The video compares Palantir (PLTR) and Salesforce (CRM) fundamentally. It highlights an interview where the Salesforce CEO comments on Palantir's pricing. The analysis contrasts the revenue growth of both companies since 2018. Salesforce has grown from 13.3 billion to 39.5 billion at a CAGR of 18.3%, including acquisitions, whilst Palantir has grown from 600 million to 3.4 billion at a CAGR of 31%. Palantir's revenue growth is accelerating whilst Salesforce's is decelerating. Palantir beats Salesforce on revenue growth, cash flow and ROIC. Palantir trades at approximately 189 times forward operating cash flow, whilst Salesforce trades at approximately 14.9 times forward operating cash flow, therefore Salesforce is undervalued. If had to pick between the two companies I would pick Salesforce.