Is Palantir's Surge Just Hype | E2081

This Week in Startups

Jason Calacanis

Technology

4.4 • 1.3K Ratings

🗓️ 6 February 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This Week in Startups is brought to you by…

Gusto. Get three months free when you run your first payroll at http://gusto.com/twist

Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠

Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

Today’s show: Jason and Alex cover Palantir’s surge (is it all hype?), Temo and Shein and the de minimise loop hole, Uber’s earnings and the future of self-driving technology and much more!

Timestamps:

(0:00) Episode Teaser (1:38) New studio space and remote work productivity challenges (4:02) "Severance" vs. "Landman" - TV shows comparison (7:07) Palantir's valuation, financial performance, and stock analysis (9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist

(11:27) Alex Karp talks up Palantir to investors (14:36) Price-sales ratio: Palantir vs. Nvidia and founder advice (19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (21:46) Temu, Shein, and the de minimis loophole in trade (30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up. (31:34) Uber's earnings, market performance, and self-driving technology future (38:33) Waymo's growth and the commodification of self-driving tech (44:11) Market dominance, platform switching, and competition mental models (47:18) Kalshi, Robinhood, prediction markets, and regulatory challenges (52:17) BYD's self-parking technology and the future of self-driving cars (56:43) Final thoughts and request for startup growth data

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Thank you to our partners:

(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist (19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up.

Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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Substack: https://twistartups.substack.com

Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Transcript

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0:00.0	Karp is the CEO and he is the most based, like, excitable.
0:06.7	I mean, he makes Elon, I think, look quaint in terms of his enthusiasm for Tesla, like as an
0:14.7	example.
0:15.1	I saw a clip yesterday and I tweeted it like Founder Mode's back because he looks like he is so hyped and he is
0:22.4	talking to retail investors during the call.
0:27.0	Palantir is here to disrupt and make our institutions we partner with the very best in the
0:33.6	world.
0:33.8	Okay.
0:34.1	And when it's necessary to scare enemies and on occasion, kill them.
0:38.8	And we hope you're in favor of that. We hope you're enjoying being a partner. And we're really happy.
0:44.8	So that escalated quickly. So we're here to scare our enemies. And then on occasion.
0:50.0	And we're going to kill them too. Like retail investor enthusiasm to screw the analysts, to go USA, to kill people.
1:00.1	This weekend startups is brought to you by Gusto.
1:03.7	Gusto is easy online payroll benefits in HR built for modern small businesses.
1:08.2	Get three months free when you run your first payroll at gusto.com
1:11.2	slash twist. Oracle. Oracle Cloud Infrastructure or OCI is a single platform for your
1:16.9	infrastructure database application development and AI needs. Save up to 50% on your cloud bill
1:21.9	at Oracle.com slash twist. And Horatio. Customer experience can make or break your business.
1:28.6	Horatio provides top tier outsourcing solutions to support and delight your customers so
1:32.2	you can focus on growth.
1:33.8	Visit hirehoratio.com slash twist and get $2,000 off your initial setup.
1:38.2	All right, everybody.
	...

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