Hey this is tom and i got ta be honest with you, i'm a little bit shocked and by a little bit i mean quite a lot. I thought i knew who alex carpe is. I thought i could never be surprised by anything. This man does this dude.

Just did a nine minute interview: nine minutes not even enough to get an ad on youtube. It's not even monetized. This interview blew me away. It surprised me in so many ways because he dropped multiple bombshells about time to his future and he completely surprised me.

In fact, saying things i never thought i'd hear him say: we've gone from a company, we crossed the billion dollar gap revenue market. There is no reason this company should not be 20 times bigger, alex carp literally, did it in the first 30 seconds he comes out, saying hey. I see no reason that palantir can't be a 20x size company that it is today 20x than it is today. In fact, i want to be really careful with how i paraphrase it, because i think this meaning is really important now.

I think a lot of people will get this wrong. The people who hate volunteer will say well. Alice. Carp is trying to pump the stock whatever, which clearly, i don't think is correct.

I mean he has no history, no track record of pumping anything so sit your ass back down. The other part is, i believe, a lot of people will get falsely over hyped about what alex carp said. Mind you alex carp, didn't say the company is 20x undervalued today, that's not what he said. He didn't say when, but he said there is no reason.

This company can't do a 20x at a certain time point when a year, 5, 10 20. He didn't say so. You got to be really careful with this. You want to hear my opinion, i think he's talking about the next decade.

In all honesty, it's probably five to ten years for this to happen and there's no guarantees he didn't say i think it will happen. He didn't say i think it's likely to happen. He said there is no reason that it cannot happen if the circumstances align, but he's definitely not saying that the company needs to be 20x today and he didn't state a specific date when this is going to happen. So this is just a conversation that basically everybody has to have with themselves about your expectations for volunteer.

If you expect this to happen in the next year, i think you'll be really disappointed and i really want to make an important distinction. If you have a five to ten year horizon, what alex harp saying really applies to your investment. However, if you're looking in the next year, the next two years, i don't think that's where alex is aiming, i think he's talking about the longer future, where this might happen, if the complete set of circumstances align, which is definitely not guaranteed, there's nothing in the life Guaranteed outside of taxes and death, everything else is just a variable. We launched foundry, which is definitely inarguably the most successful product in the world, in what we do by the way.

Any other company it'd be 400 products with a thousand sales people on each one, and if you think you had to wait longer for the second bombshell, you literally had to wait. Another minute when alex karp said i think foundry is the best product in its class. That's ever been made the most successful the bestest and i don't think, he's wrong. To be honest, i look at a company like snowflake, which is trading at 112 ev sales versus palantirs 33..

So if pilot was just trading at snowflake values, it would have been a 90 stock right now today, so i don't think he's wrong about the quality of the product. Basically, i've been adamant about this data. Is the new oil, the people who will be able to extract this new oil will do best. The companies that will utilize their data to make better decisions will win the companies it cannot, will lose and guess what the guys who are selling the shovels for this new gold rush or oil rush is palantir and there's not a lot of competition, definitely not up To par as far as quality and scalability of their products, so i think alex actually has a lot of sense by saying that this is the best product in class, and i think it's going to be a major revenue driver for volunteer we're the only company that, Where the dpo'd, with people of its own leadership, this is mostly not the case we were able to get into the public markets without selling our souls to the the vicious, vacuous and otherwise idiotic forces of banking and the next bombshell was really impressive, because i haven't Seen a lot of founders nor ceos nor anybody take shots at wall street or the banking system, which is exactly what alex did he basically called out wall street and the bankers as being you know what he called him evil and he said this is exactly the Reason pantier did a direct listing, a direct offering basically not going through the ipo system, not going through the spac system, not screwing the retail investor, because if there's one thing you need to understand is ipos and specs both actually screw the retail investors equally by the Time you get a shot at this company.

Everybody has already made a lot of money, not in a direct offering where playing fields are completely. Even that's why wall street and the banking system don't like volunteer, because they showed everybody? How direct listings should be done? The easy money is pack, it's so easy to get paid. As a founder in spax. Look just in 2021, we had 359 spac filings 359 pac filings just this year, it's not even over yet we had 250 specs just last year, 407 ipos last year.

You know how many direct offerings we had since the inception of the law in 2018. How many in three years? Guess that's if you're right, 10, mother lover 10 direct listings in the history of the law versus hundreds and maybe thousands over the course of this exact time period, reason being nobody wants to give the retail investor a shot. The money is being made by other rich and influential people, but actually planeteer did this and basically poked in a finger into the eye of the bankers. Basically saying we don't give a we're gon na give a fair shot to our retail investors, and i thought this thing doesn't really get enough credit in mainstream media, and i think he was also pissed off.

That's why he brought it up because, because he's saying hey, you guys are not giving us enough love in this. Why the hell? Are you not speaking about the fact that we didn't cut the retail investors out of this deal? We gave them a nine dollar price like everybody else, and yet nobody in mainstream media is talking about it, but this company is not actually run by any one individual, it's run by our culture and, as you know, i do call people out under and alice garp. Actually had a moment here, which i absolutely have to call him out for now. He said that nobody controls volunteer just the culture, and i give it one grandpa head complete.

He said that palantir is being managed in control by nobody. A culture of planeteer is what's controlling the company, not any individual person which is kind of funny, and that's why i give it a full bs one grandpa head total is because valentina is pretty much. The only company with this share structure, where they have class f shares. I wonder why they call them class f.

Maybe certain word: that's called f you money, so class f shares are being held by alex by peter thiel, a few other people who basically give them ultimate control over every single decision for eternity and on and beyond, like a good disney movie. So the only people who really control planet here is alex and peter thiel and it's a good thing. It's a great thing. That's one of my selling points of this company.

I love that, but you can't make a point by saying: well, palantir is being managed and controlled by the culture. That's a little, but i guess he's allowed one allocation of per interview as well, so we fundamentally changed the history of america and europe by stopping terror. Attacks um, we had a failed product which we overcame. We built uh many products that are we're aware of guy and others that other people don't know exist, but actually power.

A lot of the efforts you see in the news. He basically hinted at a new product. They're working on but has not been revealed yet. Essentially he was you know, beating around the bush saying.

Well, people only look at foundry only look at gotham. They don't look at the rest of the stuff we did or might do in the future when they're violating us today - and i think the reason he said it was because he knows he has an ace up his sleeve a new piece of software they're, actually working On that has not been revealed yet that nobody is pricing into the share price, but if you're an investor and a long-term investor, you honestly don't care because you already end. So this is pointless for us. But if you're a potential investor consider the multiple possibilities of volunteer as far as b to c as far as b to medium b, stuff they're not really doing today.

Imagine but again this might take a decade who knows - and you know what i really love, how alex harp talks about foundry in this interview he basically says: well, if any other company in the world would have created a product like foundry, it would have been comprised From 400 different pieces of software and would have needed thousands of people in your sales force to push it down people's throat, which they obviously don't have. They have one piece of software, just probably like two people in their sales force, and that thing sells itself. Look at the deal flow look at the backlog i spoke about this before. There's no need to just go back and regurgitate the same stuff, just to add some minutes to this video.

That's it i'm out i'll, see you tomorrow.