Best Podcast Episodes About Palantir
Everything podcasters are saying about Palantir — curated from top podcasts
Updated: Apr 02, 2026 – 20 episodes
Listen to the Playlist
Ridealong has curated the best and most interesting podcasts and clips about Palantir.
Top Podcast Clips About Palantir
“… shit that's just scary, dude Because they have a huge contract to take care of all of America's And you ever see that dude, Alex Karp, the CEO of Palantir The way he moves his arms around and squirms and talks Yeah It's very odd, very odd There's so much to tell him People don't really behave that way He looks like he was breastfed by a drone Israeli government began using Palantir software in 2014. Significantly scaled up its partnership during the genocide in Gaza, which began in 20... This is for sure a biased source, just by the way they phrased that. Which began in 2023. Palantir CEO Alex …”
“Allegedly. So how does that work? They have like facial recognition and ID software That's the shit that's just scary, dude Because they have a huge contract to take care of all of America's And you ever see that dude, Alex Karp, the CEO of Palantir The way he moves his arms around and squirms and talks Yeah It's very odd, very odd There's so much to tell him People don't really behave that way He looks like he was breastfed by a drone Israeli government began using Palantir software in 2014. Significantly scaled up its partnership during the genocide in Gaza, which began in 20... This is for sure a biased source, just by the way they phrased that. Which began in 2023. Palantir CEO Alex Karpis said, I am proud that we are supporting Israel in every way we can. Israeli military has used Palantir technology to plan attacks in Lebanon and Gaza. Yeah, I don't know if this is... Because I know there are good sources. And this may be one. I have no idea. The title of this is, What is Palantir and Why is this Corporation So Dangerous? And …”
View more
Ridealong summary
Theo Von dives into the bizarre world of Palantir's CEO Alex Karp, comparing his odd behavior to being 'breastfed by a drone.' The segment humorously explores the tension between government actions and public sentiment, with Theo lamenting a 'universal heart' breaking over societal issues, making serious topics feel relatable and funny.
“… dc-based journalists if nothing else one One thing that McKenna said sort of encapsulates what's going on right now, the thing about the guys in the Palantir hoodies. So I think it was the same week that this bar opened, Polymarket announced a partnership with Palantir. And Palantir is helping them protect the integrity of their sports market. So Palantir is going to be basically attempting to help Polymarket catch insider traders and market manipulators in all the sports games. which is kind of wild. I actually asked Polymarket last week whether they had any other deals with Palantir when I was …”
“… anyway that there's the explosive growth that they've got trying to you know reach out to so many people and and getting so many people hooked on what they're offering i mean this this particular event definitely seems like a very bald effort to woo dc-based journalists if nothing else one One thing that McKenna said sort of encapsulates what's going on right now, the thing about the guys in the Palantir hoodies. So I think it was the same week that this bar opened, Polymarket announced a partnership with Palantir. And Palantir is helping them protect the integrity of their sports market. So Palantir is going to be basically attempting to help Polymarket catch insider traders and market manipulators in all the sports games. which is kind of wild. I actually asked Polymarket last week whether they had any other deals with Palantir when I was trying to get them to say anything about whether they were investigating the Iran bets that have been raising a lot of eyebrows. And they said that Palantir was only helping them with sports, which I thought was freaking weird. And it speaks to how they're rapidly expanding, but doing so in this really messy ad hoc way that doesn't really make a lot a …”
View more
Ridealong summary
Polymarket's pop-up bar in D.C. aimed to attract journalists but ended up showcasing its chaotic growth and questionable partnerships. Despite the hype, attendees like a military member shared that they were just betting for fun, highlighting the disparity between Polymarket's marketing ambitions and the actual user experience. This raises questions about the legitimacy of their operations and what it means for the future of betting in a rapidly evolving market.
