Unknown to the general public, but omnipresent behind the scenes of power, Palantant works with governments and multinationals by exploiting data. Valued at more than $ 400 billion after an increase of 2000 % since 2023, it represents either the investment opportunity of a generation, or the next speculative bubble ready to break out.
In short
- Palantir has seen its action explode by 2000 % since 2023 thanks to its predictive analysis platforms used by the CIA, armies around the world and fortune companies 500.
- Palantant is exchanged to vertiginous multiple of 107 times sales, far beyond the excess of the Internet bubble of 2000.
- Analysts provide for a potential correction of 60 % by 2027 despite record growth in turnover.
Palant: the most mysterious society in the world
The story begins in 2003. Peter Thiel, co -founder of Paypal, close to Elon Musk, seeks to create Tech Ultime To protect America. The post-September 11 context creates an emergency. The CIA quickly injected 2 million via its in-q-tel fund. Thiel adds 30 million of her pocket.
The Palant name comes from the Lord of the Rings. These stones reveal secrets through time and space. The ambition is clear: create a omniscient system capable of analyzing all existing data on earth. Alex Karp, doctor of philosophy with ruffled and a little bizarre hair, becomes CEO. An atypical choice for a tech company.
The beginnings are difficult. However, the CIA quickly adopted the first software, Gotham. The FBI follows. The US military too. Rumors persist : Gotham would have helped locate bin Laden. Karp surrounds himself with bodyguards 24 hours a day the following year.
France signs with Palantir in 2016. The DGSI (French secret services) is looking for solutions after the 2015 attacks. The French army is testing the system for its operations. The United Kingdom, Germany and Sweden also adopt Gotham. Europe is gradually becoming dependent of this opaque American technology.
Palantir knows everything about you
Palantir embodies a fascinating paradox. Peter Thiel, convinced libertarian, criticizes the surveillance state. However, he builds The most powerful monitoring tool ever created.
Controversies accumulate around Palantant. Los Angeles police use Gotham for predictive profiling. Innocent people are arrested on a algorithmic base. Israel uses it to shave Gaza. Palanting algorithms allow the elimination of targets. No need for human analysts. Algorithm decides alone people to monitor, stop or eliminate.
The Trump administration also has a centralized super-fickery thanks to Palant. All citizen data in a unique base in order to track migrants to expel them from the territory.
Palantant, a dystopian nightmare
In the end, Palantant is nothing more than the capitalist form of mass surveillance. The Chinese Communist Party has its social credit system; The West has palantant.
Two systems, two ideologies, but the same reality: dystopia.
Palantant Cartoon on the stock market
Palantant action is exchanged at 107 times its turnover. The course has increased from 10 to 180 dollars from the IPO of 2020. For context, Amazon at the peak of the Internet bubble is 20 times. The average action of the S&P 500 is exchanged at 3 times sales. The multiple palantants therefore challenge all traditional financial logic.
Capitalization reached 400 billion. More than McDonald's, Nike and Coca-Cola gathered!
A bubble ready to explode?
Several signals alarming prudent analysts. First of all, The IA bubble could burst like the previous ones. The winters of AI of the years 1970-1980 recall the dangers of overinvestment. The adoption of AI in companies remains limited despite the media threw. Especially since the long-awaited exit of GPT-5 has greatly disappointed, which brought the hypothesis of a glass ceiling from the AI.
The Palantant market remains limited. Governments and large companies form a niche. Unlike cloud platforms, Growth is neither scalable nor defensible. Government budgetary priorities can change quickly.
Government contracts depend on stability. Administration changes can upset Palantir income. For example, Trump could cut certain budgets Despite its displayed support.
An air from 2000?
The wind begins to turn. In recent days, the initiates have gone massively their actions. This behavior recalls the last days of the Internet bubble. The leaders get rid before the anticipated collapse. A classic signal of doubt. We will remember the companies Pets.com And Webvan Who had lost 99 % of their value after the explosion of the internet bubble of the year 2000. Let us never forget that extreme valuations always end up correcting!
So, should we invest in Palantir? On the one hand, Palantir displays explosive growth and a monopolistic position on the ultra-strategic AI market. On the other, its delusional valuations and major ethical risks make it a risky investment. Palantant could become the operating system of our civilization … or collapse like so many other technological bubbles.
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