For a non-tech individual, I appreciated your break down of PLTR's "MOAT!" The scope, breath and depth of your technical analysis from a software engineer's point of view is most appreciated. Your videos give a perspective of PLTR that very few people talk about and/or may have the experience in. Your analysis again confirms my reasons for investing in PLTR! Mahalo for the work that it takes, I enjoy your videos!
As someone who has been helping develop systems for 20+ years, I completely agree. Thank you very much for putting this together and furthering my conviction in Palantir. Also thanks for the interview with Palantir Vision!
Hey Man. First of all, thanks for the content and keep it up! It's really valuable! The Apollo part really peaked my interest. Not being a dev myself, I've never actually understood the details that enabled Apollo's CICD tech at this level. Your explanation made it click. Would be amazing if you dedicated a video to it. It sounds like a really big innovation and I think breaking it down for us dummies would shine some light on it. Thanks again
Just stumbled upon your channel. Please keep it up, don't stop. Amazing content that I have not heard anywhere else. I have now subscribed. I am long PLTR with 15,000 shares. Thank you for taking your time to make these.
Thanks man! All I understand is number in financial statement, and lacking substantial understanding in this qualitative aspect of the business. Truly helpful!
I appreciate your video, specially coming from a person like you with that knowledge. Definitely, I learned a lot about Palantir today. Thank you for the video 👍🙌🙏🚀
Awesome vid, keep up these great info vids for us village people. You are the only guy out there I have found on You tube with great tech knowledge and explained well. Maybe a real in depth review of Foundry, Gotham, Apollo and Hyperauto would be awesome to...
Thank you for explaining those very important reasons PLTR has a great Moat. I have been adding PLTR at these beat down prices to my long term portfolio. I am not from this industry and struggle to understand their products, but you just cleared up many items I have been trying to understand Thanks!
This is a great video. I often hear that Google could decide overnight to do everything Palantir does but I have no was of knowing if that’s true or not. This video helps my understanding a lot.
Totally agree with you. This company has such a massive potential and their products will become the main environment for rapid software development at scale. Can’t wait to start working with Foundry and Apollo once available for startups
Thank you...I am still confused on why you don't have 1.58M subscibers... people are to focused on price prediction instead of focusing on value in the next few years...price will follow, always does...it is a human nature and will not be changed...keep going with the great work! Thank you.
One more thing, I am not sure if you realized that you have a huge Moat vs. traditional stock analysts...They usually take a quick snapshot of a balance sheet, compare companies product and services apple to apple with one another, and provide unbelievable stupid Opinions...I see this as a huge opportunity...Good luck!
Thanks for this breakdown. Frontend developers often doesn't deal with all this complexity, so I realised that Apollo was a gamechanger but your video made me realise I underestimated how much. Would love a full Apollo breakdown for dummies if you have the time! :)
Still don't understand most of what you're saying but I like what I'm hearing XD. Would be great if you can illustrate this with an example to help us non-devs understand better. Cheers!
Super useful presentation, thanks! I wonder if you could elaborate in a future video about something you mentioned in a previous one where you said Palantir might need a full rewrite of Foundry to be able to achieve Google's level of operations quality or something along those lines?
I dont want to speculate too much on that. But I do know they have a silo SaaS model. Silo models are notoriously hard to scale and integrate. The reason is when you sign up infrastructure like EC2 instances, network, permissions, etc are all provisioned. These are often called share nothing architectures, but I like to call them dev ops nightmares. Contrast that with a pool model where a user sign up consists of nothing more than database entries and a credit card transactions. PLTR may find a hybrid approach like the one Snowflake uses is the best fit to scale their platform. But either approach would likely need a total overhaul. Why? Because both hybrid approaches and pool models achieve client separation at the software level. Hope this helps explain that.
@@codestrap8031 I appreciate the detailed answer, thanks! It would be super interesting to get you in a conversation with another technical person with similar experience depth in the industry that is less bullish in Palantir to thrash out arguments and pros and cons of their tech. Keep up the good work and we need you to open a patreon account or similar to support your content creation!