“… to a tech company that is more involved in defense, more involved in anything but AI, because I do think that that in itself is a bubble. Like a Palantir? Palantir is a good one, but I don't have Palantir part of my portfolio. The circular spending in AI is so real. So basically that's, you know, one company like a Microsoft to buying something from NVIDIA and then NVIDIA, then buying something from Microsoft. Where is that revenue actually going and back to each other, back to each other. And when you look at the projections, I think that's what's scary. All the money that has been invested, …”
“… said, you need to have to attract energy has beaten the S&P 500. So has SMH semiconductors. What areas are you excited about right now? I'm still honestly excited about tech that is not adjacent to AI. Tell me more. What is that then? I'd rather be tied to a tech company that is more involved in defense, more involved in anything but AI, because I do think that that in itself is a bubble. Like a Palantir? Palantir is a good one, but I don't have Palantir part of my portfolio. The circular spending in AI is so real. So basically that's, you know, one company like a Microsoft to buying something from NVIDIA and then NVIDIA, then buying something from Microsoft. Where is that revenue actually going and back to each other, back to each other. And when you look at the projections, I think that's what's scary. All the money that has been invested, what has come of it. And also when we're looking at the big picture, the energy that these companies are saying that they have to be able to use. You take a step back and you say, well, do they plan to wipe out an entire country with all the energy that they planning on using? Like when we're thinking about these projections and these forecasts, how …”
View more
Ridealong summary
Lauren Simmons reveals her concerns about the AI market, suggesting that it might be a bubble ready to burst. She explains how interconnected tech companies inflate their revenues through circular spending, leading to questionable future projections. This raises critical ethical questions about energy consumption and the sustainability of these tech giants.
“And so you put these things together and you have this portfolio of people that own all the sports stuff. And then you have Palantir, which can help do market integrity, create market integrity in Polymarket. And then you have Polymarket, which is trying to foster just a very large sports economy on its prediction market platform. And so when Shane tweeted this out, he tweets out, the current state-by-state regulatory password for sports prediction market is broken. This partnership builds integrity infrastructure from the ground up at the federal level using Palantir and …”
“And so you put these things together and you have this portfolio of people that own all the sports stuff. And then you have Palantir, which can help do market integrity, create market integrity in Polymarket. And then you have Polymarket, which is trying to foster just a very large sports economy on its prediction market platform. And so when Shane tweeted this out, he tweets out, the current state-by-state regulatory password for sports prediction market is broken. This partnership builds integrity infrastructure from the ground up at the federal level using Palantir and TWG to establish market trust and make the case that prediction market regulation belongs at the federal level, not fractured across states. So it's a combination of user protections for market integrity while also advocating that like if we were regulated piecemeal by the states we would never be able to do this in the first place yeah i guess i was …”
View more
Ridealong summary
Polymarket and Palantir's new partnership aims to establish federal-level regulation for sports prediction markets, addressing the broken state-by-state system. By combining market integrity tools with a push for unified regulation, they seek to protect users and eliminate insider trading. This innovative approach could transform the future of sports betting.
“So, Milt, is the model entirely hosted by Anthropic? Or just explain to us technically, does this sit in a cloud that Palantir runs for you guys? Is there really technically a way that employees at Anthropic could kind of interfere, intervene in the use of the model? Yeah, so they put their model in AWS GovCloud. Like GovCloud, yeah. And then Palantir serves it from there, and they refresh it. they held the control plane for the model. So, yeah. They can change the model weights if they want. They can do whatever they want. Yeah. The insight into this thing is …”
“So, Milt, is the model entirely hosted by Anthropic? Or just explain to us technically, does this sit in a cloud that Palantir runs for you guys? Is there really technically a way that employees at Anthropic could kind of interfere, intervene in the use of the model? Yeah, so they put their model in AWS GovCloud. Like GovCloud, yeah. And then Palantir serves it from there, and they refresh it. they held the control plane for the model. So, yeah. They can change the model weights if they want. They can do whatever they want. Yeah. The insight into this thing is unbelievable. Not just governments, but now if you're running a company, the reality is that what Anthropic showed, which by the way, is their right at some level, is that they're going to have a political perspective and a set of terms that reflect their philosophy and that that philosophy can change on a dime. But what the government did was also …”
View more
Ridealong summary
Anthropic's AI model, hosted in AWS GovCloud, raises serious concerns about who controls its moral compass and operational decisions. As private companies like Anthropic shape technology with their philosophies, the risk for governments and businesses is enormous—relying on one AI could lead to unpredictable consequences. This dilemma highlights the urgent need for diverse AI solutions to mitigate risks in critical sectors.
