Palantir Technologies is a software company that provides unique technological products for companies and Governments. At the core, their products represent the mimicry of reality, via the use of a digital twin & ontology, thus enabling companies to predict, prevent and simulate events, and create the most optimal outcome.
Furthermore, Palantir is differentiated, in comparison to other software products. Palantir does not provide sole one-off tools, or stand alone products, however aims to provide an operating system for software and data.
Similarly as within the case of Microsoft – the Microsoft OS acts as the basis layer for individuals, teams, and nations, to build their products on top, and thus acts as the backbone for a range of other technologies, tools, and applications. As is analogous within the case of Palantir – via the Palantir OS – the software can interoperate and act as the basis layer for a range of bespoke, or standardised tools. For example, the product can interoperate prior organisational software tools and solutions, integrate these within the Palantir OS, whilst simultaneously housing software products, such as Snowflake, and Azure – all in conjunction.
Palantir acts as the basis layer, to not only house these tools, but also, to interoperate and use in conjunction, and thus derive value from.
Palantir also provides a range of in-built tooling, that can be used in conjunction with third party software integrations, or within a vacuum.
This is in comparison to the likes of Snowflake, and Data Brick, whom solely provide standalone one-off products, such as a Data Lakehouse, and thus this fails to provide any real alpha.
