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If you ain't getting into PLTR, you're missing out - here's why:
TL;DR - PLTR 150 12/31/21
So, Palantir is up 105% from its average low of about 9 bucks. For the autists who bought in at the low, congrats and fuck you. For the retards who fomo'd in yesterday at ATH - I still love you, but 711k? That's ballsy.
Now I'm sure you're wondering: where the fuck is PLTR's ceiling?
PLTR's advantages, now with some dataI'll admit, most of my previous DD was equal parts BS and equal parts cocaine fueled shitposting that had a semblance of logic and formatting. But this time, I have facts in addition to my cocaine fueled shitposting.
Realistically, Palantir's biggest advantage is that it helps large companies streamline their own disparate datasets without needing the companies do anything to that data.
This means: Palantir clients don't have to change the way they operate to gain additional insights.
Essentially, a client would use Palantir's suite of tools like Gotham to parse through all of their data so that they can make better use of said data. This part from their IR report gets quoted a lot, but it's worth looking at:
An oil and gas customer, one of the largest energy companies in the world, identified a new opportunity to use our software to save costs in connection with oil exploration activities and generated $57 million in cash savings within weeks of starting to use our platform.Again, keep in mind that all of this is happening without the client changing their data - i.e. no need to hire a dedicated team to handle data migration (along with all the risks associated with that), and no need to train their existing team to learn a new method for data entry.
The energy company identified an additional $315 million in cost savings opportunities using our software, and the company’s management is currently targeting $1 billion in total savings in the coming year through the use of our platform.
Essentially: with minimal disruption to operations, this client is suddenly able to identify pathways for savings by using Palantir.
The best part?
This client can't leave Palantir because Palantir didn't change anything on the client's end. All Palantir did was give the client a tool that connects some dots between dataset A and dataset B that were previously unconnected.
Get rid of Palantir, and that connection is lost: this is because dataset A and dataset B used to never talk to each other, and they'll probably still never talk to each other. All Palantir did was help the humans behind the wheel see the connection.
This means Palantir's non-government contracts are likely to be very sticky. Moreover, in instances of mergers and acquisitions, the marrying of data is usually a huge headache. If that headache can be reduced, then it smooths out potential friction in operations and allows new acquisitions to more quickly start performing and generating ROI for their new parent company.
Palantir's FuturePalantir has a very bright future ahead of it for the following reasons:
- Large total addressable market
- Clean balance sheet
- Closer integration with the military
Total Addressable Market is a term that is typically used to reference the revenue opportunity available for a product or service.But keep in mind that just because TAM is high doesn't necessarily mean that will all translate into income. As competitors emerge, they will eat into that market. But until a competitor can find the 21st century Osama bin-Laden, or help the US military fight an informationized war (more on that later), I don't think they'll be able to hold a candle to Palantir's capabilities.
Which brings me to my next point: Palantir's balance sheet is sexy as fuck.
During their most recent earning call, they revised their revenue guidance upward to 1.07 to 1.072 billion in 2020. Let that number sink in. This is a 2500-person company bringing in over a BILLION dollars per year in revenue in what will most likely be incredibly sticky revenue.
But retard, I can hear you say, you didn't see how much they lost.
I did, you asshole. And I'm getting to it:
Palantir's main losses came from employee stock compensation. Namely:
The company reported a third-quarter net loss of $853.3 million, or 94 cents a share, compared with a loss of $144.1 million, or 24 cents a share, in the year-ago period. Its adjusted loss was $73 million, adjusted for $847 million in stock-based compensation.Personally, I don't see this as a loss, because retaining strong human talents in this space will be crucial for Palantir's continued dominance in this particular space. The stock-based compensation accounts for 99.26% of its entire third quarter net loss.
Again, let that shit sink in.
Meanwhile, Palantir grew its revenue:
Palantir brought in revenue of $289 million, a 52% increase from revenue of $191 million in the third quarter last year.So long as Palantir can keep its stock-based compensation at a steady value--and I have no reason to believe that they won't--then, their continued increase in revenue will eventually outpace any such loss in the future.
But most importantly, they have 1.8 billion in cash and cash equivalents as of Sep 30th. Sitting on a pile of cash gives them operational flexibility and can help pad any unexpected issues that might arise.
