the fact they introduced certificates is a great step to the #3 of your recommendations. Hopefully one step out of many towards democratization of their products
Fucking GREAT video. You really echoed a lot of my suspicions of Foundry's current state (both good and bad) and what it may need to realize its full potential (developer access, cloud option). The recent Certification announcement isn't enough, IMO. They really need to can the secrecy BS and democratize the platform for people to play around with it. How else am I supposed to recommend this to my boss/team if I can't even show them a use case? Palantir is totally missing the potential power of a grassroots effort from non-execs, and that's a shame, because I WANT to help.
Thank you so much for creating this! I've scoured RUclips trying to find a video detailing what Foundry actually does...it's a lot f'n harder than one would initially presume. Please keep this sort of technical content coming!
Epic! 1. your point on “model is commodity, science is commodity, the platform provide this capacity is the winner” is insightful. 2. Extend the stereotype of being “AI software company” to “ubiquitous future enterprise big data OS company” is brilliant! But they need to showcase & build it step by step
Thanks for this video and your other content. After this I am beginning to understand that Palantir is all about. This isn’t my field so if has been a tough journey. I still have lots of questions, but I can begin wrapping my mind around the company now.
I listened to a conversation recently between Dave Lee on Investing and the kid that runs the Palantir vision channel. It was not great. He seems like a nice kid but he doesn't actually have a lot of knowledge or insight at all. I would love to hear you explain what you just said in this video in a conversation with Dave Lee or someone like him in that space. A lot of people make videos about Palantir, but it's honestly mostly just noise and fluff. You are the only one that actually turns the light bulbs on in my head around this company.
Excellent video. Build vs Buy. Ego vs Earnings. Adoption and acceptance is the best bear case I've heard so far. It's not the technology it's the need for folks to justify their role.
@codestrap - Thanks for sharing your powerful insights into PLTR/Foundry and how the IT Industry continues to evolve. My experience in corporate America is that IT departments want to control the resources ($ and people) before outsourcing to external sources like PLTR. A good argument can be made that much institutional knowledge is retained when “building” occurs. However, you are correct IMHO that building tends to be highly inefficient, as it is (more expensive, less effective (lower quality), and less timely/responsive than external products such as those provided by PLTR.
The biggest issue with doing inhouse crap is that all of these companies created an environment where nobody any good stays around for very long. There is this nasty thing called tribal knowledge and the times we live in the tribes keep leaving every couple of years. This leaves the inhouse tools a total fing disaster. By the time the new tribe figures out how to use and or improve the inhouse tools that new tribe is ready to leave. 🤷🏻♂️
@@Handlethis171 100% This is why enterprise support is usually heavily weighted in the decision to adopt new technology. If there is a company dedicated to supporting a technology it brings down the risk profile of the asset (think Spark and Databricks). What I can't figure out is why, when it comes to ML/AI software, we are making exceptions. I think a lot of it has to do with AWS overpromising and underdelivering with SageMaker and supporting services. Yes AWS supports SageMaker, but not the majority of custom code written to integrate the platform into something that adds value to the organization. Also, AWS can and does defund teams and retire services (they are awash in services, often with overlapping features). We are also early in terms of Foundry adoption. Anyway, it's an excellent point and usually something technical decisions makers pay really close attention to.
I watched a TedTalk style video of a PhD level Data Science guy who works for a NHL (hockey) team. He leads the data/analytics team for this sports franchise, and when asked in a Q&A what tools or platforms he uses to gather/analyze information, he more or less laughed at the question and replied "I build everything myself using SQL, Python, and raw code" - gave me real big "data bro" vibes. As you mentioned, ego and a DIY mentality in data analytics really is Palantir's greatest competition.
