Its not conjecture. Here are the numbers from their S-1 which apparently you did not read: 1. "We generated $742.6 million in revenue in 2019" 2. "The total r

Its not conjecture. Here are the numbers from their S-1 which apparently you did not read: 1. "We generated $742.6 million in revenue in 2019" 2. "The total remaining deal value of the contracts that we had been awarded by government agencies in the United States and allied countries around the world, including existing contractual obligations and contractual options available to those government agencies, was $1.2 billion" 3. "We do not include government contracts totaling $2.6 billion, as of June 30, 2020, that we have been awarded where the funding of such contracts — also known as indefinite delivery, indefinite quantity (“IDIQ”) contracts — has not yet been determined." So they have 1.62 years of committed revenue from governments and 5.12 years of revenue including the IDIQ contracts. Even assuming the contracts are spread over five years, which seems to be their long term contract length, it indicates their revenue is overwhelmingly from the government. ----- As for Palantir Gotham being for government agencies, here is the language from their S-1: 1. "We built Gotham, our first platform, for government operatives in the defense and intelligence sectors...Gotham is now used broadly across government functions." 2. "Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, and helps U.S. and allied military personnel find what they are looking for. We later found that the challenges faced by commercial institutions when it came to working with data were fundamentally similar. Companies routinely struggle to manage let alone make sense of the data involved in large projects. Foundry was built for them." See how it says Foundry was built for commercial and Gotham for "government agencies"?