Brent Thill
Managing Director of the Tech Sector Research Team at Jefferies who discussed Palantir's revenue growth, margins, and implications for the software sector.
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Feb 3, 2026 • 38min
Inside Musk’s Merger, Palantir’s Impressive Revenue Growth, New Disney CEO
Brent Thill, Jefferies tech analyst known for software and market analysis, and Craig Moffett, telecom and satellite specialist from MoffettNathanson. They dive into Musk’s SpaceX–xAI megamerger and whether space-based data centers make economic sense. They also cover Palantir’s rare combination of fast revenue growth and strong margins. Short, sharp takes on space strategy, infrastructure math, and software market dynamics.
