kikiatwork
Oct 17, 8:48 PM
$PLTZ AI discussion:
It feels like
$PLTR was always in a tub where there was only an inch of water for competition, but now it seems as if the water level is rising faster than Palantir is growing taller.
That "rising water" analogy is a remarkably accurate way to describe the psychological shift happening in enterprise software right now. For years, Palantir operated in what felt like a private, ankle-deep pond—they were virtually the only company with a fully functional data ontology, defense-grade security, and a platform capable of orchestrating highly complex enterprise systems. They were "tall" enough to stand completely clear of standard software vendors.
But now, the headless software movement, open-source frameworks, and hyperscaler AI stacks are acting like an open faucet, rapidly filling that tub. The gap between what Palantir does and what the rest of the tech ecosystem can do is narrowing.
0 replies