Palantir's AI Platform Fuels Growth as Snowflake Slows
- Palantir's new AI Platform (AIP) driving increased pilots and paid customer growth
- Palantir demonstrating financial discipline with 5 straight quarters of GAAP profits
- Snowflake's growth slowing down, net revenue retention declining for 8 quarters
- Snowflake acquiring AI startup Neeva but lacking clear AI strategy
- Palantir valued highly but potential warrants premium given AIP success