stale — 30 unprocessed events
We build software that empowers organizations to effectively integrate their data, decisions, and operations. observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. 19 signals in the last 60 days back this number.
Subdomains appearing in public certificate-transparency logs — infrastructure standing up, dated at detection. Intent labels are deterministic (token map), not guessed.
↗ Strongest signal: funding_magnitude (28% of the score).
The skeptic's read what this company has said, judged against what happened
Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
Cross-source signals that survived the scoring gauntlet or were hand-curated. ✓ verified = bound to an exact transcript passage with a voiceprint-confirmed speaker.
No single number decides. Layers can disagree — that's the point. New to this? →
The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
But Palantir doesn't provide this product? No, they don't have anything like it. Yeah, they have, they have more data related products and they do a lot of custom things for different agencies, but it's more name based or entity based when we're doing things purely on the face.
We're working on that.
Now, if I could reimagine my workflow, my use case, such that I have traditional software, I have infinite on-demand interns, and I have my humans, how would I solve problems? And how could I array this to be, you know, in the government's case, to increase lethality, in the commercial case, to improve the automation and efficacy of my business?
50% of our business is commercial, as in non-government, and 50% is government. And there, in particular in the US commercial, we have put so many of these use cases into production
the cost performance curve of creating damage is changing dramatically. And that imposes a lot of need for innovation on us to be able to keep up with them and prevent those things.
the rate limiter becomes, how do I fuse those sensors together to make sense of what's happening? That, that sense making is the bottleneck over the ability to collect
I often think that the most valuable role software can play in defense tech is it is a weapon system for the commander's mind.
starting with the Battle of Mosul in 2016 is really where Gotham went from being an intelligence platform to an operations platform.
most of Western European intelligence services use our software, of course, the US intelligence community.
The first product was the Gotham platform, which was really at the time focused on intelligence and intelligence agencies.
Then on top of that, you know, this isn't just about bringing the data together. It's really about helping the people who do this job, the intelligence community, law enforcement community, be able to ask questions of the data in a way that is a thousand times more productive, a thousand times more collaborative, so that you can get far ahead of bang, you know, well to the left of these issues happening and prevent them while the actors may still be overseas before these plots have really develo
investors thought there was no business to be built here. So it was very hard to actually raise capital.
the FT reports that Palantir and Andrew and other companies are quote in talks with about a dozen competitors to form a consortium that will jointly bid for U S government work in an effort to disrupt the country's oligopoly oligopoly of prime contractors.
I think we were joking about them, Palantir, being part of the deep state, not stock price, but at a 400 price earnings ratio and at 65 X sales, multiple exclamation points, looks like a good time to take some profits on the name. In fact, and this is spicy, insiders told me they are selling into this insanity.
But it is a somewhat expensive stock that people are really promoting. And when you see massive promotion, especially on social media like X or YouTube, it's like X and YouTube seem to be have won the conversation in finance. That's when I get a little bit of radar going up.
as much as I respect what Steve and Alex Karp did at Palantir and Reddit, man, and then Instacart, yeah, you know, that's like an AMD where kind of like comeback stories.
so who's going to take it on the chin first when a market retreats the highest valuations get corrected first yep and the the ones that might be the lowest will lose the least because i mean if you compress to three times four times five times your sales people are going to be like huh there's no compression left that's actually a buy so that's all this is is just reversion to the meme
at the absolute peak of all the cloud companies that bessemer tracks palantir is at 59.3x the next highest is 21.3 so even though it has come down it's still incredibly expensive
if i were to mention palantir has the highest price to sales ratio we've ever seen right i think it was something like 80 at the peak 70 or 80 price to sales ratio incredibly high
palantir is a great company they have great products i think they were growing 30 or 40 percent year over year if i remember correctly on a two or three billion dollar run rate so this is a legit company alex carp is just goat level ceo they're doing important work in the world but sometimes a stock becomes a meme stock
shout out to palantir for um grow i forget the number offhand but i think their us gov revenue grew like 50 some percent last quarter it was excellent awesome
palantir incredibly valuable would i buy it right now at 125x trailing revenue probably not because i'm cheap but i'm glad people are having fun
i do kind of feel like it's a meme stock like not that not that they're not doing business you know making money whatever but i do feel like there is an element of meme stock just because he's that guy like and i feel like people see him speak and they get excited
what the price sales multiple for palantir is right now ... 121
people need in the future of war being anti-terrorist etc is going to be ai and if you're building platforms that are just flat databases to kind of try and accomplish anything they'll be dwarfed just like optimists powered by ai will dwarf those
