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Palantir Fundamentals On a Different Planet: Thill

Brent Thill of Jefferies says Palantir is performing well but any sign of a deceleration would cause concern for its multiples. He joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:  …

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Brent Thill of Jefferies says Palantir is performing well but any sign of a deceleration would cause concern for its multiples. He joins Caroline Hyde on “Bloomberg Tech.”
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11 Comments

11 Comments

  1. @degenerationx90

    August 25, 2025 at 4:29 pm

    Palantir is performing well but they will drop massively within a year

    • @kingramseyii3686

      August 25, 2025 at 5:46 pm

      Not at all😅

    • @YumboYack2521

      August 25, 2025 at 7:52 pm

      Short it or buy puts if you’re so confident.

  2. @greatdara

    August 25, 2025 at 5:37 pm

    Glad to see, Brent got his haircut 👍

  3. @THETRAVELBROTHER

    August 25, 2025 at 6:36 pm

    I wish PLTR would just crash and get it over with so everyone can stop talking about their PE

  4. @thelongergame

    August 25, 2025 at 7:38 pm

    Palantir’s growth is impressive, but any slowdown could shake confidence. Interesting insights from Brent Thill, definitely worth watching for anyone tracking tech multiples.

  5. @ryanreeves70

    August 25, 2025 at 7:42 pm

    Key point at end..no close competition

  6. @DiFinni

    August 25, 2025 at 7:52 pm

    Brent hated Palantir at $10. Always a bear. Can’t compare Palantir with most companies, no other software does what they are doing. They have no competition, customers are sticky and continue to extend, why because PLTR is showing real results. Savings companies lots of money.✌

  7. @usuario8245

    August 25, 2025 at 8:21 pm

    500 USD in 2026, Im buying!

  8. @wlcsp

    August 25, 2025 at 8:28 pm

    Overpriced. Right now AI is only making real money in hardware sectors.

  9. @PatS-h9z

    August 25, 2025 at 8:29 pm

    Try hard… nobody’s selling…
    Everyday it goes and comes up like a clockwork….
    We are way smarter than these paid buffoons…

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Bloomberg Technology

President Trump Announces Apple and Intel Chip Collaboration | Bloomberg Tech 6/18/2026

Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first…

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Bloomberg’s Ed Ludlow discusses the latest announcement made by President Donald Trump, which will see Apple and Intel joining forces to produce chips domestically, sending shares of the chipmaker higher. Plus, Anduril’s CEO discusses how the company won a contract with the US Air Force to produce autonomous fighters. And, SpaceX wraps up its first full week of trading, with shares falling for a second day straight.

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00:00:00 – Bloomberg Tech Begins
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00:05:57 – Ankur Crawford, Alger
00:12:15 – Brian Schimpf, Anduril
00:20:57 – Matt Day, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Rumble Bets on AI Compute Demand With New AI Platform

Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot. ——– Like this video?…

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Video platform Rumble is jumping on the AI bandwagon with its newest AI platform. Launching as Quake AI, the new sector combines cloud, compute, and AI infrastructure, and is slated to dominate the company’s business segment. Rumble CEO Chris Pavlovski joins Ed Ludlow on “Bloomberg Tech” with more on the pivot.
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Bloomberg Technology

Investors Anticipate Fresh Liquidity Following Historic SpaceX Debut

SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private…

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SpaceX’s historic public debut comes during a critical inflection point as a wave of multibillion-dollar AI companies prepare to go public. With the unprecedented IPO, investors are anticipating a wide-scale “distribution event” that will give private markets the fresh cash it desperately needs. Matt Witheiler, Head of Late-Stage Growth at Wellington Management, thinks the private tech ecosystem will see a cash return. He joins Ed Ludlow of “Bloomberg Tech”.
——–
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