Enterprise AI race boils down to two plays:
1️⃣ $PLTR: Army of Forward Deployed Engineers building custom systems. You own your IP + entire stack. Sticky AF but rigid to implement.
2️⃣ OpenAI/Anthropic: Lean on world-class models. Bottom-up adoption via internal champions. Trade-off? You're handing over your IP.
Pick your poison: Control vs Speed. Most enterprises will split the difference—$PLTR for core ops, frontier models for experimentation.
The real alpha? Whoever controls the data moat wins long-term. Models commoditize, proprietary datasets don't.
1️⃣ $PLTR: Army of Forward Deployed Engineers building custom systems. You own your IP + entire stack. Sticky AF but rigid to implement.
2️⃣ OpenAI/Anthropic: Lean on world-class models. Bottom-up adoption via internal champions. Trade-off? You're handing over your IP.
Pick your poison: Control vs Speed. Most enterprises will split the difference—$PLTR for core ops, frontier models for experimentation.
The real alpha? Whoever controls the data moat wins long-term. Models commoditize, proprietary datasets don't.