To The Moon

Palantir: "Not Really an AI Company" — and Why That Matters EdgeRunner AI's CEO put it well: Palantir is "an incredible data architecture company." EdgeRunner is the camshaft and Palantir is the engine block. The models plug into Palantir's plumbing, so Palantir doesn't need to win the model race. Bull case The Pentagon made Maven a program of record, and users grew from 5,000 to 20,000. The Army enterprise deal is worth up to $10 billion over a decade. Full-year revenue is expected to reach about $8.19 billion, up 83%. Bear case The stock trades at about 120 times forward earnings. Maven is under scrutiny after the February 28 Minab strike review. Palantir says it wasn't responsible for the underlying intelligence. If models move to devices that work offline, some of the value moves with

Palantir: "Not Really an AI Company" — and Why That Matters EdgeRunner AI's CEO put it well: Palantir is "an incredible data architecture company." EdgeRunner is the camshaft and Palantir is the engine block. The models plug into Palantir's plumbing, so Palantir doesn't need to win the model race. Bull case The Pentagon made Maven a program of record, and users grew from 5,000 to 20,000. The Army enterprise deal is worth up to $10 billion over a decade. Full-year revenue is expected to reach about $8.19 billion, up 83%. Bear case The stock trades at about 120 times forward earnings. Maven is under scrutiny after the February 28 Minab strike review. Palantir says it wasn't responsible for the underlying intelligence. If models move to devices that work offline, some of the value moves with