No Competition, Period

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  • čas přidán 12. 03. 2022
  • Full Interview: • Video
    Seeking Alpha Article: seekingalpha.com/article/4494...
    Join the discussion: / discord
  • Věda a technologie

Komentáře • 77

  • @imterner
    @imterner Před 2 lety +25

    Glad to see Darnton's channel moving around the community. really informative channel.

    • @basfdsfd
      @basfdsfd Před 2 lety +5

      Thank you!

    • @deemahdee
      @deemahdee Před 2 lety

      @@basfdsfd awesome interview and content!! Thank you for your hard work!! I been following for a long time

    • @midwestcannabis
      @midwestcannabis Před 2 lety +1

      Yea buddy! I couldn't agree more!!! Party On!!!✌️✌️✌️✌️✌️✌️

    • @basfdsfd
      @basfdsfd Před 2 lety +1

      @@midwestcannabis Party on!

    • @midwestcannabis
      @midwestcannabis Před 2 lety

      @@basfdsfd You know it buddy!!!!✌️✌️✌️

  • @n7157
    @n7157 Před 2 lety +17

    Thank you codestrap! I truly do believe palantir will become the backbone of western society and I’m honestly happy to be a part of it all - no matter the macroeconomic factors right now, continuing to buy and hold ✅

  • @RogerGold-bo6un
    @RogerGold-bo6un Před 2 lety +2

    Thank you! What I’ve been saying! Blessed

  • @richk7416
    @richk7416 Před 2 lety +5

    It's so refreshing to hear an expert in his field discuss and share views on this.

  • @kermitmckenzie
    @kermitmckenzie Před 2 lety +1

    Fantastic collection of cuts. I’m super stoked about increasing my position.

  • @amitinvesting
    @amitinvesting Před 2 lety +7

    Awesome stuff codestrap

  • @basfdsfd
    @basfdsfd Před 2 lety +5

    Great coverage. Thank you!

  • @pavalova53
    @pavalova53 Před 2 lety +1

    Gratitude and respect for your authority. Cheers.

    • @ryanevers4283
      @ryanevers4283 Před 2 lety

      Agreed. Not gonna lie though, did anyone else after reading this comment automatically think of South Park when Cartman said, "Respect my authority" in his voice? I can't be the only one... LOL

  • @eeejkm213
    @eeejkm213 Před 2 lety +1

    CodeStrap, thanks for the new video. Always appreciate your commentary.

  • @powernapster7943
    @powernapster7943 Před 2 lety

    Very very nice! Thank you!

  • @schweiza87
    @schweiza87 Před 2 lety +13

    The only thing stopping Palantir is they themselves not executing properly. I see astonishingly little evidence for that being the case.

    • @kinnerstreet
      @kinnerstreet Před 2 lety +2

      Where do you get THAT from??

    • @schweiza87
      @schweiza87 Před 2 lety

      @@kinnerstreet my own observations as a SaaS industry insider at the enterprise level for over 15 years

    • @kinnerstreet
      @kinnerstreet Před 2 lety +2

      @@schweiza87 "astonishingly little evidence" on execution seems pretty 'left field" just because you work in 'Sassy' enterprise ecos . PLTR is still building, and they are executing on their strategy pretty well, IMO. As to the 'level' of execution you think you see, I would think assumptions made based on 'observations' from the outside should be tempered a bit, or at least explained beyond '15 yrs working with enterprise software'. :-))

    • @schweiza87
      @schweiza87 Před 2 lety

      @@kinnerstreet always good to have a balanced view, thanks for your opinion!

  • @AndrejCilic
    @AndrejCilic Před 2 lety +4

    i am a guy who once said something rude to you (we had a chat in some commnet section) finding you arrogant at that point in time. i started to follow u then and now i wanna apologize myself. great content, thank you.

  • @stunnerdoc
    @stunnerdoc Před 2 lety

    Codestrap, another quality upload! Ty

  • @keithfrantz8529
    @keithfrantz8529 Před 2 lety +1

    So ready for this

  • @shit_pant
    @shit_pant Před 2 lety +2

    Antonio linares!! Love this guy . Great Twitter to follow . Lots of good dd. Very unbiased too, has no PLTR position yet

  • @ASUKiller
    @ASUKiller Před 2 lety

    thanks as always

  • @CliffordDalsonIII
    @CliffordDalsonIII Před 2 lety

    This is great! Please keep it up.

  • @cameronvincent
    @cameronvincent Před 2 lety +5

    Their competition is lacking they remind me of all the legacy auto creators chasing after Tesla’s crumbs

  • @prodbysohail
    @prodbysohail Před 2 lety +1

    High quality as always

  • @goldisrealmoney6658
    @goldisrealmoney6658 Před 2 lety

    Pretty good video man, thumbs up!!

  • @deedeesdefiance4131
    @deedeesdefiance4131 Před 2 lety +4

    After watching this, I'm absolutely buying more shares. Still keeping my bid prices below $10 though, because the market will probably continue to go down.

  • @jordanweir7847
    @jordanweir7847 Před 2 lety +1

    Codestrap, thank you for your continuous work unpacking Palantir. It sounds like you have a lot going on, so we appreciate it. If you have a moment, can you talk about Palantir's digital twin/simulation model and how that can improve human decision making? How it compares to other AI systems/algorithms that enable better human decisions? How integral is the simulation model to the Palantir ecosystem? Thank you!

  • @investingwithjeffyt
    @investingwithjeffyt Před 2 lety +1

    I'd love to hear more about the story about the demo that revealed a terrorist threat, that's incredible!

    • @ajames
      @ajames Před 2 lety

      Peter Thiel is asked about it in an interview. If you type Peter Thiel Palantir into the search it will probably come up.

