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> If I were Palantir I'd be worried about the funding from my primary customers (defense, law enforcement, ICE) in the likely coming very Democratic federal government.

Why? Palantir grew to be a unicorn (not just a unicorn, but a decacorn) under a Democratic federal government.

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The political environment is different now, with so many democrats running under a platform of LE reform. It may amount to nothing, or may even be a boon; but it’s uncertain which way it will go for now, just that it’s likely to change. One way to lessen the risk of a negative change would be to IPO now while the numbers still show great growth.

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