May. 5 at 5:49 PM
$PLTR $IGV people are kind of freaking out by Shyam Sankar comment about Palantir transitioning to an AI based workflow. We're talking about a high-security firm who knows how to safeguard data and identity. The VAST MAJORITY of Fortune 1000 firms don't have the technical workforce sophistication that Palantir has; to assume that is just as dumb as saying that Anthropic can replace Palantir despite not having ontology. Importantly, if you're a Fortune 1000 firm, you MUST make your access to AI data AGNOSTIC as you don't know which firm's LLM is going to ultimately be the best one, which new firms may arise over time, which may become obsolete. It might be easy for Palantir to switch on a fly, but Fortune 1000 IT Departments don't want to deal with that. Using workflows from
$NOW and
$CRM enables the Fortune 1000 firm to benefit from existing protocols in compliance, data mining, data access, identity while being LLM AGNOSTIC going forward.