Quick thoughts
Palantir has three products
Gotham - Government largest revenue generator it seems. Most mature product and very slick
Foundry - Business - fastest growing but smaller than Gotham so it looks like it is a hidden growth inside the over all sales. Also, the presentation was no where as slick as Gotham. I spent the whole time trying to figure out how it would work in a world wide telecommunications business. This is probably because I am a front line technician and not an executive attempting to allocate billions of dollars. (Our electric bill is over a billion a year)
It appears that this is the early innings of this product and product team. I am very interested in the company because of this.
Apollo - SaaS platform. This is a universal self healing platform. I am very interested in this. As this was a live demonstration I cannot link to it or review the notes and tell you in detail why I am so excited. I will note that I just put in some small orders that are below market and 35 percent above my first purchase a few weeks ago based on the presentation of Apollo.
I truly wish I could write a better description of what I saw. But alas. . .
I yam what I yam.
Cheers
Qazulight