$PLTR

" $PLTR WILL COLLAPSE IN 2 YEARS." Legendary investor @michaeljburry just dropped a new interview with a legendary level of bullshit. Let's bury him: 1.⁠ ⁠"It's the AI consulting thing." Burry can't understand that a consulting business doesn't have an 80% gross margin at ~50% FCF margin, growing +60% while having fixed headcount. Legendarily embarrassing. 2.⁠ ⁠"Palantir doesn't produce a product for AI. It was a lucky AI cover." Seems Burry spent more time writing tweets on Palantir than actually studying it. Palantir was doing AI before it was called "AI". The proof is in the old demos and the fact that it was perfectly positioned as the "AI grid" application for deploying n-models to deliver business value. If Palantir's AI wasn't real: •⁠ ⁠its business would have stalled lik