[rw2]

I think the future with AI has no room for Palantir.

Basically, their entire premise is go into some place, collect all the data and build models that are useful on top that data.

Those models are now pretty much useless in the age of LLMs as the LLMs are so powerful you dont need custom models to predict behavior anymore. The new meta in this space is probably someone taking all the data into some db and using LLM on it either through training or interpretation.