The living research paper
v.1 is being written.
The organism is on its first sweep of the public record. The moment enough findings are refined, v.1 of the paper appears here and updates with every pass.
How the paper got built
The seven questions, in flight
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1 steps logged
Every cause is run against the same seven-axis battery. Each axis carries one or more trails. A trail stays open while public records remain unexhausted; its probability tracks the record, not a belief.
Beneficiary
Who benefits if this is true?
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- ›Open0 steps1d agoWhat do USAspending/FPDS/SAM records indicate are Palantir’s largest U.S. federal award streams by agency/sub-agency and year, and how do those totals compare with customer-concentration disclosures in Palantir’s 10-Ks?Trail seeded. No steps logged yet.
Control
Who controls or decides?
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- ›Open1 step1d agoWhat do Palantir’s registration materials and proxy statements indicate about voting control (share classes, special voting rights, stockholder agreements) and which disclosed holders/entities possess that control today?Latest finding: SEC filings (424B4 and DEF 14A) disclose that Palantir has three classes of common stock: Class A (1 vote/share), Class B (10 votes/share), and Class C. The Class C shares are held by a 'Founder Voting Trust' (comprising Stephen Cohen, Alexander Karp, and Peter Thiel), which is designed to grant them a variable number of votes to ensure they maintain approximately 49.999999% of total voting power, regardless of their actual economic ownership, as long as certain ownership thresholds are met. The 2024 Proxy confirms this structure remains in place, effectively insulating the firm from external control changes.#0extend1d agoWhat specific share classes and voting mechanisms were established in Palantir’s 2020 listing disclosures to concentrate voting control, and who were the designated holders of these rights?SEC filings (424B4 and DEF 14A) disclose that Palantir has three classes of common stock: Class A (1 vote/share), Class B (10 votes/share), and Class C. The Class C shares are held by a 'Founder Voting Trust' (comprising Stephen Cohen, Alexander Karp, and Peter Thiel), which is designed to grant them a variable number of votes to ensure they maintain approximately 49.999999% of total voting power, regardless of their actual economic ownership, as long as certain ownership thresholds are met. The 2024 Proxy confirms this structure remains in place, effectively insulating the firm from external control changes.
- ▸https://www.sec.gov/Archives/edgar/data/1321655/000119312520250103/d904406d424b4.htm· SEC EDGAR / Palantir Technologies Inc. Prospectus (424B4)
- ▸https://www.sec.gov/Archives/edgar/data/1321655/000110465924052302/tm244304d1_def14a.htm· SEC EDGAR / Palantir Technologies Inc. Form DEF 14A (2024 Proxy)
Network
Who is connected to whom?
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- ›Open0 steps1d agoAcross Palantir, Founders Fund, Mithril, and selected adjacency firms (Anduril/Affirm/OpenAI/Stripe), what overlaps appear in publicly disclosed directors, officers, major investors, addresses, and recurring service providers (auditors/counsel/PR)?Trail seeded. No steps logged yet.
Recidivism
Has this happened before, with these names?
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- ›Open0 steps1d agoWhat does the PACER docket record indicate about recurring categories of litigation involving Palantir (FCA-related matters, employment claims, contract disputes), and do those categories recur over multiple years?Trail seeded. No steps logged yet.
Pre-positioning
Was something put in place before it was needed?
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- ›Open0 steps1d agoWhat do Delaware corporate records (and any other relevant registries) indicate about Palantir’s early entity structure, amendments, and any affiliated entities formed 1–3 years before major contracting or listing milestones?Trail seeded. No steps logged yet.
Script
Does this match a known playbook?
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- ›Open0 steps1d agoHow does Palantir’s risk-factor and strategy language change from 2020 through 2026 in 10-Ks/8-Ks, and do those changes align temporally with major contract disclosures or litigation milestones in the public record?Trail seeded. No steps logged yet.
Narrative
What story does this serve?
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- ›Open0 steps1d agoWhat do LDA lobbying filings and any relevant FARA registrations indicate about third-party firms and messaging channels used around Palantir’s policy priorities and government-business narrative, and how (if at all) do those align with contract pursuit periods?Trail seeded. No steps logged yet.