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Palantir fundamental analysis using first principles thinking 🎯

Palantir fundamental analysis using first principles thinking 🎯

First principles thinking is a problem-solving approach that involves breaking down complex problems into fundamental building blocks, asking powerful questions, and constructing a view from the ground up1. Using this approach, we can analyze Palantir Technologies Inc's fundamentals as follows:

1. What does Palantir do? Its 4 B2B product offerings 

Palantir is a software company that specializes in big data analytics and artificial intellingence. The company offers four platforms, they are AIP, Foundry, Gotham and Apollo.

Palantir AIP (Artificial Intelligence Platform) is a suite of tools and capabilities that enable organizations to build, deploy, and manage AI applications. Here are some of the ways Palantir AIP is used:

  1. AI Policy Contributions: Palantir provided evidence to support an inquiry into how autonomous weapons should be developed, used, and regulated1.
  2. Integration with Foundry Tools: AIP Assist integration is coming for more Foundry tools, including Slate, Pipeline Builder, Quiver, Code Repositories, Notepad, and Workshop2.
  3. Real-time Data Mapping: Palantir is exploring how to take the best that an LLM (Legal Language Model) can offer and map it with the data that they have that is real-time, high-quality3.
  4. AI/ML Platforms: Palantir Foundry is a platform that is rooted in building data-driven intelligence applications for complex, high-stakes challenges4.
  5. Collaborative Data Analysis: Palantir's software allows agencies to build a one-stop-shop for collaborative data analysis, empowering intelligence officers with the data they need when they need it5.

In summary, Palantir AIP is used for a variety of purposes, including AI policy contributions, integration with Foundry tools, real-time data mapping, AI/ML platforms, and collaborative data analysis.

Palantir Foundry is a central platform for data-driven decision making and situational intelligence. It brings together data, analytics, and operational teams, and is designed for both technical and non-technical users1. Palantir Foundry is rooted in building data-driven intelligence applications for complex, high-value government and commercial use cases2. Foundry is used across the healthcare and life sciences value chain, from drug discovery and development, through to manufacturing, marketing, and sales3. Palantir builds software that connects data, technologies, humans, and environments, and Foundry is the operating system that enables effective end-to-end data management4. Palantir Foundry is used by organizations to effectively integrate, visualize, analyze, and manage large quantities of diverse data. The NHS, for example, used Foundry to build data dashboards that gave local and national health leaders a real-time view of the COVID-19 pandemic6. In summary, Palantir Foundry is a platform that is used for data-driven decision making, situational intelligence, data integration, visualization, and analytics across various industries, including government, healthcare, and life sciences.

Palantir Gotham is a commercially-available, AI-ready operating system that improves and accelerates decisions for operators across roles and all domains1. Palantir Gotham is used primarily by government agencies for intelligence gathering, counterterrorism, and military purposes2. It enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to human intelligence reports3. Palantir Gotham is utilized by analysts at defense and intelligence agencies to integrate and organize data from many sources, detect patterns, and create answers to queries4. Palantir Gotham is designed to help analysts and operators make sense of complex and disparate data sources, allowing them to make better decisions faster5.

Lastly, Palantir Apollo is a tool that helps people manage and use other software made by Palantir. It helps make sure that the software works well and is safe to use. Here are some things that Palantir Apollo does:

  • Helps manage new software features delivery, security updates, and others.
  • Ensures that customers can operate their software in all environments, including submarines, war zones, and more.
  • Helps supply chain management and logistics.
  • Enables a technique of software development and delivery called Autonomous Deployment.
  • Allows developers to write and deploy software that includes the application's requirements.
  • Enables DevOps, security teams, and operators the ability to scale and deliver innovation rapidly.
  • Helps people get real-time feedback and performance reporting.
  • Helps organizations manage and deploy software across all environments.
2. What are Palantir's Q1 2023 Financials?
Video starts at 6:46 and addresses Q1 2023 financials
3. What is the price per share to invest in Palantir? 

Since February 2022, I've been investing in Palantir, buying shares at prices ranging from US$6.79-US$14.11. My average cost is US$10.04 per share, and I plan to start dollar-cost averaging when prices fall below the average cost. In my opinion, Palantir is a long-term hold and has the potential to be a 10x investment from the average cost. Remember to stay safe while investing πŸ™