In short: (Private.) The third name in Terranova's coming-IPO list ("whether it is from Anthropic, Databricks or Open AI") — the pipeline of AI-native listings he expects to keep pressuring legacy software multiples. No committee stance.
In short: Paired with Snowflake as the sales-heavy counter-example to Palantir's word-of-mouth growth — ~70% of staff in sales.
12:23Palantir at six, they had about three people in their sales team. Meanwhile, you had Snowflake and Databricks, and basically about 70% of the people in the company are sales people. And so, word of mouth spread is indicative as to the true value of a product.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.