Podcasts about Palantir Technologies

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Best podcasts about Palantir Technologies

Latest podcast episodes about Palantir Technologies

Squawk Pod
Who is the real Sam Altman? 5/20/25

Squawk Pod

Play Episode Listen Later May 20, 2025 35:09


After conducting over 300 interviews and spending seven years reporting on artificial intelligence, tech journalist and Empire of AI author Karen Hao discusses the story behind OpenAI and its founder Sam Altman, the current state of AI development, the potential risks and benefits of the technology, and the company's relationship with Microsoft. Then, Mike Gallagher, head of defense at Palantir Technologies and former U.S. Congressman, shares insights on the U.S.-China tech conflict, the dangers of using Huawei chips, the role of American companies operating in China, and the future of Taiwan. Plus, Home Depot reaffirmed its full-year guidance and said it will not raise prices due to tariffs, and Republicans are making progress on advancing a bill aligned with former President Trump's agenda in the House. Mike Gallagher 19:52Karen Hao  29:20 Emily Wilkins,@emrwilkinsMike Gallagher, @RepGallagherKaren Hao, @_KarenHaoBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinZach Vallese, @zachvallese

Die besten wikifolio-Trader im Börsenradio Interview
Die Nr. 1 der Wiki-Trader auf der Invest. Ritschy Dobetsberger: "Nichts fix, die Veränderung ist die einzige Konstante"

Die besten wikifolio-Trader im Börsenradio Interview

Play Episode Listen Later May 12, 2025 13:50


Richard "Ritschy" Dobetsberger auf der Invest Stuttgart über seine Wikis Umbrella, NoLimits, FuTecUS, FuTureUS, Para Umbrella und Canvas. Im Durchschnitt ergeben sich ordentliche Renditen in den mit nur wenigen Titeln konzentrierten Depots. Bei Umbrella zwischen 6 und 12 Werte (z.B. Bayer und Palantir Technologies "mit Power und Emotion"), NoLimits 0 bis 4 (darunter Rheinmetall). Ritschy scheint gegen alle gängigen Börsenregeln zu verstoßen, er diversifiziert nur mäßig und riskiert dabei eine hohe Volatilität. "Ich fühle mich mit dieser niedrigen Gewichtung aber sehr wohl." Ritschy geht davon aus, dass Donald Trumps Marktbeeinflussung ganz bewusst geschieht, zum Wohle der US-Wirtschaft. "Von dieser Volatilität kann die Umbrella-Strategie profitieren." Aus dem Rennen (vorerst) in Ritschys Wikis: Tesla, Broadcom, MP Materials. https://go.brn-ag.de/10

Smartinvesting2000
May 9th, 2025 | Palantir Technologies, Big Money Managers, Apple's Stock, Retirement Income Taxation, The Scotts Miracle-Gro Company (SMG), Block, Inc. (XYZ), Amazon, Inc. (AMZN) & McDonald's (MCD)

Smartinvesting2000

Play Episode Listen Later May 9, 2025 55:44


Why I won't be buying Palantir technologies anytime soon When I'm out in public many times people ask me what my opinions are when it comes to investing, the markets or individual stocks. I have to say the one stock that people seem to be asking the most about recently is Palantir Technologies, their ticker symbol is PLTR. I believe I'm asked about this company because investors look at the hype of the past performance and the fact that this stock is up over 1,000% since going public in 2020. That creates excitement for investors, but is it worth buying now? The company currently trades around 60 times next year's estimated sales, and again that is sales not earnings! That makes it the most expensive stock in the S&P 500. There are signs that growth outside of the US is slowing and I don't like that they have three unnamed companies that accounted for 17% of the total revenue last year. Usually hype like this goes the same path, which ultimately results in large losses for buyers at this point in the cycle. A more recent example comes from the company Snowflake. In 2021, Snowflake hit an all-time high over $400 per share. Today that stock is down nearly 60% and trades around $167 per share. You don't hear much about it now, but I remember back in 2021 many people were asking about this company as well. I'm also not thrilled with Palantir's CEO, Alex Karp, who during an interview just a few months ago had some pretty nasty comments about analysts who don't agree with him on the stock price. He said “I love the idea of getting a drone and having light fentanyl laced urine spraying on analysts who've tried to screw us.” Maybe I'm old school, but I don't think that is anyway for the CEO of a company of any size to talk about anyone that does not agree with the CEO's position. Especially considering many times they aren't knocking the business, just the fact that this company's valuation is extremely crazy! I will also try my best to refrain from making any comments on Mr. Karp's hairstyle, but it just seems a little bit outlandish for a CEO to have that type of hairstyle. As far as the stock goes, maybe the craziness will continue and perhaps it does go higher, but if people ask me if they should buy, sell, or hold the stock, I would definitely say sell! I guess I now have to be careful of drones flying above my head that could be spraying fentanyl laced urine on me.   Good news, only 26% of big money managers are bullish A recent poll from Barron‘s magazine, which they conduct twice a year, found that only 26% of big money managers were bullish and thought stocks would go up while 74% were either neutral or bearish on stocks. They said 32% of respondents were bearish and that was the highest percent since 1997 while the 26% that were bullish marked the lowest reading since 1997. I think Barron's Magazine is a good source of information, but I was disappointed that they did not list the years of experience of the managers that were being polled. The reason for my concern is that the last big negative in the economy and the market was in 2008, which was 17 years ago. A current manager that graduated school at age 23 would now be 40 years old and they did not experience managing money through 2008. Living through and managing money through a challenge like that provided me with extremely valuable lessons that younger managers would not understand. But why is this negative report a good sign in my opinion? Their current asset allocation is only 64% in equities with 36% in other investments like fixed income and cash. They will not stay bearish forever and if they change direction in the next 6 to 12 months, they will start buying equities again, which will push up prices. If you're looking for value, the least attractive sectors were energy, real estate, and utilities. I have talked about my concerns around the Magnificent Seven and now only 10% of these managers think the Mag Seven will lead the market over the next six months. Even looking out 12 months only climbed 32% thought the group would lead the market. When asked about the strength of the US dollar going forward 12 months, 68% of the money managers said it will be weaker, which I agree with. Only 15% of the managers think it will be stronger a year from now. These surveys also provide an interesting insight into what other money managers are thinking.   Apple's stock continues to amaze me There seems to be so much negative news that continues to come out against Apple, but the stock continues to remain relatively steady given the amount of negativity. We all know about the tariffs and the delayed AI rollout, but I was definitely concerned by a couple announcements that would have large impacts on Apple's service revenue. This segment has been a bright spot for Apple, but in the most recent quarter it missed expectations and grew at just 11.6% compared to last year. The big concern I have is around Alphabet's estimated payment of around $20 billion annually to be the default search engine. There is concern if this will hold up given the ruling that Alphabet holds a monopoly and the need for remedies, but also this week Apple executive, Eddy Cue, added additional concerns. He stated the searches in Apple's Safari browser fell for the first time in April, something that has never happened in 20 years. He then added that the iPhone maker is looking at adding AI search options to the Safari browser. If they did this, would Alphabet really want to keep paying $20 billion a year for that right? I don't think so! The other major concern that seemed to get little attention was the fact that in a recent ruling a judge ordered Apple to immediately stop imposing commissions on purchases made for iPhone apps through web links inside its apps. This has enabled developers like Amazon and Spotify to update their apps to avoid Apple's commissions and direct customers to their own website for payments. This commission rate was around 27% for Apple and it could cost Apple billions of dollars annually. All this comes with the fact that Apple still trades around 25x 2026 earnings even though revenue is only estimated to grow low to mid-single digits. In my opinion, Apple really needs some good/exciting news to get this stock moving higher and at this time I don't see where that is going to come from.   Financial Planning: Breaking Down Retirement Income Taxation Retirement income varies widely in tax treatment, with some sources being far less tax-friendly than others. In order from worst to best, pension payments and traditional IRA withdrawals are among the least favorable—they're fully taxable as ordinary income at both the federal and state levels. Interest income from bonds, CDs, and savings accounts, as well as annuity earnings from non-retirement accounts, are also taxed as ordinary income at both levels and can trigger the additional 3.8% Net Investment Income Tax (NIIT) if income thresholds are exceeded. Rental income is similarly taxed but allows deductions and depreciation to offset some of the tax burden. Long-term capital gains and qualified dividends receive preferential federal tax rates—as low as 0%—but are still taxed as ordinary income in California and many other states. Social Security is partially taxed at the federal level—between 0% and 85% is included as taxable income depending on total income—but is not taxed in most states, including California, making it relatively tax-favorable. Roth IRA withdrawals are the most tax-friendly, being completely tax-free at both the federal and state levels if qualified. Understanding how each income type is taxed can help guide investment decisions during working years and inform how to structure withdrawals in retirement for optimal tax efficiency.   Companies Discussed: The Scotts Miracle-Gro Company (SMG), Block, Inc. (XYZ), Amazon, Inc. (AMZN) & McDonald's Corporation (MCD)

MoneywebNOW
Strong Palantir results, but valuations worry investors

MoneywebNOW

Play Episode Listen Later May 8, 2025 20:17


Independent analyst Jimmy Moyaha unpacks Palantir Technologies — strong results and raised guidance, but the stock still tumbled over 10%. Tasneem Samodien of Old Mutual Private Wealth looks into Estée Lauder's dramatic 80% decline. What went wrong, and is there value to be found or reason to steer clear? Michael Lenz, CEO of TransBridj, on how their digital bridging finance solution is reshaping the home buying process for buyers and estate agents alike.

