Palantir Technologies (PLTR) — Palantir Rejects the SaaS Playbook, Warns of a 100x AI Gap
Deep Values: Value Investing Deep Dives · Nov 12, 2026 · 20:18
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 12, 2026 · 20:18
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Deep value research on Palantir Technologies (PLTR) as of 2026-11-16: 10x-100x richer AI insiders. Palantir CEO Alex Karp built the company against the Silicon Valley SaaS playbook, choosing hard, existential problems over easy recurring revenue. We read that moat through a Buffett lens, along with his warning that AI could make insiders 10x-100x wealthier, a macro risk patient investors need to understand now.
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(2:24) Neurodivergence and Dyslexia
(3:09) The Contrarian Business Model
(4:28) The Macro Blueprint
(6:30) Digital Sovereignty and Ontology
(10:30) AI Wealth Disparity Loop
(11:51) Karp's Economic Solution
(13:33) AI Wealth Disparity Loop
(14:53) Karp's Economic Solution
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Original source
Alex Karp on Why AI Will Hurt the Middle Class: You Can’t Have Billionaires Becoming 100x…
Episodes: Deep Values: Value Investing Deep Dives
