Dear SaaStr: Do You Think Palantir Will Be a Strong Company In the Near Future?

Palantir will be a strong company for at least a decade.


It’s Just Math.

  • Palantir is at $2 Billion in ARR (revenue run rate)
  • It’s growing 31%
  • Its NRR is 124%. So even if it doesn’t close a new customer, it will still grow 34%.
  • Its average big customer pays $40,000,000 a year and never churns.
  • It’s cash flow positive.

Palantir isn’t perfect, and others are growing even faster. But this sort of engine is tough to kill.

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