CodeStrap stated how: “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.”
CodeStrap stated how 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.
Palantir evidently mentions within their S1 filing: “We do not sell features, tools, or one-off custom applications. When it comes to working with data, those approaches generally work only briefly, if at all.”
CodeStrap cites Cathie Wood stating that, winner-takes-all markets will be more common.
Palantir has clearly seen benefits from Wright’s Law & EOS:
Palantir’s unit economics change during the Scale phase: “as customer accounts mature, our investment costs relative to revenue generally decrease".
Palantir’s unit economics change during the Scale phase: “as customer accounts mature, our investment costs relative to revenue generally decrease".
"While the value our software provides to our customer increases, often significantly, as usage of the platform increases across the customer’s operations.”
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