if you know we have seen nvidia uh and other stocks do that kind of movement when they are sitting there building building building a great product and the market then embraces it and the founder finds some huge innovation and i think the huge innovation with palantir
i told my wife palantir is overpriced at 25 when she bought it and uh it makes no sense because it's you know 50 times the revenue or whatever it was at the time price to sales ratio
in palantir and these other products they've designed it so
if you have serialization and deserialization your product that's intelligible you are basically creating a product that's going to be really really hard to abuse uh and the logs are immutable
we are the single worst technology to use to abuse civil liberties which is by the way the reason why we could never get the nsa or the fbi to actually buy our product and until recently like sigen institutions would never buy our product
the single most civil liberties heavy place in the world is hating on us every day and you know what they're buying every day palantir it's called europe
That's why Palantir was able to be such a big company. Like no one wants to work with Palantir when you show up, when you're like a bunch of 22, 23 year old kids from Silicon Valley. You didn't serve in the military. You're not from their culture. You're not, you haven't hired like 22 generals to your company. Like they'd much rather work with the guys they know. So the only way you're going to win is you have to be like 10 times better. It's the only way you're going to be able to do it, but yo
the high level goal of Palantir was to take the top technology cultures of Silicon Valley and apply it to the most important problems in Washington DC and the East coast institutions. And so the, the idea, the idea was that there's like this a hundred billion dollars plus being spent on various types of data and services around important problems with, you know, analysts and intelligence and defense world. That the problem's there as well as for big companies. And we wanted to be able to say, ok
I started Palantir 18 years ago with my roommate from college. And then, uh, there were a couple other, a few other key people as co-founders, obviously Peter Thiel. Uh, we brought in Alex Karp. You know, Alex was pretending to be the CEO at first for us, cause we needed an adult in the room. And then it turned out he was actually a good CEO. He was a philosopher before that. So pretty, pretty cool background. He had a lot of wisdom about people and institutions. The rest of us were computer sci
He co-founded a company called Palantir, which recently went public and has a ginormous market cap.
And you get more bespoke experience and a lot more energy on your startup. It's, again, not a dig to Y Combinator, but it's a bit of a factory. And I think that's kind of why people are saying, hey, maybe there's a better way.
I would say, including our program's launch, Accelerator, all a better option for founders now than Y Combinator. And that's not a dig at Y Combinator. I just put them in like the fifth slot now because I think you get a better deal economically.
Sequoia Heritage kind of Sequoia fund. That's the public companies.
Who's going to have higher IRR? Probably Sequoia because they're trying to keep it more boutique-y.
Sequoia is trying to keep the industry small, focused, and elite. Because that's how they made all their big wins, right? You don't want to chase. So they're trying to keep their fund size the same so they can have that IRR.
And, you know, they charge on a per-employee basis. But they will move into consumption AI disruptive products, I predict. These are companies that have good enough management teams that they'll both start moving into the AI space. But I could see both of these companies, you know, becoming worth hundreds of billions of dollars and having a chance if they globally become the employer of record, the HR tech of record, you know, your entire stack for companies. Because it's kind of like network ef
Oh, fantastic. Well, at a $1.2 billion run rate, Jason, his company is now worth roughly 14x ARR.
They were just added to the S&P? Sorry. They were just added to the S&P? Yesterday. And they, 60-40, I'd say, commercial versus government.
SPEAKER_31: They only had at the time about 25, 30 engineers. I came up with some ideas, starting with three silos, narrowed it to advertising, health care and finance. I got rid of the two of them quickly because finance was a no brainer. The whole world had gone under with the mortgage crisis. And Palantir actually had an algorithm that you could plug an address of a house into it. And they did this after I asked them to, you could plug an address of a house and it scraped a million data point
he said, I want you to help set up a commercial business.
we are in business with the US government, and they don't pay very well.
He put a ton of his own money into Palantir. He had no investors. He had a small investment from DARPA.
The amazing counterintuitive thing about Palantir was how much time they spent with their customers. Everybody shat on that idea, and they were totally right.
I said Palantir was the biggest business surprise this year. I mean, I thought the company would do well, but its stock went up 5x this year from $16 a share to $76.
it's cost Palantir a lot of money. We never worked with China. We never worked with Russia. We never worked with Adversarial.
we are used in Israel. And like, I would say, as a generalization, where we're used in Israel, most people in this audience would be very supportive of, and it's, and it actually has been very precise and deadly, and I support that.
PG is still the best product on the market. No one even tries to compete it. Foundry, go ahead, go try to build it. Try to organize a team of people as good as Palantirians. Go ahead, try. Try. Try to do it for 20 years. Try to build a reasoning database.
the logs are immutable in Palantir.
