To Understand this stock and its potential valuation, one needs to also understand Military Maths.
I won't go into huge detail - but the likes of Lanchaster and Helmbold have built models to try and explain how they would expect battles to pan out given force sizes and capability. The Maths identifies certain ratios of these resources where the probability of winning/losing shifts materially to one side.
Anyway - look at the success that the Ukrainian forces have had against a much larger Russian Force. The size of the heart of the Ukrainians is important but their use of data and analysis of Satellite derived data meant that they no longer needed to drop 10 bombs to hit one target. One target, one bomb. Not only that, but the data analysis also prioritised the importance of the targets and aligned the priorities to the overall military strategy! Additionally, the analysis knew where Ukrainian resources were so prevented destroying their own resources (Blue on Blue).
Military planners can operate stronger strategies with more or less resources - given costs, this is a huge game changer to global Governments and Military forces.
I haven't even spoken about Palantir's commercial sector capability, which is where there will be major growth.
Thank you.
T
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