@@wertytrewqa "A chat with Elias Collette" on RUclips. He started the data science/analytics department in 2009 under Bryan Murray for the Ottawa Senators. It's about 30 mins long but definitely worth the listen. ruclips.net/video/UdEKFAY4_gE/видео.html
@Nate Jones Found the guy that won't be buying Palantir's products any time soon. Joking aside, if you listen to that talk with Elias Collette he says that he only ever uses Python, MongoDB, UNIX, and "proprietary mathematical models" that he builds all entirely himself for his hockey data analytics. When asked in that same question what tools he would like to get his hands on, Collette replies "I'll just build my own." So, it's really just the Palantir dilemma. You've got a Data Science Phd guy basically saying he will do everything himself. The Sens management team would never fight him on this as they are all traditionalists would barely believe in Data/Analytics, they just rely on the good old "eye test" when evaluation player or team performance. Going back to your comment of "SQL and Python are more than enough to crunch hockey data".... really? If you listen to Collette's talk, he mentions that the hockey analytics world is missing advanced player "tracking" data. I'm not exactly sure what this means -- perhaps it means tracking every step/stride a player makes or something? I don't know. With all the advanced breakthroughs in technology that we see in practically every sector -- be it Pharmaceuticals, Biosciences, EV engineering, FinTech that have required MASSIVE strides in computing power and data processing tools to advance those respective fields -- can we actually believe that Hockey analytics has PEAKED solely using SQL and Python? There has to be more. I refuse to believe that using solely SQL and Python you can reach the pinnacle of hockey analytics. I can't claim to be an expert in Data Analytics, I barely graduated high school math. Similarly to how Palantir Foundry is helping Scuderia Ferrari with its data analytics department, I'm almost certain that Foundry could support a data analytics team more than just SQL and Python. @codestrap can you help settle this debate?
@@codestrap8031 still can't figure out why you guys did the alternative...is it the ego build vs buy thing? Definitely not a small hurdle especially with ego and entrenched IT departments, but was it the technology to any degree. Btw thanks for the insight and video - are you stil working with Palantir or it was for this one project? Or is it NDA?
A business decisions requires numerous executives to vote on the solution. I’m curious on what your vote was. To adopt foundry or build your in-house solution? Long term what do you feel will be the most cost effective approach to deliver quicker insights and returns ? Great video, as a foundry non tech user I love the software. It allows dummies like me be able to do deep level analysis by just a few clicks to be able to fix long term intermittent aircraft defects. 🙌🏻
Wish you elaborated on what you specifically mean by secrecy. I am used to working in the closed source space so not seeing anything from Palantir that is not par for the course with other closed source offerings.
Sure thing. I touched on this in tje video as well. Online onboadring without upfront sales, publicly available documentation and code samples, publicly accessible conferences where you can get certified (the current certification tracks are only available to existing customers). This is standard in the SaaS world.
Just discovered your channel, absolute gold nugget wrt Palantir thanks for that. Maybe question for future content, how foundry might role over into a ecosystem with not only the enterprise but also its suppliers etc (e.g. Skywise). How does that work? what would be the benefits?
Thats a huge question. You could focus an entire product team on that. My guess is a lot of the work they doing on the product side is designed to generate network effects like the ones you are eluding to. Im excited to see what they come up with.
@@codestrap8031 appreciate the quick reply. I work as prototype engineer for quite a big semiconductor company (ASML) and despite being non software person i am seeing the bottlenecks described in your video and resonate with the value proposition of PLTR. I need to be diligint in how to approach and pitch. And there secrecy/non-openess really makes it hard to get good insights. So please keep pumping out video's 😁
And internally we have said we need more data sharing, collaboration with out customers such as Intel, tsmc, Samsung in a secure way therefore my initial question.
Almost always the case with 0 to 1 moves. You wouldn't belive how hard its been for AWS to get widespread enterprise adoption. People forget we are in about year 12 and they really are just now making major inroads.
did you share all this feedback with management after your demo? how did they receive it - do you think they're on their way to help scale their sales, their marketing, product image with CEOs
I'm on the executive team and brought all this up. But its like you out there all alone with no support and people think your crazy. Hence why PLTR needs to invest in the things I mentioned.
I'm trying to understand Foundry network effects. I know Palantir doesn't collect data outright, but am I correct in imagining Foundry stores metadata on projects that leads to better ML insights? With more customers salespeople can point to more use cases, but am I correct in assuming the platform reflexively improves with more data or am I oversimplifying a complex challenge?
