Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Adopsi Artificial Intelligence Platform (AIP) Palantir oleh lembaga pemerintah telah menjadi narasi utama. Apakah kita melihat momentum yang berkelanjutan di sini, ataukah laju kontrak baru berskala besar melambat? Pasar tampaknya memperhitungkan pertumbuhan masa depan yang signifikan, tetapi eksekusi di bidang ini sangat penting.
Anyone have actual data on the contract value over time? Anecdotes are one thing, but numbers would paint a clearer picture of any 'slowdown'.
The pace might be slowing for new large contracts, but the revenue from existing deployments scaling up could still drive growth. That's often overlooked.
I'm still bullish. Even if the pace of new contracts cools slightly, the stickiness and expansion within current government clients should provide a solid base.
Are we sure the market is only pricing in government growth? Their commercial sector push seems significant too, and possibly less volatile.
I wouldn't say slowing, but perhaps normalizing after a period of rapid expansion. The big question is how much more market share they can realistically capture within government.
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