Thanks for explaining this. My goal is to build 10,000 shares. Currently at 4600 shares. This dip is thee opportunity to buy. I hope it stays this low a bit longer
I can speak to AWS. AWS offers a competitive service for almost anyone. Snowflake competes with AWS Redshift. MongoDB competes with AWS DocumentDB. CloudFlare competes with AWS CloudFront. But all those competitors I just mentioned have better products and similar partnerships with AWS to reduce the friction for existing AWS customers. These usually take the form of an integration layer a company like SnowFlake, or MongoDB, or PLTR builds. Why wouldn't AWS customers just use the AWS equivalent? The answer IMO is the developer experience. Its just terrible working with AWS solutions. The company really needs to seperate AWS infrastructure (networks, data centers, chip sets, etc) from its software solutions. There is no worse place to be in SaaS than sinking to the depths because you're stuck maintaining software for a handful of customers who depend on it. A company that focuses a product on a single problem will always out perform one trying to deliver on every problem. If AWS did not partner with software its customers actually want to use they would open the door for competitors to bleed customers off the platform. AWS is really going to have a massive opportunity cost to pay one day for all these failed services. My prediction is one day they spin off the software side and promptly open source it and remove support. This is what Adobe did when Apple killed flash. Hopefully it's what AWS does when Foundry kills SageMaker.
@@codestrap8031 gotcha. I very much appreciate the explanation and I think have a much better understanding, like Amazon Prime or Costco selling house brands and competing brands.
We evaluated Foundry for Builders, so I got a good look at the platform from the folks at PLTR. That's about all I can say. That an I loved the platform and thought the team was excellent.
@@zd676 no tolerance with non-technical people! Congratulations you should be a nice person! Social Media is for SHARING our knowledge for the GOOD. You should not be there
@@bourseanalysefinanciere6953 With all due respect, what are you talking about? you asked to sum everything up in 3 words, which is impossible, and I find highly sarcastic. So I took the liberty to give the best answer to your question.
@@bourseanalysefinanciere6953 it’s all good, we are all here to learn. But honestly, the comment section is typically not the best place to get your questions answered. It’s be much easier to just Google the terms or concepts up so you can starting building a basic knowledge graph around the technology. The reason I find this channel super helpful is that, as a technical person myself, I need to understand the implementation details to build greater conviction in the stock. What worries me, is that most people talking about this stock is purely from a business and finance perspective, without proper understanding of what the actual products are.
The moat is huge but the public perception persists that PLTR is just analytics or AI. It's way more than that. Sadly, their marketing hasn't helped change that perception.
Can I play devil's advocate here? I think the word MOAT is overused and misused. In a business context, a moat is considered a scarce, if not unique, competitive advantage. You are describing technical features - maybe that appeals to a developer, but unless you can translate how that makes a business or end customer's life better, faster or cheaper, its just a feature. Just because something is hard to do doesn't necessarily make it valuable. Palantir's security clearance is a mostly a competitive advantage in government. It will help in expanding their government business, but not as much in the commercial space (except with security sensitive customers). So it's kind of a half moat. People keep saying Palantir's stickiness is a moat. Again, not really true. This is true of most enterprise applications - once a customer has invested and implemented it, they aren't changing unless there is a compelling need to. This is not unique to PLTR, this is more of a lock-in, hostage play. It not something that gives them an advantage when selling to a new customer. Maybe I'm being critical here, but real, unique competitive advantages are hard to come by and the one's being thrown around IMO are not compelling arguments for moats.
