Palantir Technologies

Palantir is founder-led and founder-controlled, which we view positively. CEO Alexander Karp and Chairman Peter Thiel have long tenures and shareholdings. This alignment encourages long-term thinking. Karp’s decisiveness yielded breakthrough contracts historically, though his leadership style is unconventional.

We see alignment and vision as strengths. However, the company’s governance is complex, and executive compensation is high. Balancing these factors, we rate management quality around 70/100.