This Week in Startups

Palantir’s Valuation, VC’s Go To Washington and Much More | E2065

Dec 24, 2024

Dive into a captivating discussion on Palantir’s rollercoaster valuation amid mixed investor sentiments. Explore forward-thinking ideas about U.S. population growth through immigration and territorial expansion. The podcast also highlights Michael Saylor's bold Bitcoin moves and the competitive landscape in defense tech. Listeners will enjoy insights into the intersection of tech firms and government appointments, reflecting on how these relationships shape innovation and public policy.

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Quick takeaways

The podcast highlights the concept of 'opt-in empire building' as a strategy for increasing the U.S. population through immigration and voluntary alliances with other nations.

Palantir's valuation is discussed in relation to market dynamics, raising concerns about sustainability and investor sentiment regarding tech stock promotions.

The necessity for a more entrepreneurial approach in government is emphasized, advocating for appointments from the tech sector to enhance efficiency and reduce waste.

Deep dives

Opt-In Empire Building

The goal of increasing the U.S. population to one billion people is discussed, with an emphasis on immigration and the concept of 'opt-in empire building'. This strategy suggests that countries may willingly join the United States to reap economic and social benefits. For example, the speaker mentions Greece as a potential candidate due to historical ties and the idea of creating a modern democratic nation. The proposal raises questions about how to approach sovereignty and integration, especially as the U.S. seeks to expand its influence and population.

Intro

3min

Palantir's Rollercoaster Valuation

7min

Analyzing NVIDIA's Valuation and the Impact of AI on Computing

3min

Tech Company Financial Insights

6min

The Quest for Startup Talent Amidst Media Misinformation

2min

The Bitcoin Impact and Defense Innovations

7min

Navigating the Logistics of Military Deployments and Political Appointments

4min

Imagining an Expansive Future

10min

Innovating Urban Development and Crypto Regulation

22min

10.

Bridging Business and Government

10min

11.

Optimism for the Future: Embracing Entrepreneurship and Innovation

2min

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Todays show: Jason & Alex discuss Palantir’s valuation, possible opt-in empire building for the United States and the incoming presidents appointments pulling from tech and VC.

(0:00) Jason and Alex kick off the show (0:22) Approaches to population growth: immigration and opt-in empire building (1:40) Live streaming and show schedule (2:09) Introduction of Alex Wilhelm and seasonal greetings (3:41) Jason's Twitter controversy regarding Palantir (7:06) Palantir's financial analysis and market comparison (10:27) Oracle.TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (13:41) Deeper dive into Palantir's valuation and growth (18:18) Memestock caution and market dynamics (19:03) DevSquad. TWIST listeners can get 10% off at http://devsquad.com/twist (20:21) Jeff Bezos' fake wedding and Michael Saylor's Bitcoin strategy (22:17) Cultural takes on weddings and Michael Saylor's media attention (22:55) Defense tech: Palantir and Anduril's consortium (27:18) The rise of entrepreneurs in defense technology (28:45) Ken Howery's ambassadorship and US geopolitical strategies (29:49) Ramp. TWiST listeners, get $250 when you join Ramp today at https://www.ramp.com/twist (31:13) Funding ambassadorships and their significance (34:10) "Opt-in" empire building for US growth (42:40) Government's recent strategic hires (43:45) Evaluating new government hires and their impact (50:30) AI policy advisory and Surem Krishnan's role (56:09) Investment accreditation and securities law evolution (1:02:15) Modernizing securities laws for new assets (1:03:59) Emil Michael appointed under secretary for research and engineering (1:06:45) Michael Kratzios and emerging technology assistance

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