《If You Missed Palantir at $25... It's Happening Again》
Samsara 增长强劲、盈利能力改善，但高估值与稀释风险抵消了这些优势。
第二只股票，Samsara。他们的股票代码是IOT。这个对比很有意思。Palantir整理计算机内部的数据。Samsara做的是同样的事，但是在现实世界中。他们追踪卡车车队、仓库、重型机械，以及所有真正在移动和建造东西的设备。
所有这些信息都输入他们的系统，系统告诉公司如何更好地运营。更少的故障、更少的浪费里程、更安全的司机。
Stock number two, Samsara. Their ticker symbol is IOT. This comparison is fun. Palantir organizes the data inside computers. Samsara does the same thing, but in the real world.
They track fleets of trucks, warehouses, heavy machinery, and all the equipment that actually moves and builds things. All that information feeds into their system, and the system tells the company how to operate better.
Fewer breakdowns, fewer wasted miles, and safer drivers.