Great podcast, many themes that arose with the advent of social media that, as you say, impact every psychological and sociological “reality”, and thus the market.
Ironically, Palantir’s technology organizes and harnesses all that very human/enterprise chaotic behavior (as the data trails and operational/behavioral patterns we leave in our wake) to create incredible efficiencies/value/predictive power not just in “insights” but frictionless operational superpower.
It’s hilariously overpriced since around 37/40 (and that p/e still cray) but Palantir’s tech is built to help companies and sovereignties succeed in that new world of always on-data-fomo u speak of!
Nice. Short but to the point. Personally i like the very last bit the most, except with a small addendum. Its the CURRENT reality ;)
Great podcast, many themes that arose with the advent of social media that, as you say, impact every psychological and sociological “reality”, and thus the market.
Ironically, Palantir’s technology organizes and harnesses all that very human/enterprise chaotic behavior (as the data trails and operational/behavioral patterns we leave in our wake) to create incredible efficiencies/value/predictive power not just in “insights” but frictionless operational superpower.
It’s hilariously overpriced since around 37/40 (and that p/e still cray) but Palantir’s tech is built to help companies and sovereignties succeed in that new world of always on-data-fomo u speak of!
🙏
Thanks for the feedback! Been meaning to DM you these past few days!..
Yeah, the P/E is cray and my worry is that even if Sales massively compound from here, they have a lot of catching up to do.