HyphenDubenator
2 일 전
Staying Focused...
Question:
If China's new Deep Seek AI LLM is real with its superior performance and low cost will Palantir's business model make Palantir less competitively impacted than the big US AI HyperScalers such Open AI, Google, AWS, IBM, Oracle, MicroSoft, & Tesla? Could this in fact be a positive development for Palantir?
Answer: Chat GPT4
The emergence of a powerful and cost-efficient Chinese LLM like "Deep Seek AI" could indeed have an interesting impact on the AI and big data landscape, particularly for companies like Palantir that focus on enterprise software and AI for operational decision-making. Let’s break this down from a competitive perspective:
Palantir vs. Hyperscalers
The core distinction between Palantir and hyperscalers (OpenAI, Google, AWS, etc.) lies in their business models:
Hyperscalers: Focus on broad AI tools (e.g., APIs, cloud services, general-purpose models) to enable companies to build their own solutions. They operate in a commoditized space, competing on scale, cost, and capabilities of AI and infrastructure.
Palantir: Specializes in end-to-end solutions for enterprise clients, particularly in sensitive domains like defense, government intelligence, healthcare, and large enterprises. Palantir offers highly tailored solutions built on its proprietary platforms, Foundry, Gotham, and Apollo, which go beyond just LLMs and focus on integration, analysis, and operational decision-making.
Impact of Deep Seek AI
If "Deep Seek AI" outperforms existing hyperscaler models in terms of cost, capabilities, and deployment, its impact on Palantir might differ compared to the hyperscalers:
Palantir’s Differentiation:
Palantir’s value proposition isn’t about building the best LLM. Instead, it’s about:
Integrating AI models (regardless of their origin) into operational workflows.
Offering platforms that allow clients to derive actionable insights and implement those decisions effectively.
Specializing in mission-critical use cases like defense and national security, where trust and data sovereignty are key.
If "Deep Seek AI" is a better or cheaper model, Palantir could simply integrate it into its platforms. Palantir is model-agnostic and designed to incorporate and operationalize third-party AI models, meaning this could even lower Palantir's costs while improving its offerings.
Pressure on Hyperscalers:
Hyperscalers rely on proprietary AI models as a revenue driver, so a better and cheaper competitor could disrupt their pricing power and market share. Palantir, in contrast, is less reliant on developing its own LLMs and benefits from leveraging the best models available globally.
Geopolitical Factors:
Palantir's deep relationships with Western governments, especially in defense, could insulate it from competition with Chinese models like "Deep Seek AI." Many of Palantir's clients might be reluctant—or outright restricted—from adopting Chinese AI solutions due to security and data sovereignty concerns.
Could This Be Positive for Palantir?
Yes, it could be a net positive for several reasons:
Access to Better Models: If Deep Seek AI sets a new performance benchmark, it could drive global innovation and force hyperscalers to improve their offerings, which Palantir can integrate into its platforms.
Enhanced Value Proposition: Palantir thrives by integrating, orchestrating, and operationalizing AI for clients. Superior third-party models give it more powerful tools to work with, potentially increasing its own value to clients.
Focus on High-Touch Enterprise Solutions: Palantir doesn’t directly compete with hyperscalers for commodity AI services. Instead, it offers premium, tailored, and high-touch solutions that would be less affected by commoditization in the LLM space.
Strengthened Role as Integrator: A diverse AI ecosystem with multiple strong players (including "Deep Seek AI") could reinforce Palantir’s position as the go-to platform for integrating best-of-breed AI into operational workflows.
Challenges to Consider;
While the emergence of Deep Seek AI could be positive for Palantir in many ways, there are potential
Risks:
Competitive Price Pressure: If Chinese models drastically lower costs, hyperscalers might adopt aggressive pricing strategies, potentially reducing margins for companies like Palantir in non-government sectors.
Global Adoption Trends:
If Deep Seek AI gains traction globally, some enterprises might skip Palantir in favor of directly using advanced LLM platforms at a lower cost.
Security Concerns: Clients might question the security implications of integrating Chinese-developed models, especially in sensitive industries.
