Palantir: The IBM Of AI

Palantir increasingly looks like the IBM of AI—and that’s intended to be a compliment. For example, it is a dominant technology infrastructure positioned at the center of a generational shift (AI), just like IBM dominated the mainframe era (and became mission critical for governments and large corporations). IBM enjoyed an extraordinary long-term run—and Palantir may still be in the early innings of its own generational run. This report reviews Palantir’s business, competitive advantages, growth trajectory, valuation and risks, and then concludes with a strong opinion on investing.