Betting Big on Palantir

Outline Summary Competition

I do not believe Palantir has real competition in the government sector. Booz Allen is the closest thing but still does not exactly match Gotham. The seamless data integrations makes the complexity of Palantir's products something unseen. On the commercial side of things, fastly growing Snowflake could be a threat, but I think they underestimate the difficulty in big corporations of setting up the infrastructure to fully integrate data, and have it reap noticeable benefits.

Metrics Conclusion

Even if Palantir only fulfilled part of its potential it can be a huge company that sets the new standard for big scale data platforms in the years to come.

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