Michael Steinberger
speaker
350 appearances
1 recordings
1 series
first heard Jul 2026
last heard 22 Jul
Michael Steinberger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And it finds, as I said, patterns, connections, trends that would take human analysts days, hours, weeks, sometimes forever to find.
Oh, yeah.
No, they have demos and they'll show them.
And I would also say this, the company has a reputation for being very secretive.
And in some ways that's true.
There are relationships they have that they can't really discuss publicly and work that they help with that they can't discuss publicly.
But there is a fair amount of transparency with this company.
I mean, you just go to their website and just the amount of detail, the amount of information they're sharing there is quite extraordinary, I think.
And the idea that it is this opaque black box is not really entirely the case.
It's a bit of a misconception as well.
Well, that's a great question.
And there's obviously a lot of debate about that now.
You know, Palantir, the argument there is that their product is sufficiently differentiated and does things that other software doesn't do and that therefore they enjoy, as they say in the industry, a moat.
But, you know, there are a number of people, perhaps a growing number of people who think that's not the case and that Palantir doesn't.
is under as much threat as other companies.
And obviously, look at the stock had a massive run up in the year after Trump was elected the second time, which mostly reflected investor belief that the company was uniquely positioned to benefit from a second Trump presidency.
And I think that's proven.
But it's also it's gotten, you know, I mean, there's been this pullback, but it also got pulled into this sell off software stocks because of exactly what you were talking about, a belief that AI is coming to them, too.
So, you know, the party line, if you will, is that Palantir is different.
Its product is sufficiently differentiated that they should be OK.
Showing 61–80 of 350 · page 4 of 18
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