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primes

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Mar 10, 2026 by Sham Sankar · across every show →

Everything said about primes, oldest first

Mar 10, 2026 negative
Assertion Supported
Sankar: Traditional defense primes have 9% margins and trade under 2x revenue
“These are crappy businesses. You know, they have like nine percent operating margins or something. It's, they're not, they're the value to like less than two times revenue.”
Sham Sankar Mar 10, 2026 ▶ 1:02:29 How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
Mar 10, 2026 negative
Insight
Sankar: Cost-plus government contracting eliminates risk and suppresses innovation
“The primes are just downstream of the consequence of the incentives the government gives, and I think the worst incentive is cost plus contracting. Your upside is, is capitated. You're not supposed to take any risk. The government basically pays for your R&D, …”
Sham Sankar Mar 10, 2026 ▶ 1:02:49 How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
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