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Why Palantir, Spotify have no Actual Competition
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!
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