$PLTR · Meet Kevin · 2026-11-03
说话者持有PLTR，对其改善的数据以及客户支出最高提升95%印象深刻，但其现金流收益率仅约1.3%，PEG约2.1；他认为竞争即将到来，因此看法均衡，未明确站队任何一方。
逐段跳播
今天上午我们回顾了Palantir的财报电话会议，我不会讲所有细节，因为有些只对课程会员开放。但我们意识到的一件事是，Palantir的Karp开始对他允许谁参加财报电话会议变得有点封闭。
我觉得这有点可疑，因为我怀疑正在发生一个过渡阶段。
This morning we reviewed Palantir's earnings call, and I wo n't go into all the details because some of them are only for course members. But one thing we realized was that Karp at Palantir was starting to get a little closed off about who he allowed to take part in his earnings call.
I think this is a little suspicious because I suspect a transitional phase is taking place.
现在，我不是来批评“Balantir”的。我说清楚。我在Palantir有投资。我对Palantir的现金流印象深刻。尽管他们的现金流收益率只有大约1.3%。不是很好。
Now, I am not here to criticize "Balantir". I'll be clear. I have investments in Palantir. I am impressed with Palantir's cash flow. Although their cash flow yield is only about 1.3 percent. It's not very great.
但是，这就是现实。这些就是Palantir允许参加财报电话会议的分析师。我想抓住Carp摇醒他，对他说：“你在干什么？”为什么不请一些大胆的人来参加财报电话会议？
But, that 's the reality. These are the analysts that Palantir allowed to participate in the earnings call. And I want to grab Carp and shake him and say to him, "What are you doing?"
Why not bring in bold people to participate in the earnings call?
Alex，在你给股东的信中，你说你认为Palantir是一场真实且可行的反战运动的领导者。什么？这毫无价值。这些分析师太糟糕了。
Alex, in your letter to shareholders you said that you see Palantir as a leader in a real and viable anti-war movement. What? This is worthless. These analysts are terrible .
Jill过来说：“嗨，你们正在直接与Anthropic竞争。”这就是事情变得真正有趣的地方，因为人们可能不喜欢听这个，尤其是Palantir社区，但有趣的事情正在发生，我想我已经弄明白了。
Jill comes along and says, "Hi, you're directly competing with Anthropic." This is where things get really interesting, because people may not like to hear this, especially the Palantir community, but something interesting is happening, and I think I've figured it out.
这家公司可能已经价值1.5万亿美元，其年度经常性收入很可能在每年800亿美元左右，比Palantir的收入大得多，但Palantir实际上盈利，而Anthropic不盈利，对吧？
Balantir已经在赚钱了。因此，你必须把权利给它的所有者。
The company may already be worth $1.5 trillion, and its annual recurring revenue is likely around $80 billion per year, a much larger figure than Palantir's revenue, but Palantir actually makes a profit while Anthropic does not , right?
Balantir is already making money . Therefore, you must give the right to its owners.
“SaaS 2.0”就是要成为不可或缺的平台。这类似于成为palantir，好吗？所以你在Palantir，你可以使用自己的设备。Palantir在云上运行，但如果你不想把它卖给云，你也可以使用自己的硬件。
"SaaS 2.0" is about being the indispensable platform. This is similar to being a palantir, okay? So you're in Palantir, you can use your own devices. Palantir operates on the cloud, but you can also use your own hardware if you don't want to sell it to the cloud.
“SaaS 2.0”是同一个平台。它类似于Palantir，但Palantir不会长期独自在这里。他们会有竞争对手，这些竞争对手将帮助使用这种本体论流程，将大数据分解成公司员工实际可以使用的可管理块。
"SaaS 2.0" is the same platform. It's similar to Palantir, but Palantir won't be alone here for long. They will have competitors who will help use this ontological process to break down big data into manageable chunks that employees in companies can actually use.
现在，Palantir 的优势在于他们擅长用现场部署工程师把他们的 AI 平台，他们的主权 AI，整合进企业业务中。现有客户在 Palantir 上的支出增加了高达 95%。这确实令人印象深刻。
我不希望这看起来像是在攻击 Palantir。他们取得了巨大的成功。他们的数字不断改善、改善、再改善。那么，接下来呢？他们的财报电话会议上有鼓手。他们的数字非常好。但不祥之兆已经很明显：竞争正在到来。
Now, Palantir's advantage is their proficiency in using field deployment engineers to integrate their AI platform , their sovereign AI, into businesses. Existing customers are increasing their spending at Palantir by up to 95%.
That's truly impressive. I don't want any of this to look like an attack on Palantir. They are achieving tremendous success. Their numbers keep improving and improving and improving.
So, what's next? They have drummers on their earnings call. Their numbers are very good. But the writing on the wall is clear: competition is coming.
你好，你想用 Palantir 还是 Salesforce？
Hello, do you want to use Palantir or Salesforce?
Palantir 本身的 PEG 重复值也大约在 2.1。
Palantir itself has a PEG repeater that is also around 2.1.
这个频道对 $PLTR 的历次判断
Meet Kevin 在这只股票上共 10 条判断，这里只列相邻的几条。