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Palantir

Notes: Palantir - Updating On AIP, Ontology, & OSDK
Palantir

Notes: Palantir - Updating On AIP, Ontology, & OSDK

Summary * Following the recent AIP event, we wanted to share some updated thoughts and insights into PLTR. * We recap on the challenges enterprises are facing in trying to implement a LLM into their environment. * We share some insights from the AIPCon June 2024 customer presentations. * We discuss the OSDK, the toolset that is radically flattening the learning curve of building applications on top of an ontology. Palantir (PLTR) continues to solidify its position as the LLM enabler for th
8 min read 21 Jun 2024
Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)
PLTR
28 min read 31 Mar 2024

Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)

Summary * AIP is PLTR's catalyst to roaring success, though in reality this was a low bar innovation by them. * AIP takes the limelight, but as we have been saying since January 2021, it is the ontology that is the key to successful LLM implementation. * We also compare PLTR
Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)
PLTR
17 min read 15 Aug 2023

Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)

Summary * There are a number of indicators that collectively suggest PLTR could durably reaccelerate growth during the next quarters. * Based on an in-depth valuation analysis, we think PLTR's stock is currently trading at the lower end of the fair value range. * We discuss the possible terminal revenue

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