“… members and you guys are basically their mentors So that's attachment to one is is our reserve unit in the army. I have a separate program at Palantir. That's the American Tech Fellowship. OK, there where we let active duty and veterans apply and we've run a different a few of them. And there's a fellowship specific for veterans and for the active duty community where we teach them these tools. Largely, they're transitioning members. So how do I help them actually get amazing commercial jobs where they are AI application developers, even though four months ago they were JSOC operators? Okay.”
“… four and we hope it be a very successful program that delivers incredible value to the Army and they see need and value in continuing to grow it So this is the program you were talking about at the beginning of the interview where we taking active service members and you guys are basically their mentors So that's attachment to one is is our reserve unit in the army. I have a separate program at Palantir. That's the American Tech Fellowship. OK, there where we let active duty and veterans apply and we've run a different a few of them. And there's a fellowship specific for veterans and for the active duty community where we teach them these tools. Largely, they're transitioning members. So how do I help them actually get amazing commercial jobs where they are AI application developers, even though four months ago they were JSOC operators? Okay.”
View more
Ridealong summary
Reservists returning to the Israeli Defense Forces (IDF) were shocked by the outdated technology, highlighting a critical gap in military innovation. Shyam Sankar, CTO of Palantir Technologies, discusses how leveraging talented individuals with industry experience can transform military capabilities, emphasizing the need for mentorship and integration of civilian tech practices. This initiative aims to empower service members, particularly in software development, to enhance military effectiveness.
“… them off without having to get on the radio and control them It's also we see this guy's running for president this person is running for president Palantir Use your AI to go look at everything that they've ever done on you, right? Right like every tweet Every single he promises he won't do that like every single thing They've ever done in the internet and find what they've said on message boards where they've gone here what they've done It's it's there's a part of Palantir that is predictive like minority report, right? And then there's just this intense ability to crunch data. And that intense …”
“… a bad guy go do it like because the if you look at the way the war is fought in ukraine right now everything's jammed you can't get on the radio because then the shell comes in and you're dead they want to create these systems so that they can send them off without having to get on the radio and control them It's also we see this guy's running for president this person is running for president Palantir Use your AI to go look at everything that they've ever done on you, right? Right like every tweet Every single he promises he won't do that like every single thing They've ever done in the internet and find what they've said on message boards where they've gone here what they've done It's it's there's a part of Palantir that is predictive like minority report, right? And then there's just this intense ability to crunch data. And that intense ability to crunch data actually makes people vulnerable because they can crunch data that they couldn't have crunched before, which means they can very quickly sum your life up and tell everybody while you are bad or use that stuff to hold over your head and make you do whatever they want to do. The interesting thing about AI to me, the scary thing …”
View more
Ridealong summary
The integration of AI into military operations raises significant ethical concerns, as discussed in this segment. With examples like logistics and predictive technologies reminiscent of 'Minority Report,' the conversation highlights the potential for AI to operate beyond human control, questioning whether our relationship with technology should mirror that of humans and dogs. This segment emphasizes the urgent need for caution as AI evolves, especially in military contexts.
“And Palantir, a company that uses all kinds of AI, all kinds of data infrastructure, and contracts with ICE, Immigrations and Customs Enforcement. Companies there have been increasingly outspoken about their ethical concerns. It's sort of the last company on my list of expecting that kind of pushback, but we've seen a lot of it. And it's gotten to the point where... People are upset. Yeah. People are genuinely upset. Upset enough that Alex Karp, Palantir's …”
“And Palantir, a company that uses all kinds of AI, all kinds of data infrastructure, and contracts with ICE, Immigrations and Customs Enforcement. Companies there have been increasingly outspoken about their ethical concerns. It's sort of the last company on my list of expecting that kind of pushback, but we've seen a lot of it. And it's gotten to the point where... People are upset. Yeah. People are genuinely upset. Upset enough that Alex Karp, Palantir's CEO, sort of had to record basically an hour-long video explaining what the deal is with ICE or attempting to explain. And just for those people who don't know Alex Karp, here's just a taste of the kind of things that he says on a fairly regular basis, just to get an idea. Palantir is here to disrupt and make the institutions we partner with the …”
View more
Ridealong summary
Palantir's CEO Alex Karp faced significant employee backlash after a lengthy video attempting to address ethical concerns about the company's contracts with ICE. Rather than providing clear answers, Karp's vague reassurances led to frustration among employees, culminating in a call for more transparency that ironically required signing an NDA. This moment marks a turning point in employee activism within Silicon Valley, as workers increasingly demand accountability from their companies.
