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Reflections on Palantir

(nabeelqu.substack.com)
479 points freditup | 1 comments | 16 Oct 24 02:18 UTC | HN request time: 0.205s | 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. joewhale ◴[16 Oct 24 20:45 UTC] No.41863680[source]▶
It all comes down to if you have the right sales people that can land large govt contracts. The rest is figuring it out as you go. This is an incredible moat for them. Whoever gets these large govt contracts first in their space wins.