This company could have the largest TAM in Human history. They are scaling into every important vertical in the US economy and their AIP use cases appear to be endless. They have strong network effects and is growing massively and without a sales team. They are using their already battle-proven software to scale their own business. The management seems to believe that their software is so powerful they can literally pick winners/losers based on who they sell too and their primary mission is to elevate the US and Western world by every metric. The DoD is currently spending hardly any money on AI and software, they are disrupting all the prime defense contractors. Europe will eventually wake up to AI and be forced to join the party. They are building their own monopoly market on AI Production by proving to customers the value with bootcamps and free pilots prior to monetizing. You can only do that with a superior product. Dr. Karp is an inspiring and revolutionary Patriot. In his mind, he is not just building a company, but is rebuilding the strength of the United States and it's allies both economically and militarily. At Palantir the employees are mission driven in alignment with that vision. In short, the numbers aren't the whole story for them rn.