Modern Wisdom
#934 - Joe Lonsdale - How To Win The War Of The Future

Modern Wisdom

Play Episode Listen Later Apr 28, 2025 95:45


Joe Lonsdale is an entrepreneur, investor, and co-founder of Palantir Technologies. What is Palantir really about? You've probably heard the name, but what do they actually do, and who's the brains behind it? Today, Palantir co-founder Joe Lonsdale joins to break down the company's origins, his story, and where the future of the world is headed. Expect to learn how Joe got Peter Thiel to mentor him, how Joe thinks about ambition and drive, how to avoid cynicism, the advice Joe has for people who want to become best at what they do, if Trump is a mastermind with these tariffs, the biggest problems Joe see's with higher education at the moment, how to judge a good founder, what the future of warfare looks like, and much more… Sponsors: See discounts for all the products I use and recommend: https://chriswillx.com/deals Get $350 off the Pod 4 Ultra at https://eightsleep.com/modernwisdom Get a Free Sample Pack of all LMNT Flavours with your first purchase at https://drinklmnt.com/modernwisdom Get the best bloodwork analysis in America at https://functionhealth.com/modernwisdom Get a 20% discount on Nomatic's amazing luggage at https://nomatic.com/modernwisdom Extra Stuff: Get my free reading list of 100 books to read before you die: https://chriswillx.com/books Try my productivity energy drink Neutonic: https://neutonic.com/modernwisdom Episodes You Might Enjoy: #577 - David Goggins - This Is How To Master Your Life: https://tinyurl.com/43hv6y59 #712 - Dr Jordan Peterson - How To Destroy Your Negative Beliefs: https://tinyurl.com/2rtz7avf #700 - Dr Andrew Huberman - The Secret Tools To Hack Your Brain: https://tinyurl.com/3ccn5vkp - Get In Touch: Instagram: https://www.instagram.com/chriswillx Twitter: https://www.twitter.com/chriswillx YouTube: https://www.youtube.com/modernwisdompodcast Email: https://chriswillx.com/contact - Learn more about your ad choices. Visit megaphone.fm/adchoices

E138: Palantir CEO Alex Karp & Rep. Ritchie Torres on Innovation & The West | Hill and Valley Forum 2024

Play Episode Listen Later Apr 26, 2025 34:02


Alex Karp, CEO of Palantir Technologies, and Congressman Richie Torres discuss higher education, Palantir's fearless culture, and the importance of contrarianism in driving innovation at the 2024 Hill and Valley Forum. —

Becker Group C-Suite Reports Business of Private Equity
Palantir Technologies – Aren’t I a Genius 4-24-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Apr 24, 2025 2:29


In this episode, Scott Becker discusses the common investing pitfall of selective storytelling.

Becker Group Business Strategy 15 Minute Podcast
Palantir Technologies – Aren’t I a Genius 4-24-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Apr 24, 2025 2:29


In this episode, Scott Becker discusses the common investing pitfall of selective storytelling.

Podcast Notes Playlist: Latest Episodes
#190 Shyam Sankar - Chief Technology Officer of Palantir: The Future of Warfare

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Apr 13, 2025


Shawn Ryan Show: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Shyam Sankar is the Chief Technology Officer at Palantir Technologies. A builder at heart, he's spent over 20 years designing and deploying cutting-edge software and AI for both government and private sector partners. As Palantir's 13th hire, Shyam helped take the company from scrappy startup to S&P 500 powerhouse. A relentless opponent of inefficiency and red tape, Shyam has made it his mission to overhaul the institutions holding America back—starting with the government. His focus? The Defense Reformation: a bold effort to transform how the U.S. military buys, builds, and fights so we can win—and keep winning. Shawn Ryan Show Sponsors: https://roka.com - use code SRS https://tryarmra.com/SRS https://BetterHelp.com/SRS https://Blackbuffalo.com https://boncharge.com/SRS https://MeetFabric.com/SHAWN https://ShawnLikesGold.com | 855-936-GOLD https://Helixsleep.com/SRS https://hexclad.com/SRS https://hillsdale.edu/SRS https://PatriotMobile.com/SRS | 972-PATRIOT https://prizepicks.onelink.me/LME0/SRS Download the app today and use code SRS https://RocketMoney.com/SRS Shyam Sankar Links: X - https://x.com/ssankar Substack - https://www.shyamsankar.com LinkedIn - https://www.linkedin.com/in/shyamsankar On The Defense Reformation - https://18theses.com First Breakfast - https://www.firstbreakfast.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Podcast Notes Playlist: Business
#190 Shyam Sankar - Chief Technology Officer of Palantir: The Future of Warfare

Podcast Notes Playlist: Business

Play Episode Listen Later Apr 13, 2025 141:10


Shawn Ryan Show Key Takeaways  Embracing the Founder Persona in America: The founder persona is a unique legacy of America that we should celebrate and embrace Rethinking the Software-Industrial Complex: If software is so great, why does nothing seem to work? Perhaps we need to reevaluate whether the software-industrial complex is genuinely serving society, or merely claiming to Data is not the “new oil”; data is the new snake oil: There is nothing inherently valuable about data – it is only valuable if you can use it to make a decision  Read the full notes @ podcastnotes.orgShyam Sankar is the Chief Technology Officer at Palantir Technologies. A builder at heart, he's spent over 20 years designing and deploying cutting-edge software and AI for both government and private sector partners. As Palantir's 13th hire, Shyam helped take the company from scrappy startup to S&P 500 powerhouse. A relentless opponent of inefficiency and red tape, Shyam has made it his mission to overhaul the institutions holding America back—starting with the government. His focus? The Defense Reformation: a bold effort to transform how the U.S. military buys, builds, and fights so we can win—and keep winning. Shawn Ryan Show Sponsors: https://roka.com - use code SRS https://tryarmra.com/SRS https://BetterHelp.com/SRS https://Blackbuffalo.com https://boncharge.com/SRS https://MeetFabric.com/SHAWN https://ShawnLikesGold.com | 855-936-GOLD https://Helixsleep.com/SRS https://hexclad.com/SRS https://hillsdale.edu/SRS https://PatriotMobile.com/SRS | 972-PATRIOT https://prizepicks.onelink.me/LME0/SRS Download the app today and use code SRS https://RocketMoney.com/SRS Shyam Sankar Links: X - https://x.com/ssankar Substack - https://www.shyamsankar.com LinkedIn - https://www.linkedin.com/in/shyamsankar On The Defense Reformation - https://18theses.com First Breakfast - https://www.firstbreakfast.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Podcast Notes Playlist: Startup
#190 Shyam Sankar - Chief Technology Officer of Palantir: The Future of Warfare

