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发表于 2023-8-22 19:52:39
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$PLTRCEO Alex Karp has indicated that demand for their AI Platform (AIP) is unlike anything they have ever seen.With AIP being all the rage at Palantir, what can we deduce about the sales cycle and onboarding process of this novel product? First, let's look at the past. - THE PAST How long was the sales cycle with Palantir in the recent past? While things have improved somewhat, this was actually listed under the risks in Palantir's 13-F filings in the past."Our sales efforts involve considerable time and expense and our sales cycle is often long and unpredictable."That's not great, but it is understandable for a complicated product that customers didn't always understand the technology or their need. When a salesman has to convince a future client of the need first, his job is harder. But how long was this?"Our sales cycle often lasts SIX to NINE months but can extend to A YEAR or more for some customers."- THE PRESENTIn the past, the sales cycle was long, but the sales cycle has been getting a bit shorter, and as such is no longer listed as a risk in the 13-F. AIP is significantly different as a product, and even on the front end. Why?1 - There is no need to convince clients of the need for the product.2 - Clients and new customers are calling Palantir for AIP, not the other way around!3 - There is no cost up-front. See more on monetization here:https://twitter.com/Kross_Roads/status/1692508864950804600…In 10 weeks from the launch of this product, they have ramped from a small cohort to 100 clients. Not only has the sales cycle all but disappeared, but clients are being onboarded much more quickly under AIP than under other platforms in the past. How?- THE FUTURE SPEED OF IMPLEMENTATIONBeyond the sales cycle, there are two massive improvements for onboarding new clients that have seen significant improvements.1 - Auto-Ontology (may be called something different).The digital twin that is necessary as a precursor for Palantir products can be created in moments!https://twitter.com/petewilz/status/1683884148895916032?s=20…2 - Partly due to the above, there appears to be significantly less need for Forward Deployed Engineers for the AIP product.How do we know this?First, the speed at which AIP customers are being onboarded. This is not something which was possible in the past.Second, operational expenses continuing to decrease despite the rapidity of new AIP customers indicates a glut of new FDE aren't how Palantir is accomplishing this.https://twitter.com/aletechview/status/1693392055139979549?s=20…CONCLUSION - AIP is unlike anything Palantir has done in the past. The sales cycle is basically nothing at present. The onboarding is very quick. What does this mean for customer count and client growth? While we've touched on that earlier, this deserves a deep dive of its own later this week.
由翻译自 英语
$PLTR首席执行官 Alex Karp 表示，对其人工智能平台 (AIP) 的需求是前所未有的。随着 AIP 在 Palantir 风靡一时，我们可以从这款新颖产品的销售周期和入门流程中推断出什么？首先，我们回顾一下过去。 - 过去Palantir 最近的销售周期有多长？虽然情况有所改善，但这实际上已在 Palantir 过去的 13-F 文件中列为风险。“我们的销售工作需要大量的时间和费用，而且我们的销售周期通常很长且不可预测。”这不太好，但对于复杂的产品来说，客户并不总是了解技术或他们的需求，这是可以理解的。当推销员必须首先说服未来客户有这种需求时，他的工作就更困难了。但这有多久了？“我们的销售周期通常持续六到九个月，但对于某些客户来说可以延长至一年或更长时间。”- 现在过去销售周期较长，但现在销售周期越来越短，因此不再被列为13-F的风险。AIP 作为一个产品有很大的不同，甚至在前端也是如此。为什么？
1 - 无需说服客户对该产品的需求。
2 - 客户和新客户正在向 Palantir 寻求 AIP，而不是相反！
3 - 无需预先付费。请在此处查看有关货币化的更多信息：https://twitter.com/Kross_Roads/status/1692508864950804600…该产品推出后 10 周内，他们的客户数量已从一小群增加到 100 名。不仅销售周期几乎消失了，而且在 AIP 下客户的加入速度比过去在其他平台下要快得多。如何？- 未来的实施速度除了销售周期之外，新客户入职方面还有两项重大改进，这些改进都取得了显着的改进。
1 - 自动本体论（可能被称为不同的东西）。
作为 Palantir 产品先驱所必需的数字孪生可以立即创建！https://twitter.com/petewilz/status/1683884148895916032?s=20…2 - 部分由于上述原因，AIP 产品对前沿部署工程师的需求似乎明显减少。我们怎么知道呢？首先，AIP 客户的加入速度。这在过去是不可能的事情。其次，尽管新 AIP 客户迅速增加，但运营费用仍在持续下降，这表明新 FDE 的过剩并不是 Palantir 实现这一目标的方式。https://twitter.com/aletechview/status/1693392055139979549?s=20…结论 -AIP 与 Palantir 过去所做的任何事情都不一样。销售周期目前基本没什么。入职非常快。这对于客户数量和客户增长意味着什么？虽然我们之前已经谈到过这一点，但本周晚些时候值得深入探讨这一点。
下午7:40 · 2023年8月21日
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Palantir could be still cheap from a network perspective. Let me explain. Palantir clients could be seen as a network where each member interacts with its own network of suppliers/customers. I shared this thesis last year: 
Palantir's 15x EV/Sales can't be defined as "cheap". However, from a network perspective, it could be.Is Palantir at $69mn still appealing?
Volume came down significantly today, totaling around ~47M shares. In comparison, in the last two weeks, we topped 100M daily shares traded multiple times. It is to note that even 47M is still categorically high. 
Not too much news on Palantir today, but with the way this year has been going, I expect that to change soon haha. It feels like there's always something in the news on Palantir ... it's only a matter of time. Major news will come in next 1-2 months for NHS deal that I believe we will get. 