Sure thing. Let me attempt to answer with a couple rhetorical questions. What were the competitive advantages that lead the world's largest book store to become the world's largest infrastructure company at the time it went public? What were the competitive advantages of the world's largest advertising platform at the time it went public? Neither Amazon nor Google were evaluated correctly because their biggest advantages, thier founders and their operations, don't fit traditional models. The flywheel of innovation is driven first by amazing individuals, and second by amazing operations. Engineering at scale is something almost everyone fails to achieve. So from my perspective, which ignores traditional metrics, PLTR will simply out compete their competitors for decades because innovation is in their DNA. As Andy Jassy once told an Amazon employee, all you need to do around here is innovate.
@@codestrap8031 Well, I don't think those are rhetorical questions. In fact, the value proposition of a competitive advantage should be dead simple to understand. In the case of Google, they provide a superior quality search service which has high demand for use. In turn the use of their search, gives them incredible data insights into buying behaviour to sell adds. For Amazon, the value prop is simple. They offer a low cost, low friction e-commerce experience made possible by their technology and highly vertically integrated infrastructure (web app, AWS, warehouse automation, logistics network, etc). The investments Amazon has made in infrastructure make it hard for other e-comm to compete in terms of cost, speed and experience - that is their moat. It's not a complement to say people don't understand PLTR's business model/value proposition. Hard to invest in what is not understandable. TSLA is another example. Dead simple to understand their competitive advantage. They make the best EVS and can do it faster, cheaper than anyone else - hence they can command a massive multiple by shareholders.
@@User_not_found_403 You are engaging in retrospect IMO. No one in 2001 when the Ad Sense platform was starting to take off thought it would ever, in a million years rival broadcast. I worked for a cable network at the time so believe me, I have insight here. No one ever thought Amazon would be a global infrastructure company when they were selling books. In fact, the arguments were over when brick and mortar would put them out of business specifically because, at the time, brick and mortar had a built-in distribution system.
@@codestrap8031 Well, it really depends on the timeline you want to pick. The early you pick your horse, the less certainty, the more risk and if it's a winner, then you win bigger. However, you don't have to be that omnipotent, because even as you stated, its impossible. Even if you picked Amazon or Google later in their maturity cycle, when you started to see the benefits/results that I mentioned - you would have made tons of money. My point is their moat, competitive advantage was crystal clear. If you can understand "Why Amazon?" or "Why Google", then you can invest in it at that time and make money. Or, you can play the VC game and pray you find a unicorn amongst the 25 to 100 companies that never materialize and hope you make your money back.
@@User_not_found_403 you are 100% on point regarding the investment strategy. It's hard to time though. For someone like me that doesn't invest for a living, I set aside a small fund that is my growth fund. It consists of a few stocks I'm high conviction on based on the only advantage I have over professional analysts: my insight into what makes a kick-ass software company. A small amount of my monthly investment goes into this fund. So for me to accrue truly life-changing returns I need to take advantage of the years leading up to those massive returns to accumulate shares. If you are a professional investor you can enter at a later date for sure. I appreciate the discussion!
They have to. Exercising options is the main source of income for the founders. Mist of these people don't take salary. They are caching in on 17 years of hard work, but to pay tax bills you need to cash out
The more confused I get as to why wallstreet continues to sleep on the insane value and innovation that Palantir provides across its 3 current offerings the more Palantir I end up owning lmao. They go bla bla bla you are giving engineers too much equity for their own IP bla bla bla dilution. In my opinion I would rather over pay double for genius than nickle and dime them which will just drive talent away and essentially create new competition that could threaten your moat.
All PLTR does is supply TMI to it's clients, who then have to employ their own analysts to determine whether the findings of the TMI are suitable/believable for their respective company. Too Much Information bogs down companies when time is sometimes of the essence and while I get the notion of having information, to think this company is all that and a bag of chips seems like a cult following to me.
What is a mote worth, if you make no money….. for how many years and did not make profits… ? Stable margins, pricing power and continuous profits are the only final proof of a moat.
Honestly, if you don’t wan to bothering doing the deep research, business and technical, you shouldn’t really be investing in companies like this. All this work is what get you through the tough times like right now.