Podcast Notes Playlist: Startup

Play Episode Listen Later Apr 13, 2025 141:10


Shawn Ryan Show Key Takeaways  Embracing the Founder Persona in America: The founder persona is a unique legacy of America that we should celebrate and embrace Rethinking the Software-Industrial Complex: If software is so great, why does nothing seem to work? Perhaps we need to reevaluate whether the software-industrial complex is genuinely serving society, or merely claiming to Data is not the “new oil”; data is the new snake oil: There is nothing inherently valuable about data – it is only valuable if you can use it to make a decision  Read the full notes @ podcastnotes.orgShyam Sankar is the Chief Technology Officer at Palantir Technologies. A builder at heart, he's spent over 20 years designing and deploying cutting-edge software and AI for both government and private sector partners. As Palantir's 13th hire, Shyam helped take the company from scrappy startup to S&P 500 powerhouse. A relentless opponent of inefficiency and red tape, Shyam has made it his mission to overhaul the institutions holding America back—starting with the government. His focus? The Defense Reformation: a bold effort to transform how the U.S. military buys, builds, and fights so we can win—and keep winning. Shawn Ryan Show Sponsors: https://roka.com - use code SRS https://tryarmra.com/SRS https://BetterHelp.com/SRS https://Blackbuffalo.com https://boncharge.com/SRS https://MeetFabric.com/SHAWN https://ShawnLikesGold.com | 855-936-GOLD https://Helixsleep.com/SRS https://hexclad.com/SRS https://hillsdale.edu/SRS https://PatriotMobile.com/SRS | 972-PATRIOT https://prizepicks.onelink.me/LME0/SRS Download the app today and use code SRS https://RocketMoney.com/SRS Shyam Sankar Links: X - https://x.com/ssankar Substack - https://www.shyamsankar.com LinkedIn - https://www.linkedin.com/in/shyamsankar On The Defense Reformation - https://18theses.com First Breakfast - https://www.firstbreakfast.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

AZ Tech Roundtable 2.0
Palantir Technologies, CEO Alex Karp & the New Era of Tech Defense Contractors - AZ TRT S06 EP05 (266) 3-9-2025

AZ Tech Roundtable 2.0

Play Episode Listen Later Apr 11, 2025 24:58


Palantir Technologies, CEO Alex Karp & the New Era of Tech Defense Contractors   - AZ TRT S06 EP05 (266) 3-9-2025                 What We Learned This Week Palantir - AI powered automation for every decision Palantir is named after the all seeing stone in Lord of the Rings Software integrates with company software to allow for searching and use of big data Palantir mission is for more accountability within Government Palantir has contracts with the U.S. Government helping with security and fighting terrorism   Notes: Palantir Technologies & CEO Alex Karp Karp background in academics and philosophy, also Stanford law  Palantir founders Karp & Joe Lonsdale worked together at PayPal, funded by Peter Thiel Was not profitable for 3 years - one of the secrets of Silicon Valley, build around an idea, work on how you're going to make money off of it later  Passion project, so need people who are dedicated, not just money driven Every text, email, business, it has all data and need to save somewhere Big data and data centers are one of the fastest growing industries and along with machine learning affect so many aspects of our life, both business, and personal Dataset and Data mining are thriving industries   https://en.wikipedia.org/wiki/Palantir_Technologies Palantir Technologies Inc. is an American publicly traded company that specializes in software platforms[3] for big data analytics. Headquartered in Denver, Colorado, it was founded by Peter Thiel,[4] Stephen Cohen, Joe Lonsdale,[5] and Alex Karp in 2003. The company has four main projects: Palantir Gotham, Palantir Foundry, Palantir Apollo, and Palantir AIP. Palantir Gotham is an intelligence and defense tool used by militaries and counter-terrorism analysts. Its customers included the United States Intelligence Community (USIC) and United States Department of Defense.[6] Their software as a service (SaaS) is one of five offerings authorized for Mission Critical National Security Systems (IL5[7]) by the U.S. Department of Defense.[8][9] Palantir Foundry is used for data integration and analysis by corporate clients such as Morgan Stanley, Merck KGaA, Airbus, Wejo, Lilium, PG&E and Fiat Chrysler Automobiles.[10] Palantir Apollo is a platform to facilitate continuous integration/continuous delivery (CI/CD) across all environments.[11][12] Palantir's original clients were federal agencies of the USIC. It has since expanded its customer base to serve both international as well as state and local governments, and also to private companies.[13]     Palantir software connects data, analytics, and operations to help organizations make decisions and improve efficiency. Palantir's software is used by government agencies and commercial enterprises.  How Palantir works 1.    Connects data: Palantir connects to data systems, data lakes, and platforms.  2.    Analyzes data: Palantir analyzes data to find trends, relationships, and anomalies.  3.    Visualizes data: Palantir visualizes data to help users understand insights.  4.    Automates processes: Palantir automates processes to help users save time and improve efficiency.  5.    Improves decision-making: Palantir helps users make better decisions by providing data-driven insights.    Palantir has multiple platforms, including: ·         Palantir Gotham: Used by government agencies to detect patterns and derive insights from large amounts of data  ·         Palantir Foundry: Used by commercial enterprises to integrate data, perform simulations, and optimize workflows  ·         Palantir AIP: Used to deploy large language models and other AI within a private network    Failure of 911 terrorist attacks where government organizations were not sharing information. Government has to be able to sift through large amounts of data, looking for a terrorist network, the old needle in a haystack. Software allows government to go thru data, and also share information. In the past governments could run spy networks only, now with computer hackers, it could be run by anybody with a computer. Hard to search for terrorist, very creative. In carps view, you have to think like an entrepreneur and be tactical when going after them.   Cannot think in a static fashion, how did they do it in the past. When a terrorist is caught using a cell phone, they adapt to figure out how do they get caught and then use a different method. It's like game theory, you have to think ahead of the terrorist and find their patterns before they even realize they are leaving pattern. Terrorist may think in different terms that society deems as destructive, but it still may be very creative, almost like an entrepreneur. Per carp, you need creative and adaptive thinkers to go after the bad guys.   Cyber war is a real threat and not going anywhere. Need the government to combat it, but also must watch what the government is doing to not trample on civil liberties. Need to be able to track the data to see how the government went about things and did its targeting. Data destruction & Tag data - Know where the data came from, so government can use it lawfully.   You do not want to share data with the government, and then have the government use it against you. Because of technology and computers spying is democracized, a group of three teenagers at a coffee shop can launch a cyber attack. Systems can track down where these terrorists are, and show you the patterns of who they might be even if they can identify them directly.   Government and large health insurance companies already have a lot of data. The question is, how are they using it, is it being used in a lawful way? With Palantir software, you cannot only look for the terrorist, but you can also watch how the government uses the data   Can use Palantir software on top of current software to work through data Palantir and SpaceX companies – achieved $ Billion dollar valuation Unicorn status  Funded at loss for years, took decade to get Govt contracts   Name comes from the seeing stone in Lord of the Rings Powerful technology, that can help watch over the world, has massive, ethical implications Software helps government and businesses look over data and watch on people, but can infringe on privacy - Paradox of security vs freedom Also raises questions about privacy, verse convenience, a kin to the issue with current social media  Solve terrorism problem in big way Fight terrorism on a large scale, verse just smaller tactics with airport security   Fight terrorism at the high-level, verse low level tech with airport security and other measures that are very cumbersome and overbearing Coordinate resources better Hard to start in defense company, and this is the next generation   Palantir is coming up with a simple high-tech solution, to handle a serious and complicated problem Pre-911, government not prepared or organized to handle global terrorist threat, and many of the solutions were over the top and heavy handed   Company provides targeted efficient reactions, verse broad wide solutions There is both philosophical and technological debate on how this software can and should be used They also believe they can be more transparent, show accountability, and actually prevent government overreach Check NSA and FISA courts if used, it is not Security and CIA type orgs need secrecy Palantir could track actions of these orgs for review   Large organization, bureaucracy, often have outdated technology, and reporting, so hard to do oversight, can be very confusing Often these organizations want plausible deniability, so they don't want their accounting to be reviewed, and will list expenditures under different things, this could be seen as fraud Technology is both disruptive and how it can go through data, but also disruptive that I can force accountability and bring stuff to light   Creative accounting and inefficiency could come to an end. This forces people to adapt and change their ways. Human nature is not always open to this. Belief by CEO, how important it is to choose the right partner in person and business You want to work with people who will challenge your ideas, so you have the discipline and rigor to think out and give evidence behind when while your idea is right, or at the very least not wrong   Scale to be plausibly right, and not wrong is very valuable in life  People must be resilient enough to challenge, even their own ideas. Company, culture, fosters, and environment, where people are open to think, challenge, status quo, but also must defend their thoughts. They foster independent thought, and not just one way thinking in the company Also ambition to work on bigger national projects   Future of defense contractors is in software, which they don't have a good history with. A lot of the best defense contractors make hardware. Palantir reviewed what the government was doing to fight terrorism, and how they were spending tens of billions of dollars on it. They were spending it in the wrong way, and the process needed to be rethought. Took years to get in with government. Building software for spies and intelligence industry. Has both commercial private clients and government client.   A few different products that help big organizations analyze their data using AI, and make the data more understandable. This can help a company in many ways, be more efficient, cut cost, raise profits, understand their own company better AI and data are the new languages of the modern world. There's a lot of data and it is critical to keep it organized, but very hard. Their software goes beyond just storing and managing data. It helps them to utilize the data which is key.   Silicon Valley tree - Paypal to Palantir to Anduril Anduril makes Roadrunner – takeoff software **company seems like Stark Industries Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the defense industry, Anduril is changing how military systems are designed, built and sold.   Anduril's family of systems is powered by Lattice, an AI software platform that turns thousands of data streams into a realtime, 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge AI, computer vision, sensor fusion, and networking technology to the military in months, not years.   For more information, visit www.anduril.com. https://investors.palantir.com/news-details/2024/Anduril-and-Palantir-to-Accelerate-AI-Capabilities-for-National-Security/   https://en.wikipedia.org/wiki/Anduril_Industries Anduril Industries, Inc. is an American defense technology company that specializes in autonomous systems. It was cofounded in 2017 by inventor and entrepreneur Palmer Luckey and others.[3][4] Anduril aims to sell to the U.S. Department of Defense, including artificial intelligence and robotics. Anduril's major products include unmanned aerial systems (UAS) and counter-UAS (CUAS), semi-portable autonomous surveillance systems, and networked command and control software.     Related Show: Zero to One - Peter Thiel Contrarian Thinker + Disruption AZ TRT S04 EP50 (213) 12-17-2023   What We Learned This Week Contrarian Thinking – think for yourself and differently than everyone else Innovation great companies have unique products that go from Zero to one, vertical Founders are important and challenge the Status Quo to change the world Competition is for losers, strive for a Monopoly Secrets – What Great Company is No One Building? Disruption in Business & Tech World - How to Handle The Innovator's Dilemma    Zero to One: Notes on Startups, or How to Build the Future (c- 2014) Full Show: Here     PayPal Mafia - The Founders Story & Their Battle w/ EBAY w/ Jimmy Soni  - BRT S03 EP36 (135) 8-7-2022 What We Learned This Week PayPal Mafia – alumni created or involved many other co's – Tesla, SpaceX, Palantir, Yelp, Yammer, LinkedIn, Facebook, YouTube & more PayPal had may contributors & a real long shot to happen during the DOTCOM Crash of 2000 Claude Shannon – creator of Information Theory, predecessor to the modern computer age, & algorithms Bell Labs was a classic Tech Incubator like Fairfield Semiconductor, Xerox Parc, Menlo Park – Edison / GE, Manhattan Project, Tuxedo Park PayPal sold to EBAY in 2002 for $1.5 Billion, prior to this, the two companies were rivals as EBAY wanted a different payment system   Guest: Jimmy Soni, Author https://jimmysoni.com/ https://twitter.com/jimmyasoni   Full Show: Here   AZ TRT 2.0 - Best of Tech Part 1 - Data Centers, IT, EV Charging, Minerals & AI Software AZ TRT S05 EP21 (236) 5-26-2024    What We Learned This Week: Host  Matt on Data Centers + Energy Usage Lucian Aguayo of Redgear on IT Infrastructure Broc TenHouten of Intrinsic Power on EV Charging Brian Stevens of Neural Magic on AI Software Dr. Nick Sakharav of Reclaimed Minerals on Energy   ‘Best of' Clips from previous Tech themed aired in the first half of 2024  Full Show: Here       Biotech Shows: https://brt-show.libsyn.com/category/Biotech-Life+Sciences-Science   AZ Tech Council Shows:  https://brt-show.libsyn.com/size/5/?search=az+tech+council *Includes Best of AZ Tech Council show from 2/12/2023   Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science  Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech   ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT      Thanks for Listening. Please Subscribe to the AZ TRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/     Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

