Karp: Palantir's ontology and taste moat irreplaceable by LLMs
Palantir's deep enterprise ontology, on-prem deployment capability, and institutional taste in product and data governance create a structural moat that frontier model companies c…
Karp: Competition expands defense tech TAM, benefits incumbents
The influx of new defense tech competitors expands the total addressable market by legitimizing the category, creates comparators that highlight incumbents' superiority, and raise…