Palantir Round Up: The Beyond Search Commentary
October 27, 2020
I received a request for the links to my Palantir Technologies coverage. Here’s a hot linked list to the 17 essays, news items, and analyses which appeared in Beyond Search / Dark Cyber from March to October 2020. Stories prior to this year’s may be located using the search function on the Beyond Search / Dark Cyber blog.
- “Two Palantir Profiles: Some Peculiar Omissions.” This essay identifies several Palantir activities not included in the September 2020 New York Magazine profile of the company and the October 2020 New York Times Magazine article. Why were this events ignored or overlooked by the respective publishing companies?
- “Palantir Technologies: Minor Questions Remain.” A list of nine questions which have not been answered comprehensively. This article appeared in early October 2020.
- “Palantir Technologies: A Problem for Intelware Competitors?” This essay compares Palantir Technologies to Autonomy. Both companies have something in common: Revenue. But Autonomy had generated more revenue than Palantir, and Autonomy chose to sell itself to Hewlett Packard. This essay appeared in September 2020 and included the names of the five prime movers at the company.
- “Palantir: Will Investors Embrace Intelware Outfit Generating Consistent, Substantial Losses for More Than a Decade?” This article appeared in September 2020 and focuses on Palantir’s consistent record of losing money in a boom market for policeware.
- “Palantir Has Only Unicorn Scorn for Fellow Travelers.” The essay identifies Palantir’s signal that it is different from other unicorns. The story appeared on September 7, 2020.
- “Palantir: Planning Ahead.” This is a September 4, 2020, essay about the company’s desire to have a special type of control after the initial public offering.
- “Palantir: Stakeholders May Know Whom to Blame If Money Does Not Flow.” This August 2020 essay considers founder control in perpetuity.
- “Palantir Technologies: Maybe Stealth Is Better for Specialized Services Companies?” This essay explores the upside and downside of a policeware company which goes public, thus exposing more of its information to outsiders. This article appeared on August 24, 2020.
- “Palantir Technologies and Semi Hard Numbers.” A short item about Palantir’s revenues. The story appeared on July 10, 2020.
- “A Peek into Google and Palantir Contracts: The UK National Health Service Versions.” This article provided links to Palantir’s agreements with the UK NHS and was published in June 2020.
- “Palantir Technologies: A Very Unusual Emission from a Specialized Services Firm.” This May 26, 2020, essay points to challenges NSO Group faces and raises the question, “Will Palantir face similar scrutiny when it goes public?”
- “Schmidt Versus Thiel May Be a Proxy for Google Trying Catch Up with Palantir.” This May 2020 article touches on the relationship between Palantir and the current administration in Washington, DC.
- “Palantir to Help HHS Track Coronavirus.” This April 2020 news item points to Palantir’s contract with the US Department of Health and Human Services.
- “Palantir Technologies: Getting the NSO Treatment.” This April 24, 2020, essay points out that Palantir is getting more attention from publications like the Wall Street Journal.
- “Palantir Technologies: Evidence That Making Big Money Comes from a Financial Play, Not a Product.” This April 12, 2020, article raises the question, “Is Palantir a financial play, not a viable company?”
- “MiningLamp Technology: Another Palantir?” This March 30, 2020, article draws attention to a Chinese company which appears to have duplicated some of Palantir’s functionality.
- “DCGS: Palantir and BAE Seem to Be Winners.” This March 9, 2020, article considers the demise of DCGS as a viable wartime information and the pivot to BAE Systems and Palantir as alternatives.
There are other, earlier stories. These provide a snapshot of the Beyond Search and Dark Cyber coverage of the company. Remember. Each of these articles is anchored to an open source news story.
Stephen E Arnold, October 27, 2020
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