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Planet Labs
Continued thinking on Planet Labs
Every investment decision ultimately returns to the question of what do you believe vs. what is already priced in
May 7
14
1
Research Recap | February 2025
Thryv, Upstart, Planet Labs
Mar 4, 2025
2
Research Recap | January 2025
Planet Labs, Xometry, and Pagaya
Jan 31, 2025
6
4
2
An informative Glassdoor review
A fine point on Planet's GTM struggles
Aug 21, 2024
1
Planet Labs Q1 2025 Update
Notes from an interesting quarter
Jun 8, 2024
9
4
My Thesis in Planet Labs
Investment Idea #3
Mar 2, 2024
17
9
1
How People Use Planet's Data: Civil Government
And the opportunity in sustainability regulation
Feb 24, 2024
4
1
How People Use Planet's Data: Agriculture
Commentary on a customer index (of sorts)
Feb 17, 2024
6
5
A Few Thoughts on Planet Q2
Own the business, not the stock
Sep 8, 2023
11
1
2
A Natural Consolidator?
Understanding Planet's acquisition history
Sep 6, 2023
7
1
Planet Labs: The Big Picture
How Planet Labs disrupted earth observation, upended the industry economics, and built a durable moat
Dec 19, 2022
6
1
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