“… thing of suing the government. But I was sort of surprised to realize that Coinbase has sued their primary regulator. And GovTech, SpaceX, and Earl Palantir all had to sue for various reasons. So it seems like it's actually more common than Silicon Valley conventional wisdom. So what, I guess, advice would you have having dealt with the government to people out there trying to build businesses? is like what sort of situation would be, you think, right to actually make that kind of challenge? I think it a sort of no other option situation right Like that So it still painful But did you actually have …”
“… that's important because the law applies to companies but it also applies to the government but you should make your point about maybe suing the government's under arena well I think certainly in crypto and prediction markets as sort of this unique thing of suing the government. But I was sort of surprised to realize that Coinbase has sued their primary regulator. And GovTech, SpaceX, and Earl Palantir all had to sue for various reasons. So it seems like it's actually more common than Silicon Valley conventional wisdom. So what, I guess, advice would you have having dealt with the government to people out there trying to build businesses? is like what sort of situation would be, you think, right to actually make that kind of challenge? I think it a sort of no other option situation right Like that So it still painful But did you actually have no other option Oh I think it very painful Because couldn Calci have done fine without elections I mean elections are obviously very helpful because they such like a big shiny thing But I presume elections are not a majority or contracts today. I think it was just too important. And maybe that's the dogmatic or whatever. But it's like, it is the …”
View more
Ridealong summary
Kalshi, the first federally regulated prediction market in the US, took the bold step of suing the CFTC to allow trading on elections, arguing that the government can't prohibit contracts without a clear public interest finding. Their lawsuit highlighted the importance of election markets, showcasing their economic impact and potential for accurate predictions. This case underscores the growing trend of startups challenging regulatory bodies to pave the way for innovation.
“… this? Like, how are we involved? Like, can we do anything to stop this? Alex Preddy's death seemed to be a turning point for a lot of employees at Palantir. Immediately afterwards, their internal Slack blew up with messages from around the organization. It seems like there had been some kind of discussions happening in these channels prior, but that had really kind of lit up on the day Alex Preddy was killed. So, you know, what we're seeing immediately in these Slack channels and people chatting is there's like one person specifically saying that the involvement with ICE has been swept under the …”
“… All this kind of blew up after the tragic shooting and killing of Alex Preddy in January, where as soon as we started seeing white Americans getting shot in the streets, the company internally kind of blew up and we're like, are we involved with this? Like, how are we involved? Like, can we do anything to stop this? Alex Preddy's death seemed to be a turning point for a lot of employees at Palantir. Immediately afterwards, their internal Slack blew up with messages from around the organization. It seems like there had been some kind of discussions happening in these channels prior, but that had really kind of lit up on the day Alex Preddy was killed. So, you know, what we're seeing immediately in these Slack channels and people chatting is there's like one person specifically saying that the involvement with ICE has been swept under the rug under this current administration and their need and better understanding of the involvement. And then someone says that they have seen stories of folks rounded up who were seeking asylum with no order to leave the country, no criminal record, consistently checked in with authorities, no reason to be rounded up. And this is like how opaque the …”
View more
Ridealong summary
After the tragic shooting of Alex Preddy, Palantir employees erupted in internal discussions about the company's role with ICE and the ethical implications of their software. Many workers expressed concerns over the potential misuse of their technology, questioning how they could ensure it wasn’t being used for illegal activities. The company’s leadership has yet to provide a satisfactory response, leaving employees feeling uncertain and uneasy about their involvement with government agencies.
