Palantir is “one of the best AI games in the world,” says Analyst

00:00 Speaker A

The AI revolutions are managed by Nvidia and Microsoft, but Palantir will be one of the core players. I see it in the next two to three years as a trillion dollar company and look, the haters will hate it.

00:09 Speaker A

But it is only the beginning of the applications that play on Enterprise and the government. This is managed by Karp, and that is why, as you know, there is only one Messi from Ai and it is Bltr.

00:23 Speaker B

What do you say to the skeptics Dan, the bears who say, listen, and they were on this show, and I asked them, they will say, listen, I like the technology, they will tell me. I like the basics. I don't like the evaluation. It is an irrational evaluation of how you express it and say at these levels, the risk of risk does not look attractive. What is your answer?

00:44 Speaker A

The bears are in hibernation mode and you cannot see AI in their spreadsheet. And if you only concentrate on the evaluation, you have missed every transformation growth stock in the past 20 years. And Palantir, they hated at 15, despised it at 50 and screamed 100. It will go on. Here, too, it's like at the moment, that's what I consider as one of the best AI games in the world.

01:10 Speaker B

I know that you tell your customers that you say it on the way, you argue that you will be the next oracle.

01:15 Speaker A

Billion dollars. It is the next oracle, the Billion dollar path. They are 100 miles per hour in a left lane in a Ferrari. Much of the competition is 45 miles per hour in a minivan, right lane.