Part 9/11:
Throughout the conversation, Karp expressed frustration with the persistent skepticism and aggressive short-selling campaigns targeting Palantir, particularly by prominent investors like Michael Burry. He characterized these actions as not only incorrect but potentially unethical, suggesting motives rooted in market manipulation or strategic geopolitics.
He pointed out that Burry's massive short position—approaching nearly a billion dollars—reflects a questionable bet against innovation and real economic value. Karp emphasized that Palantir's performance, with Rule 114 metrics and high growth rates, validates its market valuation and strategic importance.