Conclusion:
Palantir’s business model positions it to be less impacted by the rise of a cost-efficient Chinese LLM than hyperscalers, as it focuses on operationalizing AI rather than commoditizing it. In fact, this could be a positive development for Palantir, as it may lower costs, increase competition among LLM providers, and allow Palantir to continue leveraging the best available technologies to enhance its platforms. However, geopolitical dynamics and market adoption trends will shape how this plays out in practice.
fwb
7 일 전
Dan Ives sees Palantir stock hitting $90 on commercial business revenue
On January 22, Dan Ives of Wedbush, a long-time Palantir bull, reiterated a prior ‘Outperform’ rating on PLTR shares and increased his price target from $75 to $90. If met, Ives’ price forecast would equate to a 19.03% upside from current prices.
The move reflects growing confidence in the company’s AI strategy and a belief that it should be a core winner in the trillions of AI spend over the next few years, as covered by Bloomberg tech reporter Ryan Vlastelica and posted by Christian Fromhertz in a January 22 post on social media platform X.
In a note shared with investors, Ives further clarified that Wedbush believes Wall Street is underestimating the $1 billion+ revenue stream that the company’s U.S. commercial business can evolve into over the next few years.
Elsewhere, Palantir also stands to benefit from Project Stargate — the recently announced $500 billion AI infrastructure project aimed at securing leadership in the field for the United States. In addition, the U.S. Army is considering recompeting its $22 billion Integrated Visual Augmentation System (IVAS) production contract with Microsoft (NASDAQ: MSFT) in February — a contract that Palantir is well-positioned to bid for.
While these recent developments are doubtlessly bullish for Palantir, no business can escape its fundamentals forever. For PLTR stock to keep trading at its current level, let alone sustain its upward momentum, continually outperforming already high expectations is a necessity — and that’s quite a tall order.
HyphenDubenator
1 주 전
Keeping my eyes on the Prize...
Question I posed to Chat GPT 4:
As use of Palantir's ai platforms become more and more ubiquitous by governments and commercial enterprises who depend on their services, it becomes more and more difficult for competitors to take market share away from Palantir. It is more likely that most would be competitors will choose to partner with Palantir rather than compete directly with Palantir. Is this a reasonable assumption to make? And if so why?
Answer given by ChatGPT 4:
Yes, your assumption is reasonable, and several factors contribute to the likelihood that many potential competitors might prefer to partner with Palantir rather than directly compete with it. Here's why:
1. Network Effects and Market Entrenchment
Established Customer Base: Palantir has deeply embedded itself within governments, defense agencies, and large enterprises. This creates significant switching costs, as customers have already invested heavily in integrating Palantir’s platforms into their operations.
Network Effects: As more organizations adopt Palantir’s systems, the value of its data-sharing and analytics ecosystems increases, making it harder for competitors to lure customers away.
2. Technological Moat
Proprietary Technology: Palantir’s platforms like Foundry and Gotham are built on years of R&D and are tailored to handle complex data integration, analysis, and decision-making at scale. Competitors face high barriers in replicating this sophistication.
Integration Expertise: Palantir specializes in integrating diverse data sources, which is a significant challenge for many organizations. Its proven ability to do so gives it a technological edge.
3. Long-Term Contracts and Trust
Government and Enterprise Contracts: Palantir often secures multi-year contracts, particularly in sensitive sectors like national security and intelligence. The trust required to handle such critical data is difficult for new entrants to establish.
Regulatory and Compliance Barriers: Palantir’s experience with compliance and regulatory requirements in high-stakes industries makes it a trusted partner. Competitors may lack the credentials or expertise to meet these standards quickly.
4. Partnership Opportunities
Complementary Offerings: Potential competitors may find that their strengths lie in adjacent areas—such as specialized analytics, data visualization, or AI applications—rather than competing head-to-head. Partnering with Palantir allows them to leverage Palantir’s infrastructure while offering complementary solutions.
Ecosystem Collaboration: By partnering, companies can integrate their services into Palantir’s ecosystem, gaining access to its established customer base rather than competing for it.