Shawn Ryan Show
#190 Shyam Sankar - Chief Technology Officer of Palantir: The Future of Warfare

Shawn Ryan Show

Play Episode Listen Later Apr 10, 2025 141:10


Shyam Sankar is the Chief Technology Officer at Palantir Technologies. A builder at heart, he's spent over 20 years designing and deploying cutting-edge software and AI for both government and private sector partners. As Palantir's 13th hire, Shyam helped take the company from scrappy startup to S&P 500 powerhouse. A relentless opponent of inefficiency and red tape, Shyam has made it his mission to overhaul the institutions holding America back—starting with the government. His focus? The Defense Reformation: a bold effort to transform how the U.S. military buys, builds, and fights so we can win—and keep winning. Shawn Ryan Show Sponsors: https://roka.com - use code SRS https://tryarmra.com/SRS https://BetterHelp.com/SRS https://Blackbuffalo.com https://boncharge.com/SRS https://MeetFabric.com/SHAWN https://ShawnLikesGold.com | 855-936-GOLD https://Helixsleep.com/SRS https://hexclad.com/SRS https://hillsdale.edu/SRS https://PatriotMobile.com/SRS | 972-PATRIOT https://prizepicks.onelink.me/LME0/SRS Download the app today and use code SRS https://RocketMoney.com/SRS Shyam Sankar Links: X - https://x.com/ssankar Substack - https://www.shyamsankar.com LinkedIn - https://www.linkedin.com/in/shyamsankar On The Defense Reformation - https://18theses.com First Breakfast - https://www.firstbreakfast.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Becker Group C-Suite Reports Business of Private Equity
Palantir, DOGE & Politics 2-25-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Feb 25, 2025 1:39


In this episode, Scott Becker delves into the struggles of Palantir Technologies amidst government cuts to defense spending, its leadership’s political contrasts, and its recent performance.

Becker Group Business Strategy 15 Minute Podcast
Palantir, DOGE & Politics 2-25-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Feb 25, 2025 1:39


In this episode, Scott Becker delves into the struggles of Palantir Technologies amidst government cuts to defense spending, its leadership’s political contrasts, and its recent performance.

VG Daily - By VectorGlobal
El S&P 500 sorprende a los analistas: ¿Qué sectores están liderando el crecimiento?

VG Daily - By VectorGlobal

Play Episode Listen Later Feb 21, 2025 16:39


En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay analizan a fondo la temporada de reportes corporativos del S&P 500, destacando el sólido crecimiento en ventas y utilidades, con cifras que superaron las expectativas de los analistas. Exploran cómo la inteligencia artificial ha impulsado sectores clave como Communication Services, Consumo Discrecional y Financiero, con empresas como Netflix, Amazon y Discover Financial liderando el crecimiento. Finalmente, evalúan el caso de Palantir Technologies, analizando su valuación, modelo de negocio y los factores detrás de su reciente caída en el mercado. Un episodio lleno de datos y perspectivas para entender el panorama económico actual.

Data Product Management in Action: The Practitioner's Podcast
S1 Ep#30: From Engineering to Data Strategy: Driving AI and Decision-Making

Data Product Management in Action: The Practitioner's Podcast

Play Episode Listen Later Feb 5, 2025 48:17 Transcription Available


S1 Ep#30: From Engineering to Data Strategy: Driving AI and Decision-Making The Data Product Management In Action podcast, season 1, is brought to you by Soda and executive producer Scott Hirleman, is a platform for data product management practitioners to share insights and experiences. Our guest this week is Theo Bell, a data product manager. She chats with host Nick Zerviudis and shares her transition from mechanical engineering to roles at Goldman Sachs and Palantir, emphasizing the importance of data integration in strategic decision-making. She discusses how Palantir helped a manufacturer prioritize client orders during raw material shortages and explores the challenges of convincing stakeholders to adopt new data models, advocating for production-ready pilots over proof-of-concepts. Theo also offers insights on fostering AI adoption within organizations, using a news summarization tool for a CEO as an example. She recommends the GTD framework and Surrounded by Idiots for enhancing productivity and communication. About our Host Nick Zervoudis: Nick is Head of Product at CKDelta, an AI software business within the CK Hutchison Holdings group. Nick oversees a portfolio of data products and works with sister companies to uncover new opportunities to innovate using data, analytics, and machine learning. Nick's career has revolved around data and advanced analytics from day one, having worked as an analyst, consultant, product manager, and instructor for startups, SMEs, and enterprises including PepsiCo, Sainsbury's, Lloyds Banking Group, IKEA, Capgemini Invent, BrainStation, QuantSpark, and Hg Capital. Nick is also the co-host of London's Data Product Management meetup, and speaks & writes regularly about data & AI product management. Connect with Nick on LinkedIn and through his newsletter, Value from Data & AI. About our Guest Theo Bell: Theo is the Head of AI Product at Rimes, where she leads the company's efforts to leverage AI technology in order to provide cutting-edge data management solutions to clients. Previously, Theo held key roles at Palantir Technologies and Goldman Sachs, where she enabled various industries to leverage data through AI/ML-driven software, notably Airbus' Skywise platform, the NHS, and the UK Ministry of Defense. Theo is dedicated to using AI and technology for global challenges, particularly in improving health, enhancing society, and fostering sustainable businesses. She holds a PhD in Engineering from the University of Cambridge.  Connect with Theo in LinkedIn. All views and opinions expressed are those of the individuals and do not necessarily reflect their employers or anyone else.  Join the conversation on LinkedIn.  Apply to be a guest or nominate someone that you know.  Do you love what you're listening to? Please rate and review the podcast, and share it with fellow practitioners you know. Your support helps us reach more listeners and continue providing valuable insights!    .

