Tesla & Amazon are serving the consumers at large.
Over the years I have ordered so many books through Amazon. It was direct, easy and all available as if in one huge bookstore. And I didn't need to leave home for the search. But, even they knew what I used to read and they would let me know of any or all other books of the same area of knowledge was there for me to choose from.
That connection and service being accessible any time of the day is something special. Like with Tesla, there is direct connection with producer of the product or service and the customer needing it.
Palantir is a software company and data analysis service.
Do I need it? I don't. You?
It's a b2b business. No mass consumer direct connection and of limited interest or need for personal service for any goods or products. No match or close with Tesla, Amazon comparison in my view. Making projections in the future is no proof of anything for investing in Palantir, imo. That comes easy... throwing in the air big numbers and making smaller ones in order to make a "convincing" argument. The proof of the good pudding is in the eating. But where's the pudding? Your projections and comparisons are like comparing apples with unripe oranges, lol.
No need to understand Palantir. Why would the masses be? Such companies rarely can attract too many investors, imo. Your projections are to me stretched when it comes to numbers. I think you are letting yourself being influenced by their many you-tube presentations that are more self ads for Palantir and you appear to like. Well whatever you like is your like. But throwing projections in the air does not make things real. People do not invest in projections. But with Tesla, we know what is growth. We know the fast spreading giga-factories. Furthermore the growth of the company. Palantir pales in the comparison. Yet your drum beat is getting stronger in time. Your choice!
Cheers, and....
Alla Hu Akbar!
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