Antonio Linares
Why I Think Palantir has 100X Potential. From Here.
10/7/2025, 7:35:10 PM
Economic Summary
- A company that achieves a monopoly in ontologies could become indispensable for AI deployment, producing strong network effects and platform dominance; the transcript cites Palantir (PLTR) as an example.
- The product is being rapidly productized and verticalized into a network of ontologies connecting industries, implying significant efficiency gains and substantial long-term value creation, though with high short-term volatility (e.g., past ~50% declines).
Bullish
- Monopoly in ontologies would make the company essential for AI deployment across industries.
- Productization, verticalization, and network effects could scale the business into a dominant platform.
- Speaker expects very large long-term upside (described as a potential 1000x).
Bearish
- Shares could decline sharply (e.g., ~50% drops were seen in April).
Bullish tickers
PLTR
Bearish tickers
PLTR
PLTR
Bullish
Monopoly in ontologies and resulting network effects could make it a dominant, multi-industry platform with massive upside.
Bearish
Shares are volatile and could fall ~50% as they have previously.