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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

Apple Names Ternus as Next CEO, Cook to Become Chairman

Apple has named hardware chief John Ternus as its next leader, with Tim Cook shifting to the role of executive chairman. Ternus will become CEO on September 1. Ed Ludlow has more. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Apple has named hardware chief John Ternus as its next leader, with Tim Cook shifting to the role of executive chairman. Ternus will become CEO on September 1. Ed Ludlow has more.
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Bloomberg Technology

Google to Release New AI Chips, Challenging Nvidia | Bloomberg Tech 4/20/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And, Cerebras plans an IPO, months after…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s plans for new AI chips focused on inference. Plus, Blue Origin successfully launches and lands a reusable booster for its New Glenn rocket but fails to place its payload satellite in the correct orbit, sending shares of AST SpaceMobile sinking. And, Cerebras plans an IPO, months after withdrawing a previous attempt at a public listing.
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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

IPO Market Revs Back Up Ahead of Mega Listings

Greg Martin, managing director of private markets at Rainmaker Securities, discusses the signs of life the IPO market is showing and what impact the expectations of large listings from Anthropic, OpenAI and SpaceX are having on investors. Martin speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg…

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Greg Martin, managing director of private markets at Rainmaker Securities, discusses the signs of life the IPO market is showing and what impact the expectations of large listings from Anthropic, OpenAI and SpaceX are having on investors. Martin speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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