(Free) Palantir Vs. C3.ai: Bright Future Vs. Red Flags

MNDY could lose human seats and still grow revenue. Its deeper model integration could help turn customer know-how into reliable agent work. The challenge is to charge for that work and remain valuable as more employees operate through Claude.

Palo Alto is not just another SaaS name under agentic pressure. Sensors, inline enforcement, and identity keep SecOps hard to absorb — while Mythos, platform breadth, and token economics rewrite the bull and the risks. Part 3 goes deep on PANW alone.

Part 1 mapped agentic disruption across SaaS with provisional scores. Part 2 deep-dives PLTR, DDOG, and NET: who owns the agent layer, who is durable plumbing agents pay for, and who is more exposed — so investors can see structural winners more clearly.