Is Palantir's Surge Just Hype | E2081

This Week in Startups is brought to you by… 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 Oracle. TWiST listeners can try OCI and save up to 50% on your cloud bill at ⁠⁠https://w⁠⁠⁠⁠ww.oracle.com/twist⁠⁠⁠ Horatio. Visit https://www.hirehoratio.com/twist and get $2,000 off your initial set up. Today's show: Jason and Alex cover Palantir's surge (is it all hype?), Temo and Shein and the de minimise loop hole, Uber's earnings and the future of self-driving technology and much more! Timestamps: (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. Great TWIST interviews: Will Guidara,Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta,Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916