Discover the fascinating story behind one of Silicon Valley's most controversial and successful companies in The Palantir Story (PLTR) . Born from the ashes of 9/11, this deep dive reveals how a group of PayPal veterans transformed battlefield intelligence software into the backbone of modern enterprise AI—despite being laughed at by venture capitalists and facing constant privacy backlash. From secret CIA collaborations that may have helped track down Osama bin Laden to Alex Karp's philosophical manifestos that challenged Silicon Valley orthodoxy, Palantir's 20-year journey from $2 million in CIA funding to a $374 billion market cap is a masterclass in contrarian thinking, patient capital, and building technology that matters. Explore how the company that named itself after Tolkien's all-seeing stones navigated the knife's edge between surveillance and security, ultimately proving that sometimes the most important companies are the ones that dare to be different—and discover what lessons this unprecedented success story holds for the future of AI and enterprise software.
Full transcript at https://empor.top/us/PLTR.html
Covering:
Palantir Technologies: The Seeing Stone of Silicon Valley
I. Introduction & Episode Roadmap
II. Founding Context & the Post-9/11 World
III. Early Years: Building with the CIA (2003-2008)
IV. The Gotham Era: Government Dominance (2008-2015)
V. The Commercial Pivot: Foundry & Enterprise Expansion (2015-2020)
VI. The Direct Listing & Public Markets (2020-2023)
VII. The AI Revolution: AIP Changes Everything (2023-Present)
VIII. Business Model & Unit Economics
IX. Playbook: Business & Investing Lessons
X. Analysis & Bear vs. Bull Case
XI. Epilogue & "If We Were CEOs"
XII. Recent News
XIII. Links & Resources
Final Thoughts
