2022.12.18
6.9元，市值149亿，收入15.4亿，P/S 10倍 。年初至今-62%。
主要合同来自于美国政府，开始拓展商业及工业企业，需要时间。未盈利，但能做到正的自由现金流了。
通用平台，数据分析，数字孪生工厂
Palantir Technologies Inc.于2003年5月6日在特拉华州注册成立。该公司建立并部署了Palantir Gotham和Palantir Foundry软件平台，作为其客户的中心操作系统。该公司开始为美国情报部门开发软件，以协助反恐调查和行动。该公司后来开始与商业企业合作。
数字孪生的意义
A digital twin is a virtual model designed to accurately reflect a physical object. The object being studied — for example, a wind turbine — is outfitted with various sensors related to vital areas of functionality. These sensors produce data about different aspects of the physical object’s performance, such as energy output, temperature, weather conditions and more. This data is then relayed to a processing system and applied to the digital copy.
Once informed with such data, the virtual model can be used to run simulations, study performance issues and generate possible improvements, all with the goal of generating valuable insights — which can then be applied back to the original physical object.
The difference between digital twin and simulation is largely a matter of scale: While a simulation typically studies one particular process, a digital twin can itself run any number of useful simulations in order to study multiple processes.The differences don’t end there. For example, simulations usually don’t benefit from having real-time data. But digital twins are designed around a two-way flow of information that first occurs when object sensors provide relevant data to the system processor and then happens again when insights created by the processor are shared back with the original source object.
TCV
“We executed contracts in the third quarter of this year worth a total of $1.3 billion over time, with $987 million of the $1.3 billion coming from contracts entered into with the United States government alone.
The significant increase in contract value this quarter was principally driven by the expansion of our work with the United States military to support the deployment of artificial intelligence and machine learning capabilities to soldiers on the front lines.
We furthermore do not view the increase in contract value this quarter as an aberration but rather as a sign of a more fundamental shift in our business, from insurgent outsider to incumbent, particularly in the U.S. market.” - Alex Karp, Q3 2022 Letter