Palantir: Understand the Moat to Understand the Valuation
Posted3 months agoActive3 months ago
seekingalpha.comOtherstory
calmneutral
Debate
0/100
PalantirValuationCompetitive Advantage
Key topics
Palantir
Valuation
Competitive Advantage
The article discusses the need to understand Palantir's competitive moat to grasp its valuation, with the HN community showing limited engagement but a thoughtful tone.
Snapshot generated from the HN discussion
Discussion Activity
Light discussionFirst comment
17m
Peak period
1
0-1h
Avg / period
1
Key moments
- 01Story posted
Oct 15, 2025 at 11:16 PM EDT
3 months ago
Step 01 - 02First comment
Oct 15, 2025 at 11:33 PM EDT
17m after posting
Step 02 - 03Peak activity
1 comments in 0-1h
Hottest window of the conversation
Step 03 - 04Latest activity
Oct 15, 2025 at 11:33 PM EDT
3 months ago
Step 04
Generating AI Summary...
Analyzing up to 500 comments to identify key contributors and discussion patterns
ID: 45601098Type: storyLast synced: 11/17/2025, 10:08:46 AM
Want the full context?
Jump to the original sources
Read the primary article or dive into the live Hacker News thread when you're ready.
> The quarterly earnings reflected a 68% YoY growth in US revenue, with government revenue growing at 53% while commercial revenue grew 93%.
That P/E vs growth is just stupid to me. I guess there’s just too much money chasing things higher.