Why I Think This Is A $1 Trillion Company?
The takeaway
A trillion dollar company is built on the layer that cannot be swapped, not on the model that can.
First, the honest version of the title: this video does not predict that Palantir will be worth a trillion dollars. It works out what the company would have to earn to get there, states every assumption out loud, and then says plainly that a company reaching a trillion and a share price rewarding its owners are two different questions.
With that said, here is the argument.