To sue the US government twice, we had to hire the most important engineers in the world and be laughed and shat upon by the whole world for 20 years before anyone took it seriously
that's made me very rich.
the civil liberties protections we built into PGA are the same things that we use to orchestrate large language models, the same way we orchestrate internally, and the same things you will need to make any enterprise in the world work.
the single most civil liberties-heavy place in the world is hating on us every day. And you know what they're buying every day? Palantir. It's called Europe.
We are the single worst technology to use to abuse civil liberties, which is, by the way, the reason why we could never get the NSA or the FBI to actually buy our product. And until recently, like, SIGINT institutions would never buy our product.
if you care about not being surveilled illegally, if you care about the treatment of people who come into the country illegally but deserve adequate treatment, if you care about lives in Gaza, in Ukraine, and all over the world where Palantir is used, you're going to want the best software in the world. Because this is the only way you can reduce and more precisely target the people and justify the way.
commercially got yelled at about how could you have these FDEs? It's going to blow up your multiple. Now, everybody wants to be an FDE.
I get yelled at most about is actually enforcing the border. That's number one. So, like, I get yelled at. Our southern border. Our southern border. Like, so again, I'll go through all three issues. I get yelled at about, first of all, for decades I got yelled at and protested primarily for supporting special operations in America. And you just got to imagine that. I'm being protested for bringing soldiers home alive and killing our enemies.
look at the results. Look at the fruits we bore. Look at the people we have on our side.
the journey of Palantir is completely counterintuitive. And especially technical experts, you know, the FDE thing was viewed as, like, you weren't going to get a multiple. I was viewed as, like, this magical wizard who could get the smartest people in the world to work on something that was de facto stupid. We were, quote, unquote, terrible at public relations. And we stood up for the U.S. government even when it was really, really unpopular.
And if you look at any market for any product that is unique and is effectively where they are the only competitor for what they offer, you will see an equivalent market dynamic like this.
By the way, I'm neither long nor short. I was long in the private markets. I was an investor in the Series B of Palantir. I'm not long anymore. I wish I was, but I'm not. So it's not like I have a vested interest in this being right. But it's just so obvious that what they do is completely unique and completely differentiated. There is no alternative in the market for it. That's why they trade at such a huge premium to sales.
So look at the one with the lowest multiple to sales, MongoDB. There's 90 versions of what MongoDB does. I'm not going to say whether MongoDB is good or bad. That's actually a good company. It's an extremely well-run business, but it's not unique. It's just extremely well-run. Snowflake is not unique, but it is well-run. Palantir is both unique and well-run. And there's no clear alternative. So there's no place to churn to. And so I think the reason why it has a premium valuation is because the
Well, I think the Palantir short is stupid. And I think that those people will lose money. The thing with all of these other companies, put your chart up there. The thing that the people that are shorting this company don't understand is that all of these other businesses that you put up there, there is a viable competitor of some kind that you can switch to. And so what I would say is the opposite of what they're saying, which is you have a low multiple to sales when the churn risk is higher.
Yeah. And I think people are looking at like 30 to 45% year over year growth, Shema, and saying, yeah, it's got a lot of, to fill in that valuation, we just take a lot of growth, maybe the growth accelerates. We saw that with Nvidia, right? They started to have unprecedented growth.
Based on the statement you just made, you're saying that a company is worth their historical sales numbers. And I don't think that that's how shareholders often do or perhaps should think about what they're buying, which is an ownership interest in the future of the enterprise that they're buying a piece of. When you invest in a startup, you're not saying, hey, that startup is worth what the employees did last year before they even started the company. You're making a bet on the future potential
It is extraordinary. It's way out there. Datadog and Snowflake, Microsoft, you know, these are at 13 times their sales. And I guess Cloudflare is out there at 37 and CrowdStrike at 30. So this is truly an outlier, Friedberg. If you were to give Palantir the same price to sales ratio as some of those highly valued ones, probably be a $60, $70 billion company, $29 a share instead of $170.
I guess the other short we should take a look at is the Palantir one, because Palantir is man, it's way out there. Alex Karp has been doing some great interviews. He's a national treasure, incredibly entertaining. They obviously have a great business. They're on a $3.5 billion run rate, according to their last quarter. But the valuations 480 billion. This puts them at 137 times their sales.
palantir is the prime contractor of their sub um but it raised enough alarm with palantir who's got a trusted relationship with the department to tell me
VentureSignalScore 69.4/100 for palantir, composed from 2 of 4 components (index v0 cross-signal), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.35 | 0.7908 | |
| contract_traction | 0.15 | 0.8767 |
funding.round.amount_usd 2025-10-18 artifact ↗ federal.contract.obligations_usd 2026-08-08 calc An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 23 filings, latest 2020-07-02.
