Uploaded January 2022 | Updated September 2026, 2 days ago
I’m joined by Jackson from the YouTube channel Palantir Vision to discuss Palantir’s business model, products, strategy, valuation, risks and future.
Palantir demo, palantir.com/double-click
Palantir Vision on Twitter: twitter.com/PalantirVision
Palantir Vision on Youtube: youtube.com/c/PalantirVision
Timestamps:
00:00 - Introduction
02:00 - How did you get interested in Palantir
04:37 - Palantir as a data analytics play
09:35 - Snowflake vs Palantir
13:50 - Extent of personnel required in customized solutions Palantir offers
17:45 - Stock-based compensation
25:00 - Palantir expansion possibilities
31:20 - Any mega concrete long-term vision from Alex Karp?
34:45 -Palantir’s mission to strength Western democracies
47:15 - Valuation model for PLTR stock
53:00 - Ethics around Palantir’s business, more power to government
1:01:43 - Palantir impact on S&P 500 companies vs Cathie Wood’s creative destruction thesis
Note: Host (Dave) has an exploratory position in PLTR stock.
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, COIN, RBLX, SQ, LMND, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
I’m joined by Jackson from the YouTube channel Palantir Vision to discuss Palantir’s business model, products, strategy, valuation, risks and future.
Palantir demo, palantir.com/double-click
Palantir Vision on Twitter: twitter.com/PalantirVision
Palantir Vision on Youtube: youtube.com/c/PalantirVision
Timestamps:
00:00 - Introduction
02:00 - How did you get interested in Palantir
04:37 - Palantir as a data analytics play
09:35 - Snowflake vs Palantir
13:50 - Extent of personnel required in customized solutions Palantir offers
17:45 - Stock-based compensation
25:00 - Palantir expansion possibilities
31:20 - Any mega concrete long-term vision from Alex Karp?
34:45 -Palantir’s mission to strength Western democracies
47:15 - Valuation model for PLTR stock
53:00 - Ethics around Palantir’s business, more power to government
1:01:43 - Palantir impact on S&P 500 companies vs Cathie Wood’s creative destruction thesis
Note: Host (Dave) has an exploratory position in PLTR stock.
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, COIN, RBLX, SQ, LMND, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