“… but not directly. It's mostly all the people who yell at me. And I guess maybe there are some people who want to shoot at me. But in the lifetime of Palantir, there's been the rise of software, which essentially meant your software company that is supplying a steak dinner, this obviously parasitic, is not cutting it. Those companies are being eviscerated. The rise of defense tech. And now you have a hybrid software, hardware, AI, where you really need all three. Interestingly, from an investment perspective, I would say the last company standing before we all have to salute the overload of the LM …”
“… this, you can't say enough that it's the warfighter and their courage, and I'm not doing that. I'm sitting here. And we have Palatirians all over, like I'm talking to them constantly. So they're putting themselves in harm's way. And I am kind of, but not directly. It's mostly all the people who yell at me. And I guess maybe there are some people who want to shoot at me. But in the lifetime of Palantir, there's been the rise of software, which essentially meant your software company that is supplying a steak dinner, this obviously parasitic, is not cutting it. Those companies are being eviscerated. The rise of defense tech. And now you have a hybrid software, hardware, AI, where you really need all three. Interestingly, from an investment perspective, I would say the last company standing before we all have to salute the overload of the LM will be Palantir. But it's mainly... We're going to get into that, I promise. Mainly because it's the specificity and the security and the orchestration. But none of that has to make any sense to anyone in this room. I'll tell you what, it makes a lot of sense to our adversaries right now. How is America doing this? Now, again, it's specialized ways. …”
View more
Ridealong summary
America's military dominance stems from its technological advantages, evident in operations like Midnight Hammer and its ongoing strategic positioning against adversaries like China and Russia. The integration of specialized software and hardware, particularly through companies like Palantir, has transformed defense capabilities, emphasizing the meritocratic nature of the military that appeals across demographics. This unique blend of technology and military experience is crucial for maintaining global power.
“… different technology, I can say, here's what HubSpot helps you. Here's what Salesforce helps you. Here's what this technology helps you. How does Palantir help in that process? So what Palantir, I mean, it's a lot of things at this point, but Palantir is bringing together data from a lot of different sources in the government. Like I said, when I started Palantir, government spent 30 something billion a year to gather data. I bet you it's a lot more than that now. So there's literally hundreds of thousands of databases. There's literally signal intelligence, human intelligence. And there's all …”
“So how is that tool used? What does that tool help you do? If I explain different technology, I can say, here's what HubSpot helps you. Here's what Salesforce helps you. Here's what this technology helps you. How does Palantir help in that process? So what Palantir, I mean, it's a lot of things at this point, but Palantir is bringing together data from a lot of different sources in the government. Like I said, when I started Palantir, government spent 30 something billion a year to gather data. I bet you it's a lot more than that now. So there's literally hundreds of thousands of databases. There's literally signal intelligence, human intelligence. And there's all sorts of rules about who could see what, what they could do So they not for example people are not allowed to spy on you as citizens and use that data That be illegal Palantir would flag that and say this is against the rules You can be doing this right So the whole thing is a rules engine that has very strict rules And then so there's someone who's …”
View more
Ridealong summary
Palantir has transformed military operations by saving countless lives through advanced data integration and analysis. Initially met with resistance from established defense contractors, Palantir's technology has proven essential for special forces in Iraq, demonstrating its value in real-time combat scenarios. This battle against bureaucracy highlights the ongoing struggle between innovation and entrenched interests in the defense sector.
“… deployed engineer. That's really what I've been doing over the past year. And it's that forward deployed engineering model that kind of maps to what Palantir and Anduril did as well. So Palantir didn't invent cloud compute, right, our big data models, right? That was tens of billions of dollars of investment from Silicon Valley companies, and then through good go-to-market, good forward deployed engineering, brought that into the department. Anduril did the same. The Sentry Tower, first Sentry Tower, was really enabled by the autonomy technology developed by the self-driving car industry. Computer …”
“… around batteries and power electronics. What nobody has done is kind of gone and done that forward to plate engineering. And so Aaron Price-Wright, who led our round, I think in her post said, we should actually call Adam the chief forward deployed engineer. That's really what I've been doing over the past year. And it's that forward deployed engineering model that kind of maps to what Palantir and Anduril did as well. So Palantir didn't invent cloud compute, right, our big data models, right? That was tens of billions of dollars of investment from Silicon Valley companies, and then through good go-to-market, good forward deployed engineering, brought that into the department. Anduril did the same. The Sentry Tower, first Sentry Tower, was really enabled by the autonomy technology developed by the self-driving car industry. Computer Vision went from an unsolved problem in 2014 to just download YOLOv4 in 2017. And they were able to kind of capitalize on massive investment from the self-driving car industry, and just through good forward deployed engineering, good go-to-market, bring that into the department. And that's what we're doing for all the technology coming out of …”
View more
Ridealong summary
Countering small drones will revolutionize defense technology, requiring more power in mobile platforms to support advanced sensors and electronic warfare. This shift is driven by innovations in battery technology, which allow for powerful surges and energy management. Companies like Chariots are at the forefront, leveraging insights from the electric vehicle industry to enhance military capabilities.
