Jason Friedberg
speaker
803 appearances
8 recordings
2 series
first heard Jun 2024
last heard 8 Jun
Jason Friedberg’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Nov 2025 with 3.
Appearances
Alex Karp has been doing some great interviews.
He's a national treasure, incredibly entertaining.
They obviously have a great business.
They're on a $3.5 billion run rate, according to their last quarter.
But the valuation is $480 billion.
This puts them at 137 times their sales.
It is extraordinary.
It's way out there.
Datadog and Snowflake,
Microsoft, you know, these are at 13 times their sales.
And I guess Cloudflare is out there at 37 and CrowdStrike at 30.
So this is truly an outlier, Friedberg.
If you were to give Palantir the same price to sales ratio as some of those highly valued ones, probably be a $60, $70 billion company, $29 a share instead of $170.
So...
What do you think of his Palantir short, Friedberg?
And I think no idea looking at like 30 to 45% year over year growth Shema and saying, yeah, it's got a lot of it to fill in that valuation, we just take a lot of growth, maybe the growth accelerates.
We saw that with Nvidia, right?
They started to have unprecedented growth.
Any thoughts on Palantir short while we move on to our next subject?
Lack of competitors would be the reason you think it's more defensible.
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