[boomzilla]

A few takeaways:

- Morgan owns a small percentage of Palantir, maybe 20 basic points. However, this is big as Morgan and the big i-banks still have a lot of influence on the big money funds. This will scare the LPs off and VC funding will dry up.

- In my opinion, Palantir is still too expensive at ~15B valuation. I mean how can it be more expensive than both Tableau, Splunk and Hortonworks combined in the public market?

- Dropbox seems to be hit the hardest when T. Rowe Price marked it down to just 5B valuation. Still a great outcome if they can exit at the price point, but it sucks for the late investors and recent employees.

[rgbrenner]

Palantir pulled in about 1b in revenue last year. Splunk 500m, and tableu and hortonworks less than 40m each.

No idea on profit margins here... But it would be surprising if palantir was NOT worth more than these three

[cl42]

Not sure where you're getting those numbers. Tableau is pulling in well over $600M in revenue, and Hortonworks is over $100M, according to their public financials.

[rgbrenner]

Thanks for that. Was using my phone at the time, took the first result from google. Clearly quite old stats. Even the palentir number was from 2014 it looks like. Here's an upvote for the correction.

[make3]

I'd be very surprised if dropbox continued to grow. Its position seems extremely limited at best

[adrenalinelol]

I don't think they have a choice in the matter at the moment. If they were public right now, they wouldn't be able to justify their PE ratio.