“… does it feel like? There you are in the promenade. It's icy cold. There's this sort of big line of shops that have all been basically converted into Palantir House and Meta House and Google House. Can we slow that down? I mean, it's so wild for people to understand what Davos is, right? Because, of course, there's the World Economic Forum Conference, which is at the center of Davos, right? That's like the Congress Center. It's where you see the videos of Trump speaking and Yuval Harari speaking. And that's where the world leaders go in, and it costs an absurd amount of money to get in there, or you …”
“… Dreyfus from Human Change House. She is both a deep supporter of our work and also really is the reason that this conversation of technology's impact on society is happening at Davos at all. And just to sort of take listeners to, you know, what does it feel like? There you are in the promenade. It's icy cold. There's this sort of big line of shops that have all been basically converted into Palantir House and Meta House and Google House. Can we slow that down? I mean, it's so wild for people to understand what Davos is, right? Because, of course, there's the World Economic Forum Conference, which is at the center of Davos, right? That's like the Congress Center. It's where you see the videos of Trump speaking and Yuval Harari speaking. And that's where the world leaders go in, and it costs an absurd amount of money to get in there, or you have to be a head of state or something like that. But that's not what Davos is. It's the whole rest of the city. It's basically a city. It's a small city in the Alps. And the whole rest of the city, every single shop, you know, a bakery, a hair salon, all these different things have been emptied out for a month. And inside what used to be just the …”
View more
Ridealong summary
At this year's Davos, discussions around AI shifted dramatically from empty promises to tangible realities, as leaders grappled with its immediate impacts. Unlike last year, when AI felt speculative, this year showcased the real consequences, including job losses and ethical dilemmas, prompting a more serious dialogue about stewarding technology for humanity's benefit. The Human Change House provided a refreshing counterpoint, focusing on the societal implications of AI amid the corporate-driven narrative dominating the event.
“… problem for Anthropic. It's not at all clear to me where that goes. But in the near term, the actual damage is, yeah, they lose out on, for example, Palantir. Palantir is rolling Anthropic off, right? That's a big, big deal. That was Anthropic's in with Department of Defense. It's the reason Anthropic was the first model approved for use on classified networks. The reason, by the way, that the Department of War had to roll back to GPT 4.1 briefly as part of this whole debacle, which, you know, is like horribly outdated and really sets them back. So anyway, so there's all kinds of complexity here in …”
“… doing to secure American leadership on AI and basically stabilize the world or whatever. I mean, it sounds like science fiction, but I think it's kind of like the default path we're headed for. And so in that world, it's possible it's a very severe problem for Anthropic. It's not at all clear to me where that goes. But in the near term, the actual damage is, yeah, they lose out on, for example, Palantir. Palantir is rolling Anthropic off, right? That's a big, big deal. That was Anthropic's in with Department of Defense. It's the reason Anthropic was the first model approved for use on classified networks. The reason, by the way, that the Department of War had to roll back to GPT 4.1 briefly as part of this whole debacle, which, you know, is like horribly outdated and really sets them back. So anyway, so there's all kinds of complexity here in the back end in terms of what the damage actually is going to be to Anthropic. Helps them probably on the consumer side, funnily enough, because again, this is a sort of a political cause area that tends to rile up consumers more than enterprises. Enterprises are going to get more nervous because how far could this go? You know, does this prevent …”
View more
Ridealong summary
Anthropic's designation as a supply chain risk by the Department of Defense may not be as damaging as it seems. While they lose some military contracts, major companies like Microsoft and Google continue to support them, indicating a complex landscape for AI collaboration with the military. This situation raises questions about the future of AI regulation and its implications for businesses in the sector.
