What county? Japan like your name?

@@myhouse-yourhouse Japan is a close ally though

@@myhouse-yourhouse No, some Southeast Asian country.

@@myhouse-yourhouse Why can't it be someone from Africa? Racist...

@@hcguyz Singapore?

Deep man deep, it's below its opening price btw

@@nulinf Thanks for the laugh.

It's gonna happen anyways, might as well make a couple of bucks.

@@mariusvanc People like you are why it's going to happen. So thanks for that.

Get over it. It’s not that deep

Ok, so you are a defense analyst speaking about your work in any manner. Hypothesis : Being a defense analyst is different from analyzing videos made about defense issues :)

@@VikramShetty1502 What are you talking about

@@VikramShetty1502 bot

Loose lips sink ships

​@@VikramShetty1502stfu bot

I respectfully disagree. Palantir's whole concept is based off its unique m.o. of revitalizing old systems. That should not be allowed to change. Should the idiotic masses take control of the company through voting share ownership, the company will head in a direction no different from its competitors. You end up getting a company like Snowflake. That will never be Palantir's business model. One buys Palantir because one trusts the leadership behind it (Thiel), its ideology (pro-US), and its legacy (since 2003).

It did lol

The German Police actually already confirmed that they are going to work with Palantir a while ago

Probably why companies like IBM and Scale are so into the military

You need to read the Silmarillion. The Palantiri are not evil artifacts.

​@@hofii2but the US military is

Nuclear silos are loaded by tapes and floppy disks... not kidding. So the barrel has a deep bottom

That’s exactly what they mean by legacy… a lot of systems haven’t been updated since the 2000s

The madman did it

Could I ask a few questions about your experience using Foundry? Is the software easy to use? Do only a few specialists use it in your company or is it more widespread? Is the software easy to use? Do you feel like you use it to it's full potential? Is there anything you wish foundry had that it doesnt?

What does "AI driven identity protection" even mean?...

@@raphaeldwain7834 When I heard that I envisioned AI predicting potential risks to our likeness, tracking who is using our information. I figured Palantir would be protecting the individual’s information as they do for companies, institutions and governments. I think they call it predictive policing

I can taste the sarcasm in this comment…

It's one of those, if we don't, someone else will.. Though I don't agree with everything they do/have done, they are necessary

Create the change you wish to see. I guess these companies wish for their private lives to be public knowledge. No? Hmm 🤔

this isnt really that kind of channel

Me too!

Well said. All this money spent on slaughtering humans for profit. Total moral bankruptcy and dog eat dog society. Very sick and unhealthy.

False.

"so efficiency isn't top priority." They don''t have anything like "We have a nuke launch growth forecast for next quarter"? :D

That's a valid perspective. If you look at the public sector exclusively, Palantir is the only meaningful player with upside. Its closest competition in the gov/military/defense space are the legacy enterprise companies like Dell, IBM, Cisco as those companies already have large hardware footprints and investments at those organizations. The challenge is that for the past decade, none of those legacy enterprises have shown their ability to move beyond hardware and "above the stack" to sell software. Look at Cisco with their WebEx - Zoom came by and ate their lunch in less than 3 years to become the dominant online conferencing software solution even though Cisco WebEx had been in-place for decades at so many companies. The same is true with IBM, look at how much market share they have lost in hardware with chips (CPUs to AMD) or software (AWS). The remaining competition in the public sector for Palantir are small, boutique, government contractors/firms but the 5-15 engineers they hire won't compare to the 1000s that Palantir has. None of those firms can operate at the scale and support of Palantir. The upside for Palantir in the public sector is strong in this view. If you look at the "big data" space in the private sector, you'll see companies like DataDog ($DDOG) and Snowflake ($SNOW) and even hot private companies like Databricks (not yet public). Those companies valuations and sales are nearly 2-5X that of Palantir's right now. That's not to say Palantir can't catch up to their level, but that's how successful these big data companies are today in winning the private sector. DataDog has over 10K customers, Snowflake has nearly 5K customers and Palantir has ~150-200 at the moment. DataDog and Snowflake (along with Snowflake) have the upper hand in private sector as the dominant players/market share at the moment. For Palantir to capture even a minority market share from these existing cloud-native private sector players like $SNOW and $DDOG, who are more agile, faster, in-tune with the market, and cloud-native would be a very long multi-year effort. In that period of time, Palantir would likely see higher ROI playing to their strengths and winning more of the public sector (which is where DDOG and SNOW and DataBricks simply can't compete at scale given the technical constraints of their products, e.g you can't use public cloud services like AWS in airgapped secure gov environments).

