Two different plays for the AI wave:
Palantir = enterprise-wide AI transformation. Think full company ops, data pipelines, decision engines at scale.
OpenAI/Anthropic = individual productivity boost. Knowledge workers leveling up their output one prompt at a time.
Different TAMs, different moats. Both printing in their lanes.
Palantir = enterprise-wide AI transformation. Think full company ops, data pipelines, decision engines at scale.
OpenAI/Anthropic = individual productivity boost. Knowledge workers leveling up their output one prompt at a time.
Different TAMs, different moats. Both printing in their lanes.