Nov 19, 2024 bullish
Hays: The 'forward deployed GP' venture model will become widespread
“I expect forward deployed GPs to come back, right? Because like it needs to, I mean, Founders Fund basically already does this.
[1535] John Coogan: I mean, it exists.
[1536] John Coogan: Yeah.
[1536] John Coogan: Trey is that.
[1538] Jordy Hays: And Delian.
…”
Dec 6, 2024 bullish
Dec 11, 2024 positive
Dec 12, 2024 neutral
Dec 12, 2024 positive
Jan 18, 2025 neutral
Mar 17, 2025 bullish
Bartlett: OpenAI Should IPO Soon to Capitalize on Market Demand
“If I were open AI, I would try to get out sooner rather than later. Right. Cause I think there's this demand both from
Institutional and retail to have exposure to some of these things. And if you look, I mean Palantir's where they're trading, and obviously th…”
Apr 1, 2025
Apr 10, 2025 positive
Apr 17, 2025 positive
Apr 28, 2025 negative
Sankar: Underreporting cyber warfare breeds defeatist acceptance of critical vulnerabilities
“Well, one of the most devastating consequences of it being so kind of below the waterline, something we don't want to talk about, is the normalization of, like, what can you do about it? A sort of nihilism and acceptance a pessimism that anything can be done a…”
Apr 28, 2025 positive
Apr 28, 2025 positive
Apr 28, 2025 positive
Palantir Built Forward-Deployed Engineering Because Outsourcing Always Failed
“It's like we just developed this extreme ownership mentality because anytime we outsourced even an iota of responsibility, it blew up in our face. And that's, you can see for deployed engineering as like the extreme manifestation of that, that we're going to s…”
Apr 28, 2025 neutral
Sankar: Palantir Operates as an Artist Colony Without Certain Career Progression
“Really preserving what's at the core of this is like, this is an artist colony, not a factory. You know, I don't really know what your career progression is going to be. And if you want certainty on that, this is definitely not the right place”
Apr 28, 2025 positive
Apr 28, 2025 bullish
Apr 28, 2025 positive
Palantir Encourages Every Employee to Tell Leadership Off to Their Face
“I always end the AMA by reminding people that Palantir is a flat place. What does flatness even mean? Well, to me, it means that every single employee is willing to tell me to fuck off to my face, and I am all say fuck off in unison out loud at the very end. I…”
Apr 28, 2025
Apr 28, 2025 positive
Apr 28, 2025 positive
Sankar: Digital twins act like CI checks to integrate enterprise value chains
“Where I think it gets to be really valuable is if you kind of thought about it like a CI check in programming, where it's like, I'm proposing a change to a system here. How can I understand it? Like, is that change going to work? What are the unintended conseq…”
Apr 28, 2025 positive
Jun 28, 2025 positive
Jun 28, 2025 positive
Gallagher: Palantir is among rare tech firms unapologetically pro-US military
“Palantir was one of the rare companies that was unapologetically pro-American military, committed a hundred percent to enhancing deterrence, you know, willing to say that, like, we're the good guys, you know, the commies are the bad guys.”
Sep 4, 2025 positive
Karp: Software should be priced downstream of actual value creation
“The logic of software should be We charge you something downstream of value creation. That sum is a percentage of the value we create. It's better for both sides because it's significantly less than the value creates. Good for us because there's a multiple on …”
Sep 4, 2025 bullish
Sep 4, 2025 positive
Sep 4, 2025 positive
Sep 4, 2025 positive
Karp: Palantir lacks capacity while prioritizing US defense and ontology
“At Palantir right now, in the US, the market that counts, we don't have the people. We don't have the time. We, orchestrating completely perfectly at Palantir, which of course we don't do, because we're like an artist colony, right? We don't have the time to, …”
Sep 4, 2025 negative
Sep 4, 2025
Karp: Original goal at Palantir was making $250K–$1M to move to Berlin
“When I started at Palantir, I actually just, cause I just wanted to be a left alone. I was like, yeah, I'm going to make some money. I'm going to move to Berlin. I'm going to live a debaucherous life. That was my goal. Like I'm moving to Berlin. I thought I ne…”
Sep 4, 2025 bullish
Sep 4, 2025 bullish
Sep 4, 2025 negative
Karp: Traditional SaaS models trick clients into parasitic lock-in
“You would never build a software downstream from value creation. It's all basically, how do I make the client feel like they're getting laid when they're getting fucked? That's the whole way you build a software business and our business.”
