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by JMTQp8lwXL 2131 days ago
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.

1 comments

I haven't seen the S-1, so I don't know.