Realized federal award records for this company — a verifiable, dollar-denominated government signal. Recipient name matched with high confidence; figures are per-award totals from USAspending.gov.
Gray-market attention, not quality. 50+ HN mentions (peak 1475 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention · some SEC filings on record. ▲ 1475 ICE using Palantir tool that feeds on Medicaid data 2026-01-25 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
common_name | Palantir | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Palantir | observed | artifact ↗ | 2026-07-24 | normalized | 0.60 |
community.hn.max_points | 1475 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=16690721", "title": "Palantir worked with Cambridge Analytica on the Facebook data it acquired", "points": 593, "created_at": "2018-03-27", "evidence_typ | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=16690721", "title": "Palantir worked with Cambridge Analytica on the Facebook data it acquired", "points": 593, "created_at": "2018-03-27", "evidence_typ | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=16690721", "title": "Palantir worked with Cambridge Analytica on the Facebook data it acquired", "points": 593, "created_at": "2018-03-27", "evidence_typ | observed | artifact ↗ | 2018-03-27 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=16690721", "title": "Palantir worked with Cambridge Analytica on the Facebook data it acquired", "points": 593, "created_at": "2018-03-27", "evidence_typ | observed | artifact ↗ | 2018-03-27 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=16690721", "title": "Palantir worked with Cambridge Analytica on the Facebook data it acquired", "points": 593, "created_at": "2018-03-27", "evidence_typ | observed | artifact ↗ | 2018-03-27 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46756117", "title": "ICE using Palantir tool that feeds on Medicaid data", "points": 1475, "created_at": "2026-01-25"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46756117", "title": "ICE using Palantir tool that feeds on Medicaid data", "points": 1475, "created_at": "2026-01-25"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46756117", "title": "ICE using Palantir tool that feeds on Medicaid data", "points": 1475, "created_at": "2026-01-25"} | observed | artifact ↗ | 2026-01-25 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46756117", "title": "ICE using Palantir tool that feeds on Medicaid data", "points": 1475, "created_at": "2026-01-25"} | observed | artifact ↗ | 2026-01-25 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46756117", "title": "ICE using Palantir tool that feeds on Medicaid data", "points": 1475, "created_at": "2026-01-25"} | observed | artifact ↗ | 2026-01-25 | normalized | 0.20 |
description | Announced a sovereign AI partnership with NVIDIA | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | We build software that empowers organizations to effectively integrate their data, decisions, and operations. | observed | artifact ↗ | 2026-07-24 | normalized | 0.70 |
domain | www.palantir.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
federal.contract.obligations_usd | 426663062 | derived | calc | 2026-08-08 | normalized | 0.60 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2025-10-18 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "And, you know, they charge on a per-employee basis. But they will move into consumption AI disr | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "people need in the future of war being anti-terrorist etc is going to be ai and if you're build | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "so who's going to take it on the chin first when a market retreats the highest valuations get | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I think we were joking about them, Palantir, being part of the deep state, not stock price, bu | derived | calc | 2026-08-17 | derived | 0.70 |
index.ai_tie | AI_ADJACENT | observed | classify | 2026-07-25 | derived | 0.60 |
market.public | {"price": 132.38, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": -9.3, "range_position": 0.26, "volatility_pct": 55.2} | observed | artifact ↗ | 2026-07-18 | superseded | 0.90 |
market.public | {"price": 123.885, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": -18.8, "range_position": 0.17, "volatility_pct": 55.7} | observed | artifact ↗ | 2026-07-22 | superseded | 0.90 |
market.public | {"price": 174.04, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 29.9, "range_position": 0.67, "volatility_pct": 83.4} | observed | artifact ↗ | 2026-08-17 | superseded | 0.90 |
market.public | {"price": 172.55, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 28.8, "range_position": 0.65, "volatility_pct": 84.1} | observed | artifact ↗ | 2026-08-18 | superseded | 0.90 |
market.public | {"price": 171.54, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 26.8, "range_position": 0.64, "volatility_pct": 83.5} | observed | artifact ↗ | 2026-08-19 | superseded | 0.90 |
market.public | {"price": 179.94, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 31.5, "range_position": 0.73, "volatility_pct": 83.8} | observed | artifact ↗ | 2026-08-24 | superseded | 0.90 |
market.public | {"price": 175.89, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 28.8, "range_position": 0.69, "volatility_pct": 83.9} | observed | artifact ↗ | 2026-08-25 | superseded | 0.90 |
market.public | {"price": 172.73, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 26.4, "range_position": 0.66, "volatility_pct": 83.4} | observed | artifact ↗ | 2026-08-26 | superseded | 0.90 |
