Palantir’s context moat is real. But orchestration is the prize. As OpenAI's Frontier and Claude Cowork climb the stack, the market’s biggest mistake may be pricing context like control.
The Excellent Tool Trap: Why Palantir’s $318B…
Palantir’s context moat is real. But orchestration is the prize. As OpenAI's Frontier and Claude Cowork climb the stack, the market’s biggest mistake may be pricing context like control.