$Palantir Technologies Inc.(PLTR)$  The market now understands $PLTR's importance in the AI industry.

But it is yet to figure out that $PLTR is emerging as a dominant cloud player, positioned to disrupt the uninterrupted distribution of AWS, $GOOG Cloud and more.

While established players like $AMZN, $GOOG, and $MSFT offer general cloud infrastructure, $PLTR is taking a different approach to become a key player.

They're moving beyond the "raw compute" model, where users build their own solutions, and instead offering pre-built, tailored solutions that address specific business needs.

Think of it as:

A. Traditional cloud: Buying building blocks (infrastructure) and building your own solutions (time-consuming, expertise required).

B. $PLTR's approach: Ordering custom-made solutions designed for your specific needs (faster, efficient, expert-driven).

This shift positions $PLTR as a gatekeeper in the cloud space.

Instead of going directly to infrastructure providers, businesses can turn to $PLTR for pre-built solutions, positioning them as a "top of funnel" player.

Similar to how $SPOT transformed music access, $PLTR is changing how companies access cloud computing.

They're moving beyond generic offerings and delivering solutions that unlock the true value of the cloud.

This strategic shift puts $PLTR in a strong position to capture a significant share of the growing cloud market, potentially disrupting the current landscape dominated by "raw compute" providers.