market.public | {"price": 177.5, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 34, "range_position": 0.7, "volatility_pct": 83.2} | observed | artifact ↗ | 2026-08-27 | superseded | 0.90 |
market.public | {"price": 185.93, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 29.7, "range_position": 0.79, "volatility_pct": 82.2} | observed | artifact ↗ | 2026-08-28 | superseded | 0.90 |
market.public | {"price": 186.29, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 18.8, "range_position": 0.79, "volatility_pct": 81} | observed | artifact ↗ | 2026-08-29 | superseded | 0.90 |
market.public | {"price": 186.29, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 19, "range_position": 0.79, "volatility_pct": 80.3} | observed | artifact ↗ | 2026-08-30 | superseded | 0.90 |
market.public | {"price": 186.29, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 19, "range_position": 0.79, "volatility_pct": 80.3} | observed | artifact ↗ | 2026-08-31 | superseded | 0.90 |
market.public | {"price": 179.92, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 18.2, "range_position": 0.73, "volatility_pct": 79.7} | observed | artifact ↗ | 2026-09-02 | superseded | 0.90 |
market.public | {"price": 169.46, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 19.2, "range_position": 0.62, "volatility_pct": 79.5} | observed | artifact ↗ | 2026-09-03 | superseded | 0.90 |
market.public | {"price": 182.53, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 28.8, "range_position": 0.75, "volatility_pct": 80.8} | observed | artifact ↗ | 2026-09-04 | superseded | 0.90 |
market.public | {"price": 174.33, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 28.6, "range_position": 0.67, "volatility_pct": 80.8} | observed | artifact ↗ | 2026-09-05 | superseded | 0.90 |
market.public | {"price": 174.33, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 28.6, "range_position": 0.67, "volatility_pct": 80.8} | observed | artifact ↗ | 2026-09-06 | superseded | 0.90 |
market.public | {"price": 174.33, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 28.6, "range_position": 0.67, "volatility_pct": 80.8} | observed | artifact ↗ | 2026-09-07 | superseded | 0.90 |
market.public | {"price": 174.33, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 28.6, "range_position": 0.67, "volatility_pct": 80.8} | observed | artifact ↗ | 2026-09-08 | superseded | 0.90 |
market.public | {"price": 165.86, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 26.5, "range_position": 0.59, "volatility_pct": 81.5} | observed | artifact ↗ | 2026-09-11 | superseded | 0.90 |
market.public | {"price": 167.23, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 30.7, "range_position": 0.6, "volatility_pct": 81.3} | observed | artifact ↗ | 2026-09-12 | superseded | 0.90 |
market.public | {"price": 167.23, "ticker": "PLTR", "week52_low": 106.37, "week52_high": 207.52, "momentum_pct": 30.7, "range_position": 0.6, "volatility_pct": 81.3} | observed | artifact ↗ | 2026-09-13 | normalized | 0.90 |
metric.venture.funding_amount_usd | 300000000 | derived | calc | 2026-08-06 | derived | 0.50 |
registry.signals | [{"claim": "A 20VC podcast episode covers multiple material events including Airtable's $1.285B sale to Bending Spoons, Moonshot AI's $3.5B raise at a $35B valuation, Anthropic models breaching three | observed | artifact ↗ | 2026-08-07 | normalized | 0.60 |
score.venture_signal | 62.5 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 69.4 | derived | calc | 2026-08-08 | derived | 0.34 |
sec.cik | 0001321655 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 23 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0001321655", "form": "D", "filed": "2020-07-02", "accession": "0001321655-20-000001", "index_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165520000001/0001321655-20-000001-in | observed | artifact ↗ | 2026-07-18 | superseded | 0.99 |
sec.form_d.filings | [{"cik": "0001321655", "form": "D", "filed": "2020-07-02", "accession": "0001321655-20-000001", "index_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165520000001/0001321655-20-000001-in | observed | artifact ↗ | 2026-08-16 | superseded | 0.99 |
sec.form_d.filings | [{"cik": "0001321655", "form": "D", "filed": "2020-07-02", "accession": "0001321655-20-000001", "index_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165520000001/0001321655-20-000001-in | observed | artifact ↗ | 2020-07-02 | superseded | 0.99 |
sec.form_d.filings | [{"cik": "0001321655", "form": "D", "filed": "2020-07-02", "accession": "0001321655-20-000001", "index_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165520000001/0001321655-20-000001-in | observed | artifact ↗ | 2020-07-02 | superseded | 0.99 |
sec.form_d.filings | [{"cik": "0001321655", "form": "D", "filed": "2020-07-02", "accession": "0001321655-20-000001", "index_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165520000001/0001321655-20-000001-in | observed | artifact ↗ | 2020-07-02 | normalized | 0.99 |
sec.form_d.latest_filed | 2020-07-02 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2020-07-02", "persons": [{"last_name": "Karp", "first_name": "Alexander", "clarification": null, "relationships": ["Executive Officer", "Director"]}, {"last_name": "Thiel", "first_name": "P | observed | url | 2020-07-02 | superseded | 0.99 |
sec.form_d.related_persons | {"filed": "2020-07-02", "persons": [{"last_name": "Karp", "first_name": "Alexander", "clarification": null, "relationships": ["Executive Officer", "Director"]}, {"last_name": "Thiel", "first_name": "P | observed | artifact ↗ | 2020-07-02 | superseded | 0.99 |
