Palantir Network Effects

Sdílet
Vložit
  • čas přidán 5. 05. 2022
  • In this episode, I will break down the future network effects of Foundry and the implications for business.
    Join the discussion: / discord
  • Věda a technologie

Komentáře • 36

  • @dool1002
    @dool1002 Před 2 lety +19

    Having worked in manufacturing/ distribution industry, this is gold! Would make everything from viewing Bill of material (BOM), process productions, tracking orders, followup sales, create invoices, etc extremely easy and smooth.

    • @akrobet
      @akrobet Před 2 lety +2

      Yes, the amount of manual paper work involved for e.g. logistics companies is crazy, because employees essentially map the differences in these companies' ontologies by filling out lots of different forms manually, all day long. This is because each company calls the same thing something else.. Sharing the same ontology (or being able to map between them in Foundry) could probably allow for much greater automation and reducing workforce.

    • @dool1002
      @dool1002 Před 2 lety +2

      @@akrobet Spot on with your analysis.
      There is also the other issue where you have to jump between software applications because they serve specific purpose (ie. SAP & Concur (SAP product) which is a pain to use, navigate & fugly!!!

    • @wizzyno1566
      @wizzyno1566 Před 2 lety

      Why? Because palantir says its magic?
      Ive worked for 30 years in SAP and Oracle APPS.
      Its hard because its hard.

  • @billyrocket62
    @billyrocket62 Před 2 lety +10

    I love the low price of PLTR, I can buy so much more! 😃👍

  • @TheBakedDonkey
    @TheBakedDonkey Před 2 lety +14

    Your productions really getting better, and is quite creative. Contents A1 as usual

  • @NamTranMTG
    @NamTranMTG Před 2 lety +6

    Hold strong and load up my friends. I feel your pain.

  • @paullemiremusic3101
    @paullemiremusic3101 Před 2 lety +4

    Great video. In other words, once Foundry becomes mainstream growth’ll be mind-boggling

  • @langforc
    @langforc Před 2 lety

    Cheers for the breakdown. Foundry for Global Interconnected Enterprises.

  • @ajames
    @ajames Před 2 lety +1

    Only could watch half bc I’m at work but im excited to finish this vid when I get off! Thank you for helping the retail peeps like me understand.

  • @TheRyanBerkani
    @TheRyanBerkani Před 2 lety +2

    Great stuff -- this sort of network effect has been a pretty huge part of my personal growth thesis on Palantir becoming the connective tissue of organizations in the future, and pretty awesome hearing your thoughts on it as someone who has gotten to use Foundry.

  • @alvaradoinc.9808
    @alvaradoinc.9808 Před 2 lety +6

    Thank you Codestrap for all the great content!!!

  • @farmerbob1337
    @farmerbob1337 Před 2 lety +1

    Thank you so much!

  • @paytonj2620
    @paytonj2620 Před 2 lety

    This would revolutionize my industry. Wow.

  • @stunnerdoc
    @stunnerdoc Před 2 lety +1

    You nailed the intro my man!! You nailed it.

  • @AHofmann25
    @AHofmann25 Před 2 lety +1

    Palantir Cowboys!

  • @user-bs8ku6cg9f
    @user-bs8ku6cg9f Před 2 lety

    thanks brother, where do you see the stock price in 5 - 10 years? realistic

  • @midwestcannabis
    @midwestcannabis Před 2 lety

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

    • @midwestcannabis
      @midwestcannabis Před 2 lety

      Oh man! I'm a cowboy! On a steel horse I ride! Can't wait for the Vegas party when we all are richer in ten years! Party on my friend.😃😃😃😃😃😃✌️✌️✌️✌️✌️✌️✌️

  • @Random.Adventures.
    @Random.Adventures. Před 2 lety +1

    Thanks Copestrap

  • @jmojtab3472
    @jmojtab3472 Před 2 lety

    This is a question geared towards what happened today. Does Palantir/management/employees even notice days like this? Is this any kind of motivation? I'm sure a lot of Palantir investors are feeling extra sick today but it seems as if Palantir truly doesn't care about their stock. But I find it hard to believe that someone that's getting SBC wouldn't care if their networth shrank 24% in a single day. A day that's equally painful for Theil and Karp probably losing hundreds of millions of dollars. Yet the bleeding will continue. Rant over. Need CodeStraps calming voice on a day like this.

  • @milekragulj325
    @milekragulj325 Před 2 lety

    Good luck.

  • @kaaanjiiin
    @kaaanjiiin Před 2 lety

    Why is a shared ontology required to create apps that span multiple companies? Don't we already do this using APIs?

    • @codestrap8031
      @codestrap8031  Před 2 lety +5

      Right, but they all implement a different data model where the "data" is just that. The data doesn't exhibit behaviors when you interact with it. An ontology does. And with an ontology, you can code interactions once and have them run anywhere. Google's Ontology allows everyone to interact with the internet with natural language. You don't have to codify the query for each specific interface that gets implemented like with REST APIs. The closest thing we have to this is federated GraphQL.

    • @lukaszkaczmarek7209
      @lukaszkaczmarek7209 Před 2 lety

      @@codestrap8031 ontologies can talk to each other through concepts and this is where power comes from :)

  • @JulianClifford
    @JulianClifford Před 2 lety

    Since you started making these videos, PLTR stock has plummeted from a high of $40 to ~$7. Even IF Palantir grows revenue at 30% yoy until 2025, it is still a very small tech company...
    What do you think about THAT Codestrap?

    • @codestrap8031
      @codestrap8031  Před 2 lety +2

      I've always said I see an inflection point for mass adoption starting in 2025 for several reasons. One is industry trends which I believe will fully culminate by then. The other deals with them figuring out how to scale out the platform. I dont cover the stock on this channel because I'm not a financial adviser or an SME. I will sometimes share what I am doing personally. My investment strategy continues to be aquire as many shares as possible between 2021 and 2025 provided there are no thesis breakers (which i published on my channel). So what i think is the same thing I've thought since day one. You need to create your own thesis. As I've stated multiple times on this channel dont buy the stock based on what I say. Do your own due diligence. I do feel my channel has provided one of a kind insight into a very secretive company and has been a valuable resource to a broad range of investors including professional analysts. You're welcome.

  • @johnleung469
    @johnleung469 Před 2 lety

    $1

  • @MrSoloDev
    @MrSoloDev Před 2 lety

    Palentir is almost a penny stock

    • @codestrap8031
      @codestrap8031  Před 2 lety

      This is not financial advice. I'm not a financial advisor. Do your own due diligence. Anything can happen, and there are huge risks which I've called out on my channel pretty religiously.