Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism
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The the first use of Palantir was like, how do I know that I'm killing the right terrorist? Because if you try to go to Afghanistan and kill all the people with beards driving a Jeep, then you're gonna kill everyone. And you don't
know who's who. Honestly, I have no idea how to introduce this next guy, but his name is Alex Good, and he is one of the most interesting people that I've ever had the pleasure of interviewing. Our conversation spans a ton of different topics ranging from what's gonna happen in the age of AI to the rise of socialism, to how to benefit and put money in your pocket based on what's to come.
Okay. So I mean, like, I'm in the Popcat Telegram group and Marad is in there too, but he's the main event. You know? It's like Marad in the Popcat group and people are kinda glomming onto him and I'm like, is the community that you built. That's not the community that I wanna build. Wanna build something that's like, my bar is like, would I use this product every day? You know, like, would I show up every day and do what the AI told me to do publicly? That was the bar. And just the Popcat Group wasn't the bar. So I'm like, okay. Like, what would it take to actually make like a system where a
get into that, because you've created something kind of insane, you were telling me before the only point of it is to basically increase its own value. And we'll get into it. We'll name it. We'll talk about it. We'll dive in. But first, I wanna ask you, who the fuck are you? Who the fuck am I? Who the fuck are you, man? I'm Alex. I've known you for four years, five years now. Yeah. We've met a few times in person. I'm a huge consumer of your content and tweets. I think that they're brilliant, but you've lived a lot of lives. You're a Wharton grad. You are former Palantir, former Vale Asney. Yo
you doing? Like, who like, who are you? Yeah. I mean, I I was always really, really interested in trading in capital markets. You know? I I was very normal for a long time. Like, you know, I I I worked at Citi. Did you consider yourself not normal now? I I think I got weird eventually, and then I can tell you exactly what happened. Right? You know, I was always looking for an edge trading. I did FX, and then I did big data stuff at Palantir. And we found a lot of interesting stuff with big data at Palantir, and then I worked on SWIFT data in Singapore. And then, like, basically, when I showed
Can we take a step back for a second and talk about the strategy? Yeah. And how you found it and generated that edge? I mean, I think one of the most important things that you do as a trader is figure out what your edge actually is. And half of the time, it's searching for edge, then it's monetizing the edge. So what were you doing, and how did you find it?
Yeah. I mean, it was, like, actually a pretty funny funny thing. I showed up to work. I had been hired because I had this dataset or was supposed to have this dataset that I didn't have, and they're like, you have to come up with a strategy. So they moved me from Singapore to San Francisco because I started the strategy. I talked to a guy who owned like $200,000,000 of Facebook stock. Mhmm. And I asked him point blank, I'm just like, Have you ever run a Facebook ad? He's like, No, I'm just in it because Zuck is a Chad, basically, right? Like that was like this. I mean, he was right, actually,
And I think it's crazy because you've actually witnessed the degradation of our markets and society in real time from the inside. Just based on that framework, it's I used to use this data set to figure out if things were
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