Palantir ($PLTR)
β’Β Palantir is one of three companies (Palantir, Microsoft and Amazon) that has Level 6 Clearance with the U.S. millitary.
β’Β CEO Alex Karp. Got PhD in Philosophy in Germany. Excellent CEO who has built an AI enabled software stack that is one of a kind.
β’Β Palantir recently started bootcamps where they work with potential customers to build solutions in hours or days that solve complex logistics, supply chain and other issues that same companies enourmous amounts of money.
β’ Palantir is holding bootcamps to introduce AIP to new customers as fast as they are able. This strategy, similar to that of a startup that is lookingfor market share and scale, will slow revenue growth in the short term. After a few quarters, when Palatir starts to charge for the value they deliver, revenues will explode higher.
β’ Palantir builds a digital twin of a customer's company in software. The digital twin allows a company to test how changes to some parameters effect others. Excellent at modeling supply chain and logistics issues.
Products β’Β AIP β’Β AIP Now β’Β Foundry - Build an AI exoskeleton om proprietary company data. β’Β Gotham - AI ready operating system for entire business,
β’Β Over $3.67B cash on balance sheet and low debt ($229 million).
β’ Operating cash flow of over $700 million.
β’ Revenue of $2.2B and exploding.
β’ Quarterly earnings growth YOY 202.5%.
β’Β S&P inclusion imminent.
β’Β $PLTR buying $BTC would be bullish for both.
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