“… school. I'm a law school graduate, Harvard Law School. Wow. Passed the bar. I figured out early I never wanted to be a lawyer, and instead I went to Palantir. This was 2012 or 2013. And the way that people found their way to Palantir in those years, I did. I had an amazing run there. Nine years at Palantir, started as a forward deployed engineer doing technical work, wrote code. But my signature contribution to the company was running the national security business from 2017 until I left in 2022. Amazing, super mission focused, kind of wild five years. We went public in the middle of all that. But …”
“… Thanks. My background, I was a computer science major. But then as soon as I graduated, I went in the Army. We had just invaded Iraq. I joined up, became a Green Beret. I was Army Special Forces from 2003 until I left in 2008. Brief detour to law school. I'm a law school graduate, Harvard Law School. Wow. Passed the bar. I figured out early I never wanted to be a lawyer, and instead I went to Palantir. This was 2012 or 2013. And the way that people found their way to Palantir in those years, I did. I had an amazing run there. Nine years at Palantir, started as a forward deployed engineer doing technical work, wrote code. But my signature contribution to the company was running the national security business from 2017 until I left in 2022. Amazing, super mission focused, kind of wild five years. We went public in the middle of all that. But it's also where I had the opportunity to learn about a whole host of vulnerabilities that exist in the commercial cellular network. and that was interesting to me and then I was obsessed about it and then I had ideas on how to fix it. And so in 2022, with the help of the American Dynamism team who was really in the early days at that point, I left …”
View more
Ridealong summary
CAPE is transforming mobile security by offering a global cellular network that's more private, secure, and resilient than any other carrier. Founded by John Doyle, a former Army Green Beret and Palantir executive, CAPE leverages advanced cybersecurity measures and a unique network structure to ensure users are protected from outages and vulnerabilities. This innovative approach is a game-changer in the telecom industry, especially in a world where traditional carriers face significant cybersecurity challenges.
“… that. Okay. You know really the revolution the next revolution I think in technology and Western sports is what we doing right now with TWGAI and Palantir And we bringing we building a video analytics platform that basically tracks the animal the rider to provide data It's Moneyball. It's Moneyball. And we pair that with the actual data from, you know, scoring and timing. And we're building to the best of our ability to predict, you know, predicted outcome models of this type of bull with this particular rider, this, you know, these sort of different scenarios. We're using it on the broadcast …”
“… chase tennis balls and buck and bulls buck. You bring bulls that buck to daughters of other bulls that buck and you get more bulls that buck. There you go. But there's a ton to the genetics. And there has been some cloning projects and things like that. Okay. You know really the revolution the next revolution I think in technology and Western sports is what we doing right now with TWGAI and Palantir And we bringing we building a video analytics platform that basically tracks the animal the rider to provide data It's Moneyball. It's Moneyball. And we pair that with the actual data from, you know, scoring and timing. And we're building to the best of our ability to predict, you know, predicted outcome models of this type of bull with this particular rider, this, you know, these sort of different scenarios. We're using it on the broadcast side to really dive deeper for the fan base into, you know, why is this, why was that ride scored that way? Well, we can go back to this analytics platform and show you with graphics and with the data why this bull bucked harder than that bull, essentially. So those are the kinds of things that we're working on right now to do two things. One, on the …”
View more
Ridealong summary
Argentina is emerging as the next talent pipeline for bull riding, but riders there face a steep challenge. They must travel to Brazil for better bulls before competing in the U.S., where the caliber is unmatched. This dynamic highlights the importance of bull genetics and the ongoing technological revolution in Western sports, including advanced analytics to enhance performance and viewer engagement.