For a non-tech individual, I appreciated your break down of PLTR's "MOAT!" The scope, breath and depth of your technical analysis from a software engineer's point of view is most appreciated. Your videos give a perspective of PLTR that very few people talk about and/or may have the experience in. Your analysis again confirms my reasons for investing in PLTR! Mahalo for the work that it takes, I enjoy your videos!
Thanks PK. Pipe master is on and it's firing!
*breadth
I’ve learned a lot from your vids. Really appreciate you taking the time to make them.
As someone who has been helping develop systems for 20+ years, I completely agree. Thank you very much for putting this together and furthering my conviction in Palantir. Also thanks for the interview with Palantir Vision!
Hey Man. First of all, thanks for the content and keep it up! It's really valuable!
The Apollo part really peaked my interest. Not being a dev myself, I've never actually understood the details that enabled Apollo's CICD tech at this level. Your explanation made it click. Would be amazing if you dedicated a video to it. It sounds like a really big innovation and I think breaking it down for us dummies would shine some light on it.
Thanks again
I second this. Love to see a more detailed breakdown of Apollo and how it can be spun out as a product.
Just stumbled upon your channel. Please keep it up, don't stop. Amazing content that I have not heard anywhere else. I have now subscribed. I am long PLTR with 15,000 shares. Thank you for taking your time to make these.
Thanks for doing the work to publish this excellent Palantir technical deep dive content. I know you're busy otherwise too, so it's much appreciated🙏
Great video. Great software developer insight on specific details of PLTR’s moats. Thanks for doing this video. 👏👏👍👍
Thanks man! All I understand is number in financial statement, and lacking substantial understanding in this qualitative aspect of the business. Truly helpful!
Your videos are like crack to me, whether positive or negative. Thanks for the recent uploads!
Great insights! Love the detailed breakdown of their moat. I learned a lot here
Bruh, thanks for taking the time & putting together the video. Given your knowledge, I'm sure you had million other things going on.
Thanks for your technical analysis on PLTR. Keep up the great work. Thanks :-)
I appreciate your video, specially coming from a person like you with that knowledge. Definitely, I learned a lot about Palantir today. Thank you for the video 👍🙌🙏🚀
Thx for the info. Keep up the great work!✌️✌️✌️✌️✌️
Awesome vid, keep up these great info vids for us village people. You are the only guy out there I have found on You tube with great tech knowledge and explained well. Maybe a real in depth review of Foundry, Gotham, Apollo and Hyperauto would be awesome to...
Hell yes! Amazing video! Thank you for all your hard work! Palantir is the future!
Thank you for explaining those very important reasons PLTR has a great Moat. I have been adding PLTR at these beat down prices to my long term portfolio. I am not from this industry and struggle to understand their products, but you just cleared up many items I have been trying to understand Thanks!
Glad it was helpful!
You are awesome! Thanks for sharing your knowledge. 🙏🙂
This is a great video. I often hear that Google could decide overnight to do everything Palantir does but I have no was of knowing if that’s true or not. This video helps my understanding a lot.
The best Palantir channel, and I’ve seen them all. My new home.
Worthy. Thank you
Would love an Apollo breakdown video from you. Subbed. Looking forward to your contents
Thanks a lot! Great content!
Totally agree with you. This company has such a massive potential and their products will become the main environment for rapid software development at scale. Can’t wait to start working with Foundry and Apollo once available for startups
pretty tech-heavy content, love it.
Thank you for this video. I fully agree with you. The API economy is smart since these software are great.
Great video! I'm sharing it with everyone I know who follows PLTR.
Thanks for sharing!
Thank you...I am still confused on why you don't have 1.58M subscibers... people are to focused on price prediction instead of focusing on value in the next few years...price will follow, always does...it is a human nature and will not be changed...keep going with the great work! Thank you.
One more thing, I am not sure if you realized that you have a huge Moat vs. traditional stock analysts...They usually take a quick snapshot of a balance sheet, compare companies product and services apple to apple with one another, and provide unbelievable stupid Opinions...I see this as a huge opportunity...Good luck!
thank you!