  • @MichaelStephenLau
    @MichaelStephenLau Před rokem

    Peter Thiel: "Competition is for losers. If you want to create and capture lasting value, look to build a monopoly."

  • @Bugsy-ep5dr
    @Bugsy-ep5dr Před 2 lety

    Thank s top

  • @deemahdee
    @deemahdee Před 2 lety +3

    Organizations will claim to want a thin product until they realize the need the Palantir thickness. Data integration costs will effectively be zero. Developing applications cost will effectively be zero. Why spend on this when you have Palantir

  • @midwestcannabis
    @midwestcannabis Před 2 lety

    Yea buddy! Now I watch. Party On!✌️✌️✌️✌️

  • @mtuand84
    @mtuand84 Před 2 lety +2

    Why would Boeing go to Microsoft 🤣?. It is great that you do review on some of Palantir Developers videos for people that have no software background.

  • @dialac1
    @dialac1 Před 2 lety +1

    New Codestrap video while I get ready for work. Tonight will be a good shift

  • @islammohamed1441
    @islammohamed1441 Před 2 lety

    "The marginal cost of data integration is essentially zero"
    Few.

  • @undergroundATx
    @undergroundATx Před 2 lety +1

    Could you do a video comparing DataBricks and Palantir? Thinking they must be the company Ark was referencing who could be a Palantir competitor. I'm not experienced enough to assess the minutia of how their product offerings differ when it comes to the Foundry product line.

    • @codestrap8031
      @codestrap8031  Před 2 lety +2

      I did do a databricks explained video. I dont think its appropriate to compare them though. DB is compatible with Foundry even though there is feature overlap. Foundry is more of an operating system that just a data lakehouse.

    • @undergroundATx
      @undergroundATx Před 2 lety

      @@codestrap8031 ok right on thx! That is how I understand the contrast between the two from a lay perspective. I will go watch that video. Cheers!

  • @mhgerbus
    @mhgerbus Před 2 lety

    Hey there
    It would be awesome if you could breakdown the latest video of carp and his data engineer
    Thanks for the great work!

  • @mtuand84
    @mtuand84 Před 2 lety

    I wonder how good is Palantir at cybersecurity compare to NET or CROWD. I would imagine it might be one of the best consideration data protection is the core of their softwares.

    • @codestrap8031
      @codestrap8031  Před 2 lety

      My mom was working on the type of network security considered cutting edge by these companies in 2001 when she worked for the NSA. So has Palantir in my estimation.

  • @pltrlong420
    @pltrlong420 Před 2 lety +2

    💰💰💰💰💪💪💪🇺🇲🇺🇲🇺🇲

  • @sahirsachdev4374
    @sahirsachdev4374 Před 2 lety

    Thoughts on datawalk?

    • @codestrap8031
      @codestrap8031  Před 2 lety

      IMO they are a third tier player. Ascend looked like a better platform IMO. Plus they market themselves as a PLTR alternative.

  • @sprrwhwk1
    @sprrwhwk1 Před 2 lety

    Still curious about the ARK sell off though. I'm sure this is still nagging a couple of investors.

    • @aaa4181
      @aaa4181 Před 2 lety

      Because PLTR is overvalued

  • @dr.z3426
    @dr.z3426 Před 2 lety

    Why is he saying that boeing uses skywise when I can't find anything but analytx....

  • @superfly19751
    @superfly19751 Před 2 lety

    Idk why in the heck would i want to do business with someone who will collect my data like google and Microsoft when I can get better results doing business with a company who does not collect my data and protects my privacy? Time for ppl to break away from google. It’s an insomnia!!

  • @Ashentz
    @Ashentz Před 2 lety +1

    So. Bullish.

  • @kricketts4348
    @kricketts4348 Před 2 lety

    Maybe a speculative comment on Palintir and possible use in Ukraine????? Did you see the letter from Karp esp. the last two sentences???

    • @codestrap8031
      @codestrap8031  Před 2 lety

      PLTR has long been used for intelligence operations in active war zones. They give commanders complete visibility into the entire data stream whether that's satellite imagery, air balloons, cell traffic, radio coms, you name it. Gotham enables complete situational awareness. Lots of great articles out there on how PLTR is used in conflict. We aren't engaged in Ukraine though. I'd be watching news out of Germany very closely. I fully expect a major deal announcement is coming.

    • @kricketts4348
      @kricketts4348 Před 2 lety

      @@codestrap8031 I was expecting something from Germany too. I think they are in Ukraine under US somehow. They are playing too smart to not be.

    • @kricketts4348
      @kricketts4348 Před 2 lety

      I think this whole mess is why the quarterly conference was so weird. Karp seemed really nervous.

  • @johnnawrocki185
    @johnnawrocki185 Před 2 lety

    After 10 hours only 275 likes…
    That’s stupid….
    ….word will get out…

  • @runreilly
    @runreilly Před 2 lety

    Amazing this has so few views.

  • @primeminister7885
    @primeminister7885 Před 2 lety

    It might go up to $14 this week PLTR 🚀

  • @AB-gn7em
    @AB-gn7em Před 2 lety +2

    How much money do you have in the stock to be promoting it this much lol

    • @Krajak88
      @Krajak88 Před 2 lety

      what stock :D

    • @tonyh1345
      @tonyh1345 Před 2 lety

      @@Krajak88 amc & gme stock bro !!!!!

  • @zachbeall6810
    @zachbeall6810 Před 2 lety

    thanks for sharing but I don't buy it. We have limited time and attention. Me watching your video is pulling my attention away from Meet Kevin's videos. I think to some extent maybe more collaboration can increase everyone's viewership but I don't think it extends that far.