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> which is a database consultingware company and a JV version of Oracle in all the senses we care about Are you sure about this? I would kick the tires on that

• tptacek 6mo ago
  What part of it doesn't ring true to you?
  • pclowes 6mo ago
    Very small workforce (~3k) for a fortune 500, much higher than consulting margins. One of if not the single largest AWS customer. Only software company that is also a defense prime. Also their software is has some rough edges but is very powerful. Nobody else really offers what they do.
    • tptacek 6mo ago
      Oracle was started to build databases for the Central Intelligence Agency, gets ~90% of its revenue from services, is a huge GSA/DISA contractor, and earns about 16x what Palantir does. I've heard people with direct ties to Palantir describe it as "Oracle but with the Web 2.0 stack". I don't doubt they're more efficient than Oracle; you'd kind of have to be, right?
      • pclowes 6mo ago
        Look at revenue per employee. Revenue growth year over year. Margin etc. then just look into any command center, 90% of screens are displaying Palantir software.