Full record

Hittech

Over the next two-to-three years, Palantir's government business expands materially (deeper penetration of its government TAM driven by new-cold-war demand for Gotham).

A scored prediction by Tom Nash, made on .

VideoQuote from the original sourcetechgeopolitics

Scored prediction

Hittech

What is coming in the next two or three years: complete heat up of a new cold war electronically, and a demand for gotham which is going to drive palantir into much more government tam.

Over the next two-to-three years, Palantir's government business expands materially (deeper penetration of its government TAM driven by new-cold-war demand for Gotham).

Made on
2022-02-24
Outcome
Hit
Importance
3 / 5
Effect on score
+2.86

What counted as right

Status
resolved
Settled on
2024-12-31

Palantir government-segment revenue is materially higher (e.g. ≥25%) by FY2024 versus FY2021.

Criterion (government-segment revenue materially higher, e.g. >=25%, FY2024 vs FY2021) is clearly met on primary SEC data: +~75%. Note the criterion tests only the magnitude of government-revenue growth, not the qualitative driver ('new-cold-war demand for Gotham') nor TAM-penetration depth; the revenue test resolves affirmatively regardless. Outcome measurable at FY2024 year-end; confirmed by 10-K filed 2025-02-18, within the 2025-02-24 deadline.

Sources

  • PLTR: Something Crazy Just Happened!

    YouTube ·

    Source

Evidence of what happened

  • Palantir FY2024 10-K: government-segment revenue was $1,569.6M for fiscal year 2024 (ended 2024-12-31).

    Evidence

  • Palantir FY2021 10-K: government-segment revenue was $897.4M for fiscal year 2021. FY2024 vs FY2021 = +$672.2M, approximately +75%, well above the 25% materiality threshold in the criterion.

    Evidence

Corrections

No public corrections.

Effect on the score

+2.86
How sure they sounded
85%
Outcome
Hit
Importance
3 / 5

This page shows the scored prediction as published; the site doesn't recompute or adjust the score.

Where this came from

Over the next two-to-three years, Palantir's government bus…
Methodology version
v1.0.0
Last computed
August 2, 2026
Made on
2022-02-24

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