TLDR
Snowflake provides a cloud data warehouse-as-a-service. $500m+ ARR, growing at 121%, at 62% gross margin, and 158% net dollar revenue retention. Palantir started way before the AI boom in 2003, it feels like a lot of the hard yards they put in is now part of industry-understood packages. The company has remarkable efficiency, with its efficiency score (revenue growth + FCF margin) at 110%. While everyone including Warren Buffet got bullish about the company, it also helped raise the valuation astronomically high.via the TL;DR App
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Written by rohit-krishnan | rusty coder, venture capitalist, economist by training, iterating through life
