The world is under geopolitical stress from Ukraine-Russia and China-Taiwan.
**Geopolitical risks = more military spending.
**
After 9/11,
$LTM ’s Revenues doubled from ~$25bn in 2001 to almost $50bn in 2012.
$PLTR Government business is essentially “military software as a service”.
Almost 80% of the US Palantir’s Government business comes from the Department of Defense.
= War increases PLTR's Total Addressable Market increases.