Which brings us to the final big point:
Palantir and the MilitaryI'll just link the Q3 earnings presentation for you because it's got pretty pictures that you retards love. But here are the main points:
- Palantir software is becoming the de facto operating system of US and Allied Defense
- 2-year, $91M contract with US army research lab for AI and ML development
- Enabling Mission Command for NORAD & USNORTHCOM Joint All-Domain Command & Control (N/NC JADC2)
We're moving towards an era of even greater integration and interoperability in the military--not just between different branches but between different nation's militaries as well. One of the key factors that allowed the Allies to kick the shit out of Nazi Germany was a unified command structure.
Palantir is building just that for the US and her allies.
Think of how inefficient the military is, especially a military alliance that spans multiple nations, multiple languages, and multiple different command structures.
Think of how dumb your average crayon-eating grunt is. You think Lance Corporal Fuckface is going to learn French or German or Polish so he can coordinate effectively with his counterpart in NATO and call in an airstrike? Or you think he'll just go through a simplified process of calling it in to the US chain of command, and that data gets relayed via Palantir's services to the appropriate French jet on station to deliver some ordnance?
US Army Research Lab Implication
This is the kind of shit that the US army uses AI and ML for:
- Identifying Chinese and Russian airbases, missile sites, and radars
- Significantly cut down on the amount of time a human has to sift through satellite images
N/NC JADC2 Implications
Palantir outright states that they're using AI to help provide course of action development to NORAD. It means we're one step closer to Skynet, baby! But more importantly, Palantir placed what looks to be an image of a SIGINT/ELINT op off the coast of Kamchatka.
But that's not what you should focus on. You should focus on the fact that Palantir is now a crucial part of mission command in NORAD operations. Y'all remember Desert Storm? How the US Air Force basically clowned on Saddam's army for a month straight? That shit didn't emerge in a vacuum. It took 9 months of non-stop mission planning and 24/7 command and control during the op.
Palantir's mission is to make the planning and command process of a similar op in the future far more streamlined. And given that China has more or less set a deadline for the reunification of Taiwan in 2049, the US needs to gear up for a major war in the Pacific while keeping an eye on Russia to make sure they don't try and rebuild the Soviet Union.
And guess who will be passing all those delicious bits of data back and forth that entire time?
All you retards buying FD's, just switch to ITM LEAPs.
Palantir Technologies (NYSE:PLTR) announced today it was chosen by the US Army to receive one of two prototype contracts for the Common Data Fabric and Data Security solution to support network design experimentation for the Army’s next network modernization set of technology, termed Capability Set 23.Fuck all y'all haters
This marks the first time Palantir’s Gotham software is being integrated with the Army’s latest mission command software application, called the Command Post Computing Environment (CPCE), making Palantir a key partner in accelerating the Army’s modernization. CPCE is now being fielded across the force, providing commanders with better visualization tools, common applications and new server infrastructure. The prototype will work at the intersection of intelligence, mission planning and execution, providing a single, integrated solution to give commanders a global operational picture to make better data-driven decisions.
Foundry VTT 0.7.5 RELEASE
There are two important things that you need to know before updating, so please read this carefully.
WARNING: An unfortunate sacrifice required by the refactoring of dynamic lighting, vision, and fog of war is that your fog of war exploration progress will be reset. For those of you who rely upon fog exploration to track exploration of very large wilderness or mega-dungeon maps, please be sure to take a screenshot or other form of backup for your current fog of war exploration before updating so that you can reconstruct your exploration progress after the update.
WARNING: Version 0.7.5 is labeled as a stable release, but it includes a tremendous number of new features. Some game systems and modules have not yet been updated with compatibility for this new version. You may wish to verify the status of systems and modules that you depend on prior to updating. As always (but especially for a major update like this one) please back up your game data before applying this update.
This section describes the major highlights of the 0.7.x series, all of which are included in the 0.7.5 release.
Lighting, Vision, and Fog of War
- The dynamic lighting system has been redesigned with a modern, beautiful, and high performance ambient lighting built using native WebGL shaders.
- Launched a suite of built-in light source animations ranging from a classic torch to sci-fi energy domes with 13 amazing animation types to choose from.
- The interaction between lighting and the darkness level of a scene has been greatly improved to create more realistic and more beautiful day/night transitions in your maps.
- Line of sight and vision computation has been redesigned to use a high-performance quadtree algorithm which enables an order-of-magnitude improvement in vision performance.
- Token vision can now be animated in real-time during movement and drag operations.
- Fog of war is now stored with a smaller texture footprint.