I am already heavily invested in Palantir. This just makes me want to buy more!
You’re the man Codestrap
Thanks for this breakdown. Frontend developers often doesn't deal with all this complexity, so I realised that Apollo was a gamechanger but your video made me realise I underestimated how much.
Would love a full Apollo breakdown for dummies if you have the time! :)
Good stuff, subbed.
Great video. Picking up another couple 100 shares today if we it's another red day. 🤞🏻
That Rich Hickey quote. Made me hit the sub button
Exactly anyone who has done just a little bit of research into apollo know that it is a very powerful software.
MOAT is everything when picking investments. Thank you!
They need you on the quarterly calls. I got so much more out of this than Shankar talking about Skynet & fairies & Narnia.
Still don't understand most of what you're saying but I like what I'm hearing XD. Would be great if you can illustrate this with an example to help us non-devs understand better. Cheers!
Yesssss thank you for doing gods work!! I mean code gods.. of course
Super useful presentation, thanks! I wonder if you could elaborate in a future video about something you mentioned in a previous one where you said Palantir might need a full rewrite of Foundry to be able to achieve Google's level of operations quality or something along those lines?
I dont want to speculate too much on that. But I do know they have a silo SaaS model. Silo models are notoriously hard to scale and integrate. The reason is when you sign up infrastructure like EC2 instances, network, permissions, etc are all provisioned. These are often called share nothing architectures, but I like to call them dev ops nightmares. Contrast that with a pool model where a user sign up consists of nothing more than database entries and a credit card transactions. PLTR may find a hybrid approach like the one Snowflake uses is the best fit to scale their platform. But either approach would likely need a total overhaul. Why? Because both hybrid approaches and pool models achieve client separation at the software level. Hope this helps explain that.
@@codestrap8031 I appreciate the detailed answer, thanks! It would be super interesting to get you in a conversation with another technical person with similar experience depth in the industry that is less bullish in Palantir to thrash out arguments and pros and cons of their tech. Keep up the good work and we need you to open a patreon account or similar to support your content creation!
Video just for you inbound in ~30 mins
Hopefully youtube does not strip the link. It's in the channel if it does. ua-cam.com/video/nVqv2IGtyvo/v-deo.html
Thanks for explaining this. My goal is to build 10,000 shares. Currently at 4600 shares. This dip is thee opportunity to buy. I hope it stays this low a bit longer
be careful what you wish for.
@@id10t98 pltr at $7 or at $30 today, I would be still holding until 5-10 years. So might as well take advantage of this dip!
Thanks for another great video. I’m a little confused why AWS, Microsoft and Palantir have a partnership if they’re competitors.
I can speak to AWS. AWS offers a competitive service for almost anyone. Snowflake competes with AWS Redshift. MongoDB competes with AWS DocumentDB. CloudFlare competes with AWS CloudFront. But all those competitors I just mentioned have better products and similar partnerships with AWS to reduce the friction for existing AWS customers. These usually take the form of an integration layer a company like SnowFlake, or MongoDB, or PLTR builds. Why wouldn't AWS customers just use the AWS equivalent? The answer IMO is the developer experience. Its just terrible working with AWS solutions. The company really needs to seperate AWS infrastructure (networks, data centers, chip sets, etc) from its software solutions. There is no worse place to be in SaaS than sinking to the depths because you're stuck maintaining software for a handful of customers who depend on it. A company that focuses a product on a single problem will always out perform one trying to deliver on every problem. If AWS did not partner with software its customers actually want to use they would open the door for competitors to bleed customers off the platform. AWS is really going to have a massive opportunity cost to pay one day for all these failed services. My prediction is one day they spin off the software side and promptly open source it and remove support. This is what Adobe did when Apple killed flash. Hopefully it's what AWS does when Foundry kills SageMaker.
