Yes sbc has been a big criticism of PLTR. When you are competing with GOOG for the best software/IT talent, it's expensive and the growth has to be faster than dilution from sbc's. Here is one pov re the topic from a long.
Unity, (U), same problem. Guided lower, printing shares, got crushed this morning and down 84% since November. BTW, this is great software for small creators.