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> Following massive contract terminations for consulting giants and government contractors like Accenture, Booz Allen, and Deloitte, Palantir has emerged ahead.

Just swapping different big consulting firms around.

I remember when Booz Allen was the bad guy. I just checked and apparently this is what they call themselves these days "an American company specializing in digital transformation and artificial intelligence" https://en.wikipedia.org/wiki/Booz_Allen_Hamilton



BAH was the “bad guy” in the sense that they were grifters competent at only winning contracts and then extending them indefinitely through incompetent delivery to suck as much money out of the government as possible at the expense of having good systems and taxpayer money.

Palantir is good at delivering what they promise.


> Palantir is good at delivering what they promise.

What's their promise?


From the parts I've seen (Foundry et al), the promise is ability to sense of data and controlling its stocks and flows. There is a bit of Pachyderm-like versioned pipelines, notebooks, lots of access controls and audit logging. This is a place that was bought into Oracle "data democracy", reluctantly used Foundry and then was won over by the product.


Just kind of summarizing from the comments in this topic (I also couldn’t be bothered to Google Palantir’s thesis): sticky/useful tools to combine and enrich data sources with a focus on a sector where there is a lot of compliance-driven security, data sources that aren’t easily queryable outside of their direct users, and high barriers to entry.


Turnkey Panopticon.




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