“Tom Lee and Dan Ives Explain Everything | TCAF 260”
PLTR has significant upside (4-5x) over 3-4 years due to underestimated free cash flow and improved corporate sales cycles; valuation is reasonable.
I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.
but the idea that it's going to wipe out ServiceNow, Salesforce, or Palantir, and that Anthropic is going to take their place, was like a bad comedy.