Palantir revisited: stock up 110%, but underinvested GTM raises growth doubts
thedealdirector · x · 2026-11-04
Paid newsletter Infra Play #130 revisits Palantir. The author's 14-month-old prediction held: exceptional product with deep LLM/enterprise-ML expertise, a culture that despises sales reps — the stock gained 110% while the GTM experience stayed poor.
Key takeaway: Palantir deliberately underinvests in go-to-market, treating distribution as a cost to minimize rather than a capability to compound. That works when demand exceeds supply but creates fragility once competition catches up, leaving enormous value on the table. The author still ranks it among the 3 strongest players in AI adoption today, but questions long-term growth sustainability.
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