4.2 • 7.1K Ratings
🗓️ 9 September 2025
⏱️ 40 minutes
🧾️ Download transcript
(0:00) Introducing Palantir CEO Alex Karp
(1:10) Understanding Palantir's fans and haters
(8:40) Palantir’s work at the border, data collection and surveillance, built-in protections
(20:02) Israel/Palestine
(22:23) Is the West committing suicide?
(30:54) Antisemitism
(31:52) China’s strategy, dealing with cartels
(36:46) Why modern Progressivism is not progressive
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| 0:00.0 | Sometimes traditional stock analysis just let you down. That's how I feel about the stock of Pounder. |
| 0:06.0 | A billion dollars in quarterly revenue for the first time ever. The stock has just ripped. |
| 0:10.0 | They have delivered here beyond the expectation, and the expectations were obviously remarkably high. |
| 0:17.0 | Carp's the kind of guy who kicks you, you know what, and then he gets in your face afterwards, |
| 0:21.6 | and he tells you that he just did that. |
| 0:23.6 | As usual, I've been cautioned to be a little modest about our bombastic numbers. |
| 0:28.6 | If you work for Palantir, everyone knows you're good. |
| 0:31.6 | And to all supporters of Palantir, Merry Christmas and a Happy New Year's, and to all people who hated on us, enjoy your call. |
| 0:39.8 | Ladies and gentlemen, please welcome Palantir CEO Alex Carp. |
| 0:49.6 | Great to see you. Thanks for coming out. |
| 0:55.8 | Amen. How are you? Awesome. Thank you. |
| 1:01.0 | How are you? Doing well. Thanks for coming out. By the way, thank all of you guys. |
| 1:06.0 | Great crowd. You have the best people. You have a lot of fans here. Yesterday we also had a number of protesters. |
| 1:15.6 | Hopefully enough. |
| 1:17.6 | What are they protesting? They're protesting Alex Karp being here. |
| 1:20.6 | Categorize for me what's going on. Who are the protesters? Why do they protest? Who are the fans? Why do they love you? |
| 1:31.3 | What can you see? Good taste. Good taste. Well, there is an issue of taste and I think actually, |
| 1:40.3 | you know, like you always have to kind of try to steal man the other side. |
| 1:47.0 | And so, like, probably the people protesting me just have heard that they should protest me, |
| 1:54.0 | but, you know, if you ask why could they have an argument or why should you like me, love me, in some cases? |
| 2:03.8 | Honestly, some of you guys like and love me more than I like myself, which takes a little |
| 2:08.6 | work. |
... |
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