Palantir could be the most overvalued company that ever existed

>Palantir would need to grow its revenues roughly 15-fold (yes, 1,500%) over the next quarter century, implying sustained annual revenue growth in the 35% range over this time frame.

That's actually a pretty reasonnable ask for a tech company, if you believe Palantir can grow to the level of FAANG.

Sustained growth of 35% p/y over a _quarter of a century_ is not a 'reasonable' ask, tech company or no tech company. Virtually no company has ever done that.

Their math is just wrong. If they need to grow 15x over 25 years, they only need a modest 11.4% growth per year.

15^(1/35) = 1.11

1500^(1/35) = 1.34

Did the author maybe put a few extra zeros in their calculator when figuring out the annual revenue growth which would equal 15x over a 25 year span?

15x over 25 years is a reasonable ask for probably half of tech companies because you don't need 35%/y do accomplish it, you only need 11.4%.

Dumb analysis. Assumes that profit margin stays the same as revenue grows, which is particularly untrue for software.

One of the concerns with the company though is are they really “software.” Many cite experiences with the where they deploy armies of people doing things to clean up data and other hands on labor for the “software” to work just “software” where you buy a license and off you go.

Is this a one time onboarding thing or is it ongoing human involvement?