@@codestrap8031 gotcha. I very much appreciate the explanation and I think have a much better understanding, like Amazon Prime or Costco selling house brands and competing brands.
Thank you so much! Have u ever used PLTR platform before?
We evaluated Foundry for Builders, so I got a good look at the platform from the folks at PLTR. That's about all I can say. That an I loved the platform and thought the team was excellent.
@@codestrap8031 , thanks! Do you think the shares price has bottoming?
wow!!!!!!!!!!!!! thk u
hello CodeStrap, what is repo?
Its the location where you code is stored in your change management system. Just think of it as you complete libaray of source code.
This moat is like the Colorado River now...🇺🇲🇺🇲🇺🇲💪💪💪💰💰💰✔️
have you ever applied and went through PLTR's technical interviews?
No but I know some people who have.
Great video but so hard to understand for not-technical guys. If you don't mind could you please sum up in 3 words ? :)
Google it up
@@zd676 no tolerance with non-technical people! Congratulations you should be a nice person! Social Media is for SHARING our knowledge for the GOOD. You should not be there
@@bourseanalysefinanciere6953 With all due respect, what are you talking about? you asked to sum everything up in 3 words, which is impossible, and I find highly sarcastic. So I took the liberty to give the best answer to your question.
@@zd676 sorry didn't catch the sarcasm 🤣
@@bourseanalysefinanciere6953 it’s all good, we are all here to learn. But honestly, the comment section is typically not the best place to get your questions answered. It’s be much easier to just Google the terms or concepts up so you can starting building a basic knowledge graph around the technology. The reason I find this channel super helpful is that, as a technical person myself, I need to understand the implementation details to build greater conviction in the stock. What worries me, is that most people talking about this stock is purely from a business and finance perspective, without proper understanding of what the actual products are.
Now have an interview with Tom Nash :3
March 9th Tom, Justin Oh, and I will be meeting on their podcast Unpopular Opinions.
All I heard was that you're working on every aspect of what makes Palantir innovative at your company...
PLTR stock holder, nice try with the pumping though $4 max.
The moat is huge but the public perception persists that PLTR is just analytics or AI. It's way more than that. Sadly, their marketing hasn't helped change that perception.
Can I play devil's advocate here? I think the word MOAT is overused and misused. In a business context, a moat is considered a scarce, if not unique, competitive advantage. You are describing technical features - maybe that appeals to a developer, but unless you can translate how that makes a business or end customer's life better, faster or cheaper, its just a feature. Just because something is hard to do doesn't necessarily make it valuable. Palantir's security clearance is a mostly a competitive advantage in government. It will help in expanding their government business, but not as much in the commercial space (except with security sensitive customers). So it's kind of a half moat. People keep saying Palantir's stickiness is a moat. Again, not really true. This is true of most enterprise applications - once a customer has invested and implemented it, they aren't changing unless there is a compelling need to. This is not unique to PLTR, this is more of a lock-in, hostage play. It not something that gives them an advantage when selling to a new customer. Maybe I'm being critical here, but real, unique competitive advantages are hard to come by and the one's being thrown around IMO are not compelling arguments for moats.
Sure thing. Let me attempt to answer with a couple rhetorical questions. What were the competitive advantages that lead the world's largest book store to become the world's largest infrastructure company at the time it went public? What were the competitive advantages of the world's largest advertising platform at the time it went public? Neither Amazon nor Google were evaluated correctly because their biggest advantages, thier founders and their operations, don't fit traditional models. The flywheel of innovation is driven first by amazing individuals, and second by amazing operations. Engineering at scale is something almost everyone fails to achieve. So from my perspective, which ignores traditional metrics, PLTR will simply out compete their competitors for decades because innovation is in their DNA. As Andy Jassy once told an Amazon employee, all you need to do around here is innovate.
