The creator questions Palantir's valuation, noting it is criticized for lacking its own LLM while trading at a multiple comparable to AI companies.
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The creator discusses the investment potential of SpaceX and Palantir, emphasizing the importance of waitin...
Alice CeeNew
The creator discusses the investment potential of SpaceX and Palantir, emphasizing the importance of waiting for a company to establish a baseline after an IPO. She highlights the risks and opportunities associated with SpaceX's lack of profitability and compares Palantir's valuation to that of an AI company.
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