Palantir revisited: 110% stock gain despite a GTM team the company seems to despise
thedealdirector · x · 2026-09-07
- The Deal Director reviews his 14-month-old Palantir thesis: exceptional product and domain expertise, but a company that "deeply despises sales reps" — a call he says played out largely as predicted, with 110% stock gains alongside persistently poor GTM experiences.
- He still ranks Palantir as one of the 3 strongest players in enterprise AI adoption today, even as much of the data+AI layer's growth appears to be accruing elsewhere.
- Key takeaway: Palantir treats distribution as a cost to minimize rather than a capability to compound — sustainable only while demand exceeds supply, and fragile once competition catches up.
- Full analysis is behind a paid subscription.
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