Jason Friedberg
๐ค SpeakerAppearances Over Time
Podcast Appearances
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.
And there is no competitor to the greatest holiday party ever happening December 6th in San Francisco.
Come with your besties.
You're cranky.
You're cranky spanky.
Oh, let's see.
Look at you all the way.
Well, one of these guys is not like the other.
And when you say you were having dinner, you and Nat were having dinner with the president.
And yeah, that looks like almost as amazing an extravaganza as the... I got a cologne.
You know the cologne where he sprayed it on... Yeah, he's spraying it off foreign leaders.
They come in, he sprays it on them, and then they're allowed to come in the White House.
I think they should have like a little gift shop at the White House with all the Trump stuff, the steaks.