15 Comments
User's avatar
Luca's avatar

Thx Arny. Amazing work as usual. Very helpful!

Arny Trezzi's avatar

Thank you so much Luca for your feedback 🙏

Chad's avatar

10/10

Arny Trezzi's avatar

Thanks so much Chad!

V V's avatar

Arny..Would read First Platoon,by Annie Jacobsen.mention Palantir role in military.

Arny Trezzi's avatar

Didn't know it. Thanks VV

Amrita Roy's avatar

This is a such a great overview of Palantir, I especially love the Lego illustration.

Arny Trezzi's avatar

Thank you so much Amrita, glad you appreciated it!

Maverick Equity Research's avatar

great 101+, thank you!

Arny Trezzi's avatar

Thanks to you Mave!

Voices of the Atoll's avatar

Appreciate the Lego analogy, Arny — but let’s not forget what these “bricks” are being used to build. Foundry isn’t just a Swiss Army knife for supply chains. Gotham isn’t just Excel with a darker theme. Palantir’s whole business is turning lived experience into data, then turning that data into targeting coordinates. Investors may see Lego; the people on the receiving end see drones. That doesn’t make Palantir evil in some unique way. It's just a mis-named company.

V V's avatar

Thank you. Brilliant article on the Palantir.

Arny Trezzi's avatar

Thank you so much V V!

JW Booth's avatar

Every article in SeekingAlpha should link to your explanation here.

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Comment deleted
Feb 17, 2024
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Arny Trezzi's avatar

Thank you so much Irene!

Glad it helps :D