Case Study:
APEX, powered by Foundry, was deployed at a Fortune 100 CPG company in under 12 weeks. In the 5 months since launching, as a direct result of APEX, the business has:
- Identified and prevented over $56M in shorted sales orders when there was inventory in the network.
- Identified and redeployed over $12M of stranded inventory at risk of timing out.
- Replanned consumption of $3M worth of stock that was being consumed out of rotation and would expire before projected demand consumed it.
- Automatically planned and executed over 7,000 movements to make the above happen.
- Annualized, this equates to more than $170M of value, with a marginal cost to capture of around 1%.
Time to value with Foundry is so quick: you can perform actions now.
“If the future that is coming says: due to increased chaos, conflict, and businesses needing to move faster with the rate of data, it seems illogical to delay a feedback loop for a few years. Everyday you delay the feedback loop, the less likelihood there is for future success.“
Time to value within Palantir refers to costs and time being saved. Overall via the use of software – efficiencies can be created.
Palantir OS:
What does an Operating System actually mean within the context of data?
When it comes to Palantir as an Operating System, this means that the company operates within all of the big data layer architecture principles. This is in comparison to companies such as Snowflake, in which operate within a sole layer – namely the data lake house or Wearhouse layer.
The graph below indicates the breakdown of each layer within the Palantir OS.
Within the scene of Big Data, there are 5 layers for the architecture of big data processing and analytics. This includes, data visualisation, data analysis, data collection and processing, and the ability to gain all structure and unstructured data formats.
Palantir operates within each of these layers, in comparison to one individualistic layer. This reveals the holistic OS that is provided within the context of Palantir.
An OS is broken into 4 main areas by management.
1) Firstly, through Palantir software, one can “drag & drop” certain tools, features, & partnered applications onto the project. This can be done fluently, meaning that the tools, features & applications communicate & work in conjunction with each other. As well as Palantir having innate tools (data visualization, AI, ML, ontology) within their platform, one can also leverage these innate tools, & use them in conjunction with partnered features & tools in order to derive the most value.
2) Orchestrate & bind the IT landscape together. This means that, instead of replacing old data systems & tools within the organisation. Through Palantir, organisations can intertwine their own bespoke data systems & tools, in conjunction with more modern tools & applications – & overall use these in communication with each other.
3) Network effects refers to the low code, no code environment of Palantir OS. This enables anyone & everyone in the organisation to use the platform, create new applications & features, regardless of technical ability. Changes can be shared across the organisation, revealing how the product becomes more useful as more people use it.
4) Contextual data. Data is transformed into people, places, & things – which makes the data come to life.
Morgan Stanley:
Morgan Stanley recently explained within their initiation note that software is increasingly deflationary, within an inflationary world.
Morgan Stanley key takeaways: (1) In an inflationary world, we believe companies that have developed deflationary products/services will become increasingly valuable, (2) as long as those companies have significant barriers to entry with respect to those products/services.
“AI is proving relentlessly and increasingly deflationary. This cheap and increasingly powerful compute has allowed training for AI models that are not now growing at the rate Moore’s Law would have projected, but instead far in excess of this rate. The history of investment in AI is usually told as a story of booms and busts, but that is not reflected in the historical trend of compute used by
learning systems.”
“The case for digital transformation has never been more urgent or more clear. Digital technology is a deflationary force in an inflationary economy. Businesses, small and large, can improve productivity and the affordability of their products and services by building tech intensity. The Microsoft Cloud delivers the endto-end platforms and tools organizations need to navigate this time of transition and change.”— Satya Nadella, CEO of Microsoft
