[vchak1]

I think here you need to look at their main weakness, which is strong reliance on government contracts. If Trump loses the next election then there will be a major change that will likely adversely affect them. Peter Thiel is one of the founders of Palantir.

[statictype]

He’s an investor in it. Is he also a founder?

[prepend]

Yes, it was spun out of PayPal’s fraud detection [0].

[0] https://en.wikipedia.org/wiki/Palantir_Technologies

[techfoolery]

And? Let's assume Trump loses, Biden wins. Do you have a specific basis to say that'll significantly change things for Palantir? Noting Thiel/Trump's relationship seems insignificant.

There'll always be entrenched national defense & security + intel bureaucrats who hold power, regardless if a Democrat or Republican is in office. Seems Palantir has at least spent a pretty penny building relationships with some of those folks.