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Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
Summary
* AIP is PLTR's catalyst to roaring success, though in reality this was a low bar innovation by them.
* AIP takes the limelight, but as we have been saying since January 2021, it is the ontology that is the key to successful LLM implementation.
* We also compare PLTR to SNOW, MNDY, and next-gen GenAI startups, to further highlight PLTR's differentiation.
* To illuminate PLTR's depth and breadth, we provide a full open-source data stack alternative to using PLTR, and discuss the bene
Revenue Per Employee Vs Head Count Growth Analysis
Summary
* Comparing revenue per employee and head count growth is useful for identifying efficient businesses that are not yet profitable.
* This analysis includes 37 stocks across cybersecurity, productivity, and data.
* The report on the DevOps landscape assessment is coming soon, along with a lot more research in the next couple
Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)
Summary
* There are a number of indicators that collectively suggest PLTR could durably reaccelerate growth during the next quarters.
* Based on an in-depth valuation analysis, we think PLTR's stock is currently trading at the lower end of the fair value range.
* We discuss the possible terminal revenue