The Active Effects System
- This was the major feature voted on by Patreon supporters for the 0.7.x update, and I am proud of the new Active Effects system which introduces the Active Effect entity which dynamically modifies the base data of an Actor in a variety of flexible ways.
- The addition of the Active Effects system empowers developers to add further automation to their game systems and modules by using these tools. The base system added by the 0.7.x update does not include a system-agnostic interface, but you should expect to see individual game systems rolling out support for active effects in the (hopefully) near future.
- To support the Active Effects system, a centralized game clock and time management API has been added to provide an underlying framework for duration-based effects and other time management tools.
- Token status effects have been greatly upgraded to use the new Active Effects system and integrate more seamlessly with Actor conditions and the Combat Tracker.
- Added an expansive built-in library of over 3500 icon images for commodities, containers, environment, equipment, sundries, tools, and weapon assets as standardized 256px webp files.
- Foundry Virtual Tabletop has a new logo!
- The dice rolling API has been redesigned to be more easily extensible for module and system developers including several new dice modifiers and dice types.
- Added more flexible sorting modes for folders and sidebar directory organization.
- Visual improvements which add support for smarter anti-aliasing at different canvas zoom levels.
- Scene configuration is now more flexible with the ability to customize the amount of padding around the Scene canvas.
- Improved convenience features for text chat including replies, shortcut whispers, toggling visibility of messages, and the ability to pop-out chat cards to a separate floating window.
- New content management options like bulk import from Compendium, bulk export to Compendium, and bulk permission configuration of content.
- Extensive stability and performance improvements for both the server-side and client-side of the application.
- Extensive documentation and localization improvement to make the software more accessible for more people.
Complete Update NotesThe 0.7.5 update incorporates and includes all of the changes documented in updates 0.7.0 through 0.7.5. You can read the full update notes for each individual release in the 0.7.x series using the following links:
New FeaturesThe following sections describe new features that were added specifically in version 0.7.5.
Lighting and Fog of War
- Added support for a new "Energy Field" light source animation, bringing the total animations to 13.
- Animated light sources of the same effect now have a randomized time offset in order to ensure that different lights of the same animation type appear different in their animation, rather than being constantly in sync.
- The default coloration shader has been improved and now provides more fine-grained control over color blending between multiple coloration sources, and aid situations where adding a light source to a white map would become too bright.
- Reworked the layering of illumination and coloration in order to draw coloration after illumination, instead of before - this allows the darkness level of the scene to be applied before additive light source coloration - for an overall improvement to the appearance for both dark and brightly coloured maps.
- The Torch animation has been improved to provide a more natural flicker effect, making it appear more realistic.
- Coloration for Darkness Sources (negative Ambient Lights) has been refactored, and now suppress other colors from being added above the illumination layer.
- Token vision changes during a keyboard movement are now smoothly animated if the if the Animate Vision setting is enabled.
UX and UI Improvements
- It's now possible to edit the configuration for one or more Ambient Light sources at the same time.
- A notification will now be displayed for GM Accounts when "show players" is clicked on an entity sheet, to make it clear that the entity has been shown to players.
- Door control icons they will now darken slightly to make it more clear they are being hovered over.
- The UI control to collapse the players list has been moved from AV camera frames to be a generalized tool as part of the Players UI. When collapsed other elements like the Macro bar and camera frames should now re-position to be flush-left.
- Improved the UI of the Resources tab on the Token Configuration window, it now uses numeric inputs with form-field div containers.
- The grid alignment tool now hides all canvas layers except for the background and the grid, to make establishing the correct sizing easier.
- Removed the 'update' button from Add-on Modules or Game Systems which do not define a manifest URL from which an update can be obtained.
- Modules which do not have a declared manifest URL will now be skipped by the packages update check, streamlining the update process.
- Improved the way next session time on the /join screen is displayed to show the date and time the user's local timezone with localized time formatting.
- Renamed "Shut down world" in /join screen to "Return to setup"
Other New Features
- The Foundry Virtual Tabletop Application for Windows is now formally code signed using an OV certificate, allowing for Windows Defender to (over time) establish confidence that Foundry Virtual Tabletop is a trustworthy application.
- Added a "transfer" checkbox to the default configuration sheet for Active Effects to control whether the active effect transfers to the owner or not in cases where the the active effect is owned by an Item.
- Updated Electron, Socket io, TinyMCE, and the AWS-SDK to new minor versions.
- Added missing localization options for Journal Entry header buttons.
