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Palantir - $PLTR

Founders 100 ETF portfolio manager: founder-led stocks beat the S&P by 3x over 30 years
6 principles: why founder-led stocks aren't just a tech bet, how 11,000 names get cut to 100, the 7.5% cap, and the 90-day rule that ends a position
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Baird strategist: the frontier labs are worried about open source, not China
5 calls: Why he wants the cloud titans to self-regulate before politicians arrive, what 70+ earnings calls told him about the build-out, and when to…
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Kara Swisher's panel: Flock is in 40% of the US and police need no warrant to search
15 arguments: How a "black SUV" search put an innocent driver in jail for 13 days, what Meta quietly shipped to millions of glasses, and the study…
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Dan Ives: if China doesn't slow down, the slowdown pledge is all words
6 calls: why he reads the safety announcement as a competitive move, what he expects Jensen Huang to say about it, and where the value goes once the…
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Dan Ives: the street is assuming half of Oracle's backlog never converts
4 takeaways: Why he thinks Oracle's quarter proves the street is too pessimistic, what gets software out of "the penalty box," and why chips still come…
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Garry Tan: OpenAI Hands Any YC Company $2M in Tokens, No Strings Attached
6 takeaways: why a quarter of this YC batch is hard tech, what Tan thinks the AI-safety debate is missing, and the founders replacing 2,000-person…
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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…
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Phin Barnes: mega VC firms are index funds whose partners work to deployment quotas
8 takeaways: Why he says a firm's quota sets the round size, what would force neocloud markdowns, and the case for software going back to subscription…
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Nick Noone: Peregrine sells no sensors and adds no data to what cities already own
17 takeaways: Why agents now write 90% of the company's data integrations, what a cold case agent found in 300GB of evidence, and the price a city has…
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Brian Singerman: Founders Fund was Airbnb's 30th investor and made the 2nd most money
16 takeaways: Why he says SPVs are dead, what Peter Thiel is actually best at, and the 20% of a fund a manager has to commit before GPx's capital…
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Rich Swier: a 30% price cut comes back as 30% longer answers, and heavy API users pay
13 takeaways: why he expects an AI winter out of compute and energy, what a three-way market split does to the IPO story, and the reason he would take…
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Laura Bratton: outcome-based pricing breaks on proving the AI caused the gain
5 takeaways: What Palantir has done for years that Salesforce just adopted, the 3 ways it now lets a buyer pay, and why the attribution problem may keep…
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