$Palantir Technologies Inc.(PLTR)$ 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.
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