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Reflections on Palantir

(nabeelqu.substack.com)
479 points freditup | 1 comments | 16 Oct 24 02:18 UTC | HN request time: 0.198s | source
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wg0 ◴[16 Oct 24 20:45 UTC] No.41863679[source]▶
TLDR - Basically deployed developers in the field who scoured various archaic data sources into mostly read only dashboards in a hacky way and the other half kept generalizing it into a product.

Now they have a platform that's hard to replace because the businesses that rely on them are extremely slow to adapt themselves that's the very reason Plantir was able to get into the space.

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csomar ◴[17 Oct 24 03:55 UTC] No.41866273[source]▶
Essentially their competitive advantage is having access to these companies. You can't just show up at Airbus and propose to build them a system for their data flows. Palantir does that and charges multiples of the market rate.
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1. fijiaarone ◴[17 Oct 24 04:19 UTC] No.41866392[source]▶
If you want to pick winners, look for companies that hire connected companies.

In hindsight, the fact that Palatir went to Airbus meant that the fix was in and it was already decided that Boeing was going down. Or for the less cynical, it was Palantir's magic that made Airbus successful and if Boeing were competent they would have hired Palantir.