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agentic AI

Palantir Q1 2026 - What Cursor Proved, What the Market Missed, and Why Governance Wins the Agentic Era

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.

20 min read 07 May 2026

Updates: Netskope - Context-Rich Security for the AI Era (Pt.2)

26 min read 23 Jan 2026

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