For all you backend engineers: It’s basically Grafana with a bunch of support engineers in the backend cleaning up the data source (like a splunk index) that feeds it.
Palantir does UI and visualization well but needs an inordinate amount of field support engineers to groom the dirty disparate data that governments do a poor job cleaning (either due to incompetence, field conditions, or both).
The amount of manual labor doesn’t justify its market price, but because governments rarely change their vendors, there is significant lock in that probably supports some amount of their market cap.
For all you backend engineers: It’s basically Grafana with a bunch of support engineers in the backend cleaning up the data source (like a splunk index) that feeds it. Palantir does UI and visualization well but needs an inordinate amount of field support engineers to groom the dirty disparate data that governments do a poor job cleaning (either due to incompetence, field conditions, or both). The amount of manual la…
I imagine back in the LBJ and Nixon days IBM would've been doing similar classified work.
It’s Salesforce v2. A ridiculously expensive proprietary “easy-to-build” application platform with an ecosystem of ridiculously expensive consultants.
Salesforce v2 is a pretty bull case for Palantir! This bias people have against against application platforms requiring a consultant ecosystem and per-customer installations is just not accurate - in software, as in the rest of the world, there are some areas where it's the right model to get things done efficiently. Walmart can't use an off-the-shelf CRM platform any more than US Steel could use an off-the-shelf furnace.
For all you backend engineers: It’s basically Grafana with a bunch of support engineers in the backend cleaning up the data source (like a splunk index) that feeds it. Palantir does UI and visualization well but needs an inordinate amount of field support engineers to groom the dirty disparate data that governments do a poor job cleaning (either due to incompetence, field conditions, or both). The amount of manual la…
> needs an inordinate amount of field support engineers
Hey now, they're forward-deployed engineers. Nothing like Oracle or SAP consultants.
The 180k number people cite includes deaths from starvation, disease and other causes that can be attributed to secondary effects of the military campaign.
You do remember what event kicked off this military campaign just over a year ago, right? The blockade is part of the effort to press Hamas into releasing the remaining hostages. If the bulk of the deaths are due to starvation and disease stemming from the blockade, then the culpability of this "genocide" lies with Hamas.
then the culpability of this "genocide" lies with Hamas.
And that is a perfectly reasonable argument to make. There are lots of valid arguments for why Israel isn't committing genocide on the Palestinians. Irrelevant population graphs that don't cover the timespan in question are absolutely not one of them.
For all you backend engineers: It’s basically Grafana with a bunch of support engineers in the backend cleaning up the data source (like a splunk index) that feeds it. Palantir does UI and visualization well but needs an inordinate amount of field support engineers to groom the dirty disparate data that governments do a poor job cleaning (either due to incompetence, field conditions, or both). The amount of manual la…
Leaving this here for people interested in what the software actually is.
Those are trailing P/E numbers, so they are just plain wrong and should be disregarded. Also P/E doesn't matter for companies that have not been profitable for long. Any PE number above 100x is very likely just noise. I wouldn't look at anything too far above 30x, maybe 40x to account for the craze behind NVDA today
> they are just plain wrong and should be disregarded. Are you saying Palantir's previous 10-Ks and 10-Qs have material misstatements of fact?
Kind of conveniently cut off the first part of the statement there. The basis of fundamental valuation, discounted cash flow analysis, looks at all cash flows, forever, into the far future until the company dies. For a sufficiently mature company, current earnings are reasonably considered a good approximation of future earnings. For a newer company that is growing rapidly and spending most of its cash on long term investments rather than current year operations, it is not. Otherwise, every new company that has no earnings yet would be worthless, or if you consider losing money to be negative earnings, you're saying they should be paying you to own them.
For all you backend engineers: It’s basically Grafana with a bunch of support engineers in the backend cleaning up the data source (like a splunk index) that feeds it. Palantir does UI and visualization well but needs an inordinate amount of field support engineers to groom the dirty disparate data that governments do a poor job cleaning (either due to incompetence, field conditions, or both). The amount of manual la…
> needs an inordinate amount of field support engineers Hey now, they're forward-deployed engineers. Nothing like Oracle or SAP consultants.
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 10…
They have a few brand new products that are quite compelling. Warp Speed: Aims to integrate ERP, MES, PLM, and factory floor systems into a single AI-driven platform. As opposed to legacy ERP systems, it focuses on production optimization rather than just financial tracking. Warp Speed has the potential to relegate legacy systems to backend data storage, shifting the entire intelligence layer (and value) to Palantir'…
> Now is the perfect time
The perfect time is yesterday. All defense companies already went way up.