By Equity Research in Palantir — Feb 21, 2025 Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation
AI DevOps The Year of AI DevOps & Fears for GitLab (Pt.2) Summary * GTLB is taking a defensive stance toward the rise of AI
enterprise software Notes: Incumbents vs. AI-Natives: Who Wins the Next Software Cycle? Summary * The AI narrative has swung from favoring SaaS incumbents in 2024
enterprise software Notes: Navigating the Shifting Sands: Is Enterprise Software Facing a Secular Sentiment Change? Summary * Investor sentiment toward enterprise software is softening, raising the question of
Palantir Updates: Palantir - 2025 the Year of AI Application? Summary * While PLTR currently trades at a high multiple (~450x TTM P/