Convequity
  • Client Home
  • Free Content
Sign in Subscribe

Palantir

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

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 to SNOW, MNDY, and next-gen GenAI startups, to further highlight PLTR's differentiation. * To illuminate PLTR's depth and breadth, we provide a full open-source data stack alternative to using PLTR, and discuss the bene
28 min read 31 Mar 2024
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

Subscribe to Convequity

Don't miss out on the latest news. Sign up now to get access to the library of members-only articles.
Convequity
Convequity

Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

Site
  • Latest
  • Subscribe
  • About
Connect
  • X / Twitter
  • LinkedIn
  • Substack
  • Email
Legal
  • Terms of Use
  • Privacy
Convequity © 2026