Palantir Technologies in Podcasts

So the good so far, Palantir technology is just still knocking it out of the park. Costco continues to be operated like a well-oiled machine, just a great company. The bad, we look at Astero Labs, which are an investor, and I think it's down like 6% or 7% today. So that's that. And then the ugly. The ugly is the typical company that's been horribly managed and is blaming everything on TRFs.

One of these you've got going on right now in corporate America is when anybody does poorly, they blame it on tariffs, regardless of their management prowess or not. So part of this is a backdrop for that. But the good, the bad, the ugly. So the good are two companies, one of which we're a direct investor in, Palantir and Costco are doing well.

What was that? Was that Clinton? The last, yeah, I think so. I think so. The Secretary of Defense was Les Aspin. Since then, there's only been three massive companies that have started. SpaceX, Palantir, and now Anduril. SpaceX and Palantir started in the early 2000s, so call it 2001, 2002-ish timeframe. Then you had a 15-year gap. Man. Until Anduril was started in 2017.

Third, Palantir technology keeps rising as the government doubles down on business with the company. Remember not too long ago when Doge was causing nightmares for big consulting firms doing business with the government. It seems like those days passed fairly quickly. Fourth, P.O. interest up 74% year-to-date. That's not a typo. They're up 74% year-to-date and rose 7.73% last week.