So you can read something different (and get excited). Something about the investor favorite Palantir.
As announced, I would like to highlight my 3 small bets (Palantir, Aker, Brainchip) in detail. Analyzed them but not really deep in detail. I know e.g. also not each product of P&G but am nevertheless invested. But since these are small "bets" for me, I want to go deeper into the technology for the 3 stocks.
Starting with Palantir since it seems to interest you guys the most. This will not be a DD because numbers and analysis you can find yourself with 2 seconds googling. Especially since the numbers don't look so good for Palantir anyway. The post should rather look at the technology (slightly broken down so that everyone can understand it) and why I am invested. Maybe it goes deeper into detail with another nerd in the comments.
Who the fuck is Palantir now?
Palantir business model:
Palantir sells 3 software solutions (Foundry, Gothem, Apollo). Probably the only thing that will ever be clearly disclosed....
Apollo:
Apollo is a SaaS (Software as a Service) and serves as an interface to Foundry and Gotham. You can think of Apollo as a gateway to the other two programs. Through this gateway Palantir can deliver update, improvements, changes etc. in a simplified way. Of course, adapted to the specific requirements of the customer. This software was developed because the location of the customers can vary, so you have a consistent way to the programs. Sequence would be as follows: Palantir - Update - Apollo at the respective storage location - Gotham/ Foundry. The advantage is that you can use both programs at the same time or you only need one contact point. So instead of always addressing the adapted (changed) version of Gotham/ Foundry, one addresses the uniform software Apollo.
Gotham/Foundry (together, because they are very similar):
Gotham is aimed more at governments and Foundry is aimed more at business. Basically, however, both are software solutions that collect data, make it uniformly usable (because data is not always compatible with each other), analyze it and offer a solution/ alternatives. Much of this is based on the digital twin. So a digital copy of a real something. This something can be a war scenario (Gotham), a racing car (Ferrari with Foundry) or an economic process (also Foundry). The digital copy is created and fed with data. The respective software then offers visibility from all over the world. In the case of a war scenario, this can be tracked "in real time" and thus also fed with data from all over the world. This data is displayed visibly and thus you have everything at a glance and can draw conclusions yourself if necessary. In addition, today's technology offers very good simulations (what if scenarios). Thus one has from everywhere each available information and besides solution ways before one stand.
I myself use the digital twin in my job in the area of data centers. Nowadays, we have reached the point where errors can be detected and corrected by the system in advance thanks to simulations, codes and sensors. Example: Server x reaches temperature y -> switch on cooler z. And this is exactly the direction of Palantir's core business. Using data and simulations to make things possible that humans either don't recognize at all or recognize too late/slowly.
Conclusion:
What makes Palantir so special/ irreplaceable? I don't claim anything, except their commitment to assign employees for several years so that software x works optimally at the customer. Basically it is about making data functional. This can be done by any IT consulting company with enough time and money. See such a simple dude like me can even do that. The difference is that once Palantir has established itself with the customer, they are no longer so quickly repelled. In my opinion, Palantir is currently consciously accepting losses in order to expand/ consolidate its position. The brains behind Palantir are not stupid and know how the market works (the same brains made PayPal big, for example).
If the systems are functional and deliver results, neither a Ferrari nor a US government will dump Palantir (unless they screw up big time). Why? Ferrari needs constant data/ faster or better vehicles/ components, the US government needs the analytics in the fight against terror and company x needs the constant analytics/ improvements for their processes. You don't just replace software that collects/processes millions of data. Why do you think SAP is so successful? Because they deliver the best ERP system? No.. A company cannot afford to replace its core software without a good reason.
This is also the reason why I made this bet. On the one hand, because Palantir works with similar methodologies as I do in my job, and on the other hand, because they have developed a strong concept for customer retention. What else needs to happen? Operational costs need to be reduced... 1.5 billion dollars in revenue sounds good, but when I give out 700 million in stock packages to my employees, there is not much profit left. But this is because Palantir wants to retain its employees for the long term. Without the employees, who customize and configure the software at the customer's site, Palantir does not make any revenue. This is not a software like teams.
In the end, however, it remains a bet and should be treated accordingly. The foundation is there and only needs to be implemented (over the next few years). But those who claim Palantir is just hype have probably never dealt with the stock and are rather upset about the influencers. You can criticize Palantir because of the data risk, but data is becoming more and more important. Humans can hardly keep up with it manually... As a technology nerd, I'm excited about it, but I can also understand if people don't want to have anything to do with Big Data (even if you are already unconsciously a part of it). But to say that Palantir is just hype is complete bullshit. At least it would be the first time that many European and American governments jump on a hype...
Grammar and spelling mistakes you can keep this here is shit Getquin and not my bachelor thesis. But if you are bored you can post the corrected version in the comments and/ or translate it to english so Sedo can read it :D
