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It definitely feels like a strategic pivot. They were known for those huge, complex government deals, which are obviously high-risk, high-reward. Shifting to maximizing value from their existing customer base makes sense from a profitability and stability standpoint, especially in the current economic climate. It's less about the splashy new contract and more about making sure the clients they have are fully integrated and seeing the long-term benefits of Palantir's platforms. This could lead to more predictable revenue streams, but might also slow down their overall growth rate if they aren't landing enough new big fish.