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The Delphi Podcast - Sandy Kory: The Founder Obsessed Investor Behind BillionToOne, BaseTen & Palantir
Tommy: Did you know what Palantir was doing?...Um, in 2009, uh, I, uh, made, uh, an angel investment in Palantir....Tommy: So you did the Palantir investment, uh, got let go, started doing M&A....Like, like kinda like what Sham did to me for, for Palantir....Your, your story with Palantir, your story with Billion to One, like, signifies that.
96 Min
Macro & Markets
Jun 2026
The Real Merge
@unclearirony On the topic of LLMs, Shyam Sankar, Palantir’s CTO, draws an analogy to weather.
28 Min
Artificial Intelligence
Feb 2024
The Year Ahead for AI + DePIN 2025
Anthropic partners with Palantir OpenAI partners with Anduril Anduril partners with Palantir!
122 Min
Artificial Intelligence
Dec 2024
Coinbase’s “Disappointing” Debut
On the other extreme, Palantir (PLTR) popped 38% on its opening day before gaining another ~165% over...
11 Min
Macro & Markets
Apr 2021
The Delphi Podcast - OpenAI is Making a MASSIVE Mistake
Tommy: Maybe up that line of thinking, Travis, it, the Palantir Interview with Alex Karp was really interesting...The Palantir side, and I’d call it the open source world, says, “Not just the model, but everything around...
93 Min
Macro & Markets
Jul 2026
What Actually Happens After a Trump Stock Callout
It is also hard to ignore that the president’s own Q1 ethics filings show purchases of Palantir at least...
13 Min
Global Macro Themes
Jun 2026
Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - co-hosted by Pondering Durian
...huge beneficiary of better models because They don’t have to worry about competition so much, is uh, Palantir...Now, I wouldn’t buy a Palantir stock. I wouldn’t short it....It’s like, if you’re a Palantir, are you going to say, all right, with this system, we can replace 20...
83 Min
DeFi
Jan 2025
Delphi's AI + DePIN Year Ahead 2025
Palantir is up a lot. Some of these other AI, you know, you look at crypto, all the AI names are.
65 Min
Other
Dec 2024
Going beyond the hype of Crypto x AI: Vapourware or not? | Crypto x AI Event
, like the, the hyperscalers are huge and then there’s like some, some smaller companies, whatever, Palantir...
63 Min
DeFi
Oct 2024
Gui Laliberte and Avichal Garg: Integral's Accounting Suite Driving Backoffice to Zero
Our teams from Amazon, Palantir, PayPal, we’ve seen complex problems at scale.
66 Min
DeFi
Apr 2024