PLTR directional thesis
Palantir gets re-rated as the proven owner of enterprise AI deployment while the biggest labs scramble to copy a playbook it spent 20 years perfecting and just printed 85% revenue growth on.
“Category right now? Yeah, well, you know, you really have to turn towards, uh, Palantir and just give them a nod because this forward deploy engineer thing back in 2004 or '05, you know, was, was like universally, you know, hated by, by the world and the investors and so on. And they really gave us 20 years of a look at how to, you know, make that incredibly effective and Generally, though, I think that it's in the early stages that this kind of custom work is, is done.”99:10claim_id
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