NDI-FutureTech
๐™‹๐™–๐™ก๐™–๐™ฃ๐™ฉ๐™ž๐™ง - ๐™๐™ค๐™ฉ๐™–๐™ก ๐˜ผ๐™™๐™™๐™ง๐™š๐™จ๐™จ๐™–๐™—๐™ก๐™š ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ & ๐™๐™š๐™ง๐™ข๐™ž๐™ฃ๐™–๐™ก ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™‹๐™ค๐™ฉ๐™š๐™ฃ๐™ฉ๐™ž๐™–๐™ก ๐™€๐™จ๐™ฉ๐™ž๐™ข๐™–๐™ฉ๐™š The Total Addressable Market (TAM) for Palantir ($PLTR (Palantir Technologies Inc.)) is difficult to estimate due to the vast number of workflows, industries, and decisions its software can optimize via agents. Given that $PLTR is operationalizing agents before any other vendor, revisiting this analysis can offer insights into its terminal revenue potential. ๐˜ผ๐™„ ๐˜ผ๐™œ๐™š๐™ฃ๐™ฉ๐™จ & ๐™‹๐™ง๐™ค๐™™๐™ช๐™˜๐™ฉ๐™ž๐™ซ๐™ž๐™ฉ๐™ฎ ๐™„๐™ข๐™ฅ๐™–๐™˜๐™ฉ AI agents will significantly boost productivity by reducing input resources needed for a given output and increasing output for the same inputs. In this framework: โ€ข ๐™„๐™ฃ๐™ฅ๐™ช๐™ฉ๐™จ: Labor-related costs. โ€ข ๐™Š๐™ช๐™ฉ๐™ฅ๐™ช๐™ฉ๐™จ: Non-revenue and revenue functions. ๐™‰๐™ค๐™ฃ-๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™ค๐™ช๐™ฉ๐™ฅ๐™ช๐™ฉ ๐™ž๐™ฃ๐™˜๐™ก๐™ช๐™™๐™š๐™จ: โ€ข ๐™„๐™: Maintaining corporate networks, ensuring access to resources, and securing systems. โ€ข ๐™ƒ๐™: Managing employee contracts, performance reviews, and welfare. โ€ข ๐˜ผ๐™˜๐™˜๐™ค๐™ช๐™ฃ๐™ฉ๐™ž๐™ฃ๐™œ: : Ensuring accurate financial records and compliance. ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™ค๐™ช๐™ฉ๐™ฅ๐™ช๐™ฉ is more straightforward, as it represents the total revenue generated by the business. Since AI agents will reduce costs and increase revenue, they will drive significant profit growth. Estimating the impact for an average-sized company allows us to scale up globally and assess how much of this new value could be captured by AI software vendors like PLTR. ๐˜ฝ๐™–๐™จ๐™š๐™ก๐™ž๐™ฃ๐™š ๐˜พ๐™ค๐™ข๐™ฅ๐™–๐™ฃ๐™ฎ Key assumptions include salary + employee overhead, revenue per employee, and the number of employees per company. ๐Ÿญ. ๐™€๐™ข๐™ฅ๐™ก๐™ค๐™ฎ๐™š๐™š๐™จ โ—ฆ ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š-๐™œ๐™š๐™ฃ๐™š๐™ง๐™–๐™ฉ๐™ž๐™ฃ๐™œ: 40% โ†’ 80 employees. โ—ฆ ๐™‰๐™ค๐™ฃ-๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š: 60% โ†’ 120 employees. ๐Ÿฎ. ๐˜พ๐™ค๐™จ๐™ฉ๐™จ โ—ฆ ๐™Ž๐™–๐™ก๐™–๐™ง๐™ฎ + ๐™ค๐™ซ๐™š๐™ง๐™๐™š๐™–๐™™ ๐™ฅ๐™š๐™ง ๐™š๐™ข๐™ฅ๐™ก๐™ค๐™ฎ๐™š๐™š: $100,000 ($85k salary + $15k software/services). โ—ฆ ๐™๐™ค๐™ฉ๐™–๐™ก ๐™ก๐™–๐™—๐™ค๐™ง ๐™˜๐™ค๐™จ๐™ฉ: 200 ร— $100,000 = $20,000,000. โ—ฆ ๐™Š๐™ฉ๐™๐™š๐™ง ๐™˜๐™ค๐™จ๐™ฉ๐™จ: Rent, insurance, materials = $4,000,000. โ—ฆ ๐™๐™ค๐™ฉ๐™–๐™ก ๐™˜๐™ค๐™จ๐™ฉ๐™จ: $24,000,000. ๐Ÿฏ. ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š โ—ฆ ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™ฅ๐™š๐™ง ๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š-๐™œ๐™š๐™ฃ๐™š๐™ง๐™–๐™ฉ๐™ž๐™ฃ๐™œ ๐™š๐™ข๐™ฅ๐™ก๐™ค๐™ฎ๐™š๐™š: $350,000. โ—ฆ ๐™๐™ค๐™ฉ๐™–๐™ก ๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š: 80 ร— $350,000 = $28,000,000. ๐Ÿฐ. ๐˜ฝ๐™–๐™จ๐™š๐™ก๐™ž๐™ฃ๐™š ๐™‹๐™ง๐™ค๐™›๐™ž๐™ฉ โ—ฆ $28,000,000 (revenue) โ€’ $24,000,000 (costs) = $4,000,000. ๐™’๐™ž๐™ฉ๐™ ๐˜ผ๐™„ ๐˜ผ๐™œ๐™š๐™ฃ๐™ฉ๐™จ ๐˜ฟ๐™š๐™ฅ๐™ก๐™ค๐™ฎ๐™š๐™™ ๐Ÿฑ. ๐™‰๐™ค๐™ฃ-๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™๐™ค๐™ก๐™š๐™จ (๐Ÿญ๐Ÿฎ๐Ÿฌ ๐™š๐™ข๐™ฅ๐™ก๐™ค๐™ฎ๐™š๐™š๐™จ) โ—ฆ 3ร— productivity โ†’ ๐Ÿฒ๐Ÿณ% ๐™˜๐™ค๐™จ๐™ฉ ๐™ง๐™š๐™™๐™ช๐™˜๐™ฉ๐™ž๐™ค๐™ฃ. โ—ฆ ๐™‰๐™š๐™ฌ ๐™ก๐™–๐™—๐™ค๐™ง ๐™˜๐™ค๐™จ๐™ฉ: $12M ร— (1 โ€’ 67%) = $4,000,000. โ—ฆ ๐™Ž๐™–๐™ซ๐™ž๐™ฃ๐™œ๐™จ: $๐Ÿด,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ (mostly from replacing humans with agents). ๐Ÿฒ. ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š-๐™‚๐™š๐™ฃ๐™š๐™ง๐™–๐™ฉ๐™ž๐™ฃ๐™œ ๐™๐™ค๐™ก๐™š๐™จ (๐Ÿด๐Ÿฌ ๐™š๐™ข๐™ฅ๐™ก๐™ค๐™ฎ๐™š๐™š๐™จ) โ—ฆ 2ร— productivity โ†’ ๐Ÿญ๐Ÿฌ๐Ÿฌ% ๐™ข๐™ค๐™ง๐™š ๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š. โ—ฆ ๐™‰๐™š๐™ฌ ๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™ฅ๐™š๐™ง ๐™š๐™ข๐™ฅ๐™ก๐™ค๐™ฎ๐™š๐™š: $350,000 ร— 2 = $๐Ÿณ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ. โ—ฆ ๐™๐™ค๐™ฉ๐™–๐™ก ๐™ฃ๐™š๐™ฌ ๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š 80 ร— $700,000 = $๐Ÿฑ๐Ÿฒ,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ. โ—ฆ ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™ž๐™ฃ๐™˜๐™ง๐™š๐™–๐™จ๐™š: $๐Ÿฎ๐Ÿด,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ. ๐™‰๐™š๐™ฌ ๐™‹&๐™‡ ๐Ÿณ. ๐™‰๐™š๐™ฌ ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š: โ—ฆ $28M + $28M = $๐Ÿฑ๐Ÿฒ,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ. ๐Ÿด. ๐™‰๐™š๐™ฌ ๐™‡๐™–๐™—๐™ค๐™ง ๐˜พ๐™ค๐™จ๐™ฉ: โ—ฆ ๐™‰๐™ค๐™ฃ-๐™ง๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š: $๐Ÿฐ,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ (down from $12M). โ—ฆ ๐™๐™š๐™ซ๐™š๐™ฃ๐™ช๐™š ๐™ง๐™ค๐™ก๐™š๐™จ: $๐Ÿด,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ (unchanged). โ—ฆ ๐™๐™ค๐™ฉ๐™–๐™ก ๐™ก๐™–๐™—๐™ค๐™ง ๐™˜๐™ค๐™จ๐™ฉ: $๐Ÿญ๐Ÿฎ,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ. ๐Ÿต. ๐™Š๐™ฉ๐™๐™š๐™ง ๐˜พ๐™ค๐™จ๐™ฉ๐™จ (๐™ช๐™ฃ๐™˜๐™๐™–๐™ฃ๐™œ๐™š๐™™): $๐Ÿฐ,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ. ๐Ÿญ๐Ÿฌ. ๐™๐™ค๐™ฉ๐™–๐™ก ๐˜พ๐™ค๐™จ๐™ฉ๐™จ ๐™‰๐™ค๐™ฌ: $16,000,000. ๐Ÿญ๐Ÿญ. ๐™‰๐™š๐™ฌ ๐™‹๐™ง๐™ค๐™›๐™ž๐™ฉ: โ€ข $56m - $16m = $๐Ÿฐ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ. โ€ข ๐™‹๐™ง๐™ค๐™›๐™ž๐™ฉ ๐™ž๐™ฃ๐™˜๐™ง๐™š๐™–๐™จ๐™š: $๐Ÿฏ๐Ÿฒ,๐Ÿฌ๐Ÿฌ๐Ÿฌ,๐Ÿฌ๐Ÿฌ๐Ÿฌ. ๐™’๐™ž๐™ก๐™ก๐™ž๐™ฃ๐™œ๐™ฃ๐™š๐™จ๐™จ ๐™ฉ๐™ค ๐™‹๐™–๐™ฎ ๐™›๐™ค๐™ง ๐˜ผ๐™„ If software vendors increase prices by 25% due to AI agents, companies may be willing to pay more. A company paying $๐Ÿฎ๐Ÿฌ๐™  ๐™ฅ๐™š๐™ง ๐™ฎ๐™š๐™–๐™ง for software might now pay $๐Ÿฎ๐Ÿฑ๐™ . Applied here, that 25% increase means $9m of the $๐Ÿฏ๐Ÿฒ๐™ˆ ๐™ž๐™ฃ ๐™ฅ๐™ง๐™ค๐™›๐™ž๐™ฉ goes to software vendors, leaving companies with $๐Ÿฎ๐Ÿณ๐™ˆ ๐™ž๐™ฃ ๐™ฃ๐™š๐™ฉ ๐™ฅ๐™ง๐™ค๐™›๐™ž๐™ฉ ๐™œ๐™–๐™ž๐™ฃ๐™จ.
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PLTR
Palantir Technologies Inc.
93.61
1.07 (1.15%)
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