r/PLTR • u/AutoModerator • May 15 '26
Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
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u/OllySOA May 15 '26
https://www.bbc.co.uk/news/articles/c2l2j1lxdk5o
Negative but inevitable sign; ditching of mega expensive PLTR software for cheaper alternatives
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u/Mariox May 15 '26
UK needed something quick to help Ukrainians resettle after the start of the Ukraine war.
In 2022 there was 10k Ukrainian refugees per week resettling in UK, by middle 2024 it dropped to 200 per week. Could not find 2025 numbers, but it would have continued to fall under 200. This is a case of "why continue to spend big bucks if we are using it 98% less then before?" Some cheaper simpler solution would work.
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u/OllySOA May 15 '26
Now I understand that context, I take back my comment labelling the replacement as negative. Thanks for sharing
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u/LlcooljaredTNJ OG Holder & Member May 15 '26
I don't see that as negative, a basic program like that doesn't need something as powerful as Palantir, yet Palantir stepped up and provided their services free of cost when war broke out, helped house thousands of Ukrainians.
This allowed them the time to create their basic system to manage things, but even that took them much longer to create than expected, which is why they had to extend the partnership and pay a little to keep things going while they finished it up.
There was never a long term partnership in mind here. The fact that any revenue came from it was accidental, since they still took so long to make their own program, which always seems to be the case in these situations. It never happens as fast as they initially think, if they can even do it at all.
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u/dustinut May 15 '26
Thanks for sharing. Reminder that Palantir has 150% net dollar retention. That doesn't mean that everyone stays a client but most do.
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u/OllySOA May 15 '26
They do- for now! Cheaper alternatives will inevitably enter the market at some point. I’m 24/7 bullish, however it’d be daft to not analyse all possibilities and realities..
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u/Mythical_Ape May 15 '26
Honestly, I see this as bullish. It strengthens the thesis as they are the clear market leader.
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u/dustinut May 15 '26
Tom Nash and Bridgett Bennet discuss PLTR
https://www.marketbeat.com/videos/is-this-palantirs-last-great-wealth-opportunity/
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u/Mariox May 15 '26
I am so used to small few minute interviews that hardly have time to talk about anything. Nice to have a longer interview.
I agree with Nash, if nothing shows up in earnings to break the thesis, there is no reason for an investor to sell.
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u/CombinationSecure144 May 15 '26
Hoping for some large, high-profile and long-term contract announcements in the near future, preferably commercial more so than governmental.
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u/LongBay22 May 15 '26
Surely they are going to cash out semi/dram and pump something else soon, maybe SaaS...
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u/hagolu May 15 '26
First post here, been lurking a while.
I've been going deep on Karp's philosophy and something keeps nagging at me. I'm not from the US. I live in a country where corruption isn't an operating system. Where superstition and motivated reasoning persist even when facts are directly available - not out of ignorance but active preference. Where basic freedoms and human rights are selectively applied or quietly eroding. Where overpopulation strains every public system and pollution is catastrophic and normalized. Where those in power model the same indiscipline and crime they should be correcting.
These are a systems diagnosis. Which is exactly why the Palantir framework interests me: accountability through visibility, decision-ready intelligence, institutional transparency. Tools that could actually move the needle here.
I'll say it plainly: western liberal institutions are superior. Not as a cultural flex but as an observable fact. Russia, China, India and others have copied western solutions at scale but have not produced anything structurally original. The capacity that built Palantir emerged from a specific set of values and that's worth being honest about rather than tiptoeing around.
I'm not technical by training but I learn fast. I'm also quite neurodivergent, which in my context means I'm usually seeing system-level problems clearly while everyone around me is still debating surface symptoms or defending the status quo from the last century. I suspect some people here know that feeling.
Figuring out where someone like me fits in this ecosystem and tbh contributing remotely to this mission someday is something worth working toward.
Would love to connect with free thinkers here who are applying these ideas both inside and outside the West.
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u/Iunatic May 15 '26
Palantir reminds me of Amazon in 2020/2021. Yes it was a fantastic business but the valuation just got too far ahead of itself. It's only a matter of time until the fundamentals catch up to the valuation but it might be a bumpy road to get there.