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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

Rocket Explosion Deals Blow to Blue Origin’s Space Ambitions

Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it was too early to determine the cause of the…

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Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it was too early to determine the cause of the explosion and described it as “a very rough day” in a post on X. Bloomberg Intelligence analyst Matt Bloxham joined Caroline Hepker to discuss the implications.
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Bloomberg Technology

SpaceX Lowers IPO Valuation Target | Bloomberg Tech 5/29/2026

Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant’s outlook far surpassed Wall Street…

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Bloomberg’s Tim Stenovec breaks down why SpaceX is coming back down to Earth with a slightly lower valuation in its IPO. Plus, Anthropic closes a funding round at a whopping $965 billion valuation, surpassing OpenAI for the first time in the AI race; and Dell surges after the hardware giant’s outlook far surpassed Wall Street estimates.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:38 – Benedikt Kammel, Bloomberg News
00:05:05 – Shirin Ghaffary, Bloomberg News
00:07:56 – Silas Brown, Bloomberg News
00:12:05 – David Kennedy, Dell Technologies
00:15:40 – Janet Mui, RBC Brewin Dolphin
00:23:33 – Rebecca Torrence, Bloomberg News
00:26:41 – Matthew Weir, Goldman Sachs
00:33:40 – George Ferguson, Bloomberg Intelligence
00:37:59 – Carolina Parada, Google Deepmind
00:40:40 – Loren Grush, 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

Anthropic Valuation of $965 Billion Passes OpenAI

Anthropic raised $65 billion in a funding round that valued the AI company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time. Bloomberg’s AI reporter Shirin Ghaffary joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Anthropic raised $65 billion in a funding round that valued the AI company at $965 billion including the new investment, eclipsing rival OpenAI’s value for the first time. Bloomberg’s AI reporter Shirin Ghaffary joins Tim Stenovec on “Bloomberg Tech.”
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