Jul. 18 at 3:59 PM
$BKSY the product/service Blacksky sells is being commoditized, which
$PLTR has accelerated with products like metaconstellation (MC).
$PLTR MC integrates data from multiple satellite providers into unified platform, using Edge AI and Foundry to process imagery/deliver actionable insights in realtime, enabling users to access data from various constellations w/o needing direct contracts with individual providers. By acting as an operating system for satellite data, MetaConstellation reduces the differentiation between providers like
$BKSY,
$PL, and
$SATL. Customers can access imagery and analytics through a single interface, making the source of the data less critical. This aggregation lowers the unique value proposition of individual providers (like
$BKSY), as customers prioritize convenience and cost over proprietary data sources, and creates a more competitive environment where providers must lower prices to remain attractive.
https://x.com/DoctorKillinger/status/1946234772457460128