I'm grateful to have discovered your Web podcasts in 2024. Listening makes my morning coffee taste much better. Thanks for the additional insights; your ability to understand the numbers and storyline is very advanced. All the charts make it clear when you explain things. Thanks E.
Being an UBS client, but thats difficult. Typically, Amit shares these on X for free. Might be worthwhile asking him maybe. For legal reasons, i cant distribute the report
Being an UBS client, but thats difficult. Typically, Amit shares these on X for free. Might be worthwhile asking him maybe. For legal reasons, i cant distribute the report
I think AIP's biggest driver of growth is not the uplift spend on AIP but new customers who will purchase Foundry, the core business for commercial, in order to run AIP. The amount of corporate boards demandin Ai spend is getting bigger so having Ai in the name gets them to the boot camps where they realize they need foundry first to make it work. The Foundry spend will push revenues, AIP will push Foundry spend.
@Em013L yeah I saw you mentioning it a bit! I think it's a brilliant strategy and fortuitous that the LLM/Ai craze happened when it did since I think it really opened up enterprises willingness to entertain Palantir as an option and why the "Ontology" is necessary to get the most out of your data. Without it I think we would still be trading in the teens at best with maybe 15%-20٪ growth (still good but not enough to get you 400x multiple expectations). Anyway, great video, thanks!
@Emir M 🤟 Arny's tweet is now deleted/removed? Palantir Research report! sounds great, happy to shill it, a little over my head: does the purchase include future updates?
I dont sell Palantir reports, rather, its a data and valuation sheet. It includes quarterly updates for free! The equity report commission service is separate and one-time
@Em013L for sure! Interviewing actual clients is one of the most difficult aspects of Phil Fisher's rules for retail growth investors to accomplish on their own. A powerful and underrated endeavor for sure. The only question we have now is if UBS went far enough to try and find negative sentiment as sometimes they dont publish those for fear of losing access to the company being researched (why Dan Ives is allowed meetings with every big company lol). I would love to hear from CTOs that tried it and don't buy it and hear why? That will be telling g if it's a few and if there is a common theme as to why not.
Your analyses are always meticulous and insightful. Type F Capital will be a success if that’s your goal and you keep at it. Appreciate your vids!
🔥 better n better!
You Emir and Amit, THE THREE PALANTIRS, like the musketeers only better!!!😂🎉❤❤❤❤❤❤❤
U R!❤
I'm grateful to have discovered your Web podcasts in 2024. Listening makes my morning coffee taste much better. Thanks for the additional insights; your ability to understand the numbers and storyline is very advanced. All the charts make it clear when you explain things. Thanks E.
The UBS report's customer interviews were the most salient parts for sure. Thanks for the re-cap.
Agree!
Thank you for the time and effort you put into your TH-cam channel
Wouldnt do it if people like you didnt care for it, so thank you!
Happy New Year Emir🎆 PLTR and Beyond 💪🏼👍
Happy new year!
Thanks!
Thank you Emir, your analysis is AWESOME!!! You Arny and Amit are THE THREE PALANTIRS, like the musketeers only better!!!😂🎉❤❤❤❤❤❤❤
Both of them are absolute stars ⭐️
I appreciate your work Emir.
Thank you for watching!
Thank you for the work you put in to bring us this information
People like you make it all worth it!🎉
Thank you.
Thank you for watching!❤
kral adamsin almanyadan selamlar palantir to the moon 🚀
@@xfusion893 is that turkish? Sorry, I am not from turkey
Thanks for the summary. Can I read the whole report somewhere for free? Happy new year Emir!
Being an UBS client, but thats difficult. Typically, Amit shares these on X for free. Might be worthwhile asking him maybe.
For legal reasons, i cant distribute the report
Where can we get this UBS report. Couldn't find it
Being an UBS client, but thats difficult. Typically, Amit shares these on X for free. Might be worthwhile asking him maybe.
For legal reasons, i cant distribute the report
I think AIP's biggest driver of growth is not the uplift spend on AIP but new customers who will purchase Foundry, the core business for commercial, in order to run AIP. The amount of corporate boards demandin Ai spend is getting bigger so having Ai in the name gets them to the boot camps where they realize they need foundry first to make it work. The Foundry spend will push revenues, AIP will push Foundry spend.
Yep, all true and its referenced in the video. This one was particularly about monetization so didnt go deeper on that topic
@Em013L yeah I saw you mentioning it a bit! I think it's a brilliant strategy and fortuitous that the LLM/Ai craze happened when it did since I think it really opened up enterprises willingness to entertain Palantir as an option and why the "Ontology" is necessary to get the most out of your data. Without it I think we would still be trading in the teens at best with maybe 15%-20٪ growth (still good but not enough to get you 400x multiple expectations).
Anyway, great video, thanks!
Yes, I agree with you it's a really nice aspect of the tools at Palantir. The software that is unlike any other.
@Emir M 🤟 Arny's tweet is now deleted/removed? Palantir Research report! sounds great, happy to shill it, a little over my head: does the purchase include future updates?
I dont sell Palantir reports, rather, its a data and valuation sheet. It includes quarterly updates for free!
The equity report commission service is separate and one-time
83rd like🥳🥳✌️✌️ Yea buddy
Feel complete again with you here 🎉
Daddy Emir!!
that's a first hahahahah
@Em013L for sure! Interviewing actual clients is one of the most difficult aspects of Phil Fisher's rules for retail growth investors to accomplish on their own. A powerful and underrated endeavor for sure. The only question we have now is if UBS went far enough to try and find negative sentiment as sometimes they dont publish those for fear of losing access to the company being researched (why Dan Ives is allowed meetings with every big company lol).
I would love to hear from CTOs that tried it and don't buy it and hear why? That will be telling g if it's a few and if there is a common theme as to why not.
@@nicholas5396theres plenty of that and why they decided not to go with palantir in this report. Its good
@Em013L yeah i saw a couple but I'm always the skeptic hahaha.
@@Em013L Haha! Loving the videos.