Alex Karp (mentioned)

"China had closed the door on us many years ago": Nokia CEO on leaving the market

4 takeaways: Why he calls the contest with China a race over defense and science as well as security, and what the Infinera deal did for Nokia's optics…

4 hrs ago • The Scuttlebutt

Anthropic went from $4B to $65B in annualized revenue in a year, Big Technology finds

12 takeaways: Why the AI doom wave may be marketing, what a $1.5T OpenAI round leaked to the Times signals, and the frontier's slide from 53% of tokens…

Sep 20 • The Scuttlebutt

Chris Markoch: Palantir is worth $74 a share at 20% growth and $600 at 50%

10 takeaways: Why Karp's $15B free cash flow target carries the whole valuation case, what a $192M Army contract really locks in, and what a customer…

Sep 11 • The Scuttlebutt

Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcast

Why nobody has copied the ontology, what Karp's 18-month pledge would do to a stock at 60 times sales, the Accenture handoff neither host follows, and…

Aug 31 • The Scuttlebutt

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