Thank you! That's very informative stuff here. I watched this in the morning, and 11 hours later I just realized I forgot to give it a like and thank you comments😅😅😅. I really appreciate your stuff. 🎉
@Em013L
3 ай бұрын
Ah you didnt have to! Thank you 🥹 The video does not seem to be doing so well, so im grateful for thw help!
@Miketea_333
3 ай бұрын
@@Em013L just to show my appreciation.
@toddalden9781
2 ай бұрын
Your AIP analysis is exactly what I have been hoping to learn more about. Again, Emir, you are the best in space and time!
@gannicus2424
3 ай бұрын
Really great content! The deep dives into fundamentals is so valuable
@Em013L
3 ай бұрын
Agree! Thank you for watching!
@robertvandeveer1846
3 ай бұрын
Emir, I would love to see Palantir start showing their average customer acquisition per boot camp event. I am sure they are looking at metrics based off location, attendee size, industry type, as well as the corporate position of who is attending. Will they ever publish actual "take rate" of new customers from boot camps, no. But they could at least indicate if they are improving the go to market strategy. Up to this point investors are left hoping it is working.
@Em013L
3 ай бұрын
Yep, me too! I think it is a huge problem that analysts are "soft banned" from Palantirs earnings calls. This type of information is what I imagine wall street would ask management. Let's hope they lift the ban soon! :)
@DPDRinfos
3 ай бұрын
Great video once again!!!!! Maybe set up a tablelamp with blue light in the background, the blue light makes your face and skin really pop out, since blue and orange (skin color) are complementary colors. This is why you often see videos from e.g. streamers that have blue light in the background.
@Em013L
3 ай бұрын
Being a youtuber sure is difficult 😭 Ill consider that! Thank you and thanks for watching.
@thomascarter-thompson7926
3 ай бұрын
awesome, love it Emir!
@Em013L
3 ай бұрын
Love you for spending the time to watch!
@AndrejCilic
3 ай бұрын
liked before listening. love your videos mate.
@Em013L
3 ай бұрын
I think its the best one yet, thanks! Aip is an important topic so its crucial we understand what it adds to the business financials and how
@AndrejCilic
3 ай бұрын
@@Em013L very insightfull analysis and smart prediction. looking forward to your next edit. the part in which you said palantir charges by compute done is amazing. does it mean that larger clients will pay more while smaller will have access to aip paying less for it? it is such a smart model.
@Em013L
3 ай бұрын
@@AndrejCilic thats how AIPNow is set up, we don’t know details around the massive enterprises using it yet
@mtuand84
3 ай бұрын
Awesome to see another person like Arny do a deep dive on PLTR on their numbers. Keep it up Emir. What is your thought on their AIP offering to the mass? Would you say this is a B2C?
@Em013L
3 ай бұрын
Do you mean AIPNow? Personally waiting for Sweden to gain access so I can try it out myself! Does not seem b2c, seems like it requires some form of engineering to build out workflows.
@mtuand84
3 ай бұрын
@@Em013L I would think it’s a B2C because it seems straightforward if you have some training. But what if the developer creates a product with AIPnow and consumers using these applications? This seems like Apple.
@ArnyTrezzi
3 ай бұрын
Great analysis 🔥
@Em013L
3 ай бұрын
Learned from the best - Arnaldovic!
@SafriteSincere
3 ай бұрын
Awesome video once again! The voice is a little low on this video so if it's possible with your editing software to increase it for the next one. With phone especially on public, I found this video really hard to hear but at home with computer it should pose no problems. Keep up the good work!
@Em013L
3 ай бұрын
What editing software💀 no edits 😂 i increased the gain on the mic compared to my first video, its fine to me even on phone, perhaps even on the louder side. Hmm
@SafriteSincere
3 ай бұрын
@@Em013L Don't worry about it. I will just listen to it at home with no background noise. 😅
@hibatt
3 ай бұрын
Good analysis. No one I have seen has covered the fact that rapid saas growth lowers average customer size in the short term. This also - can - have an impact on net dollar retention. I’d love to see you dig into NDR and the impacts from scaling lots of small relationships that will grow large.
@Em013L
3 ай бұрын
Most coverage of companies is reactive and news based. I am a value investor and only focus on Numbers. To a lot of people, that is very boring to watch. You seem to be like me, happy to have you! Will definitely discuss NDR
@hibatt
3 ай бұрын
One quibble with the analysis of customer acquisition. I get why you subtracted SBC, but I believe that Palantir has stated that they are heavily incentivizing sales teams with equity. It is kind of impossible to add just that part back in so I guess it is just a caveat on the analysis (this may also be why non gaap looks so noisy in the months to pay off metric).
@hibatt
3 ай бұрын
And yes I guess you could say I’m a value investor - I’d like to say I invest in businesses not stocks so I like to know everything about a business when I invest.
@Em013L
3 ай бұрын
@@hibatt Yeah, ideally this would be looked at very in-depth. However, I can't make a 4 hour video on every topic (or more) that I spend myself. If it is either-or, then I prefer this way. It is not an absolute truth as you mention, but to me it has less noise if we are to track trends. I hope it will inspire others to take a deeper look themselves and find out all the dynamics, but I can't cover everything in a video. Maybe I can, question is, who would bother watching? :D
@midwestcannabis
3 ай бұрын
Party On Buddy! 🥳✌️
@Em013L
3 ай бұрын
You too! 🎉
@edgar6458
3 ай бұрын
Another good video
@Em013L
3 ай бұрын
Thanks for sticking around edgar!
@Teslatir
3 ай бұрын
Hey, do you think you can create a video to share the differences between Pltr Foundry/AIP vs Amazon Q and Microsoft Fabric? And also what gives pltr the advantage over Q and Fabric?
@Em013L
3 ай бұрын
Sure, down the line perhaps. The ontology is the differentiaroe
@Giel7045
3 ай бұрын
Great!!
@Em013L
3 ай бұрын
You are great for watching!
@robertfantasia7676
3 ай бұрын
Great video
@Em013L
3 ай бұрын
Thanks for watching!
@domenicofiore9
3 ай бұрын
Ciao Emir attiva i sottotitoli così possiamo tradurre 🇮🇹
@Em013L
3 ай бұрын
I dont know how 😂 i will try tomorrow
@babywhale6245
3 ай бұрын
Baby whale texas in the house ❤
@Em013L
3 ай бұрын
Thanks for being here!
@domenicofiore9
3 ай бұрын
Emir attiva i sottotitoli grazie
@michelrivard7308
3 ай бұрын
A Paypal video would be interesting! Love your deep analytics
Пікірлер: 47