Thread by @Darntons1

BREAKING:

#Palantir Deep Dive: $140B Opportunity To Monopolise Space by @arny_trezzi

darntons.com/2022/04/18/why…

But why is Palantir so interested in space? I mainly see three reasons:

1) Palantir supports US space dominance to prevent war escalation.
2) Palantir aims to drive innovation in Edge AI.
3) Palantir is preparing for the explosion of commercial interest.

Unfortunately, the Ukraine-Russia war highlights how important space-related information could be in relation to on-ground conflicts to support decisions.

For instance, thanks to the partnership with Blacksky ($BKSY) and Satellogic ($SATL), Palantir is helping the government with timely information processing and answering crucial questions like “is the bridge broken?” or ”where are enemy tanks?”.

Dealing with data in space is extremely complicated and complex. Therefore this initiative has becomes an opportunity for Palantir to boost their capabilities in Edge AI.

$PLTR

The market is still in infancy ($590mn according to Marketsandmarkets), but is expected to have multiple use cases, both in commercial and governmental genres.

For commercial companies, this efficiency mainly translates into lower costs in transforming data from satellites to business insights, and thus stimulates the research for further use cases and applications.

The “commercial space-economy” is estimated to be a $140bn opportunity – according to Satellogic. Currently, the space-economy is majorly confined to governmental activity, but it expected to be driven by legacy commercial companies.

In this regard, #Palantir could be seen like Windows on a PC. Microsoft offers some native applications, but its real value comes from the opportunity to build other applications on-top-of the base layer from third parties.

Read the WHOLE report by @arny_trezzi

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darntons.com/2022/04/18/why…