$MSFT Microsoft Tape Reports
Per Ticker.id: $MSFT Microsoft Tape Reports — 770 podcast mentions across 56 podcasts (30 days), latest 2026-08-27 00:00 UTC.
Even if I don't exactly understand what Palantir does or what makes them so special compared to other consulting and data businesses, the financial fundamentals and the business itself are looking really, really good. But again, I'm still asking myself this question of why is there no one that seems to be able to copy what Palantir is doing? I What about OpenAI and Anthropic or the big software companies you mentioned earlier, Salesforce, ServiceNow, or even Microsoft? Couldn't they do what Palantir has done with their suite of products and especially the connections into the enterprise universe that they already have? You would think they might be able to build on that and create some kind of ontology similar to Palantir. And so we mentioned many times in recent episodes that distribution seems to be one of the most important advantages in the age of AI. And that means, you know, already having a widespread customer base. And as outsiders without any insights into Palantir, how are we supposed to have conviction in their technological advantages? How do we even begin to rate the strength of their moat?
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27And then you also have a company like Microsoft, and then you have Google too, to some extent, that put out many tools where only one or two are again actually best in class, but the others are good enough to be sold alongside them as a bundle. And so I guess, wouldn't it be possible for those companies to level up their entire bundle and connect it with AI similar to what API has done for Palantir, and then basically offer a similar form of ontology. And it sounds like Palantir developed a really specialized machine learning technology set well ahead of the AI craze of the past few years and primarily targeted it at the government and military. But now growth is exploding as they've rolled out this model to commercial customers. And so I just can't imagine though that companies like Salesforce, IBM, Google, Microsoft, many of the biggest names in tech, I can't imagine that they're just going to take this lying down. I've seen estimates that Palantir could have as much as a $2 trillion addressable market. And if that is even remotely true, it's going to surely have some serious competition from some really powerful companies chasing after those same dollars.
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Stig Brodersen I think it's safe to say that Palantir has not yet been tested by competition, but I also think that it's easier said than done to switch from building tools that are just good enough to tools that are actually best in class. And not only one tool, we're not talking about Slack, but a tool as comprehensive as what Palantir built. And we said in both of our Google and especially our Microsoft episode, that's what they do, you know, good enough tools that they can just put into the ecosystem and it works because they sell it to these enterprise customers. And I should also say that Palantir is not taking their market. So Google can sell their bundle just like they did in the past, and Microsoft can do the same. So they're not necessarily competing. So you don't have to invest just as a defense mechanism basically. And you often hear me say that I don't like to bet on companies that compete with the likes of Google, Microsoft, or Amazon. But I think in this case, I don't know, I think they're way too bloated and just not flexible enough to compete with a company like Palantir on that ontology front. I mean, I told you before that if you ask yourself which of these companies should have actually sent out FDEs, these forward deployed engineers, to enterprise customers to set up their tools. I think none of them would've done that. All of them would've settled for keeping the engineers in-house and deploy them for their software solutions where they make 60% margins, right? And I mean, Microsoft is trying to do that right now, the billing ontology layer, but I don't know, looking at it, and by the way, they call it Fabric IQ, I would call it an attempt at best. I think it makes sense for them just to better connect all of the different products they have, But I don't see it rivaling Palantir anytime soon. And this goes back to this sort of good enough, you know, you're good enough to connect all your tools. This is so far away from what Palantir is building for the highest class customers that I think it's a reach to say that this will compete with Palantir anytime soon.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27And actually this time good enough would actually be good enough because I think if you get a tool from Microsoft that they think is good enough, it's not actually good enough for your corporation. But if you build it in-house, you know, you know what level you need to reach that actually makes sense for you. And just for context, in case anyone's asking themselves, well, If that would be possible, wouldn't they have done so already? I think the reason it might be more popular today is that Palantir showed companies just how inefficient they actually are with their data management. And before it just wasn't as obvious. I mean, everybody sort of knows that there are things that are, you know, not the most efficient, but it always feels kind of unchangeable, right? And now that AI is there and seeing what AIP is doing for Palantir, I think that just makes them realize there's so much more that they can get out of their data and so much more efficiency gains that they could get. And also, you know, cost savings, which is one of the biggest things that customers of Palantir are actually reporting about. And all that said, I think in-house solutions are to some extent wishful thinking. And we already went over why, basically when I explained how Palantir is going into these companies with their engineers and how they implement their product. I mean, there are dozens of different incentives for people working in the same company in different departments, right? Again, that's why I talked about, hey, Palantir is going out there and befriending, for a lack of a better word, the C-suite first and then the project workers instead of the middle management, because that's where a lot of the resistance for new stuff actually comes up. And then if you would think about who is building these in-house solutions, well, it almost has to be the middle management, right? The CEO can maybe say that's what we want to do, but then the middle management has to take that idea and deploy it in their own department. And I don't think that will happen. It hasn't happened in the last decade. I think it's still unlikely.