EPISODE · May 4, 2026 · 15 MIN
The Ontology Trap: Why Palantir’s Pricing Power Might Actually Be Real
from Edge Capital Insights · host Sloane
Palantir is charging sixty times forward revenue while the rest of enterprise software watches margins collapse. The difference isn't the AI model—it's the switching cost. By building an irreplaceable data-modeling layer that locks customers into years of institutional knowledge, Palantir may have s
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This episode was published on May 4, 2026.
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