@@ModernMBA I totally agree with your thesis that Palantir will have big upside in governments. Western governments will have no choice if they want to stay competitive with China. I am not sure I would say Datadog is in the same space. Right now they process metrics and trigger alerts. Palantir can emulate a full supply chain(ontology) let you input changes and estimate outcomes and affects through the business. Its basically a full scale dev environment for companies that produce goods.

Well said! I agree DataDog is not 1:1 with big data, but as one of the dominant players in ingesting metrics and log analysis, I don’t think it’s too far-fetched to see them extend into broader verticals in the near future. Owning the data layer, at the very least ingestion, storage, and consumption grants you a robust moat to expand deeper or broader.

@@ModernMBA For sure. Data Dog is a well run operation. I’m sure they have a plan. There logging platform blew me away.

@@ModernMBA What type of industry/career you do?

I agree. We can laugh all the way to govt run FEMA camps while getting rich off Palantir stock.

What the heck is wrong with you people? Socialism on the Rise, FEMA camps, new world order 🤦‍♂️

Oh no, a defense budget of only almost 800 billion dollars, poor lockmart, poor Raytheon, no doubt they’ll go out of business soon

@@jb76489 You ought to do a breakdown of military spending, so you know where that money goes. The question is not if any company will go bankrupt or not providing equipment and material for the US military. The question is if there is cabal and massively powerful complex between the military and industry? I would argue no. The defense budget is about 1/2 of all discretionary spending, 11% of the Federal budget and equals a mere 3.5% of the GDP. The US spends about the same for education. Do we have a Education industrial complex? The actual DoD budget for 2022 is $773 billion requested by Biden. Obviously about 66% of all Fed spending goes to the big three: Social Security, Medicare and Medicaid. Social/Medical Industrial Complex? We spend $754 Billion on health. Health Industrial Complex? www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwj7geHTy_D2AhU5JEQIHRSbDv4QFnoECAUQAQ&url=https%3A%2F%2Fdatalab.usaspending.gov%2Famericas-finance-guide%2Fspending%2Fcategories%2F&usg=AOvVaw2F4vQ_uAop_m_rmsW2vnf6

True, but the need for such a military has also scaled back with the end of the cold war. What America truly has is a healthcare industrial complex.

@@Fishmans If you have paid attention, since the end of the Cold War, the US military has been almost constantly engaged and vastly overstretched. Something many simply do not understand about the military, is that it cannot simply go from X to Y rapidly. Meaning, when you reduce capabilities and numbers by half, building back, takes a very long time. You can enroll millions through conscription certainly, (very unpopular) but you need all the equipment, ammunition, training and corps of professionals to train and lead these people. This also goes for the other services. Coordination, combined arms, operations is what we are not seeing in this Russian invasion and what the US does very well but it takes resources and constant training. If you deplete the military of these resources, there is a high price to pay. So, when crises arise, you are inevitably unprepared and the cost is unnecessarily costly, i.e. Ukraine. If you like your liberty, the best way to ensure it, long term, is to maintain a formidable military.

@@Fishmans I did not see the rest of your comment beginning with: Yes, and practically all of the US' involvements post-cold war have been completely pointless. The Cold War was a crucial period of spending to ensure global So, perhaps you should re post it. I think your analysis of the US conflicts post-Cold War are completely wrong. The invasion of Afghanistan accomplished its goal, the killing of OBL and AQ hierarchy and the prevention of another 9-11 by occupying AF for 20 years and taking the fight overseas. Also, Iraq accomplished the same thing. The destruction of AQI and the insurgency, leaving a pro American regime with the ending of Saddam and his evil sons and their hostile, belligerent nation. All of this is for the better.