De 7
05/02 | Nieuwe regering bespaart extra miljard op o.m. uitkeringen | Google krijgt klappen na aankondiging AI-investeringen | Palantir Technologies ster van de beurzen

De 7

Play Episode Listen Later Feb 5, 2025 13:23


Wat zit er vandaag in De 7? De nieuwe regering bespaart een extra miljard euro op het budget voor de verhoging van de laagste uitkeringen. Google gaat dit jaar opnieuw veel uitgeven aan servers voor artificiële intelligentie. Dat zegt moederbedrijf Alphabet in haar kwartaalpresentatie. Het aandeel zakt fors. In de andere richting: het Amerikaanse chipbedrijf Palantir beleeft een hoogdag. Het aandeel eindigt 24 procent hoger. Onze expert legt in deze podcast uit hoe dat komt. Host: Roan Van EyckProductie: Joris VanderpoortenSee omnystudio.com/listener for privacy information.

CommSec
Morning Report 05 Feb 25: China hits back against Trump tariffs

CommSec

Play Episode Listen Later Feb 4, 2025 9:54


Wall Street rebounded as stock buyers stepped in, driving gains in the S&P 500, particularly in the energy sector. Investors are closely monitoring talks between President Donald Trump and Chinese leader Xi Jinping. In corporate news, Palantir Technologies surged on strong AI-driven demand, marking its biggest jump in a year. Meanwhile, Merck halted vaccine shipments to China, which negatively impacted its shares, and Pepsi explored ways to boost sales without resorting to price cuts. Estee Lauder shares tumbled after issuing a disappointing outlook, while Ferrari helped lift European markets. In broader market trends, the U.S. dollar weakened as new China tariffs took effect, while gold hit a record high and oil trimmed losses amid pressure from Trump on Iran. Looking ahead, Aussie shares are expected to open higher, supported by strength in energy stocks. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Schwab Market Update Audio
Tariffs, Mega Cap Results, Jobs Data on the Docket

Schwab Market Update Audio

Play Episode Listen Later Feb 3, 2025 7:14


While fretting over tariffs, investors prepare for a week packed with earnings from Alphabet, Palantir Technologies, and Amazon along with ISM manufacturing and January jobs data.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0128-0225)

Mercado Abierto
Análisis de la sesión en Wall Street

Mercado Abierto

Play Episode Listen Later Feb 3, 2025 7:19


Miramos a las cotizaciones de Palantir Technologies, Tyson Foods, Alibaba, Pinduoduo, Baidu, JD.com, General Motors, Ford, Tesla y Constellation Brands. Con Ignacio Vacchiano, responsable de distribución en España de Leverage Shares.

Becker Group C-Suite Reports Business of Private Equity
4 Stocks Taking it On the Chin Today 1-9-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jan 9, 2025 2:54


In this episode, Scott Becker examines the recent struggles of four major stocks—SoundHound, Moderna, Walgreens Boots Alliance, and Palantir Technologies.

Becker Group Business Strategy 15 Minute Podcast
4 Stocks Taking it On the Chin Today 1-9-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Jan 9, 2025 2:54


In this episode, Scott Becker examines the recent struggles of four major stocks—SoundHound, Moderna, Walgreens Boots Alliance, and Palantir Technologies.

Enlightenment - A Herold & Lantern Investments Podcast
Navigating the 2025 Investment Landscape: Market Trends, Tech Titans, and Lucrative Opportunities

Enlightenment - A Herold & Lantern Investments Podcast

Play Episode Listen Later Jan 6, 2025 39:08 Transcription Available


January 6, 2025 | Season 7, Episode 1What if you could navigate the unpredictable waters of the 2025 investment landscape like a seasoned pro? Get ready to unlock the secrets of booming market trends and lucrative investment opportunities that await in the new year. Our latest episode takes you on a journey through the economic milestones of 2024, highlighting an impressive 24% surge in the S&P 500 and the contrasting fortunes of growth versus value stocks. We'll unravel the stories behind the triumph of tech titans like Palantir Technologies and Nvidia, while examining the struggles faced by Walgreens Boots Alliance and Intel. With exciting developments on the horizon, including Microsoft's ambitious $80 billion AI data center plan, we'll set the stage for potential market shifts based on Nvidia's CEO's much-anticipated address.Join us as we explore promising avenues in healthcare and consumer stocks, spotlighting giants like Eli Lilly, UnitedHealthcare, and Johnson & Johnson, amidst potential policy changes with RFK Jr.'s influence. We'll dissect the tech sector's fierce competition between XAI and OpenAI, alongside Google's strategic advancements. Discover Apple's robust market position and its intricate ties with China, all while weighing the impacts of federal cases. We'll also guide you through the enticing realms of REITs, energy pipelines, and utilities, offering cautionary insights on junk bonds and convertibles. Finally, grasp the potential of European stocks, with BNP Paribas poised as a compelling opportunity in the international arena, especially as Federal Reserve rate cuts loom over dividends.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

The Weekly Option
Episode 356 Option trading podcast January 3, 2025

The Weekly Option

Play Episode Listen Later Jan 4, 2025 14:02


Option trading podcast Episode 356 January 3, 2024   Welcome to The Weekly Option, a weekly program that offers practical trades and discussion for beginners and professionals alike.   The topic of the week is new skills.   In this week's show, we will cover the trades from last week on Beyond Meat, Palantir Technologies, and… Continue reading Episode 356 Option trading podcast January 3, 2025

The Rubin Report
Tech Legend Gives His Odds of Elon Musk Successfully Cutting Gov't | Joe Lonsdale

The Rubin Report

Play Episode Listen Later Dec 20, 2024 63:35


Dave Rubin of “The Rubin Report” talks to Joe Lonsdale, a prominent entrepreneur and venture capitalist, about co-founding Palantir Technologies, Addepar, and OpenGov; why he thinks Elon Musk and Vivek Ramaswamy will be successful with their plans for the DOGE; why government spending has gotten so wasteful; how Alex Karp became the CEO of Palantir; his insights into the evolution of the tech industry; why silicon valley got so woke; the rise of "tech bros”; the increasing political engagement among tech leaders; the role of technology in solving complex problems, particularly in government and defense; the challenges and opportunities in education; how institutions like the University of Austin that foster critical thinking and innovation are the future; the future of AI; the need for regulatory reform; the potential for significant growth and productivity improvements in the coming years; and much more. ---------- Today's Sponsors: PrivacyHawk - Stop spam emails, nonstop robocalls, and close calls with identity theft. Remove your personal data from places it doesn't belong. Download PrivacyHawk now! Go to:https://go.privacyhawk.com/rubinreport and use code RUBIN20 for exclusive discounts! Caloric Bypass - Lose weight, get tons more energy, and return to the good health of your youth by addressing the one key to better health. Watch the video that has been watched by over 20 million people to date. Find out how to improve your gut health at https://TheHealthyFat.com/Rubin 1775 Coffee - Peaberry coffee isn't your average bean—it's coffee's best-kept secret. It's denser, more flavorful, and packed with bold energy to kickstart your mornings. Rubin Report viewers get 15% off their order. Go to: https://1775coffee.com/RUBIN and use code RUBIN Learn more about your ad choices. Visit megaphone.fm/adchoices

Shawn Ryan Show
#151 Joe Lonsdale - The AI-Driven EMP Weapon Built to Destroy New Jersey Drone Swarms

