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Reflections on Palantir

(nabeelqu.substack.com)
479 points freditup | 1 comments | 16 Oct 24 02:18 UTC | HN request time: 0.203s | source
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newprint ◴[16 Oct 24 02:50 UTC] No.41855137[source]▶
Can someone explain to me what is the Palantir's business model ? I haven't heard any large, meaningful project they been involved in, but I keep hearing the company name & how hot they are and their stocks are going to blow-up any day (some of my friends kept their stocks for the last 4-5 years with very little gain compared to other software companies). I know of the smaller software companies that are less than 100 people and have a very meaningful impact in DoD & Gov space.
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1. maeil ◴[16 Oct 24 13:30 UTC] No.41858853[source]▶
They basically have two. Just like e.g. Amazon has both retail and cloud infra as separate, independent business models.

One is described well in the article, originally aimed at commercial clients. The article isn't short but we're on HN, not Reddit, so we should read the articles. Parts 2 and 3 describe it. The linked note at the end of 3 is very relevant.

The other one is the gov one, which is also mentioned as "Palantir has prevented terrorist attacks".

The article actually links to lots of product docs. It isn't secretive, plenty of videos on Youtube demoing the software. The docs are public, which is more open than can be said for 90% of software in their price range.