“… these companies aren't driven by the financial fundamentals, but actually driven by hype and momentum. And there's reason to be worried about that. Palantir, for example, a data integration and analytics platform, is trading at a PE ratio near 400, which is 16 times higher than the average of the S 500 Now a PE ratio measures how much investors are willing to pay for each dollar of a company earnings So Palantir investors are willing to pay for every of earnings It sounds crazy, but the rationale is that investors are comfortable paying a massive premium today because they believe that the …”
“… 2026. Microsoft, Amazon, Meta, and Alphabet, aka the hyperscalers, are pouring hundreds of billions of dollars into AI infrastructure, and companies like NVIDIA are pulling in record earnings. The concern is that the valuations and investment behind these companies aren't driven by the financial fundamentals, but actually driven by hype and momentum. And there's reason to be worried about that. Palantir, for example, a data integration and analytics platform, is trading at a PE ratio near 400, which is 16 times higher than the average of the S 500 Now a PE ratio measures how much investors are willing to pay for each dollar of a company earnings So Palantir investors are willing to pay for every of earnings It sounds crazy, but the rationale is that investors are comfortable paying a massive premium today because they believe that the company's future earnings will grow dramatically. But that's a level of optimism that might be hard to deliver on. And that's where investors start to worry about something being overvalued. If a company with a high PE doesn't end up growing fast enough, the stock can fall sharply as expectations reset. For investors, buying into companies that appear …”
View more
Ridealong summary
Experts are divided on whether we're in an AI bubble, with Bill Gates warning about unsustainable valuations while others, like Jan Van Eck, believe we've entered a sustainable phase. Companies like Palantir have sky-high PE ratios that echo the dot-com era, raising concerns about overvaluation and market corrections. However, unlike the past, many AI leaders are already profitable, which could change the game entirely.
“… the good outcome here? I think we cancel the contract. And look the other thing is like the DOD says well we have all these other contractors There Palantir of the world and Palantir might rely on Anthropic And so we can have our our contractors can be relying upon Anthropic because if that true then we still relying upon Anthropic So it's fine for them to say no one who has usage restrictions like this can do business with any of our contractors. I think that's fine for in the fulfillment of DOD contracts. Like, I think that is perfectly fine. Isn't that basically supply chain risk by any other …”
“… That's fine. That's fine. I mean, frankly, the tokens are probably higher margin for Anthropic sold to private entities, not to the government. Because Anthropic is subsidizing them for the government. So it's a bad business as we're seeing. What's the good outcome here? I think we cancel the contract. And look the other thing is like the DOD says well we have all these other contractors There Palantir of the world and Palantir might rely on Anthropic And so we can have our our contractors can be relying upon Anthropic because if that true then we still relying upon Anthropic So it's fine for them to say no one who has usage restrictions like this can do business with any of our contractors. I think that's fine for in the fulfillment of DOD contracts. Like, I think that is perfectly fine. Isn't that basically supply chain risk by any other name? Well, no, because supply chain risk would be done at the company level as opposed to at the contract level. Yeah, yeah, yeah. I agree with you. Also, can you explain a little bit more about the logic of supply chain risk? Because I was shocked when DJI is not on there. DeepSeek doesn't seem to be on there. Quen doesn't seem to be on there. Like …”
View more
Ridealong summary
The current AI policy seems to be regressing to the Biden administration's approach, raising concerns about national security and supply chain risks. The speaker reflects on their intense efforts to create a balanced action plan and warns against treating American companies like foreign adversaries. This shift could have significant implications for AI development and regulation in the U.S.
“We continue to see it at Palantir. People learn how to grow quickly and then want to apply that to their own company. Amazing. Well, thank you so much for coming by. Thank you. Have a great rest of your day. We'll have a lot of your companies on.”
Ridealong summary
Palantir's culture inspires rapid learning and growth, prompting employees to apply these skills in their own ventures. This dynamic environment not only fosters personal development but also contributes to the broader entrepreneurial ecosystem. The ripple effect of their growth mindset is reshaping how startups approach scaling.
Top Podcasts About Palantir
TBPN
4 episodes
Uncanny Valley | WIRED
2 episodes
Money Rehab with Nicole Lapin
2 episodes
The a16z Show
2 episodes
The Joe Rogan Experience
1 episode
Bankless
1 episode
All-In with Chamath, Jason, Sacks & Friedberg
1 episode
The Shawn Ryan Show
1 episode