Shawn Ryan Show

Play Episode Listen Later Dec 18, 2024 112:29


Joe Lonsdale is a technology entrepreneur and investor known for advancing defense technologies and national security innovations. As a co-founder of Palantir Technologies, he helped develop powerful data platforms to address global threats. Through his venture firm, 8VC, he has supported startups in AI, cybersecurity and battlefield intelligence, driving innovation at the intersection of technology and defense. Lonsdale is a leading advocate for emerging military technologies, particularly directed energy weapons like high-energy lasers and microwave systems, which he sees as vital for missile defense and counter-drone operations. Committed to fostering public-private partnerships, he works to ensure the U.S. remains at the forefront of defense innovation while maintaining ethical oversight. Shawn Ryan Show Sponsors: https://patreon.com/vigilanceelite https://shawnryanshow.com/newsletter https://shawnryanshow.com/collections/shop Joe Lonsdale Links: X - https://x.com/jtlonsdale Website - blog.joelonsdale.com YouTube - https://www.youtube.com/@Joe_Lonsdale Podcast - https://podcasts.apple.com/us/podcast/joe-lonsdale-american-optimist/id1573141757 Firm - 8vc.com Policy Group - ciceroinstitute.org University of Austin - uaustin.org Sesh - https://seshproducts.com/shawnryan Please leave us a review on Apple & Spotify Podcasts. Vigilance Elite/Shawn Ryan Links: Website | Patreon | TikTok | Instagram | Download Learn more about your ad choices. Visit podcastchoices.com/adchoices

School of War
Ep 165: Shyam Sankar on a Defense Reformation

School of War

Play Episode Listen Later Dec 17, 2024 39:18


Shyam Sankar, Chief Technology Officer and Executive Vice President of Palantir Technologies, joins the show to explain the broken Defense Department acquisition process and how he believes it can be fixed. ▪️ Times      •      01:24 Introduction     •      01:39 Employee #13      •      03:14 Palantir      •      06:22 Monopsony       •      11:18 Messy and chaotic      •      14:40 Dual purpose companies      •      17:18 The buying process      •      23:50 Pushback     •      25:59 Competing efforts     •      27:37 Heretics and heroes      •      31:22 Thinking about future war       •      35:05 A changing selection criteria      •      36:47 “The future is software defined”   Follow along on Instagram or YouTube @SchoolofWarPodcast Find a transcript of today's episode on our School of War Substack

MLOps.community
AI's Next Frontier // Aditya Naganath // #277

MLOps.community

Play Episode Listen Later Dec 11, 2024 57:30


Thanks to the High Signal Podcast by Delphina: https://go.mlops.community/HighSignalPodcast Aditya Naganath is an experienced investor currently working with Kleiner Perkins. He has a passion for connecting with people over coffee and discussing various topics related to tech, products, ideas, and markets. AI's Next Frontier // MLOps Podcast #277 with Aditya Naganath, Principal at Kleiner Perkins. // Abstract LLMs have ushered in an unmistakable supercycle in the world of technology. The low-hanging use cases have largely been picked off. The next frontier will be AI coworkers who sit alongside knowledge workers, doing work side by side. At the infrastructure level, one of the most important primitives invented by man - the data center, is being fundamentally rethought in this new wave. // Bio Aditya Naganath joined Kleiner Perkins' investment team in 2022 with a focus on artificial intelligence, enterprise software applications, infrastructure and security. Prior to joining Kleiner Perkins, Aditya was a product manager at Google focusing on growth initiatives for the next billion users team. He previously was a technical lead at Palantir Technologies and formerly held software engineering roles at Twitter and Nextdoor, where he was a Kleiner Perkins fellow. Aditya earned a patent during his time at Twitter for a technical analytics product he co-created. Originally from Mumbai India, Aditya graduated magna cum laude from Columbia University with a bachelor's degree in Computer Science, and an MBA from Stanford University. Outside of work, you can find him playing guitar with a hard rock band, competing in chess or on the squash courts, and fostering puppies. He is also an avid poker player. // MLOps Swag/Merch https://shop.mlops.community/ // Related Links Faith's Hymn by Beautiful Chorus: ⁠⁠https://open.spotify.com/track/1bDv6grQB5ohVFI8UDGvKK?si=4b00752eaa96413b⁠⁠ Substack: ⁠⁠https://adityanaganath.substack.com/?utm_source=substack&utm_medium=web&utm_campaign=substack_profile⁠⁠With thanks to the High Signal Podcast by Delphina: https://go.mlops.community/HighSignalPodcastBuilding the Future of AI in Software Development // Varun Mohan // MLOps Podcast #195 - ⁠⁠https://youtu.be/1DJKq8StuTo⁠⁠Do Re MI for Training Metrics: Start at the Beginning // Todd Underwood // AIQCON - ⁠⁠https://youtu.be/DxyOlRdCofo --------------- ✌️Connect With Us ✌️ ------------- Join our slack community: https://go.mlops.community/slack Follow us on Twitter: @mlopscommunity Sign up for the next meetup: https://go.mlops.community/register Catch all episodes, blogs, newsletters, and more: https://mlops.community/ Connect with Demetrios on LinkedIn: https://www.linkedin.com/in/dpbrinkm/ Connect with Aditya on LinkedIn: https://www.linkedin.com/in/aditya-naganath/

Capital
Consultorio de Bolsa con Javier Alfayate: “El Ibex busca amarrarse a los 12.000 puntos”

Capital

Play Episode Listen Later Dec 10, 2024 30:05


Ibex y DAX son los mejores índices europeos este año ¡están destacando! El Ibex busca amarrarse a los 12.000 puntos y el DAX impulsado por SAP, Deutsche Bank y otros más valores. En la bolsa española Iberdrola está en zona de máximos, Inditex suma un 40% en el año y los bancos están fuertes. ¡Tenemos un mercado afrontando la recta final de año! Las dos últimas semanas del año suelen ser muy positivas. En el Consultorio de Bolsa hoy contamos con Javier Alfayate, gestor de Fondos. Con el analista hemos visto Endesa, Mapfre, Inditex, Grifols, Neste Oil, CleanSpark, Palantir Technologies, Cameco, Arch Capital, AllState, Indra, Leonardo, Nike, Nestle, Safran…

RETHINK RETAIL
How Advanced AI is Transforming Retail: A Conversation with Palantir Technologies

RETHINK RETAIL

Play Episode Listen Later Dec 5, 2024 35:34


Join Top Retail Expert Peter Cohan as he dives into the transformative power of AI in retail with Anirudh Sanga, Retail and Consumer Lead at Palantir Technologies. This episode reveals how advanced AI solutions are addressing some of retail's most complex challenges, including inventory management and workforce optimization, and turning them into opportunities for growth.

Software Engineering Daily
Palantir with Akshay Krishnaswamy and Christopher Jeganathan

Software Engineering Daily

Play Episode Listen Later Nov 26, 2024 51:03


Palantir Technologies is a data analytics and software company specializing in building platforms for integrating, analyzing, and visualizing large datasets. The company's tools are designed to help analysts and decision-makers collaborate on data-driven solutions to complex problems, and they have worked extensively across the intelligence, defense, and commercial sectors. Akshay Krishnaswamy is the Chief Architect The post Palantir with Akshay Krishnaswamy and Christopher Jeganathan appeared first on Software Engineering Daily.

Podcast – Software Engineering Daily
Palantir with Akshay Krishnaswamy and Christopher Jeganathan

Podcast – Software Engineering Daily

Play Episode Listen Later Nov 26, 2024 51:03


Palantir Technologies is a data analytics and software company specializing in building platforms for integrating, analyzing, and visualizing large datasets. The company’s tools are designed to help analysts and decision-makers collaborate on data-driven solutions to complex problems, and they have worked extensively across the intelligence, defense, and commercial sectors. Akshay Krishnaswamy is the Chief Architect The post Palantir with Akshay Krishnaswamy and Christopher Jeganathan appeared first on Software Engineering Daily.

Reaganism
Defense Reformation with Shyam Sankar

Reaganism

Play Episode Listen Later Nov 18, 2024 42:50


On this episode of Reaganism, Reagan Institute Director Roger Zakheim is joined by Shyam Sankar who serves as the Chief Technology Officer and Executive Vice President of Palantir Technologies. They discuss his recent publication, ‘The Defense Reformation,' which critiques the current state of the U.S. defense system and proposes a reformation to enhance innovation and effectiveness.

