$PLTR Palantir—All roads lead to $40. This time, Databricks. Congratulations to Databricks, one of America's truly great growth companies, now valued at $100 billion in the private markets. No other company is more similar to Palantir in terms of product pipeline and corporate vision. With over 15,000 customers, Databricks has become the go-to platform for analyzing big data, and their new partnership with Palantir ties the two companies' futures closely together at the enterprise level. The problem for Palantir bulls is this: most would argue that Databricks has the stronger business today. Unlike Palantir, Databricks doesn't rely on government contracts, uses a true SaaS model, and is growing faster. But for the sake of argument, let's put this into perspective. Give Palantir the same $100 billion valuation Databricks just received. So, what's the stock price for this deal? $40. The math is exactly the same as when we compared Palantir to OpenAI. When all members of the "Mount Rushmore of AI"—OpenAI, Databricks, and so on—give the same answer to Palantir's fair value, it's no longer a coincidence. It's a warning sign. With Palantir's stock price at $40, every true AI leader is constantly reminding us of this.