Palantir's revenue was $742 million in 2019, so it's relative. How is Palantir going to scale to 10x, 100x current revenue? Is federal spending going to balloon to accommodate that growth?
Amazon took a bite out of big-box retailers. They could grow by stealing their competitor's revenue streams. Palantir doesn't have that option, unless there are other equally giant contractors they can knock out.
Amazon took a bite out of big-box retailers. They could grow by stealing their competitor's revenue streams. Palantir doesn't have that option, unless there are other equally giant contractors they can knock out.