Would you try and reach out to Cyberfam? I'd love to see you both discuss Palantir. I think it would really help move the conversation forward from a technical point of view.
Awesome video. Do you think the reason for secrecy is because Palantir do not want like AWS and Azure to copy what it has built? And assuming that at some point Palantir will open its software to the masses, Palantir would be way ahead of its competitors and it would be years to catchup. Biggest copy cats of the industry: Facebook, Microsoft and Amazon…😁
Hi great content! Very very clear... I am trench and I didn't understand your very last word in the video (something like "shit" but I don't think it is..) could you tell me please?
Couldn't it be that pltr is so secretive because they actually want to keep their stockprice low (for now)? The whole thing around dilution is that they can give shares to their employees as an incentive... The more shares they can give the better, so also the lower the price the better?
That's an interesting thought but I honestly doubt it. I've been a investing for 20yrs and imo, private companies IPO to cash in. An elevated stock price not only rewards early investors but it also helps the company 'operate' in many ways. ie stock based compensation/attract talent. I was guessing it was to protect their ideas or create a 'man behind the curtain' aura. Because if everyone can see what they are doing, not only does it open up the risk for copycats but many can claim 'that's a really good idea but not as revolutionary as I thought.' IMHO.
Karp needs to get together with Apple Tim Cook and arrange a partnership with Palantir. That way, Apple if they are happy with Foundry, they just buy it with their petty cash.
"Can the secrecy bullshit"... This is the one that bothers me the most. Because I've gotten burned by high flying companies that puts a lot of effort into image and hard selling while not sharing too much about the company. The COO is too much of a hype man for my taste. He sounds like one of those infomercial guys at times. It also makes me think that they may be concerned by how easily their model can be replicated. I've done a ton of research on this company and at this time, I think this company will do well in the future as there is tremendous need for companies to be able to harness data and package it in a way end users can use it. However, I do not think Palantir is as revolutionary as many make it sound to be. Not only google, but AWS and Azure either own the data or are closer to the data. Palantir does not. It reminds me of Netflix when all they were was a software company playing other owners content. They did not own the content or the pipeline. Once they started making great content is when the stock exploded and deserve the multiple. So again, Palantir is a good company and it will do well in the future but not at these multiples. I will start nibbling if it gets to 10x sales.
All great points! One thing to keep in mind is organizations are opting for hybrid clouds specifically to keep providers away from their data. I know when we evaluate an AWS service we specifically opt out of data usage by AWS. This can effect whether or not we can use an AWS service. We also encrypt data in flight and at rest so its essentially useless to AWS. The company best equipped to deal with the hybrid cloud and increasing decentralization at the edge in PLTR imo.
I think you misunderstand the Nature of the problem. Can what Palantir is building be replicated. Yes. but it would require a concerted effort from oracle/microsoft to do so. AWS/Google do not enter into this discussion of competing, because their bread is buttered by providing tools for enterprises to build their stuff. AI/ML is a unique problem because to get the most out of it. You really do need to become a Subject matter expert. Which is why Palantir has their forward deploy engineers. AWS is not in the business of providing that kind of consulting. When it is needed they outsource that to other consultants to provide that service. Palantir's true value is that they are rinse/repeating a strategy of going into an industry vertical. working with a few key companies in that vertical to build something that works for them and extracting the infrastructure that is replayable else where. This is also why there is currently no competitor for what Palantir offers. Everyone else is still stuck providing you a tool and some engineers who know how to get the most of the tool. While still requiring the enterprise to field even more engineers/data scientists to build something useful. I am not saying Foundry/Gotham are turn key. But they get as close to being turn key as you can get in AI/ML until we have AI Agents that can look at your raw data and infer what the correct relationships are with no human guidance. This is what they did with the government. The government effectively funded the proof of concept of the business model. Then they replayed it with Airbus and Skywize platform. Then they replayed it again with platform they are building with Wejo, and again in the semi conductor space with Merck via platform they are building with Athinia. And now we have the new platform they are building with hyundai heavy industries. Each Instance of these platforms are hyper focused on the industry vertical. Which creates a draw for others in that industry to use foundry. Each instance of these platforms funds further generalization of the platform to ease adoption elsewhere.
