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Palantir is expanding downmarket. Recent investments in 12 SPACs alongside the launch of Foundry for Builders have wide-ranging implications uncovered in the financial literature.
With Foundry for Builders, Palantir is putting its small business product in beta. This massively expands the TAM.
Palantir's announcements suggest a principled approach for the future, one in which big data is more thoughtful and responsible.
As expected, Palantir crushed Q2 earnings and revenue estimates, with the earnings call focused on commercial hypergrowth.