sec.form_d.related_persons | {"filed": "2020-07-02", "persons": [{"last_name": "Karp", "first_name": "Alexander", "clarification": null, "relationships": ["Executive Officer", "Director"]}, {"last_name": "Thiel", "first_name": "P | observed | artifact ↗ | 2020-07-02 | normalized | 0.99 |
sector | defense | derived | calc | 2026-08-08 | normalized | 0.90 |
signal.commentary | {"context": null, "run_ref": "01KXV65CRXDBG276J49DKJ403R", "signals": [{"quote": "palantir is the prime contractor of their sub um but it raised enough alarm with palantir who's got a trusted relation | observed | artifact ↗ | 2026-03-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ0QNBXQGZFFRB3CYFSFGK", "signals": [{"quote": "I guess the other short we should take a look at is the Palantir one, because Palantir is man, it's way out there. Ale | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ0QNBXQGZFFRB3CYFSFGK", "signals": [{"quote": "It is extraordinary. It's way out there. Datadog and Snowflake, Microsoft, you know, these are at 13 times their sales | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ0QNBXQGZFFRB3CYFSFGK", "signals": [{"quote": "Based on the statement you just made, you're saying that a company is worth their historical sales numbers. And I don' | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ0QNBXQGZFFRB3CYFSFGK", "signals": [{"quote": "Yeah. And I think people are looking at like 30 to 45% year over year growth, Shema, and saying, yeah, it's got a lot | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ0QNBXQGZFFRB3CYFSFGK", "signals": [{"quote": "Well, I think the Palantir short is stupid. And I think that those people will lose money. The thing with all of these | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ0QNBXQGZFFRB3CYFSFGK", "signals": [{"quote": "So look at the one with the lowest multiple to sales, MongoDB. There's 90 versions of what MongoDB does. I'm not going | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ0QNBXQGZFFRB3CYFSFGK", "signals": [{"quote": "By the way, I'm neither long nor short. I was long in the private markets. I was an investor in the Series B of Palant | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ0QNBXQGZFFRB3CYFSFGK", "signals": [{"quote": "And if you look at any market for any product that is unique and is effectively where they are the only competitor for | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "the journey of Palantir is completely counterintuitive. And especially technical experts, you know, the FDE thing was | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "look at the results. Look at the fruits we bore. Look at the people we have on our side.", "stance": "bullish", "signa | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "I get yelled at most about is actually enforcing the border. That's number one. So, like, I get yelled at. Our souther | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "commercially got yelled at about how could you have these FDEs? It's going to blow up your multiple. Now, everybody wa | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "if you care about not being surveilled illegally, if you care about the treatment of people who come into the country | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "We are the single worst technology to use to abuse civil liberties, which is, by the way, the reason why we could neve | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "the single most civil liberties-heavy place in the world is hating on us every day. And you know what they're buying e | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "the civil liberties protections we built into PGA are the same things that we use to orchestrate large language models | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "that's made me very rich.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "Alex Karp", "speaker_l | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "To sue the US government twice, we had to hire the most important engineers in the world and be laughed and shat upon | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "the logs are immutable in Palantir.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "Alex Karp", | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "PG is still the best product on the market. No one even tries to compete it. Foundry, go ahead, go try to build it. Tr | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "we are used in Israel. And like, I would say, as a generalization, where we're used in Israel, most people in this aud | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZV2JHTEVF67WQ52WS7AV9P", "signals": [{"quote": "it's cost Palantir a lot of money. We never worked with China. We never worked with Russia. We never worked with Adver | observed | artifact ↗ | 2025-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3B1STZMPDS1N3PRC2V2V3H", "signals": [{"quote": "I said Palantir was the biggest business surprise this year. I mean, I thought the company would do well, but its stoc | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3B1STZMPDS1N3PRC2V2V3H", "signals": [{"quote": "The amazing counterintuitive thing about Palantir was how much time they spent with their customers. Everybody shat on | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4ENC9PAC7QD8DJ1HBMTD4Y", "signals": [{"quote": "He put a ton of his own money into Palantir. He had no investors. He had a small investment from DARPA.", "stance": "n | observed | artifact ↗ | 2024-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4ENC9PAC7QD8DJ1HBMTD4Y", "signals": [{"quote": "we