Скачать или смотреть Early Tesla Investor Explains Why Palantir is a Trillion Dollar Company in the Making.

Palantir has figured out a way to grow the commercial business fast. The financials also seem to be going through an inflection point.

In my original Palantir deep dive I essentially explain that, once the company figures out distribution, it can grow exponentially.

Since 2021, my long term Palantir thesis has been that once the company can seamlessly deploy its offerings, it eventually becomes a platform on which folks can build their companies first.

I believe digital twins (Palantir’s core offerings) will be essential for business in the future. When creating a company, people will create their digital twin before they do anything else, just like they create their Gmail account today.

As Palantir gets better at distributing/deploying, contribution margin rises exponentially, reaching a maximum once the cost of deployment is marginal. At that point, Palantir becomes a network that reduces OpEx as a % of revenue for all participating enterprises, just like electricity.