CodeStrap is a software engineer who is extremely bullish on $PLTR:
He believes #Palantir will dominate the next 5 years.
Recently, I had a 1-1 conversation with CodeStrap.
Here are the key insights.
#Palantir is surfing some huge waves.
“We are running into limits of training models on one cloud provider. Data streams are becoming so big that you can not funnel it into one model.
This is how big the data issue is becoming.”
85% of any AI initiatives out there are going to fail.
These current companies are all using homegrown solutions, in which over time do not work, or fail to deliver value.
Organisations that do not adopt solutions will fail.
Winner-takes-all markets will occur more often.
Time to value with Foundry is so quick: you can perform actions now.
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
Philosophy of a culmination stack:
Culmination stack is a series of micro-changes, that result in mass improvements over time.
Microsoft had the original contract with Boeing, but Palantir 2 years later managed to replace Microsoft as the dominant OS system for Skywise.
Check out this report on Darntons for more:
$PLTR
darntons.com/2022/04/18/cod…
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