Personally speaking, investors should be able to grasp SBC without having to go through too much explanation. If it dilutes and eats into profits, say it as it is, and let the investors decide if they still want to support this model. The market is a voting machine. One reason why so much wealth is concentrated in so few hands is because of SBCs too. So if we think Palantir is paying out too much, divest and move on. The stock price and reflect. If the fundamental business model and how it makes money out of its tech is fuzzy and difficult to grasp, then investors should decide not to partake in shareholding. Drop and move on. Why stay there and ask for more reasons to stay? It makes little sense. Take the loss if you have bought in too high, and put capital to work elsewhere.
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