Why won't Palantir market to tech companies? Foundry seems to solve a lot of problems with today's data analytics env
A single platform that does ETL, data lineage, metadata hub, noSQL, graph/network analysis, quality check, and removes the need for data lakes or Snowflake? What more could we ask for right? I think there are 2 possibilities why they don't market to tech companies. Like they say, maybe only their FDEs that know enough about the platform can set it up right. Or maybe, their secret sauce is actually so simple that any tech company that sees the setup phase will be inclined to try to do it for themselves. What do you all think? It doesn't make sense to me that they've been so secretive about the inner workings of Foundry. #palantir #pltr #data #dataanalytics #datascience
Probably because tech markets are already saturated (there's tons of devops analyzers, infrastructure monitoring, etc. tools already out there). I've asked this exact question to myself as well but once i did the research, tech market is actually very small compared to ERP, healthcare IT, financial IT, supply chain and so on individually. The only benefit in tech markets in my opinion is branding (but at the expense of high competition? thiel preaches "competition is for losers") I'm sure they could (with polishing ofc) if they wanted... maybe they aren't due to philosophical reason like not enough impact in tech market, maybe they are already planning to but just taking time to polish things up, maybe they are full of shit (didn't look like it tbh but always possible). hopefully we get more information going forward
Do you think they are waiting for full DIY SaaS before marketing to tech companies?
i don't think so. they seem to focus on large companies while full DIY is more for SMBs. i think they are already very busy with the tens of industries (listed on their s-1) they are trying to dominate.
hey @amazon why would an all-in-one be best? implies you are using their data lake at their data lake prices, and while they are great with visualizations, their goal is to enable the analyst (ie AYX) rather than the computer (ie unsupervised ML) for a big-data environment. maybe the product just hasn't found its moment yet. really just curious on product views
Product is very specific. Probably it will take them 4-7yrs to come up with something that they are promising now. I do have have confidence in them but I believe they are overestimating the timelines. PS : Just my thoughts based on my understanding of their product and tech stack.
Have you seen the Demo Day videos? The product looks fairly complete. What I don't understand is, if Apollo is supposed to enable SaaS-like deployment speed, why does it take so many FDEs to maintain? Couldn't tech companies just go without those FDEs? I have a suspicion that Palantir doesn't want to reveal it's secret sauce since it's relatively easy to replicate.
You don’t need FDEs if you buy Palantir