are in business with the US government, and they don't pay very well.", "stance": "neutral", "signal_class": "fact_ | observed | artifact ↗ | 2024-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4ENC9PAC7QD8DJ1HBMTD4Y", "signals": [{"quote": "he said, I want you to help set up a commercial business.", "stance": "neutral", "signal_class": "fact_claim", "speake | observed | artifact ↗ | 2024-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4ENC9PAC7QD8DJ1HBMTD4Y", "signals": [{"quote": "SPEAKER_31: They only had at the time about 25, 30 engineers. I came up with some ideas, starting with three silos, na | observed | artifact ↗ | 2024-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4ENC9PAC7QD8DJ1HBMTD4Y", "signals": [{"quote": "They were just added to the S&P? Sorry. They were just added to the S&P? Yesterday. And they, 60-40, I'd say, commerci | observed | artifact ↗ | 2024-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCE42J71CZ3V7G7615PWBJD", "signals": [{"quote": "Oh, fantastic. Well, at a $1.2 billion run rate, Jason, his company is now worth roughly 14x ARR.", "stance": "neutral | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCE42J71CZ3V7G7615PWBJD", "signals": [{"quote": "And, you know, they charge on a per-employee basis. But they will move into consumption AI disruptive products, I pred | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCE42J71CZ3V7G7615PWBJD", "signals": [{"quote": "Sequoia is trying to keep the industry small, focused, and elite. Because that's how they made all their big wins, rig | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCE42J71CZ3V7G7615PWBJD", "signals": [{"quote": "Who's going to have higher IRR? Probably Sequoia because they're trying to keep it more boutique-y.", "stance": "bulli | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCE42J71CZ3V7G7615PWBJD", "signals": [{"quote": "Sequoia Heritage kind of Sequoia fund. That's the public companies.", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCE42J71CZ3V7G7615PWBJD", "signals": [{"quote": "I think Y Combinator, frankly, is being a little defensive. We had a couple of these brouhaha's coming up. They're kin | observed | artifact ↗ | 2025-10-18 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCE42J71CZ3V7G7615PWBJD", "signals": [{"quote": "I would say, including our program's launch, Accelerator, all a better option for founders now than Y Combinator. And | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCE42J71CZ3V7G7615PWBJD", "signals": [{"quote": "And you get more bespoke experience and a lot more energy on your startup. It's, again, not a dig to Y Combinator, but | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY4SB6W7S2QCB71243ZYKDE", "signals": [{"quote": "He co-founded a company called Palantir, which recently went public and has a ginormous market cap.", "stance": "neutr | observed | artifact ↗ | 2021-09-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY4SB6W7S2QCB71243ZYKDE", "signals": [{"quote": "I started Palantir 18 years ago with my roommate from college. And then, uh, there were a couple other, a few other ke | observed | artifact ↗ | 2021-09-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY4SB6W7S2QCB71243ZYKDE", "signals": [{"quote": "the high level goal of Palantir was to take the top technology cultures of Silicon Valley and apply it to the most imp | observed | artifact ↗ | 2021-09-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY4SB6W7S2QCB71243ZYKDE", "signals": [{"quote": "That's why Palantir was able to be such a big company. Like no one wants to work with Palantir when you show up, when | observed | artifact ↗ | 2021-09-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "the single most civil liberties heavy place in the world is hating on us every day and you know what they're buying ev | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "we are the single worst technology to use to abuse civil liberties which is by the way the reason why we could never g | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "if you have serialization and deserialization your product that's intelligible you are basically creating a product th | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "in palantir and these other products they've designed it so", "stance": "neutral", "signal_class": "assessment", "spea | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "i told my wife palantir is overpriced at 25 when she bought it and uh it makes no sense because it's you know 50 times | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "if you know we have seen nvidia uh and other stocks do that kind of movement when they are sitting there building buil | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "people need in the future of war being anti-terrorist etc is going to be ai and if you're building platforms that are | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "what the price sales multiple for palantir is right now ... 