christian darntonLongtime Palantir shareholder who influenced host's initial purchase; writes investment thesis on Substack; focuses on Bezos/Amazon playbook pattern recognition — iteration culture, long-termism, talent density — as causal drivers of FCF/share compounding; applies framework across Duolingo, Hims & Hers, and Palantir.
antonio linaresAntonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.