The Future for Palantir (Part 1)

And why Foundry and Gotham will save the West

Before I explain my thesis on the future of Palantir I want to begin by saying I am not a financial expert, I dedicate my time in this community to primarily dig into Palantir links, especially Foundry, and find what I can behind the curtain of mystery this company enjoys having.

Witnessing what we have, one could say Palantir is going through a big transition. From a US government provider to a commercial solution for entire industries. And even if this change (or rather this expansion) has been in the works for about 5 years, the fruits it yields are noticed everywhere inside the company. Companies using Foundry act not just as revenue streams but also as testers, and their work within the platform helps Palantir better adapt to their clients’ needs and deliver a solution before a problem arises. It’s a constant win-win for everyone and especially for Palantir.

In the past couple of months Palantir has registered a number of new codenames and links, bringing the total to new heights and records for Foundry. These, as I’ve said before, may reference trials and test versions, but nonetheless are a big positive aspect of a growing list of clients.

I remember talking with Kam (@TheKameroon) about Palantir clients and the fact they officially recognized to have just over 300 clients between Q1 or Q2, I don’t remember, and DataBase back then had just about the same number of entities there. Today it’s over 600 entities there, and that’s just 6 to 9 months later. This, I think, is called exponential growth, and subscribers can check DataBase if you don’t believe me.

In this Part 1 of the “Future of Palantir” series I don’t cover Apollo since I don’t understand it as well as Foundry or Gotham, but the future for Palantir is bright. It’s brighter than ever before. And that’s not only because companies need to spend efficiently and practically, but because global instability forces governments to choose better, to spend better, to defend better and, maybe and sometimes, to act and attack better (meaning less casualties). Here is where Palantir not only solves a problem, but lends a hand to the West.

Do I think Gotham has already conquered their TAM? Yes and no. I think they have successfully targeted their clients and the majority of western governments use Gotham directly or indirectly, but most of all they are still in the process of capturing most of their streams of revenue coming from governments and public institutions, although already working in there. And that’s good news, because they can still scale inside them.

In Foundry, of course, they are still in the beginning, and this 2022 through 2023, 2024 and beyond will prove to be a big realization moment for Palantir. I’m sure they will demonstrate to the dozens of industries they serve what they are capable of doing, and this will only add to their exponential growth in clients, which will translate into exponential growth of revenue and, eventually, a huge amount of net income. Just add this to the fact Palantir has virtually $0 debt… They are positioned to win the race for the future. And, quite frankly, one could say they already have.

In next articles I will share special links I find, some related to the military and other US government institutions, but just think of the future of the world. What the west still needs to do and what is expected in so many different industries. And then think of what Palantir can provide there. The future is yet to be written, and Palantir is the pen through which ink needs to go through. And without the pen, even if the best ink in the world, nothing can be put onto paper.