{"id":5227,"date":"2025-05-17T17:00:25","date_gmt":"2025-05-17T07:00:25","guid":{"rendered":"https:\/\/murrayslatter.me\/?p=5227"},"modified":"2025-05-18T17:52:50","modified_gmt":"2025-05-18T07:52:50","slug":"what-i-am-investing-in-and-why-palantir-technologies-pltr","status":"publish","type":"post","link":"https:\/\/murrayslatter.me\/?p=5227","title":{"rendered":"What I Am Investing In and Why: Palantir Technologies (PLTR)"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">1. How I Discovered Palantir<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">I was first introduced to <strong>Palantir<\/strong> in <strong>2021<\/strong>, shortly after the company went public. At the time, I already had a strong sense of the company\u2019s DNA\u2014having read <em>Zero to One<\/em> by <strong>Peter Thiel<\/strong>, Palantir\u2019s co-founder. I respected Thiel\u2019s thinking around contrarian innovation, defensibility, and enduring impact. So when I heard more about Palantir&#8217;s unique mission and saw <strong>CEO Alex Karp<\/strong> begin to appear in the public spotlight, I paid close attention.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What I discovered was a business deeply mission-driven, not just in words but in operating structure. Palantir wasn\u2019t just writing code\u2014they were building a <strong>new category of applied intelligence software<\/strong> designed to solve problems most others couldn\u2019t touch.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. The Spark: Purpose at the Core<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Palantir first earned its reputation through <strong>classified work with U.S. defense and intelligence agencies<\/strong>. The company\u2019s software\u2014designed to stitch together and interrogate massive, siloed data systems\u2014played a key role in <strong>locating Osama bin Laden<\/strong>, one of the most elusive adversaries in history. That kind of use case isn\u2019t just marketing\u2014it\u2019s a real-world proof point of capability under extreme conditions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It told me one thing clearly: <strong>This is not your average SaaS company.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. The Shift to Commercial: My Investment Thesis<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">By late 2021, I observed that Palantir was beginning a <strong>deliberate transition<\/strong>\u2014moving from almost exclusively serving government agencies to expanding aggressively into the commercial sector.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Their rollout of the <strong>Foundry platform<\/strong>\u2014tailored to enterprise use\u2014and the <strong>\u201cbootcamp sales model\u201d<\/strong> (onboarding clients through immersive, engineer-led sprints) showed not only product strength but <strong>strategic clarity<\/strong>. These weren\u2019t scattergun sales tactics. This was <strong>systems thinking at scale<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I began to build a position with an initial <strong>$3,000 investment<\/strong>, while continuing to monitor execution.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. My Investment Process<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">As I always do, I started small\u2014testing conviction with capital, then letting deeper research determine further allocation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Over the past <strong>three years<\/strong>, I\u2019ve consistently <strong>dollar-cost averaged<\/strong> into Palantir. I now allocate <strong>5% of capital<\/strong> to the company, making it one of my largest positions. Thanks to strong performance\u2014particularly over the past two years\u2014Palantir now represents approximately <strong>15% of my entire portfolio<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some of my earlier entries have <strong>5x\u2019ed<\/strong>, others <strong>2x\u2019ed<\/strong>, and on average the position is up <strong>~230%<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. The Flywheel I See<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Palantir is building what I call the <strong>Enterprise Operating System for Decision Intelligence<\/strong>. Their platforms\u2014<strong>Gotham<\/strong> (government intelligence), <strong>Foundry<\/strong> (commercial operations), and <strong>AIP<\/strong> (Artificial Intelligence Platform)\u2014form a cohesive, multi-layered ecosystem that helps organizations:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Integrate fragmented datasets<\/li>\n\n\n\n<li>Model and simulate complex operations<\/li>\n\n\n\n<li>Make decisions at scale, in real time<\/li>\n\n\n\n<li>Automate with oversight and audibility<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s not just data analytics\u2014it\u2019s <strong>operational transformation<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And their customers are catching on\u2014from aerospace and pharma to energy and logistics.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">6. What Makes Them Unique<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Palantir\u2019s moat is structural:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Extremely high switching costs<\/strong>: once integrated, Foundry becomes the digital nervous system of an enterprise.