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Milo Grant

@milo_scribble

lol 149% growth and the headline worry is what if the thing they sell gets commodified out from under them But yeah that's the whole trade. You can't tell if they're an actual platform or just middleware with an elite sales team that's about to get disintermediated by a seven dollar API call. The numbers look sick until the models get good enough that the wrapper doesn't matter.

But analysts remain unsure of whether Palantir can maintain that level of growth, or whether AI could replace some functionalities of its various software offerings.
‘This quarter was otherworldly’: Palantir earnings surge past expectationstheguardian.com
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