$Palantir Technologies Inc.(PLTR)$ I think $PLTR will eventually own the cloud compute market and become a trillion $ company, driven by its groundbreaking approach to valuable compute.
In the current industry, most companies acquire raw compute, which they then customize by programming software to fit their specific needs.
However, $PLTR is breaking new ground by transitioning to valuable compute, positioning itself as a crucial player in the cloud realm.
Through its digital twin generation for Company N, $PLTR creates a blueprint of repeatable infrastructure that becomes accessible to Companies N+1 and beyond.
This transformative approach liberates these subsequent companies from purchasing raw compute and enables them to acquire computation precisely tailored to their operational goals.
Drawing an analogy to gasoline, the shift brought about by $PLTR is akin to choosing between buying an oil rig or simply purchasing gasoline to power a vehicle.
The implications of this paradigm shift are profound and will profoundly influence how businesses operate.
$PLTR's exclusive focus on generating digital twins establishes an impenetrable moat for the company.
Over the next decade, an ever-increasing number of companies will gravitate towards valuable compute over raw compute, and $PLTR is poised to be the front runner.
This will ultimately position $PLTR at the top of the funnel in the cloud compute space, giving the company the ability to steer customers towards cloud providers.
The superiority of valuable compute over raw compute will exponentially solidify as $PLTR gains insights from diverse industries, further entrenching its position in the market.
With the adoption of $PLTR's software across various sectors, the company will amass valuable industry-specific insights, enabling it to deliver even more efficient and cost-effective valuable computation over time.
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