The Better Leadership Team Show
Reduce Hiring Mistakes with Jordan Burton

The Better Leadership Team Show

Play Episode Listen Later Nov 5, 2024 46:23 Transcription Available


In this episode of The Breakthrough Leadership Team Show, my guest is Jordan Burton, an executive assessor and interviewing trainer with over 17 years of experience. He specializes in training top VC and Private Equity investors and high-growth companies on how to hire the best talent. Jordan was a Partner at the renowned leadership advisory firm ghSMART, a consultant at Bain & Company, and holds an MBA from Harvard Business School. At his training firm Talgo, he manages relationships with industry giants like Sequoia Capital, TH Lee, and Palantir Technologies.Tune in and learn practical strategies for better role definitions, sourcing top talent through networks, and conducting structured interviews that reveal true competencies. Jordan shares insider tips on avoiding common hiring mistakes, building a virtual talent bench, and adapting recruitment for remote work. Whether you're a leader or HR professional, this conversation offers actionable insights to enhance your hiring processes and build a top-tier team.Explore more at Talgo.io Thanks for listening! Connect with us at mike-goldman.com/blog and on Instagram@mikegoldmancoach and on YouTube @Mikegoldmancoach

Ransquawk Rundown, Daily Podcast
US Market Open: DXY and US yields softer as Trump trades unwind after weekend polls

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 4, 2024 3:43


European bourses generally trade very modestly in positive territory, alongside slight gains in US futures.PredictIt odds shifted over the weekend in favour of a Harris election victory; NYT/Siena final polls showed the race was deadlocked in 6/7 battleground states.USD is on the backfoot as a shift in polling in the US election towards Harris has seen a scaling back of "Trump trades" across the board.USTs benefit from a scaling back of the Trump trade, whilst Bunds lag; reports suggesting that China's NPC is reviewing local government debt swaps weighed on the complex.Crude benefits amid reports that OPEC+ agreed to delay the December oil output increase by one month; base metals move higher in anticipation of the ongoing China NPC meeting.Looking ahead, US Employment Trends, Durable Goods, Australian PMIs (Final), Comments from ECB's Elderson, Holzmann, Supply from the US. Earnings from Fidelity National Information Services, NXP Semiconductors, Vertex Pharmaceuticals, Diamondback Energy, Palantir Technologies, Marriott International & Fox.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Europe Market Open: PredictIt odds shifted over the weekend in favour of Harris; OPEC+ sources in focus

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 4, 2024 4:32


APAC stocks began the week mostly positive but with the gains capped ahead of this week's major risk events including the US Presidential Election.PredictIt odds shifted over the weekend in favour of a Harris election victory; NYT/Siena final polls showed the race was deadlocked in 6/7 battleground states.European equity futures are indicative of a steady cash open with the Euro Stoxx 50 future +0.1% after the cash market closed higher by 1.0% on Friday.DXY is softer vs. peers in a scaling back of the USD supportive "Trump trade"; JPY and antipodeans have been the main beneficiaries.OPEC+ agreed to delay the December oil output increase by one month, according to a Reuters source.Looking ahead, highlights include EZ Sentix Index, Manufacturing PMIs, US Employment Trends, US Durable Goods, Australian PMIs (Final), Comments from ECB's Elderson, Supply from EU & US.Earnings from Volvo Car AB, Ryanair, Kingspan, Fidelity National Information Services, NXP Semiconductors, Vertex Pharmaceuticals, Diamondback Energy, Palantir Technologies, Marriott International & Fox.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Becker Group C-Suite Reports Business of Private Equity
The Three T's: Trump, Thiel, and Tesla 10-29-24

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Oct 29, 2024 2:27


In this episode, Scott Becker discusses the strong year-to-date performances of “The Three T’s”—Trump Media, Palantir Technologies by Peter Thiel, and Tesla. Plus, hear updates on The Entrepreneur's Edge audiobook, launching soon on Amazon and Apple.

Becker Group Business Strategy 15 Minute Podcast
The Three T's: Trump, Thiel, and Tesla 10-29-24

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Oct 29, 2024 2:27


In this episode, Scott Becker discusses the strong year-to-date performances of “The Three T’s”—Trump Media, Palantir Technologies by Peter Thiel, and Tesla. Plus, hear updates on The Entrepreneur's Edge audiobook, launching soon on Amazon and Apple.

Resilient Cyber
Resilient Cyber w/ Shyam Sankar - The Primacy of Digital Dominance

Resilient Cyber

Play Episode Listen Later Oct 18, 2024 34:03


In this episode we sit down Shyam Sankar, Chief Technology Officer (CTO) of Palantir Technologies. We will dive into a wide range of topics, from cyber regulation, software liability, navigating Federal/Defense cyber compliance and the need for digital defense of the modern national security ecosystem.- First off, for those unfamiliar with you and your background, can you tell us a bit about yourself, as well as Palantir?You're a big proponent on the role that software plays now, and will play in the future when it comes the fifth domain of warfare, cybersecurity, so let's give into some of those topics.- I know you've voiced some strong opinions on the role of cyber insurance and also compliance when it comes to its static nature, compared to the dynamic activity of malicious actors and the threat landscape. Can you expand on that?- You and I also chatted about the fact that most cyber issues tie back to hygiene, and that there are no silver bullets. Do you feel like this gets lost among the marketing hype of cyber?- I know you've talked about externalizing some of Palantir's software infrastructure to enable more companies with security infrastructure and toolchains. Can you tell us about some of those capabilities?- The enablement of more companies is key, as you know the DIB has seen massive consolidation in the past decade or more, largely with the small handful of players dominating the lions share of the work in the DoD. This arguably poses systemic concentrated risks, as well as doesn't give access for the DoD to commercial innovation.You called the DoD's most powerful ally America's commerical tech sector in a recent piece. We know that times have changed, and unlike eras of the past, most digital innovation comes from the commercial space, but DoD tends to have a not built here syndrome, no doubt driven by incumbents, incentives, fiefdom building and more. What do you think the national security risks of this are?- Given you've been around DoD for some time, you've no doubt been exposed to processes like ATO's and RMF and more. What are your thoughts on the current state of compliance in the DoD and how it could potentially hinder access to commercial innovation?

Market Mondays
MM 227: 3 Stock Investing Keys, Real Estate Investing with IRAs, Microsoft's AI Move, & Time to Short Apple?

Market Mondays

Play Episode Listen Later Sep 24, 2024 139:46


In this episode of Market Mondays, we explore the power of a self-directed IRA and how it can be used to invest in real estate. Understanding how to leverage this tool for real estate investments is a key topic for savvy investors looking to diversify their portfolios and plan for long-term wealth.We also dive deep into major developments in the tech and energy sectors, including Microsoft's 20-year deal to revive the Three Mile Island nuclear plant to fuel AI data centers. What are the implications of tech giants investing in nuclear energy for AI, and how might this shape the future of sustainable energy partnerships? Additionally, we analyze Microsoft's AI leadership and the potential challenges it faces as recent reports suggest a decline in its competitive edge.Palantir Technologies' inclusion in the S&P 500 has caused a significant surge in its stock price. What does Palantir bring to the index, and what are the risks and rewards for investors? Meanwhile, we discuss leadership turmoil at 23andMe after all independent directors resigned due to disagreements with CEO Anne Wojcicki. What does this mean for investor confidence?We also tackle the resignation of Nike's CEO amid internal controversies. How will this leadership change affect Nike's strategic direction and stock performance? Intel has also been in the spotlight, with board meetings and potential acquisition talks with Qualcomm. Should investors adjust their positions based on this news?In the energy sector, investor Stephanie Link mentions that ExxonMobil is trading at extremely cheap levels. Do we agree with this assessment, and what should investors consider before buying Exxon stock? Additionally, a new ETF uses AI to emulate Warren Buffett's investment style—an interesting innovation, but are there risks involved in relying on AI for such strategies?We also revisit stocks like e.l.f. Beauty and Celsius Holdings, which have seen recent declines. Are these good buying opportunities, or should investors be cautious? We dive deeper into Palantir Technologies' business model and future growth projections, considering its potential to become a significant holding in tech portfolios.Lastly, we examine whether Apple, despite perceptions of lackluster innovation, remains an underestimated investment. Plus, we explore how high-profile artists and influencers promote brands like Tesla without formal endorsement deals, and why black-owned companies don't receive the same level of public endorsements. What does this reveal about cultural influences on brand promotion, and how does it affect investment and growth opportunities?#MarketMondays #SelfDirectedIRA #RealEstateInvesting #MicrosoftAI #NuclearEnergy #Palantir #Nike #23andMe #ExxonMobil #AIinInvesting #AppleStock #InvestorStrategies #TechInvesting #Tesla #WarrenBuffett #FinancialEducation #StockMarketAnalysisSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 19-Sep

