I'm not sure this article makes the case for its title. Everything cited seem like technical analysis. The charts are just "number go up" style boosterism. Palantir's moat seems to be sales engineers with high level DoD clearances and a warfighter-style name "foward deployed engineers". EG&G or General Dynamics could roust themselves from slumber and do the same sorts of things, couldn't they?
https://archive.ph/eM4G3
This appears to be just another piece in Palantir's PR onslaught to convince people that they aren't actually evil.
I'm not sure this article makes the case for its title. Everything cited seem like technical analysis. The charts are just "number go up" style boosterism. Palantir's moat seems to be sales engineers with high level DoD clearances and a warfighter-style name "foward deployed engineers". EG&G or General Dynamics could roust themselves from slumber and do the same sorts of things, couldn't they?
It's an ode to Palantir.
One wonders if it was written by Palantir's AI.