EPISODE · Feb 20, 2026 · 26 MIN
3: Palantir's Role in the Agentic Era
from AGNT | theCUBE | NYSE WIRED · host SiliconANGLE
Gemma Allen and Raphaelle D'Ornano delve into the impact of AI and the agentic era on enterprise tech, focusing on Palantir's valuation and role in this new era. It explores the controversial views on Palantir's place and the moat surrounding the company, as well as its commercial impact and defensibility. Additionally, it discusses the race between Anthropic and OpenAI, differences in AI labs' business models, and the risks and future of AI labs.TakeawaysAI and agentic era are reshaping enterprise techPalantir's valuation and role in the agentic erahttps://siliconangle.com/https://www.youtube.com/@siliconangle/videoshttps://www.linkedin.com/company/siliconangleNew episodes every day!
What this episode covers
Gemma Allen and Raphaelle D'Ornano delve into the impact of AI and the agentic era on enterprise tech, focusing on Palantir's valuation and role in this new era. It explores the controversial views on Palantir's place and the moat surrounding the company, as well as its commercial impact and defensibility. Additionally, it discusses the race between Anthropic and OpenAI, differences in AI labs' business models, and the risks and future of AI labs.TakeawaysAI and agentic era are reshaping enterprise techPalantir's valuation and role in the agentic erahttps://siliconangle.com/https://www.youtube.com/@siliconangle/videoshttps://www.linkedin.com/company/siliconangleNew episodes every day!
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3: Palantir's Role in the Agentic Era
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