the fact they introduced certificates is a great step to the #3 of your recommendations. Hopefully one step out of many towards democratization of their products
Fucking GREAT video. You really echoed a lot of my suspicions of Foundry's current state (both good and bad) and what it may need to realize its full potential (developer access, cloud option). The recent Certification announcement isn't enough, IMO. They really need to can the secrecy BS and democratize the platform for people to play around with it. How else am I supposed to recommend this to my boss/team if I can't even show them a use case? Palantir is totally missing the potential power of a grassroots effort from non-execs, and that's a shame, because I WANT to help.
Great video man. Please keep it up! A lot more people need to wake up and understand how this stuff is ahead of it’s time.
Thank you so much for creating this! I've scoured RUclips trying to find a video detailing what Foundry actually does...it's a lot f'n harder than one would initially presume. Please keep this sort of technical content coming!
The details and value you provide is way undervalued. I love the way you think.
Solid work
Great explanation
Zero BS
Please keep it up.
Epic! 1. your point on “model is commodity, science is commodity, the platform provide this capacity is the winner” is insightful. 2. Extend the stereotype of being “AI software company” to “ubiquitous future enterprise big data OS company” is brilliant! But they need to showcase & build it step by step
Thanks for this video and your other content. After this I am beginning to understand that Palantir is all about. This isn’t my field so if has been a tough journey. I still have lots of questions, but I can begin wrapping my mind around the company now.
I listened to a conversation recently between Dave Lee on Investing and the kid that runs the Palantir vision channel. It was not great. He seems like a nice kid but he doesn't actually have a lot of knowledge or insight at all. I would love to hear you explain what you just said in this video in a conversation with Dave Lee or someone like him in that space. A lot of people make videos about Palantir, but it's honestly mostly just noise and fluff. You are the only one that actually turns the light bulbs on in my head around this company.
Yeah, nothing against the kid.. but he was rather underwhelming. We definitely need more Codestraps for sure 🙏
Excellent video. Build vs Buy. Ego vs Earnings. Adoption and acceptance is the best bear case I've heard so far. It's not the technology it's the need for folks to justify their role.
@codestrap - Thanks for sharing your powerful insights into PLTR/Foundry and how the IT Industry continues to evolve. My experience in corporate America is that IT departments want to control the resources ($ and people) before outsourcing to external sources like PLTR.
A good argument can be made that much institutional knowledge is retained when “building” occurs. However, you are correct IMHO that building tends to be highly inefficient, as it is (more expensive, less effective (lower quality), and less timely/responsive than external products such as those provided by PLTR.
The biggest issue with doing inhouse crap is that all of these companies created an environment where nobody any good stays around for very long. There is this nasty thing called tribal knowledge and the times we live in the tribes keep leaving every couple of years. This leaves the inhouse tools a total fing disaster. By the time the new tribe figures out how to use and or improve the inhouse tools that new tribe is ready to leave. 🤷🏻♂️
@@Handlethis171 100% This is why enterprise support is usually heavily weighted in the decision to adopt new technology. If there is a company dedicated to supporting a technology it brings down the risk profile of the asset (think Spark and Databricks). What I can't figure out is why, when it comes to ML/AI software, we are making exceptions. I think a lot of it has to do with AWS overpromising and underdelivering with SageMaker and supporting services. Yes AWS supports SageMaker, but not the majority of custom code written to integrate the platform into something that adds value to the organization. Also, AWS can and does defund teams and retire services (they are awash in services, often with overlapping features). We are also early in terms of Foundry adoption. Anyway, it's an excellent point and usually something technical decisions makers pay really close attention to.
Always appreciate your vids/insights!
10/10 sir keep preaching the good word
thanks for your professional advice. I will hold PLTR, and load more
glad to see you making videos again!
