Palantir could be the most overvalued company that ever existed

To me it would depend a lot on how US/EU relations continue to grow/break. If digital sovereignty ends up putting Palantir in a position where they won't be able to seel their intelligence tools to European secret police organisations, then it's probably overvalued. If relationships work out fine, then they'll basically be the Microsoft of mass survailance, which may make them overvalued but surely not the most overvalued company that ever existed?

Once you’re embedded in govt, the ‘OS’ for government, then you can raise charges in order to keep the hoards at bay. Hoards that are angry at cuts to public services made in order to finance Palantir profits…

What 4/5yr term govt can turn off or replace their OS?

I do not think the EU is critical. Palantir's potential market is global, so one region is not that important to them. They also sell to the private sector and this will increase, and EU countries will have different policies so losing a few EU governments business would not be that big a deal.

Right now 73% or their sales are to the US, and the next biggest source of revenue is the UK, far behind at 10%. The whole of the rest of the world, including the EU, adds up to 17%.

In that case Palantir has to compete with China.

And the US has a pretty bad neo colonialism and CIA rep. If I was the president of Mexico I would not trust anything from up North right now.

Would you trust China? it has an incomparably worse record than the US.

A lot of the biggest potential markets are in Asia, and almost all Asia countries fear China, and to many of them it is their main potential military threat.

IMO the best interests of either of the two countries of which i am a citizen would be to be less dependant on the US, however the US is nothing like the threat China presents.

Edit: to add, they are competing with whatever equivalent product China has to sell anyway.

For the Mexico example, China isn't the neighboring USA whose president out of nowhere started talking about taking over it's only other neighbor, or government overthrow in Venezuela. Or the recent attempts to sway elections in other central American countries, pardoning of convicted drug dealing ex-Presidents. Attacks on Columbia's government. Sweetheart deals with central American dictators to illegally house immigration deporties in sub-human conditions with zero due process.

Is their market really global though? If it wasn't for political reasons I suspect everyone would be buying Chinese mass surveilance tools. Traditional US allies won't do that, at least not yet, but why would South America trust US over China?