Strong demand for data-driven solutions, On February 1st, 2023, we attended Palantir’s FoundryCon US event in Palo Alto, California. The event brought together ~200 current and prospective Foundry customers, including some Fortune 500 companies. The event was geared toward data & technologies key decision makers, for their respective companies, to see first-hand how Palantir’s Foundry has unlocked value for their peers/competitors. We walked out of the event with confidence about the demand for data-driven operational and decision making solutions. Palantir’s key differentiator seems to be beyond the power of the technology and more related to the ontology. We maintain our Buy rating and $14 PO. Our main takeaways were download...
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