Palantir Rising: War In The Garden Of Google

Mar. 16, 2021 10:00 AM ETAlphabet Inc. (GOOG), PLTR, GOOGLAAPL, META, IBM, MSFT542 Comments
Vincent Ventures profile picture
Vincent Ventures
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Summary

  • In the sequel to our Wintel Wars article, we offer the ultimate deep dive into the tectonic shifts happening in the tech industry, giving unparalleled context to Karp's cryptic musings.
  • We lay out how Google and Facebook gradually created privatized versions of secretive DARPA programs, and why Palantir and Apple are leading a push for privacy as industry tensions ignite.
  • We discuss how Palantir threatens the current paradigm with software for a decentralized alternative. Europe's GAIA-X offers significant upside potential as Palantir seeks a new European hub in Switzerland.
  • While the last decade focused on the consumer internet, the Palantir+IBM partnership is a harbinger of how the next decade will be shaped by software platforms for the industrial internet.
  • Calls for the US government to provide R&D funding for the technology sector provide an additional catalyst. These sentiments were recently echoed by In-Q-Tel employees writing for a Council on Foreign Relations publication.

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Introduction: Data Determinism

The dominance of Wintel (see our previous article) standardized the computer industry and set the stage for powerful internet platforms such as Google, Amazon, and Facebook to emerge. The power of

This article was written by

Vincent Ventures profile picture
7.51K Followers
Former hedge fund analyst. My experience ranges from public markets to venture capital. I have conducted over $250M in VC transactions, and pioneered some of the first institutional investments in cryptocurrency. I focus on the intersection of technology and business, drawing on the evolution of various industries for relevant insights. These are my personal thoughts and not investment advice.

Disclosure: I am/we are long PLTR, GOOGL, MSFT, AMZN. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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