Jason Lemkin with some interesting takeaways from Palantir’s performance over the recent years. A couple of highlights:

#2. Its Top 20 Customers pay an average a stunning $45m a year (!). And that’s 24% higher than a year ago!

#4. Yes, Palantir is Solidly a Software Company. Gross Margins remain well above 80%. It was perhaps fair to criticize Palantir as a services business in large part in the run up to the IPO — but no longer. With many quarters of 80%+ gross margins, that’s software.

The net retention they’ve demonstrated is bananas: 120%+ consistently since going...

I’ve been a subscriber to Ben Falk’s excellent Cleaning the Glass blog for well over a year now. He’s a former front office analyst for the Sixers and Blazers that started this site with deep analyses on all aspects of basketball, with an eye for statistics and detail.

This is a great piece on what he’s doing with the site, moving from a purely subscription-based blog with a stats site alongside it to flipping that around: a stats and analytics portal with a splash of analysis writing. His work is excellent and worth...