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Goldman Sachs just said something really interesting about Palantir.
As titled, the article read: Goldman Sachs: “Palantir Now Works With 4 Large Organisations That Represent Nearly 10% Of The Entire US Hospital System”.
I want to dive into what this means, why I think this progress is similar to Facebook’s initial growth, and why this gives me optimism for the future.
Please note, this is a video solely for Darntons Premium Members, that shall NOT be going up onto the main channel! Enjoy.
Looking at the US Commercial growth rate, as Alex Karp noted, this is becoming an increasingly important area of the company to analyse. This is because, as noted over the past few months, the US Commercial Business is likely a leading variable in terms of future growth for Palantir.
The US, throughout history is known for their atomically engrained culture of entrepreneurialism, and creativity.
As someone from the UK – based in London – I am incredibly envious of the cultural spirit that is so deeply rooted within the subconscious minds of Americans. This is despite the fact that the US cultural wars are incredibly fierce – there STILL is a beaming light of innovation and optimism in regards to agility and technology.