Palantir (PLTR)
The advent of LLM’s have changed Palantir's relationships with institutions – the commercial market is now open to what Palantir is selling. This is a significant change from one year ago.
AIP bootcamps is the big new thing for Palantir. Commercial momentum of Palantir’s AI product is spectacular.
Palantir has embraced a significant go-to-market change with bootcamps that enables high growth at negligible incremental cost that will likely drive further positive surprises.
ROI proof for clients is very rapid at 1-5days.
Even if you don't care on Palantir - we think the examples of how Palantir's AIP product is being used will aid your understanding of what AI is doing to processes.
We found these links helpful in increasing our understanding of practical uses of AI, which seems to be a point of debate in the market.
This video was particularly impactful: JD POWER, which is building a better, much more complex, product with AIP.
This presentation on waste water is also instructive of the problems / solutions that Palantir is enabling.
Lennar: Solving for bid complexity in subcontractors.
GIS: Automate the millions of $5000 decisions that are being made today primarily in logistics and raw materials.
Panasonic service personnel: 3-6months of training, down to a few weeks.
PLTR is highly speculative, the range of potential outcomes is incredibly wide
Sensible Downside: $15(-37%)
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