FactSet U.S. Daily Market Preview

Play Episode Listen Later Sep 19, 2024 4:06


US futures are pointing to a higher open today. European equity markets have opened in the positive territory, following higher levels in Asian markets. Fed's 50bp rate cut reverberating. Powell cautioned against presumption that outsized rate cuts will continue. But markets continue to price in more dovish rate path than implied by dot plot, expecting 70 basis points of additional cuts by end-2024. BOJ, Norges Bank, BOE expected to leave policy unchanged in coming days.Companies Mentioned: Vistra, Bel Fuse, Palantir Technologies

Disruptive CEO Nation
Episode 265: Building a Better Therapist System with Alex Katz, Founder & CEO at Two Chairs, Los Angeles, CA, USA

Disruptive CEO Nation

Play Episode Listen Later Sep 18, 2024 24:59


We respect the mission of Two Chairs because we believe that human potential relies on individuals remaining mentally strong. Enter Alex Katz. He has a clear vision for company growth and expansion, deeply rooted in his personal experiences and commitment to improving mental health care. But this is not just about access, the systems are highly sophisticated to introduce the patient to the right therapist based on personalized matching factors. Alex emphasizes the importance of building a strong foundation before scaling, particularly in healthcare, where patient outcomes are critical. His approach involves investing in the right clinical culture and technology, ensuring that the company stays true to its core values of patient and clinician care while attracting aligned investors. As Two Chairs has grown to connect around 600 therapists with clients - and these are employees, not an independent network so they are verified and aligned with the brand. Alex aspires to expand the company's reach across multiple states, addressing the mental health crisis on a larger scale and making quality care accessible to more communities. Highlights of our conversation: - Two Chairs aims to expand to help more people by making it easier to find the right therapist. In fact, 98% of clients find the right therapist on the first try. - The matching algorithm used by Two Chairs considers therapist identity, clinical expertise, therapeutic style, and logistical factors to ensure patient satisfaction. - Two Chairs is proud to have diverse, multi-lingual, multicultural therapists that are direct employees. - Alex discusses the barriers to accessing therapy and mental health services across states due to licensing restrictions and discusses future changes in the health space. Currently they serve California, Florida, and Washington. - Founder support networks are crucial for navigating the challenges of leadership, as highlighted by Alex in the success of Two Chairs. Alex Katz is the Founder and CEO of Two Chairs, an innovative multi-state outpatient mental health system. Prior to founding Two Chairs, Alex led the Consumer Goods group at Palantir Technologies and served large health systems at McKinsey & Company, where he gained an appreciation for the barriers to getting great care within the existing U.S. healthcare system. He received his M.S. and B.A. from Stanford University. Connect with Alex: Website: www.twochairs.com LinkedIn: www.twochairs.com Twitter/X: https://x.com/twochairsmh Facebook: https://www.facebook.com/twochairstherapy Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web and it is ranked the number 10 CEO podcast to listen to in 2024! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ Twitter: @DisruptiveCEO #CEO #brand #startup #startupstory #founder #business #businesspodcast #podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

alphalist.CTO Podcast - For CTOs and Technical Leaders
#106 - Meritocracy, Backend and Engineer-led Sales feat. Shyam Sankar // CTO @ Palantir Technologies

alphalist.CTO Podcast - For CTOs and Technical Leaders

Play Episode Listen Later Aug 30, 2024 48:36 Transcription Available


Discover new ways to do things with Shyam Sankar, CTO of Palantir, who is working to deprecate backend development using their experience with 150 independent dev teams running a collection of 5,000 microservices. Yet this podcast is more than that (although I was blown away by the demo)—expect great nuggets of wisdom on meritocracy, data, and of course, backend. Think of this podcast as a series of back-to-back nuggets of wisdom that not only help you make sense of what you've observed but also open your mind to emerging trends. Listen to find out

Profiles in Leadership
Jordan Burton, Interviewing for Talent to Join Your Organization is the Most Important Role, Yet We Don't Teach How to Do It

Profiles in Leadership

Play Episode Listen Later Aug 26, 2024 55:56


Jordan Burton is a seasoned executive assessor and interviewing trainer with over 17 years of experience. He specializes in training top Venture Capital and Private Equity investors and high-growth companies in hiring the best talent.Jordan is the co-founder of Talgo, where he manages relationships with industry giants like Sequoia Capital, TH Lee and Palantir Technologies.Jordan is a former Partner at the renowned leadership advisory firm ghSMART and a former consultant at Bain & Company. He's a graduate of Duke University and holds an MBA from Harvard Business School.Check out the Talgowebsite for more info!Key Focus: Transforming hiring practices through world-class interviewing, exceptional candidate experiences, and innovative talent acquisition strategies.

The Joe Rogan Experience
#2190 - Peter Thiel

The Joe Rogan Experience

Play Episode Listen Later Aug 16, 2024 217:03


Peter Thiel is an entrepreneur and investor. He co-founded PayPal, made the first outside investment in Facebook, and co-founded Palantir Technologies, where he serves as chairman. Thiel is a partner at Founders Fund and leads the Thiel Foundation, which funds technological progress and long-term thinking. He is also the author of the #1 New York Times bestseller Zero to One. https://foundersfund.com https://palantir.com  Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Drill Down
Drill Down Earnings, Ep. 178: Palantir Technologies Q2 earnings essentials ($PLTR)

The Drill Down

Play Episode Listen Later Aug 6, 2024 4:32


Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Palantir Technologies #Earnings @Palantir Technologies $PLTR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Liberty Weekly - Libertarian, Ancap, & Voluntaryist Legal Theory from a Rothbardian Perspective

Patrick is joined by Kelley Vlahos, Senior Advisor at the Quincy Institute and Editorial Director at Responsible Statecraft, to discuss Israel's use of Palantir's AI program Lavender to target supposed Hamas militants. Vital Dissent website Join my email list and become a premium member: http://www.vitaldissent.club Vital Dissent Merch 10% off with code VD10 The Libertarian Institute's Summer FUNdraiser is in full swing! The support of every single one of you is what motivates the team to keep pushing and working to bring you quality and trusted sources of information. Donate today at https://libertarianinstitute.org/donate/ Show notes: https://www.972mag.com/lavender-ai-israeli-army-gaza/ Peter Thiel: 'I defer to Israel' | Responsible Statecraft Kelley Beaucar Vlahos Responsible Statecraft Kelley Vlahos on X Grassroots Realism ft. Kelley Vlahos Ep. 257 - Vital Dissent

TRIGGERnometry
Legendary Investor Peter Thiel: Why America Has Stalled

TRIGGERnometry

Play Episode Listen Later Jul 28, 2024 70:14


Peter Thiel is an American entrepreneur, venture capitalist and philanthropist. A co-founder of PayPal, Palantir Technologies, and Founders Fund, he was the first outside investor in Facebook. As of July 2024, Thiel had an estimated net worth of $11.2 billion. Through the Thiel Foundation, he funds non-profit research into artificial intelligence, life extension, and seasteading. He is the author of the #1 New York Times bestseller, ‘Zero to One: Notes on Startups, or How to Build the Future' - available here: https://www.amazon.com/dp/B00J6YBOFQ Follow Peter on X: https://x.com/peterthiel  Go to https://ground.news/triggernometry to see through media bias and get the full story. Use our link to save 40% on the Ground News unlimited access Vantage plan this month. Join our Premium Membership for early access, extended and ad-free content: https://triggernometry.supercast.com OR Support TRIGGERnometry Here: Bitcoin: bc1qm6vvhduc6s3rvy8u76sllmrfpynfv94qw8p8d5 Music by: Music by: Xentric | info@xentricapc.com | https://www.xentricapc.com/ YouTube: @xentricapc  Buy Merch Here: https://www.triggerpod.co.uk/shop/ Advertise on TRIGGERnometry: marketing@triggerpod.co.uk Join the Mailing List: https://www.triggerpod.co.uk/#mailinglist Find TRIGGERnometry on Social Media:  https://twitter.com/triggerpod https://www.facebook.com/triggerpod/ https://www.instagram.com/triggerpod/ About TRIGGERnometry:  Stand-up comedians Konstantin Kisin (@konstantinkisin) and Francis Foster (@francisjfoster) make sense of politics, economics, free speech, AI, drug policy and WW3 with the help of presidential advisors, renowned economists, award-winning journalists, controversial writers, leading scientists and notorious comedians. Learn more about your ad choices. Visit megaphone.fm/adchoices