What you’re missing as I have posted on Twitter is that they are doing all of this with 1/3-1/4 the headcount that MSFT required at the same revenue run-rate. Meaning that they are not sowing the seeds of their own demise. Only way to remain mission driven and expand profitability. Most large enterprise software companies rode on the shoulders of a small group of developers that coded critical functionality that was then larded subpar with features, written by less capable developers, that brought diminishing returns. (That said Nadella has done an extraordinary job retaining talent). What Apollo demonstrates is that PLTR is capturing the intellectual/coding acumen of the best developers and creating a flywheel effect. In addition, their data integration tools are automated…this is years of development time. Nobody — no competitor— will undertake such a huge thankless task. The company will only get more and more profitable as it scales because that is the nature of the platform itself.
Dude, since it’s a growth stock, it will grow into its value. According to your logic, for any stock that’s not profitable yet, its value will be zero.
What you’re missing as I have posted on Twitter is that they are doing all of this with 1/3-1/4 the headcount that MSFT required at the same revenue run-rate. Meaning that they are not sowing the seeds of their own demise. Only way to remain mission driven and expand profitability. Most large enterprise software companies rode on the shoulders of a small group of developers that coded critical functionality that was then larded subpar with features, written by less capable developers, that brought diminishing returns. (That said Nadella has done an extraordinary job retaining talent). What Apollo demonstrates is that PLTR is capturing the intellectual/coding acumen of the best developers and creating a flywheel effect. In addition, their data integration tools are automated…this is years of development time. Nobody — no competitor— will undertake such a huge thankless task. The company will only get more and more profitable as it scales because that is the nature of the platform itself.
It will be… but today it’s an over valued investment.
When the AI bubble pops buy below $20
Dude, since it’s a growth stock, it will grow into its value. According to your logic, for any stock that’s not profitable yet, its value will be zero.