<\/li>\n\n\n\n<li><strong>Mission-critical utility<\/strong>: used in military operations, pandemic response, supply chain war rooms.<\/li>\n\n\n\n<li><strong>Cultural defensibility<\/strong>: they do things few others are willing to do\u2014and with a belief system behind them.<\/li>\n\n\n\n<li><strong>AI-native evolution<\/strong>: AIP is allowing companies to build domain-specific agents atop secure data infrastructure.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This is where I believe Palantir will shine\u2014by providing the <strong>bridge between raw AI power and enterprise operational logic<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">7. Role in My Portfolio<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Palantir sits firmly within my <strong>G3 Fund \u2013 Transformational Technology<\/strong>. It is, in many ways, a moonshot\u2014but one built on over <strong>20 years of R&amp;D, deep relationships, and compound learning curves<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Despite volatility, I have held and added consistently because the signals continue to affirm the direction:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Expanding margins<\/li>\n\n\n\n<li>Commercial revenue growth outpacing government<\/li>\n\n\n\n<li>Global demand for decision-grade AI infrastructure<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">8. Total Addressable Market (TAM)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Palantir\u2019s TAM is enormous\u2014and expanding as AI transforms operational workflows.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>Business Vertical<\/strong><\/th><th><strong>TAM Estimate<\/strong><\/th><th><strong>Palantir Positioning<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Government Intelligence<\/td><td>$50\u201375 billion<\/td><td>Deeply entrenched; core customer base<\/td><\/tr><tr><td>Commercial Enterprise AI<\/td><td>$150\u2013250 billion<\/td><td>Rapidly expanding; AIP bootcamp model<\/td><\/tr><tr><td>Defense Systems Integration<\/td><td>$200+ billion<\/td><td>Partner to prime defense contractors<\/td><\/tr><tr><td>Industrial AI Ops (energy, infra)<\/td><td>$100+ billion<\/td><td>Early-stage penetration, high interest<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">These are multi-decade opportunities. I believe we\u2019re <strong>only in the second or third inning<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">9. What I\u2019m Watching<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">I continue to monitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Revenue mix shift<\/strong> between government and commercial<\/li>\n\n\n\n<li><strong>Growth of AIP and AI agent libraries<\/strong><\/li>\n\n\n\n<li><strong>Gross margins and R&amp;D spend efficiency<\/strong><\/li>\n\n\n\n<li>International customer wins, especially in Europe and Asia<\/li>\n\n\n\n<li>Competitive response from Microsoft, Snowflake, and Oracle<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">10. What Would Break My Thesis<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">My thesis would be challenged if:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Palantir fails to scale its commercial business<\/li>\n\n\n\n<li>Customer onboarding slows due to complexity or pricing<\/li>\n\n\n\n<li>AI-native competitors outflank their architecture<\/li>\n\n\n\n<li>The company becomes overly reliant on government work<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">At this stage, none of these threats seem imminent. Execution risk is real\u2014but so is the <strong>exponential upside<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Final Reflection<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Palantir is not a traditional tech company. It\u2019s a <strong>systems integrator of intelligence<\/strong>, embedding itself into the machinery of modern civilization\u2014across war rooms, hospitals, and corporate boardrooms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If my children ever ask why I went so big on Palantir, I\u2019ll say: <em>\u201cBecause they weren\u2019t just building software\u2014they were building the architecture of decision-making in the 21st century.\u201d<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. How I Discovered Palantir I was first introduced to Palantir in 2021, shortly after the company went public. At the time, I already had a strong sense of the company\u2019s DNA\u2014having read Zero to One by Peter Thiel, Palantir\u2019s [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":5228,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-5227","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","clearfix"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What I Am Investing In and Why: Palantir Technologies (PLTR) - Murray Slatter<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/murrayslatter.me\/?p=5227\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What I Am Investing In and Why: Palantir Technologies (PLTR) - Murray Slatter\" \/>\n<meta property=\"og:description\" content=\"1. 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When I buy shares in companies like Palantir, Microsoft, CrowdStrike, The Trade Desk or C3 AI, the ticker symbol is only half the story. 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