A quick take on Palantir $PLTR - not interested in the least. What ultimately rules it out for me is how few customers they have, and hard it is to implement as a new customer. Yes, recent growth has spiked to 42% but 2019 ARPU growth was 8%. It's all about landing new custs.
It can take $1M+ just to implement! Palantir more resembles a services org for analytics & data enrichment (from intel sources), than an enterprise SaaS platform. So think of Palantir more as IBM or SAP (services over their analytics platform), not Databricks or Alteryx.
Difficult to find anything about their underlying architecture. Their current web page on it, today, points to a 2012 Youtube video. Any info I can find is typically from 2012-2017, like these diagrams. Look how complex it is. (Quite clear in how difficult implementation is.) ImageImage
Here is a blog post from 2018 where they talk about open-source tools, which is really the only view into what they use in Hadoop - Cassandra and Spark. They discuss Postgres so maybe they moved on from Oracle. medium.com/palantir/palan…
So as near as I can figure out from this is that the underlying architecture is Oracle or Postgres db for metadata, Lucene for search (engine driving Elastic $ESTC), and Hadoop clusters using Cassandra distributed NoSQL for data store, and Apache Spark for analytics.
Analytics-aaS (yes, "ass") is always going to be black-box (proprietary technologies at the heart of a platform), but this company is even more so - they cannot even tell us what and where it is in use in the fed govt, 1/2 of their business.
Just one sign of the amount of secrecy they have to maintain - they had to revise their S-1 an additional 7 times. Latest tells us there is no shareholder voting rights at all. techcrunch.com/2020/09/21/pal…
Too much secrecy around their platform, and the view we DO have into their platform is that it is extremely complex and difficult to implement. It requires heavy services to onboard new customers, while existing customers are hardly growing. None of this appeals to me. /fin

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More from @hhhypergrowth

2 Jan
Resolution: Greatly improve the security and privacy of the network traffic from your home network and device, with a few simple steps.

I follow @Cloudflare for their enterprise solutions, but they help us consumers out too. And a lot of it is free.

A thread... /1
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It's easy to switch your entire home network to it. Change your router's DNS lookups to 1.1.1.1/1.0.0.1 (or 1.1.1.2/1.0.0.2 for malware block, or 1.1.1.3/1.0.0.3 for adult content block). See setup instructions on developers.cloudflare.com/1.1.1.1/
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Let’s refresh on a few past tidbits.... /1
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hhhypergrowth.com/a-cloudflare-d…
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