Antonio Linares

Palantir is a $20T Company in the Making. Early Palantir Investor Explains.

Name: Palantir is a $20T Company in the Making. Early Palantir Investor Explains.
Uploaded: 2025-10-29T16:05:39Z
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10/29/2025, 4:05:39 PM

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Economic Summary

AI capabilities (models roughly doubling capacity every ~6 months) can exponentially increase revenue and free cash flow per share for platform companies like Palantir (PLTR) by making deployments easier and delivering more value to customers.
Digital twins — exhaustive, longitudinal digital copies of operations — allow neural nets to automate repetitive tasks across firms, compressing many economic optimization problems into API-driven services and potentially shifting labor toward more creative roles.
Widespread willingness to pay for AI services and the transition to accelerated computing (highlighted by NVIDIA/NVDA) indicate a structural increase in AI-driven workloads and corporate spending on compute, supporting sustained value creation rather than a short-term bubble.
There is a visible disconnect between equity price action and employment/economic indicators, which critics cite as a risk, but the speaker argues it reflects accelerated productivity and value delivery rather than pure speculation.

Bullish

AI model improvements multiply Palantir's earning power via digital twins.
Customers paying more for AI services drives durable revenue growth.
Accelerated computing demand (NVIDIA) validates strong AI-driven adoption.

Bearish

Some investors call Palantir a bubble and urge trimming based on price action.
Skeptics argue a 100x valuation could exceed realistic economic bounds like GDP.
Price-action vs employment disconnect suggests market gains may outpace real economy.

Bullish tickers

PLTRNVDA

Bearish tickers

PLTR

Bullish

Palantir's digital-twin platform and data advantage let AI model improvements drive exponentially rising free cash flow per share and easier deployments.

Bearish

Critics say PLTR's price action outpaces fundamentals and label bold 100x or $20 trillion targets unrealistic, implying bubble risk.

NVDA

Bullish

NVIDIA's accelerated computing enables widespread paid AI services; strong enterprise adoption supports durable demand for compute.

Bearish

Some view NVIDIA exposure as potentially biased given CEO ownership; bubble concerns persist despite management defense.

People mentioned

Jensen Huang