# Alex Karp

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1077 - From $2 Trillion to $20 Trillion: What Anthropic Has to Become Beyond Claude

Brian and Brandon debate what Anthropic has to become if its IPO succeeds and, in Brian’s hypothetical, it must grow from a $2 trillion company into a $20 trillion one. Brandon argues the natural next step after Claude Code is rules-based back office work like tax, accounting, and finance, and he f…

Politics, Markets, AI, Anthropic, Meta, Palantir, SpaceX

Year | President | What happened1994 | Clinton (D) | Republicans took House and Senate1998 | Clinton (D) | No change2002 | Bush (R) | Republicans gained (rare exception)2006 | Bush (R) | Democrats took House and Senate2010 | Obama (D) | Republicans took House2014 | Obama (D) | Republicans took Sena…

Why Palantir\'s CEO Never Mentions Palantir

Growth Newsletter: https://levelingup.beehiiv.com/subscribeNeed marketing help? Visit: https://www.singlegrain.com/ and https://npdigital.com/Want to recruit great marketers? Find them here: https://marketingschool.io/hireEric breaks down what Marc Andreessen calls the single best marketing strateg…

Claude, Make Me Rich: Finding Anthropic’s Next Giant Market

Brian and Brandon debate how a newly hired product leader at Anthropic would find growth big enough to match the expectations of an IPO, which Brian expects around the end of 2026. Brandon says he would start in the research group, hunting for breakthroughs that could serve markets like finance and…

The $200B Off-Balance-Sheet Engine and the AI Sovereignty Push

This is a free preview of a paid episode. To hear more, visit uncompressedintel.substack.com Google’s Private Credit SPV, Palantir’s Data Protection Rally, and Alibaba’s $2 MoE Disruption Google orchestrates a $200 billion private-credit financing vehicle for Anthropic, Palantir surges 12% on enter…

Personio Stays Home

Personio: Going Big or Staying Home? After a grueling multi-year restructuring and retreating from the US market, Personio has finally reported its first profitable quarter in Q1 2026. However, the hosts argue the company chose to "stay home" rather than "go big" by releasing a "slop". announcemen…

Palantir CEO Karp: 96% Q3 Growth Is AI Survival Guide

In today's Cloud Wars Minute, I break down Alex Karp's warning that the accelerating pace of AI innovation will create winners, losers, and companies headed toward irrelevance. Highlights 00:02 — Last week, we heard about Palantir's Q3 results. They were incredibly impressive, and I think what we s…

EP 76: "Rather get an A+ in one thing than a bunch of B's" ft. Nate Yohannes

Live from Zeta Live 2026 at Lincoln Center, Anish Raul and Jinx Joglekar sit down with Nate Yohannes, President of Zeta Data & AI Lab and Global Head of R&D at Zeta Global. Before Zeta, Nate led product for generative AI in ads ranking at Meta and worked in Microsoft's Office of the CTO. He was a p…

Alex Karp: Silicon Valley Broke Its Promise to America

To outsiders, Alex Karp seems an unlikely choice to lead Palantir. A philosopher by training, the billionaire co-founder has built his business at the intersection of intelligence, warfare and AI. To supporters, his software helps defend open societies. To critics, it gives governments troubling po…

Molly O'Shea: How to Get Access to Silicon Valley's Most Powerful CEOs l Trailblazers Podcast Episode 61

Molly O'Shea is the founder of Sorcery, a technology-focused media company known for its interviews with some of Silicon Valley's most prominent founders and executives, including Palantir CEO Alex Karp and Anduril founder Palmer Luckey. In this episode of Trailblazers, Molly shares how her career …