- Actor.typeLabels or Item.typeLabels will no longer be initialized if a package has already explicitly defined them during the init hook.
Combat and Tokens
- Using the Assign Token button once again correctly passes data and no longer causes the Prototype Token configuration window to stop rendering.
- Setting Token Light Emission to an invalid angle now displays a more accurate notification error message.
- Measured movement from a Token once again works as intended, following an error that was preventing Token selection from correctly occuring.
- Some numeric inputs on the Token configuration sheet (width/height/vision distances) need to allow decimal inputs
- Validation of the Token Configuration window no longer incorrectly prevents changing certain values such as height and width to a decimal value.
- Corrected an issue which caused Condition icons to require a refresh before displaying for some tokens.
- The Combat Tracker now correctly displays the first 4 conditions present on an actor, instead of only the first.
- An issue which caused an empty image to be added to Combatants in the combat tracker has been corrected.
- Marking a combatant as defeated from combat tracker works as expected once again.
Lighting and Vision
- Visual artifacts at the outer edges of lights caused by placing dim light sources close together should no longer occur, as adjustments have been made to the easing function used for coloration shaders.
- Ambient Lights with a darkness threshold set no longer incorrectly reveal Fog of War if the Scene does not have a darkness level set.
- Dragging a Token with a size smaller than a full grid square no longer incorrectly shifts the POV origin of the Token's sight.
- Corrected some performance issues related to the new "Left Click to Release Objects" setting, where deselecting an object on large maps would cause significant performance decline.
- Scaling the scene background using the Grid Configuration Tool once again correctly adjusts Fog of War and Vision.
- Animated fog of war exploration will now occur for a user who can observe the moving token, and has no other tokens currently controlled.
- Fix a re-appearing issue with fog of war exploration faintly being visible at the bottom of the screen due to the masking of the blur filter on the fog container.
Other Bug Fixes
- Configuration windows for placeable objects (Drawings, Lights, Tiles, Tokens, etc.) now automatically re-render when the object they modify is updated. This means that repositioning an object while you have the configuration window open may result in losing unsaved changes.
- Corrected a timeout issue with the Version check would cause undo delays in loading the main menu or game in cases where the main Foundry VTT website is unavailable. The affected version check now has a maximum 3 second timeout.
- Corrected some performance issues related to the new "Left Click to Release Objects" setting, where deselecting an object on large maps would cause significant performance decline.
- World Description no longer incorrectly pushes layout beyond boundaries in cases where the world description is long, but instead allows scrolling.
- Saving the ActiveEffectsConfig sheet no longer throws an error and fails to save if all changes have been removed.
- Added padding to Text Drawings for the Arial Black font to correct an issue with taller characters being cropped.
- Corrected an edge-case issue where Door control icons would take priority over light source icons, preventing access to light configuration and control. Door control icons now only function while the user is on the Token layer.
- Explicitly specify autocomplete="off" on the password fields of the user management interface.
Framework and API Changes
- [BREAKING] When an Item that bears active effects is added to an Actor, keep the original copy of the transferred effect data on the owned item in addition to creating an ActiveEffect embedded entity on the Actor.
- Integrate Active Effects with Token and Combat Tracker status effect icons to display the effect icon for temporary effects. Active Effects which are temporary (have a finite duration specified in turns or rounds) and have an icon image specified will automatically be displayed as token status effects.
- Provide a convenience method, OwnedItem#transferredEffects for an Owned Item to reference any Active Effects on the owning Actor which were transferred from that Item.
- Expand the data model for the ActiveEffect to allow it to specify a certain tint color that modifies the display of it's icon.
- Fix issues with the addition and automatic transfer of ActiveEffects via Owned Items for synthetic Token actors.
Other API Changes
- Allow an Active Effect to set the core.overlay boolean flag which would cause the icon added by that effect to be displayed as the overlay status on the Actor's Token.
- Provide an ability to re-configure the form application used for Active Effect Configuration by defining the CONFIG.ActiveEffect.sheetClass property.
- Added a validation check that the formula provided to a Roll instance must be a string to provide a clear error message in cases where the roll fails.
- Disallow preUpdate hooks in cases where an update is made with the new noHooks boolean option set so that modules can't introduce breaking data elements into the update object.
- Added the Token.fromActor factory method to create a Token instance from an Actor entity and additional token data.
- No longer dispatch preCreate entity hooks for entities which are created with the temporary option set to true.
- Updated the website API documentation to now feature the details of the 0.7.5 API.