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Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era
Palantir’s “NVIDIA moment” is here: Q1’s 85% growth and 145 Rule of 40 validate AIP’s compounding platform fit while governance moats secure the agentic era.
Updates: Netskope - Context-Rich Security for the AI Era (Pt.2)
Summary
* This section uses a framework to clarify how AI shifts security risk, where Netskope operates today, and where future opportunities and gaps may emerge.
* Netskope’s CASB and data-centric roots position it well at interaction and execution layers, but AI posture and agent/workload governance remain key expansion
Updates: Netskope - Context-Rich Security for the AI Era (Pt.1)
Summary
* Netskope’s core advantage in SASE stems from its CASB-first, data-centric origins, which have compounded into deep SaaS semantics and transaction-level context as enterprise environments become more complex.
* Long-standing investment in DLP and app “grammar” enables granular, workflow-preserving controls, positioning Netskope to govern data