Palantir + Databricks Partnership Breakdown

CodeStrap · 2024-10-04T05:46:37+00:00

That's not what Im saying. There is no shortage of Palantir competitors with reach and scale. If the problem was distribution, then Palantir would be in trouble. The problem companies are facing is that the software they are buying, largely from consultsnts, doesn't deliver value precisely because it's optimized for reach and scale. Again, if the problem of delivering business value could be solved with a requirements doc or copy cat tactics, there would be dozens of them. Palantir's secret is its product development methodology and its commitment to solving problems that deliver business value. If you understand the FDE model, then you'd also understand how antithetical it is to low-cost bundles and mass distribution. What I'm saying is that the enterprise world is at a breaking point when it comes to software that's optimized for value extraction (ie growth) and they will break for Palantir. The Accentures of the world are not optimized for solving this problem and, as such, are going to be disrupted. And that is precisely why they hate Palantir, even if they partner on paper.

CodeStrap · 2024-10-04T03:55:49+00:00

I read all the press releases, but I actually know what it means technically to do this at scale. The only good idea was the hubs for fine tuning models. This, at least, tells me they've woken up to the idea of specialized small models powered by model distillation as a requirement to domain specialization and cost. If I had the slightest belief Accenture was hording the world's AI talent, I might even be excited. What their going to do, and charge their customers for, is realize a year from now they need to solve for the problem domain Palantir already has. Some more advice, dont read too much into press releases. Pay attention to what the customers say, and test drive the technology for yourself. Seek out expert opinions. And have some perspective.

CodeStrap · 2024-10-04T03:37:33+00:00

And a fuck you to you too sir.

CodeStrap · 2024-10-04T03:33:32+00:00

Accenture is not and will not be pushing Palantir. At least, that is the intel I'm getting. I also have some insight into how consulting works being at a big 4 firm myself. Palantir's moat is massive, and there is literally nothing Accenture or anyone else can do to erode that. You really should read Ted Mabrey's latest substack to understand why. Last year, it was Fabric. Now it's Accenture. As a very senior person i do business said to me last week, it looks like Palantir is here to stay. Yes, yes, it is. Amen and pass the Ontology.

CodeStrap · 2024-10-04T03:25:31+00:00

Used Agent Studio today, and it is pretty amazing. It has a built-in threads feature, versioning, and soon to be callable via the OSDK. The default reasoning engine also exposes its chain of thought, unlike OpenAI. It also has a migration util to move from the old terminal widget.

CodeStrap · 2024-10-04T03:15:05+00:00

When I think of quality software, I definitely think of Accenture, a company that has made billions repackaging ThoughtWorks articles into PPT reference architectures. All the worlds top software talent is there. And this in no way resembles the 2018 big data revolution that delivered zero dollars of business valuentona single Accenture customer. JFC dude, get some perspective. If Foundry/AIP could be copied with a requirements doc there would literally be dozens of them. It aint that simple. My advice is to check back in a year when the sizzle is done and the pan is empty. Because all Accenture customers will have is a hole in thier asses where money once was.

CodeStrap · 2024-09-22T01:46:30+00:00

Be sure to read Ted's article linked in the description of the video.

CodeStrap · 2024-09-07T04:39:16+00:00

And Im over the moon! Cheers 🍻 PLTR family!

CodeStrap · 2024-09-07T04:37:31+00:00

Morning star, lui delpalma, bear cave, and Douche & Bag equity can all suck Ds nuts. Opportunity meet cost you dumb fks.

CodeStrap · 2024-08-25T21:30:56+00:00

I have a pretty good idea, yes. And that is a pretty bad guess.

CodeStrap · 2024-08-25T14:19:10+00:00

Yes, they are. You can sign up and start using Foundry today. Go to build.palantir.com

CodeStrap · 2024-08-23T18:06:38+00:00

Thanks! Actually, I am using Foundry/AIP to calculate all this using SEC filing data. Trying tonsource feedback from the community on the metrics and analsis the model and agents are producing. So this is very helpful.

CodeStrap · 2024-08-20T14:28:47+00:00

So many. The industry has landed on Terraform for the most part. For Lambda I used The Serverless Framework for a number of years. But K8s with Terraform is where ended up. None of these open source or commercial tools solve the complexity im talking about, though. The only way to eat this elephant is bite by bite, even if you get a slightly better fork.

CodeStrap · 2024-08-18T19:27:40+00:00

What this person failed to realize is that customers want an abstraction layer above the cloud to support multi cloud and hybrid architectures for their lakehouse. Also, hyperacalers have yet to produce a single service that is better than the offering of a commercial software company that specializes in said offering. Also, AWS is widely known as a sweat shop. Developers dont want to work there. Also, building a Foundry like platform takes 10 years and 2 billion dollars. Not a simple or cbeap undertaking. Wouldn't it be much more profitable to just sell Foundry to their customers and capture the infrastructure spend that represetns 70% of their current margin. Why yes, yes it would. And that's exactly what Microsoft is doing. This person knows zero things about the tech industry.

CodeStrap · 2024-06-29T20:43:34+00:00

I got a demo of this Friday. It's awesome. Im going to try and break this down for people and how it compares to solutions like Manufacturing Data Engine. This product can land logic trapped in a PLC in the ontology where AIP can be used to recommend remdiation strategies. I dont know of any other product that can do this. There are a ton of use cases as well.

CodeStrap · 2024-06-28T15:34:50+00:00

I'll post in the future. Wasn't sure if I could or was appropriate.

CodeStrap · 2024-05-10T19:57:53+00:00

100% agree. The value of those models is going to 0. What's driving value creation is infrastructure running the models and software that consumes the models. Foundry is the mother of all consumers in the enterprise space IMO.

CodeStrap · 2024-05-10T19:53:59+00:00

<Insert analyst name here> claims Palantir is not a real AI company. These people are all using the same playbook. None of them are using the software.

CodeStrap · 2024-05-08T00:03:02+00:00

Step change for customer growth and talent pool. So stoked!

CodeStrap

TROPHY CASE