It will take years from now, but I think that Palantir is going to take the whole Data Analytiks market, and cybersecurity is, from a First Principles standpoint, just that. Palantir's unified platform will allow cybersecurity to be done taking into account the whole business. In practice, we should expect Palantir to roll out packaged security applications (e.g., real-time threat detection, compliance monitoring, incident simulation) on top of Foundry/Gotham, offered via Apollo. If I were you, I will be watching closely the moves that Palantir do in the sector.
It could definitely be the case. Anyway, this will not happen overnight, but I agree, it is worth to follow closely what they do, never bet against Palantir! 😉
Hi Lorenzo! Do you think, as Antonio Linares does, that Palantir, as a horizontal ontology, will disrupt Crowdstrike, as a vertical one?
Hi Juan, I don’t think so. I believe what CRWD does is too specialized to be replicated by Palantir. What’s your view?
It will take years from now, but I think that Palantir is going to take the whole Data Analytiks market, and cybersecurity is, from a First Principles standpoint, just that. Palantir's unified platform will allow cybersecurity to be done taking into account the whole business. In practice, we should expect Palantir to roll out packaged security applications (e.g., real-time threat detection, compliance monitoring, incident simulation) on top of Foundry/Gotham, offered via Apollo. If I were you, I will be watching closely the moves that Palantir do in the sector.
It could definitely be the case. Anyway, this will not happen overnight, but I agree, it is worth to follow closely what they do, never bet against Palantir! 😉
Yes! $CRDW can be a great opportunity, but look closely to Palantir’s evolution.