

Is Palantir’s stock too good to be true?
75 snips Aug 6, 2025
US President Trump is preparing new sanctions against Russia to pressure a ceasefire in Ukraine. Meanwhile, Palantir's soaring stock raises eyebrows about its true value and sustainability. OpenAI has launched new models to compete with Chinese AI, while Russian banks are grappling with bad loans amid rising inflation. The podcast dives into Palantir's impressive growth rate and the question of whether its valuation is a bubble waiting to burst, alongside the challenges faced by Russia's banking system.
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Palantir's Unique Data Role
- Palantir excels by consolidating diverse data to enhance decision-making across various sectors.
- Its work spans from business applications to military uses, showing a unique blend of commercial and defense focus.
Palantir's High Valuation
- Palantir trades at about 80 times projected revenue, an unusually high valuation.
- No other tech company, including Tesla or Apple, has reached this multiple, indicating possible overvaluation.
Use Rule of 40 for Valuation
- Evaluate Palantir's score using the 'rule of 40': growth rate plus operating margin exceeding 40 is strong.
- Palantir claims a score of 94, suggesting exceptional enterprise software performance to justify valuation.