5. Cost and Resource Constraints
High Development Costs: Developing platforms capable of rivaling Palantir’s capabilities requires significant investment in talent, infrastructure, and time. For many, it’s more practical to collaborate rather than compete.
Risk Aversion: Competing directly with a well-established player like Palantir involves high financial and reputational risks. Partnering mitigates these risks while still providing market opportunities.
6. Palantir’s Strategy
Openness to Partnerships: Palantir has shown a willingness to collaborate with other companies, including cloud providers and niche AI firms, to expand its capabilities and reach. This openness creates opportunities for would-be competitors to partner instead.
Conclusion
Given these factors, it is indeed reasonable to assume that most would-be competitors might choose to partner with Palantir rather than compete directly. The combination of Palantir’s entrenched market position, technological advantages, and willingness to collaborate makes it an attractive ally and a challenging rival.
fwb
2 주 전
The Economy Forecast Agency
PLTR STOCK PRICE PREDICTION 2025, 2026, 2027-2029
https://longforecast.com/palantir
ABOUT US
The Economy Forecast Agency (EFA) is specialized on long-range financial market forecasts. We use reliable models for long-term forecasting crude oil prices and precious metals prices, exchange rates, interbank interest rates, stock indices and some other macroeconomic indicators. The horizons of forecasts are 5, 10 and 15 years. Long-term investments need accurate forecasts of economy development indicators. The Economy Forecast Agency is independent from any banks, funds and other market players. We provide with original forecasts based on our unique methodology.
Methodology
Our specialists use mathematical and statistical methods of prediction based on the existing historical data. They take into account the following factors with varying degrees of importance: cyclic recurrence, knowing correlation of market indicators, changes in the availability and attractiveness of the instrument for speculators, electronic and algorithmic trading growth, regulatory intervention degree and frequency of significant events over time.
Oleblue
3 주 전
Palantir Co-Founder Joe Lonsdale Touts Lead Over Traditional Contractors Amid Stock Dip: Analyst Says 2025 To Be A Breakthrough Year
by Kaustubh Bagalkote
Palantir continues to “reshape modern warfare” despite recent market volatility, with shares down 10.51% year-to-date after surging over 306% in the past year, according to co-founder Joe Lonsdale.
What Happened: “It’s great to see Palantir being recognized as an extremely valuable company,” Lonsdale said during a CNBC appearance on Thursday, highlighting the company’s $155 billion market capitalization that now exceeds traditional defense contractor Lockheed Martin Corp.
The data analytics giant’s rapid growth gained even more momentum after President-elect Donald Trump‘s victory, with shares soaring more than 50% from the election to year-end.
CEO Alex Karp emphasized the company’s military applications, stating, “We’ve managed our model in AI so that it actually delivers value — on the battlefield, to bring soldiers home, to kill enemies, or commercially, to change margins.”
This transformation from a data organization platform to an AI powerhouse nearly didn’t happen. Lonsdale revealed on the Shawn Ryan show that Palantir “came really close to dying” in its early years before Karp secured crucial FBI and CIA contracts. “A few of our top guys were basically ready to quit,” he recalled, highlighting the company’s dramatic turnaround.
Wedbush Securities analyst Dan Ives remains bullish, predicting 2025 will mark a breakthrough year for Palantir’s AI platform. The company’s expanding influence is further evidenced by its recent partnership with Amazon Web Services to provide Anthropic’s Claude AI models to U.S. intelligence agencies.
Why It Matters: While 44% of Palantir’s revenue still comes from government contracts, Lonsdale emphasized that the majority of growth now stems from commercial applications.
This diversification, coupled with the company’s technological edge over traditional defense contractors, positions Palantir at the forefront of both military modernization and commercial AI deployment despite recent market fluctuations.
“There’s a growing recognition worldwide of the need for cutting-edge defense solutions,” Lonsdale said. “Interestingly, modest reductions in defense budgets can benefit newer, innovative defense firms. Legacy contractors often operate with inefficiencies that make their solutions far more expensive.”
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https://www.benzinga.com/25/01/42907249/joe-lonsdale-says-palantir-leads-in-cutting-edge-defense-solutions-over-traditional-contractors-amid-stock-dip
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