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Their value add is in human services and integration, sort of similar to consulting, and not technology. So using “AI” and dazzling government contracts is misleading imo

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No more than Microsoft Federal’s value add is the same, which is to say very little, even though MS Federal sends plenty of people to help set up Azure cloud services and has a consulting arm. The whole Palantir model is built around scaling their software platform and making it as sticky as possible, not specifically throwing consultants or staff augmentation at a problem.

I have no love for Palantir, or Peter Thiel, but you seem to be under a misapprehension about some of the basics of the company.

We’re not disagreeing?

My only point is that they are not necessarily a bleeding edge tech company. I agree they have a huge, potentially unassailable, moat.

This announcement is not about AlphaGo or GPT level tech reaching the military. It will be perceived so and the CEO is happy to tell that white lie

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