#Anduril vs Palantir

1 messages · Page 1 of 1 (latest)

slate fractal
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anyways it's not an ez call but i'd say if ur really interested in staying technical for as long as possible i would pick anduril

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although valuation is already pretty high, idk what the RSUs are going to look like for RO

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can confirm that anduril will not keep u stuck in defense industry lmao. we know a guy who's brother is at anduril and he's assailed by recruiters from all kinds of companies

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pltr more stable/consistent/established and it probably pays better, but ur right that fdse is as much consulting as it is swe

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also @lapis heath curious as to why u picked fdse for palantir when u wanna stay technical

cosmic nexus
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Yea Anduril

crisp canyon
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pre IPO stock could be worthless or possibly worth a lot in the future but u can’t immediately sell it. Public stock (for the most part) has less risk and less upside

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palantir kinda diff though since their stock is wonky

cosmic nexus
cosmic nexus
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If u care about doing SWE

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Don’t do fdse

slate fractal
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so the way RSUs work is they determine x dollars to give you in stock, so the higher the valuation the less individual stock units that is

once u get the stock units its ur choice what to do with them. anduril is private so you can't sell the stock units until they IPO. when a company IPOs (see figma this summer), the public can buy it, so all the ppl that were just randos not affiliated with the company can invest in it. the hype usually leads to the stock going up.

thing is unless it's figma where they IPOed way too low, getting in pre ipo is generally not that lucrative unless ur super early. for example someone that got into figma in 2018 got 150k worth of stock when the company was deemed 400m in value. figma is worth a lot more than that now so the 150k stock is like tens of millions now i think.

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the idea is anduril has potential and the public is keen to invest and will buy in at higher prices than vcs will price the company at, which gives employees the ability to sell for a lot

cosmic nexus
slate fractal
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ah

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ya then there's little upside

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tbh u have to get these things early]

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once ppl are talking this and that about how the ipo is gonna be so good ur cooked

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figma was the last one

cosmic nexus
slate fractal
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this why i be telling ppl to take notion lowkey....

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then again idk

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but if u want to gamble on ipo upside look at series c ish startups that have a lot of talent from top schools

half kiln
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The thing is Anduril will be a meme stock

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And trade at Tesla/Palantir PE ratios

cosmic nexus
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Notion’s revenue stream is wonkey tho

teal gazelle
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Anduril mogs

slate fractal
cosmic nexus
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Do they? They can’t land big enterprises as customers

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The only ppl that use them are students who have no money and small startups

slate fractal
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figma uses them

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but ur right

cosmic nexus
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Like google workspace, atlassian, mfst office are just better

slate fractal
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what notion needs to do (are you listening @shivani?) is rewrite their client side code in cpp like figma so it doesn't hog insane ram and is more performant

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once it's a smoother experience it's doable

cosmic nexus
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Yea also the app is kinda ass lol

slate fractal
cosmic nexus
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Like it’s better than it was a couple years ago but the performance is still not great

slate fractal
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but yes i'm biased cuz i worked on confluence but i think confluence is better and it integrates with the whole atlassian sphere way better

cosmic nexus
slate fractal
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msft products are gapped asf i'm not hearing any of this out 💀

cosmic nexus
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Like notion is basically just a note takeing app

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If anything they’re overvalued

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Anyways I digress

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Anduril is prob the move where

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here

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If u want to do traditional SWE

slate fractal
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palantir is more well known and considered to have a higher bar though i'm not sure that

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that's true

cosmic nexus
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Palantir is more prestigious but everyone in tech knows what anduril is

signal bison
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this

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also fdse doesnt have levels

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so exit opps are wayyy more inconsistent

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it's less known slightly but i think the work would make up for it

distant citrus
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evil ahh offer sbro

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ik this mfker sewuh is evil ah hell

nova birch
slate fractal
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they’re hot

cosmic nexus
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Not enough to go public

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And it’s only $500 m arr after 10 years

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There’s no upside

restive pawn
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This mf a villain