
Satya Nadella Once Praised Palantir's FDE Model, But Ex-CFO Says It's 'Lighting Equity On Fire' Over $20K Contracts

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Palantir's former CFO Colin Anderson critiques the company's Forward Deployed Engineer (FDE) model, stating it only works for large contracts, labeling smaller ones as "lighting equity on fire." He emphasizes the need for capital discipline and that the model's success depends on problem complexity. Microsoft CEO Satya Nadella previously praised the FDE approach, but Anderson warns that many founders misunderstand its fundamentals. Despite these concerns, Palantir's stock has surged over 409% in the past year, with raised revenue guidance for 2025.
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