Jul. 16 at 2:22 AM
$PLTR The Real AI Moat Isn’t Just The Product
This is what Karp was highlighting last week.
As companies embed Enterprise AI solutions deeper into their operations, the real value may not simply be the software itself — it could be the long-term data, workflow, and ecosystem lock-in.
The bigger question:
Will enterprises be comfortable sharing their most valuable proprietary data with AI platforms that could potentially support competitors in the future?
It’s similar to hiring a contractor to help create your secret recipe — the expertise gained could eventually become valuable elsewhere.
For
$PLTR, the long-term opportunity may depend on trust, data security, and whether enterprises view AI platforms as strategic partners rather than just vendors.
The AI race is not only about models and technology — it’s about who owns the workflows and relationships.
