Posted 3/14/2024, 11:17:00 AM
Palantir Leverages Years of R&D into Robust IP and AI to Fuel Growth Despite Big Tech Competition
- Palantir spent decades developing its software before commercializing, allowing it to enter main growth phase despite being over 20 years old
- Strong brand appeal and CEO give Palantir competitive advantage, but not an economic moat
- Robust intellectual property and AI capabilities provide significant competitive edge
- Rapidly accelerating customer acquisition and sales show products in demand
- Faces big competition from companies like Microsoft and Databricks