00:00 Speaker A
The big number here, revenue growth, right? Looking at 2.18 billion. Sounds kind of like, huh, not that big of a deal.
00:07 Speaker A
What’s $2 billion for the quarter, right? But it would be 85% higher than a year ago, right? So this business is growing, right?
00:13 Speaker B
This is the growth we always see out of Palantir somehow.
00:15 Speaker A
Palantir is their full year guidance, 80% revenue growth for the year as well, right? So the valuation is 60 times 2026 revenue estimates, right?
00:23 Speaker B
That’s the problem. But they’re all expensive.
00:25 Speaker A
Yeah.
00:26 Speaker B
So does it have more room to run, right? Does it is…






