Bloomberg Intelligence Palantir's Premium Valuation, Yum Considers Offloading Pizza Hut, Spotify Rules Audio Streaming
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Nov 5, 2025 
Mandeep Singh, a Senior Tech Industry Analyst at Bloomberg Intelligence, dives into Palantir's high valuation and its unique data ontology advantage for AI. Michael Halen, the Senior Restaurant and Foodservice Analyst, discusses Yum! Brands' strategic review of Pizza Hut, suggesting divestiture options amid consumer softness. Geetha Ranganathan, a U.S. Media Analyst, highlights Spotify's strong user growth and market dominance, while addressing its hefty royalty payments and the competitive landscape against Apple Music.
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App Arbitrage Saves On Ride Costs
- Paul Sweeney admits he arbitrages between Uber and Lyft to save 20–30% on rides.
- He describes checking both apps for price, calling brand loyalty irrational when costs differ.
Palantir's Stark Valuation Tradeoff
- Palantir trades at a premium, roughly 100x EV/sales, reflecting lofty expectations versus its $4B revenue run rate.
- Mandeep Singh warns investors to compare Palantir to faster-growing AI firms before paying for that valuation.
Data Ontology Is Palantir's Moat
- Palantir's core value is building a master data ontology that cleans and unifies fragmented enterprise data for AI.
- Mandeep Singh says organizations spending big on AI should prioritize data plumbing and may pay Palantir to avoid project failure.