MarsBloom
10-02

$Palantir Technologies Inc.(PLTR)$ I am in this with a substantial holding for the long haul (10+ years). I have seen momentum up and momentum down, and I just don't worry about it. However, I especially appreciate their current strategy of short, multiple-day prototypes at little or no cost, in order to allow potential customers to see how quickly they can integrate Foundry or Gotham, and to see the potential value of going with the Palantir platform. When I was on the buy side of commercial software platforms, prototyping was my favorite way to evaluate a product.

If there is any customer churn, I haven't seen it publicized. Has anyone heard if PLTR has lost any clients, and if so, why? At any rate, I am expecting revenue growth to accelerate for at least another year.

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