Is Palantir a consultancy?
No. Palantir is a software company and ranks among the best.
What is Palantir's “secret sauce”?
Its ability to decrease the time needed to scale as it grows.
When will SBC ease?
SBC is not going to disappear. However, it should “normalize” to 5-7% per year as Palantir scales and SBC will have a lower impact.
When will Palantir become GAAP profitable?
Even by conservative assumptions, Palantir should become GAAP profitable by 2024.
Is Palantir recession-proof?
Not only can Palantir survive a recession, they can actually benefit from one since it helps companies solve their most existential problems.