Tim Miller

This is, of course, before the election.

But you can you know, he thought Trump was going to win and I could see him starting to find reasons to get on board with him.

So is it just my perception or is it accurate then that he was not as public facing before this metamorphosis, right?

Like the political metamorphosis.

Does that dovetail with him doing more, you know, kind of public commentary?

Or did I just notice the public commentary more because, you know, it was a little bit more outrageous that he was trying to side with the right thing?

Well, for a while, he was kind of low profile.

I mean, during the first Trump presidency, when Palantir was caught up in a lot of controversy, he was working with ICE then.

But during the first Trump presidency, basically almost every article about Palantir would say Peter Thiel's Palantir, even though Thiel wasn't running the company.

You know, Karp was sort of not nearly as well known as Thiel.

And Thiel's name was clickbait.

In the last couple of years, CARP has gotten to be much more well-known.

Part of that, of course, is the stock has taken off.

When the stock was languishing at $10 a share, which wasn't that long ago, not that many people are interested in hearing from you.

When the stock quadruples over the course of a year and goes from $50 to $200,

So he's gotten more, you know, more invitations to speak at events.

He's, I'm not sure that five or six years ago, Andrew Ross Sorkin would necessarily invited him to deal book, but now he is, now he's an A-lister and people want to hear from him.

So you're seeing more of him these days.

The electrical grid and other infrastructure were already in very, very poor shape before.

They were at their life's end prior to the hurricanes.