@@codestrap8031 Well, I don't think those are rhetorical questions. In fact, the value proposition of a competitive advantage should be dead simple to understand. In the case of Google, they provide a superior quality search service which has high demand for use. In turn the use of their search, gives them incredible data insights into buying behaviour to sell adds. For Amazon, the value prop is simple. They offer a low cost, low friction e-commerce experience made possible by their technology and highly vertically integrated infrastructure (web app, AWS, warehouse automation, logistics network, etc). The investments Amazon has made in infrastructure make it hard for other e-comm to compete in terms of cost, speed and experience - that is their moat. It's not a complement to say people don't understand PLTR's business model/value proposition. Hard to invest in what is not understandable. TSLA is another example. Dead simple to understand their competitive advantage. They make the best EVS and can do it faster, cheaper than anyone else - hence they can command a massive multiple by shareholders.
@@User_not_found_403 You are engaging in retrospect IMO. No one in 2001 when the Ad Sense platform was starting to take off thought it would ever, in a million years rival broadcast. I worked for a cable network at the time so believe me, I have insight here. No one ever thought Amazon would be a global infrastructure company when they were selling books. In fact, the arguments were over when brick and mortar would put them out of business specifically because, at the time, brick and mortar had a built-in distribution system.
@@codestrap8031 Well, it really depends on the timeline you want to pick. The early you pick your horse, the less certainty, the more risk and if it's a winner, then you win bigger. However, you don't have to be that omnipotent, because even as you stated, its impossible. Even if you picked Amazon or Google later in their maturity cycle, when you started to see the benefits/results that I mentioned - you would have made tons of money. My point is their moat, competitive advantage was crystal clear. If you can understand "Why Amazon?" or "Why Google", then you can invest in it at that time and make money. Or, you can play the VC game and pray you find a unicorn amongst the 25 to 100 companies that never materialize and hope you make your money back.
@@User_not_found_403 you are 100% on point regarding the investment strategy. It's hard to time though. For someone like me that doesn't invest for a living, I set aside a small fund that is my growth fund. It consists of a few stocks I'm high conviction on based on the only advantage I have over professional analysts: my insight into what makes a kick-ass software company. A small amount of my monthly investment goes into this fund. So for me to accrue truly life-changing returns I need to take advantage of the years leading up to those massive returns to accumulate shares. If you are a professional investor you can enter at a later date for sure. I appreciate the discussion!
Why are insiders selling so much stock?
They have to. Exercising options is the main source of income for the founders. Mist of these people don't take salary. They are caching in on 17 years of hard work, but to pay tax bills you need to cash out
@@codestrap8031 ah! now I know the reasons. So greatful u answer it. Excellent!
The more confused I get as to why wallstreet continues to sleep on the insane value and innovation that Palantir provides across its 3 current offerings the more Palantir I end up owning lmao. They go bla bla bla you are giving engineers too much equity for their own IP bla bla bla dilution. In my opinion I would rather over pay double for genius than nickle and dime them which will just drive talent away and essentially create new competition that could threaten your moat.
All PLTR does is supply TMI to it's clients, who then have to employ their own analysts to determine whether the findings of the TMI are suitable/believable for their respective company. Too Much Information bogs down companies when time is sometimes of the essence and while I get the notion of having information, to think this company is all that and a bag of chips seems like a cult following to me.
I think you’re massively over simplifying here but believe whatever you want ahah
hi. im getting rekt by this stock
What is a mote worth, if you make no money….. for how many years and did not make profits… ? Stable margins, pricing power and continuous profits are the only final proof of a moat.
I rather listen to this type of insights instead of babbling wall street analyst how dont get/understand technology
Watching this video, you have to constantly google all the acronyms he doesn't bother to explain. For instance, DOD.
Lol how do you not know what the Department of Defense is???
@@jmojtab3472 I know what the Department of Defence is, but I didn't know that DOD is the same thing.
@@louisaparker Fair enough, it is an obscure acronym if you don't deal with it daily
Honestly, if you don’t wan to bothering doing the deep research, business and technical, you shouldn’t really be investing in companies like this. All this work is what get you through the tough times like right now.