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Reflections on Palantir

(nabeelqu.substack.com)
479 points freditup | 1 comments | 16 Oct 24 02:18 UTC | HN request time: 0s | source
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newprint ◴[16 Oct 24 02:50 UTC] No.41855137[source]▶
Can someone explain to me what is the Palantir's business model ? I haven't heard any large, meaningful project they been involved in, but I keep hearing the company name & how hot they are and their stocks are going to blow-up any day (some of my friends kept their stocks for the last 4-5 years with very little gain compared to other software companies). I know of the smaller software companies that are less than 100 people and have a very meaningful impact in DoD & Gov space.
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swordsmith ◴[16 Oct 24 21:05 UTC] No.41863854[source]▶
I use Foundry for work. It makes data ingestion, cleaning, quality check and automation easy. After all the data is ingested, running analysis/RAG on them become extremely easy.

Basically, it's end-to-end data engineering and analytics. And the more a company uses/invests into the platform, the more benefit and locked-in they are.

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alexpetralia ◴[16 Oct 24 22:32 UTC] No.41864525[source]▶
"End-to-end data engineering and analytics" is quite a bold claim from a single service provider.

Here is the link for anyone interested: https://www.palantir.com/platforms/foundry/ and a YouTube explainer: https://www.youtube.com/watch?v=ZGGRCTTjLfQ

Given you've used it, just how self-service is it? To me this seems like such a large claim that - if it's doable - I'm surprised there are not more competitors in the "vertically integrated data providers" space.

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1. maeil ◴[17 Oct 24 01:09 UTC] No.41865474[source]▶
> Given you've used it, just how self-service is it? To me this seems like such a large claim that - if it's doable - I'm surprised there are not more competitors in the "vertically integrated data providers" space.

It is both very self service and not very self service. That's why they employ the FDE model from the article, to actually ingrain it into the client company to the point that it becomes self service.

It's extremely hard to build such a product from scratch and have it actually be good, that's why there's no competitors. Especially providing the finely grained security controls that the article talks about, and have the platform be secure. There's a reason their security team wins the biggest CTFs half the time.