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I'm just trying to share my research as best I can, okay. Now the more I start researching and the more I'm just looking at stuff about Palantir Competitors and Alternatives I start to build. The conviction that I look at, and all this other stuff happens, I'm starting to realize something here okay I kind of knew this from like a little bit, in the beginning, I had a feeling, but you know I don't know this is a big deal. Still, you know this is While I believe that Palantir Foundry and Gotham and all these things are basically a product in their own class that's what I mean they don't have any competitors, I did mention that these guys have no competitors right now. The reality of the case is that while I believe that Palantir Foundry and Gotham and all these things are a product in their class, that's what I mean they don't have any competitors.

 

But, in that view, the more you look at it, the more you study it, and the more features you see from these platforms, the more you realize that they're competing with everyone. Yeah, and I felt this earlier when I looked at the platform. I was thinking, yeah, after they go through these integrations and all this other stuff, they can really put out a product that's fairly sticky and fights for market share with a lot of existing players, so I'm coming to this conclusion now that it's much bigger potential than I think it is.

 

And, of course, I try to give it to you both ways, so don't expect me to just blow up over it.

I want to make sure that I can see both sides of this because we are all in this together and want to make sure that our money is in the appropriate place. The difficulty is that the problem is the problem.

 

With this, the fact that they're competing with everyone is, in my opinion, a very good thing because a lot of companies try to do this and fail miserably. Still, Palantir the technology and the type of engineering that they're trying to do, as well as the quality of work that they're producing, is a very good thing. So they have the guts to compete in this kind of like environment with the rest of the big boys, so if they're competing with everyone, they can hold their own now that being said, it depends on how they go about it that's why that's what I'm trying to tell you guys like the main thing I'm looking for here is a sales ramp and marketing and all this other stuff right and the main reason I'm looking for just that part by the wright now that being said high a lot of firms will have a half-finished product and still pitch and conduct sales and marketing correctly, losing clients. Still, Palantir's product maturity is extremely high. It's already a full-fledged platform, so that's why I'm looking for such things, just so you know. Let me give you an example, sap correct sap salesforce service. Now, these kinds of guys came into the market with a niche product that some enterprises needed most didn't, but some enterprises did. They competed on price, um and now that they're big established players and they're kind of ubiquitous, they're working on other stuff like sap cloud salesforce cloud all this other stuff right that's one side the other side are companies that are working on other stuff like sap cloud salesforce cloud all this other stuff right that' like.  

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