Sep 4, 2025 positive
Karp: LLMs only create enterprise value within an ontology wrapper
“The value of LLM is when it's essentially in an ontology wrapper, because to actually create value, you have to be able to take the output, serialize it, and deserialize it in the context of the business. So the logic, actions, and security of the business, an…”
Sep 4, 2025 bullish
Karp: High-fidelity ontology combined with LLMs is very hard to replicate
“We also believe that if it, for more kind of like kind of architectural implementation, technical perspective, the value is in high fidelity data captured in, in ontology with FDs and where there's an enhancing factor with LLMs and that that's going to be very…”
Sep 4, 2025 positive
Sep 6, 2025 bullish
Sep 6, 2025 positive
Sep 6, 2025 negative
Alex Karp argues traditional software businesses extract value rather than creating it.
“You would never build a software downstream from value creation. It's all basically, how do I make the client feel like they're getting laid when they're getting fucked? That's the whole way you build a software business and our business.”
Sep 6, 2025 bullish
Sep 6, 2025 neutral
Alex Karp co-founded Palantir hoping to make $1 million and retire.
“When I started at pound here, I actually just, cause I just wanted to be a left alone. I was like, yeah, I'm going to make some money. I'm going to move to Berlin. I'm going to live a debaucherous life. That was my goal. Like I'm moving to Berlin. I thought I …”
Sep 6, 2025 positive
Sep 6, 2025 neutral
Nov 22, 2025 negative
Coogan: Countless AI startups copy Palantir's forward-deployed engineer strategy
“You know, there are so many startups these days that are going after Palantir's market, competing in enterprise software, enterprise AI, forward deployed engineers. It's all a bunch of memes. Everyone's, Everyone's keying off of the Palantir strategy.”
Feb 20, 2026 positive
Hays: Palantir's international deals justify Karp's massive private jet bill
“I might catch some flack for defending private aviation, but it just doesn't seem that crazy. The entire reason that Palantir is growing the way it is, is, like, they're doing deals in Japan. They're doing deals in, in the Middle East.”
Mar 12, 2026 positive
Karp: Business value correlates with the market's inability to understand it
“Your valuable, your value is pretty directly con convergent with people's inability to understand what you're doing. So it's like all these technologies are potentially commodifying everything. Okay. So if you are a business that is, you know, Not services, no…”
Mar 12, 2026 bullish
Karp: U.S. military lethality comes from tech plus real-world operator experience
“What it makes America lethal, more so than any currently country, is like a combination of obviously the technology, which we're super interested in and believe are paying a huge part in but it's like 20 years of, like, operators figuring out what worked, what…”
Mar 14, 2026 neutral
Coogan: Alex Karp shifts toward Amodei's view on AI disrupting white-collar work
“Karp did seem like pretty shifted in his opinion of how AI would impact the economy. It was definitely, definitely an update to how he's thinking, definitely more in the Dario Amadei camp of a significant impact to white collar work.”
Jun 4, 2026 bearish
Jun 4, 2026 positive
Karp: Defense tech competitors increase government budget allocation
“They increase the size of the market because de facto, nobody wants to find an underrated market where there's only one person. So like, if you're the one person, the percentage of the defense budget you can get is much smaller. And two, they set up a comparat…”
Jun 4, 2026 bullish
Karp: LLMs are putting Palantir's business on steroids
“They're totally putting our business on steroids. Like, without LLMs, nobody would be talking about our ontology, about Apollo managing secure exploits, about our ability to manage an enterprise, essentially, as turning all these companies into FDEs.”