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Which podcasts are discussing PLTR?
71 ATTRIBUTED IDEAS · 64 EPISODES · 28 SHOWS
The shows
The Options Insider Radio Network
The Twenty Minute VC
CNBC Fast Money
All-In with Chamath, Jason, Sacks & Friedberg
The Compound and Friends
Motley Fool Money
Prof G Markets
The Pomp Podcast
Thoughtful Money
Bloomberg Surveillance
Excess Returns
Real Vision Daily Briefing
The Business Brew
a16z Podcast
Commodity Culture
Empire
Fintech Insider Podcast by 11:FS
Masters in Business
SmarterMarkets
The Alpha Exchange
The Derivative
The Dividend Cafe
The Julia La Roche Show
The Long View
The Tim Ferriss Show
Wealthion - Be Financially Resilient
What Bitcoin Did
WSJ What's News
Where the discussion went deepest
4 AUG1W AGOTHE COMPOUND AND FRIENDS · 12:00
Palantir's AI demand surge drives record growth
“The case made for Palantir was that its Q2 results demonstrated unprecedented demand for its AI platform, validating its role in helping corporations and governments harness data without ceding control to LLM providers.”
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
Core thesis · 5/5Verify in source →
3 JUL3 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Enterprises turning to open source for AI sovereignty
“The discussion argued that enterprises are pivoting toward on-premise hardware and open-source AI models to avoid handing proprietary data, trade secrets, and core business logic to frontier labs that may compete with them.”
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
Core thesis · 5/5Verify in source →
3 JUL3 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 28:14
Open-source models threaten proprietary AI duopoly
“NVIDIA's push into competitive open-source LLMs like Nemotron threatens to commoditize the model layer, driving token costs down rapidly and breaking potential model duopolies.”
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
Core thesis · 5/5Verify in source →
18 JUN18 JUNMASTERS IN BUSINESS · 03:56
Deregulation is an undervalued, multi-year margin driver
“The case was made that U.S. corporate deregulation structurally reduces time to market and lowers compliance costs, offering an underappreciated fundamental tailwind for earnings margins across non-tech sectors.”
At The Money: Deregulation Will Free Your Portfolio
Core thesis · 5/5Verify in source →
9 JUN9 JUNCNBC FAST MONEY · 05:07
Risks of excess GPU capacity in AI
“Over-ordering and hoarding of AI GPUs by major tech players could lead to a sudden air pocket in demand and excess capacity.”
A Decline in Chip Stocks Becomes Market Sell-off… Where Tech Sector is Heading 6/9/26
Core thesis · 5/5Verify in source →
19 MAY19 MAYPROF G MARKETS · 10:30
Trump's stock trades exploit legal loopholes
“The guest argued that President Trump's high-volume stock trading, while 'disgusting', is likely legal due to existing loopholes in laws like the 2012 Stock Act that do not prohibit the president from such activity.”
Inside Trump's 3,700 Trades — ft. Anthony Scaramucci · with Anthony Scaramucci
Core thesis · 5/5Verify in source →
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