Palantir's Number One Risk
Palantir has been firing on all cylinders.With demand for vertically integrated data management software exploding, Palantir stands to continue to benefit.That said, Palantir's major risk continues to be its valuation.Today, we will explore what I mean by a vertically integrated data management platform, and we will examine my assumptions underlying my belief that valuation is its central risk. hapabapa Introduction Today, we will cover: A primer on Palantir: A very basic, yet definitive, explanation of Palantir's product Its Q2'24 performance Its number one risk, i.e., its valuation Let's begin!Shyam Sankar: Well, the market doesn't need point solutions even if it's slightly addicted to them, and our customers can't solve their business problems with hyperscaler infrastructure alone. [Vertical integration of point solutions and built atop the public clouds, as we discussed above] They need a system that organizes and orchestrates the interaction of their physical business with the
