Before you have an anaphylactic shock due to mentioning Palantir's name in the r/ValueInvesting, it will be used only to highlight the headwinds the software industry is facing. Many enterprise software companies are highlighted the r/ValueInvesting as value plays, hence the angle that could render many of those as value traps.
Palantir fueled my interest after I watched this video, which I strongly recommend to anyone following the enterprise software industry:
[https://youtu.be/egr-UDWLZPI?si=S3QB1dIZBZyUBZbW](https://youtu.be/egr-UDWLZPI?si=S3QB1dIZBZyUBZbW)
After spending some time understanding what Palantir is trying to achieve, I wrote the following article, [Palantir: Rewriting the Rules](https://tomorrowize.substack.com/p/22-palantir-rewriting-the-rules?r=7o9qr3&utm_campaign=post-expanded-share&utm_medium=web).
TL;DR:
* The software industry is full of conflicts of interest.
* Consultants, research/advisory firms, and software producers are working in concert to keep enterprises spending and software complexity growing.
* Palantir is breaking this playbook by offering clients a platform to see which software adds value and which does not, offering a way for an software stack reshuffle and breaking vendor lock-ins.
What do you guys think, can Palantir reset economics for the enterprise software industry as a whole?