121", "stance": "neutral", "signal_class": "fact_claim", " | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "i do kind of feel like it's a meme stock like not that not that they're not doing business you know making money whate | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "palantir incredibly valuable would i buy it right now at 125x trailing revenue probably not because i'm cheap but i'm | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05ZFHNY3K7BM3B3GMB5GBYY", "signals": [{"quote": "shout out to palantir for um grow i forget the number offhand but i think their us gov revenue grew like 50 some perce | observed | artifact ↗ | 2025-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06H76FGP6Z309S4FKNNRNDH", "signals": [{"quote": "palantir is a great company they have great products i think they were growing 30 or 40 percent year over year if i re | observed | artifact ↗ | 2025-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06H76FGP6Z309S4FKNNRNDH", "signals": [{"quote": "if i were to mention palantir has the highest price to sales ratio we've ever seen right i think it was something like | observed | artifact ↗ | 2025-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06H76FGP6Z309S4FKNNRNDH", "signals": [{"quote": "at the absolute peak of all the cloud companies that bessemer tracks palantir is at 59.3x the next highest is 21.3 so | observed | artifact ↗ | 2025-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06H76FGP6Z309S4FKNNRNDH", "signals": [{"quote": "so who's going to take it on the chin first when a market retreats the highest valuations get corrected first yep and | observed | artifact ↗ | 2025-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QBE7AV7F26Y28K3HSFFB9", "signals": [{"quote": "as much as I respect what Steve and Alex Karp did at Palantir and Reddit, man, and then Instacart, yeah, you know, tha | observed | artifact ↗ | 2024-12-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QGTF238N0C557NZ6VH80T", "signals": [{"quote": "But it is a somewhat expensive stock that people are really promoting. And when you see massive promotion, especially | observed | artifact ↗ | 2024-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QGTF238N0C557NZ6VH80T", "signals": [{"quote": "I think we were joking about them, Palantir, being part of the deep state, not stock price, but at a 400 price earning | observed | artifact ↗ | 2024-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QGTF238N0C557NZ6VH80T", "signals": [{"quote": "the FT reports that Palantir and Andrew and other companies are quote in talks with about a dozen competitors to form | observed | artifact ↗ | 2024-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "investors thought there was no business to be built here. So it was very hard to actually raise capital.", "stance": " | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "Then on top of that, you know, this isn't just about bringing the data together. It's really about helping the people | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "The first product was the Gotham platform, which was really at the time focused on intelligence and intelligence agenc | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "most of Western European intelligence services use our software, of course, the US intelligence community.", "stance": | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "starting with the Battle of Mosul in 2016 is really where Gotham went from being an intelligence platform to an operat | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "I often think that the most valuable role software can play in defense tech is it is a weapon system for the commander | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "the rate limiter becomes, how do I fuse those sensors together to make sense of what's happening? That, that sense mak | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "the cost performance curve of creating damage is changing dramatically. And that imposes a lot of need for innovation | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "50% of our business is commercial, as in non-government, and 50% is government. And there, in particular in the US com | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "Now, if I could reimagine my workflow, my use case, such that I have traditional software, I have infinite on-demand i | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07AXJF3A6DJ6EDA8WD49Y2C", "signals": [{"quote": "We're working on that.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Shyam Sankar", "speaker_l | observed | artifact ↗ | 2024-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A9N1ZKCJRG0A78KYFMWNZP", "signals": [{"quote": "But Palantir doesn't provide this product? No, they don't have anything like it. Yeah, they have, they have more data | observed | artifact ↗ | 2020-08-25 | promoted | 0.50 |
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source.document.reference | {"kind": "video", "title": "Today's Space Tech Boom with Apex's Ian Cinnamon and Mark Suster | E1946 — palantir", "source_id": "01KXRSPAXP1XK18PSZ45E4K2VY-m-c21b962e71f1969d", "extract_ref": "artifact | observed | artifact ↗ | 2026-08-08 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "Mission Over Money & The State of Defense Tech with Palantir’s Shyam Sankar | E1908 — palantir", "source_id": "01KXRSPBDCQK0WDHEZ6MW864SJ-m-c21b962e71f1969d", "extract_ref" | observed | artifact ↗ | 2026-08-09 | normalized | 0.95 |
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source.document.reference | {"kind": "video", "title": "Reddit communities revolt + Brad Gerstner on state of private and public markets in 2023 | E1761 — palantir", "source_id": "01KXRSPDA0E59F1XHVZ9MPXWWG-m-c21b962e71f1969d", | observed | artifact ↗ | 2026-08-10 | normalized | 0.95 |
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website_url | https://www.palantir.com | observed | enrichment | 2026-07-24 | normalized | 0.75 |
website_url | https://www.palantir.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
website.homepage.has_pricing_link | false | observed | artifact ↗ | 2026-07-24 | normalized | 0.80 |