Is Palantir's Surge All Hype? | E2081

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Today’s show: Jason and Alex cover Palantir’s surge (is it all hype?), Temo and Shein and the de minimise loophole, Uber’s earnings and the future of self-driving technology, and much more! (0:00) Episode Teaser (1:38) New studio space and remote work productivity challenges (4:02) "Severance" vs. "Landman" - TV shows comparison (7:07) Palantir's valuation, financial performance, and stock analysis (9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist (11:27) Alex Karp talks up Palantir to investors (14:36) Price-sales ratio: Palantir vs. Nvidia and founder advice (19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (21:46) Temu, Shein, and the de minimis loophole in trade (30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up. (31:34) Uber's earnings, market performance, and self-driving technology future (38:33) Waymo's growth and the commodification of self-driving tech (44:11) Market dominance, platform switching, and competition mental models (47:18) Kalshi, Robinhood, prediction markets, and regulatory challenges (52:17) BYD's self-parking technology and the future of self-driving cars (56:43) Final thoughts and request for startup growth data Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Alex: X: https://x.com/alex LinkedIn: https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist *Gusto pricing shown in ad is based on pricing prior to March 2025 (19:33) Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ (30:06) Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up. All rights for the video shared and linked below belong to the original copyright holder, and we are using the footage under the principle of fair use. Listen here: Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957 Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9 Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio More from us: Twitter: https://twitter.com/twistartups Instagram: https://www.instagram.com/thisweekinstartups Official site: https://thisweekinstartups.com Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1 Subscribe to TWiST Clips for all the best moments: https://www.youtube.com/channel/UCS7tJlcUA6PzVHEMo-X7ddg?sub_confirmation=1 #startups #entrepreneurship #investing #angelinvesting #tech #news #business