Brillaint timing on this roundup before earnings. The shift from pure defense work toward multi-cloud AI partnerships with Lumen and Snowflake shows how Palantir is becoming infrastructure for commercial AI workflows not just data anlysis. I saw similiar patterns when Databricks expanded beyond ML teams, but Palantirs integration depth with existng systems is dunno way more defensible long-term.
Brillaint timing on this roundup before earnings. The shift from pure defense work toward multi-cloud AI partnerships with Lumen and Snowflake shows how Palantir is becoming infrastructure for commercial AI workflows not just data anlysis. I saw similiar patterns when Databricks expanded beyond ML teams, but Palantirs integration depth with existng systems is dunno way more defensible long-term.
Thanks for sharing!