Palantir Technologies是一家美国软件与服务公司，成立于2003年，总部位于科罗拉多州丹佛市。该公司专注于大数据分析，主要为政府和金融机构提供解决方案。Palantir的核心产品包括：Palantir Gotham：专为政府和军事客户设计，主要用于情报和防御分析。Palantir Foundry：为商业客户提供的数据整合和分析平台。Palantir Apollo：用于简化和加速软件更新与维护的平台。
Alexander C. Karp
英文原文：
Letter to Shareholders
February 3, 2025
I.
We are still in the earliest stages, the beginning of the first act, of a revolution that will play out over years and decades.
Our total revenue in the fourth quarter last year reached a record $828 million, representing a growth rate of 14% from the prior quarter’s total of $726 million, and 36% from the same period the year before.
This is not an incremental advance or marginal acceleration of our business. This is a new phase.
And the momentum we are seeing across sectors, both commercial and government, is unlike anything that has come before.
The business we have built has now developed its own internal momentum and strength, its own interior life and forms of untamed organic growth, with the output that we are seeing far surpassing what we are investing.
A software juggernaut has indeed emerged.
II.
We have the products and reach of an established incumbent and the speed, growth, and agility of an insurgent startup.
It is that most lethal of combinations that we have been seeking to build, and the future is now coming into sharp focus.
The strength of our commercial business in the United States, in particular, continues to astound even our most ardent believers.
Our U.S. revenue grew 52% year-over-year to $558 million in the last three months of 2024. And our U.S. business, at $1.9 billion for the year, now accounts for 66% of our total sales.
In the United States, commercial revenue alone in the fourth quarter grew 64% year-over-year—and 20% quarter-over-quarter—to $214 million.
Sales to our U.S. government partners, from intelligence services to healthcare work, grew 45% year-over-year to $343 million in the fourth quarter, pushing annual sales to $1.2 billion.
III.
We have been preparing for this moment diligently for more than twenty years.
A certain indifference to the doubts and opinions of others, to the shiny and fashionable thing, was absolutely required.
But our patience, and what some would fairly describe as our disregard for the received wisdom, has been rewarded.
Our results, the admittedly vulgar metric by which a market often unsure of what it wants to reward attempts to assess value in this world, have now surpassed even our most ambitious expectations.
We still remember the quizzical looks of potential early investors when we attempted to explain that we were building enterprise software—at a time when the floodgates of Silicon Valley had opened to fund consumer trinkets, online shopping websites, and other quite forgettable experiments in sating the needs of the late capitalist mind.
The looks were only more puzzled, the brows more furrowed, when we made clear that we were intent on building software systems for U.S. defense and intelligence agencies.
There were some challenging years. We were an odd bird flying in the wrong direction at the height of the consumer internet bubble.
The embrace came only slowly at first, and then more recently, quite quickly.
The unfortunate thing, either in business or politics, is that many of one’s adversaries and antagonists will never respond to anything but strength—that crude form of power that does not ask for but which requires compliance and deference.
And so strength we have built.
IV.
And still, the enemy of progress, when attempting to advance the interests of either an institution or a nation, is a descent into complacency and an abandonment of all humility.
That sense of arrival, a certainty that history has ended, or condescension to an adversary or competitor bested, often only temporarily, can be fatal.
And it is the technical complacency of a society that often mirrors its political choices and instincts.
Our commitment to tolerance and openness—our values as a culture—is without question infectious and compelling, but we cannot yet hope that they alone will protect us and win the day.
A fuller statement of this argument and its implications for the current moment and the crossroads at which we have arrived is presented in The Technological Republic, which will be released shortly.
As Samuel Huntington has written, the rise of the West was not made possible “by the superiority of its ideas or values or religion . . . but rather by its superiority in applying organized violence.”
He continued: “Westerners often forget this fact; non-Westerners never do.”
Sincerely,
Alexander C. Karp
Chief Executive Officer & Co-Founder
Palantir Technologies Inc.
～完～
感谢阅读，麻烦点个👍和❤️，谢谢！
