Reply to What is stopping NoVA from reaching SV level prices?

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[quote=Anonymous][quote]So, as I thought, comparing Palantir, even if it were all here, to Google, is silly?

The comparison between Palantir and Theranos is undeserved, but Palantir is certainly not in the same ballpark as Google or Facebook. They are a consulting services firm dressed up as a Silicon Valley tech company. Palantir stock has a fairly liquid secondary market but the valuations consistently trade below their last round, as reported widely in the press.

i think the strategy for palantir and the genius of peter thiel is that it is similar to pre-war IBM. Pre-war IBM sold punch card machines and random business trinkets for banks and gov. After the war, their massive distribution channel allowed them to beat everyone in selling mainframes. Palantir is essentially a relatively unprofitable channel now but once AI arrives, it would win because of all its legacy experience with data and channel.[/quote]

Not even close. Palantir is similar to Theranos in that it is hype without any means to achieve a profitable channel. Its propped up be investors wanting to believe rather than face reality and cot their losses. One of the problems that Theranos exposed was a tendency in SV to let the hype seem real when there was no product below it or any viable plan on how to achieve it. Everyone is looking for the next big innovation and they throw the mark far out with no plan to get there. Palantir will not control any part of the emerging AI market. [/quote]

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