Discover more from Investment Ideas by Antonio

Early AMD and Tesla investor, with a 2,500% return since 2014. Gain insights into my research process by reading my deep dives. One free deep dive per month. Deep dive updates for paid subscribers only.

Over 5,000 subscribers

Why Palantir, Spotify have no Actual Competition

Podcast

Antonio Linares

Mar 14, 2022

Last week I had a very interesting conversation with Christian Darnton.

We discussed topics ranging from Palantir´s business, to how AI and Blockchain technologies will play out in the world and why Palantir and Spotify do not have any actual competition.

The video below is set to start playing at minute 20:30, which is when we start talking about the Innovation Stack (originally coined by Tim McKelvey, $SQ co-founder), which I believe you will find as an interesting explanation of why Spotify seems to magically outpace Apple Music and others, for instance. We get back to the topic on minute 45:06, on how the reasoning extends to Palantir.

I hope you enjoy the rest of the conversation as much as we did.

Here´s the graph that I refer to in minute 22:00;

Finally, I highly recommend you check out Christian´s videos and twitter profile. He is a Palantir shareholder and puts out very informative content on the company on a regular basis.

Until next time!

⚡ If you enjoyed the post, please feel free to share with friends, drop a like and leave me a comment.

Disclosure

These are opinions only of the individual author. The contents of this piece do not contain investment advice and the information provided is for educational purposes only and no discussions constitute an offer to sell or the solicitation of an offer to buy any securities of any company. All content is purely subjective and you should do your own due diligence.

Antonio Linares makes no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in the piece. Any assumptions, opinions and estimates expressed in the piece constitute judgments of the author as of the date thereof and are subject to change without notice. Any projections contained in the Information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. Antonio Linares does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. Antonio Linares is not acting as your financial, legal, accounting, tax or other adviser or in any fiduciary capacity.