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27I think the only thing we can do to convince people here is actually jump into the model. So I put two base cases this time, one with the numbers that Karp predicts until the end of 2027, and one with the analyst estimates. So of course it's a 5-year model. So everything after 2027 is still obviously my own estimate, but still in the first base case using Karp's growth rate of about 150%, for next year. I decay growth after that personally to 60% and then 15 to 20 percentage points per year lower. So we would end up with, you know, 28% growth in 2031. You know, just summarizing that because it's a lot of numbers, the revenue CAGR in this model would be in the high 50s for the next 5 years. For comparison though, the second base case built up on analyst estimates works with a revenue CAGR of only 22%. So I keep margins in both cases relatively stable, which is about 60% operating margin, You could say, well, if there's more competition, so let's say Anthropic gets into the market, Microsoft gets into the market, the margin will be pressured. It's possible, but at this point it's completely speculative whether that would actually happen. So let's just assume a 60% margin here. If you then go with the analyst estimates and you apply a 30x exit multiple and a 10% discount rate, the 20% margin of safety, which is what we usually do, you would get a fair value of $90. If you trust Karp's estimates and slightly higher growth afterward compared to analysts, and when I say slightly higher, we're talking a difference about 10 percentage points per year. So you could argue it's significantly higher. The fair value is at about $240 a year. So a significant difference and way more than the stock is currently trading at.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27I think that's part of the— I think it's part of the problem. But they have a lot of cash to to spend. I think that there is, you know, I think that's why they're starting to message to their shareholders that they're going to start cutting costs a little bit because shareholders have started to hit their stocks. You see someone like Amazon that's spending more than their entire, entire operating cash flow on, on CapEx. That's very significant. Amazon makes a lot of money. Right. But that being said, the question is, is that, you know, will this reap rewards? So far we're seeing, you know, signs that, that it will. You know, of all the names that we, you know, we like in terms of sort of balancing the discipline with the spending, I would say, you know, we would prefer names like sort of Microsoft and also Google to a certain extent, you know, over some of the others.
Rami Sarafa — Bloomberg Intelligence · Earnings Special: Nvidia's Sales Forecast Fails to Impress Wall Street · 2026-08-26They have not. Become more disciplined. I think that's— I think that's part of the— I think it's part of the problem. But they have a lot of cash to spend. I think that there is, you know, I think that's why they're starting to message to their shareholders that they're going to start cutting costs a little bit because shareholders have started to hit their stocks. You see someone like Amazon that's spending more than their entire, entire operating cash flow on, on CapEx. That's very significant. Amazon makes a lot of money. Right. But that being said, the question is, is that, you know, will this reap rewards? So far we're seeing, you know, signs that it will. You know, of all the names that we, you know, we like in terms of sort of balancing the discipline with the spending, I would say, you know, we would prefer names like sort of Microsoft and also Google to a certain extent, you know, over some of the others.
Rami Sarafa — Bloomberg Surveillance · Earnings Special: Nvidia's Sales Forecast Fails to Impress Wall Street · 2026-08-26Yeah, I think Lou's right on that. I mean, so this is an €825 million fine. That's about $966 million based on today's exchange rate. I mean, Uber just reported, you know, profits of over a billion dollars. In recent quarters. So this is not a capital-destroying event. And I think we've seen for many years now tech giants will view these types of regulatory battles as an expensive but unavoidable cost of doing business. I mean, you can go back to the, you know, $562 million antitrust fine against Microsoft back in 2013. Meta's historic FTC settlement in 2019 didn't break their ad business. I think it's more about the fact that obviously there will be maybe some tightening of compliance protocols. But this GDPR penalty actually highlights, as Lou alluded to, the exact reason why Uber is pushing so hard into autonomous vehicle infrastructure, because the cause of this fine was that Uber was letting automated algorithms essentially suspend or permanently deactivate human drivers without any human oversight. And obviously that, that cuts off the, the workers' income instantly. And when your business model relies on managing millions of gig workers across the globe, as Uber does, you're often exposed to, you know, labor disputes, these types of lawsuits. Privacy liabilities. So I think the thing for investors to watch, you know, it's not what European regulators do. It's really whether Uber is able to scale their self-driving partnerships fast enough to move towards their hybrid autonomy goals on target. That's what I'm watching, uh, in the mid to long term for Uber.
Rachel Warren — Motley Fool Hidden Gems Investing · Meta Platforms Settles Major Lawsuit, Pays $18 Billion · 2026-08-26