I watched a TedTalk style video of a PhD level Data Science guy who works for a NHL (hockey) team. He leads the data/analytics team for this sports franchise, and when asked in a Q&A what tools or platforms he uses to gather/analyze information, he more or less laughed at the question and replied "I build everything myself using SQL, Python, and raw code" - gave me real big "data bro" vibes. As you mentioned, ego and a DIY mentality in data analytics really is Palantir's greatest competition.
can you please direct me to this talk? i ask, not as a pltr investor but as a hockey fan
@@wertytrewqa "A chat with Elias Collette" on RUclips. He started the data science/analytics department in 2009 under Bryan Murray for the Ottawa Senators. It's about 30 mins long but definitely worth the listen.
ruclips.net/video/UdEKFAY4_gE/видео.html
@@wertytrewqa In that video, it's at the 22:24 mark where he talks about building all his own tools and resources. Check it out.
@Nate Jones Found the guy that won't be buying Palantir's products any time soon.
Joking aside, if you listen to that talk with Elias Collette he says that he only ever uses Python, MongoDB, UNIX, and "proprietary mathematical models" that he builds all entirely himself for his hockey data analytics. When asked in that same question what tools he would like to get his hands on, Collette replies "I'll just build my own."
So, it's really just the Palantir dilemma. You've got a Data Science Phd guy basically saying he will do everything himself. The Sens management team would never fight him on this as they are all traditionalists would barely believe in Data/Analytics, they just rely on the good old "eye test" when evaluation player or team performance.
Going back to your comment of "SQL and Python are more than enough to crunch hockey data".... really? If you listen to Collette's talk, he mentions that the hockey analytics world is missing advanced player "tracking" data. I'm not exactly sure what this means -- perhaps it means tracking every step/stride a player makes or something? I don't know. With all the advanced breakthroughs in technology that we see in practically every sector -- be it Pharmaceuticals, Biosciences, EV engineering, FinTech that have required MASSIVE strides in computing power and data processing tools to advance those respective fields -- can we actually believe that Hockey analytics has PEAKED solely using SQL and Python? There has to be more. I refuse to believe that using solely SQL and Python you can reach the pinnacle of hockey analytics.
I can't claim to be an expert in Data Analytics, I barely graduated high school math. Similarly to how Palantir Foundry is helping Scuderia Ferrari with its data analytics department, I'm almost certain that Foundry could support a data analytics team more than just SQL and Python.
@codestrap can you help settle this debate?
Great content keep going!!! Plz a video with arguments for Palantir some mistakes and why they won t succeed !!
An insight regarding the cost of Foundry relative to the alternative approach you took?
Order of magnitude difference in favor of Foundry IMO. Foundry is very affordable, cheap IMO
@@codestrap8031 still can't figure out why you guys did the alternative...is it the ego build vs buy thing? Definitely not a small hurdle especially with ego and entrenched IT departments, but was it the technology to any degree. Btw thanks for the insight and video - are you stil working with Palantir or it was for this one project? Or is it NDA?
I'm under NDA. Its entrenched IT empowered by AWS making them believe they can deliver a platform that delivers value.
A business decisions requires numerous executives to vote on the solution. I’m curious on what your vote was. To adopt foundry or build your in-house solution? Long term what do you feel will be the most cost effective approach to deliver quicker insights and returns ? Great video, as a foundry non tech user I love the software. It allows dummies like me be able to do deep level analysis by just a few clicks to be able to fix long term intermittent aircraft defects. 🙌🏻
highlight of my weekend, thanks
Wish you elaborated on what you specifically mean by secrecy. I am used to working in the closed source space so not seeing anything from Palantir that is not par for the course with other closed source offerings.
Sure thing. I touched on this in tje video as well. Online onboadring without upfront sales, publicly available documentation and code samples, publicly accessible conferences where you can get certified (the current certification tracks are only available to existing customers). This is standard in the SaaS world.
Great video dude, welcome back!
You read my comment and made another video. What a bro
Just discovered your channel, absolute gold nugget wrt Palantir thanks for that. Maybe question for future content, how foundry might role over into a ecosystem with not only the enterprise but also its suppliers etc (e.g. Skywise). How does that work? what would be the benefits?
Thats a huge question. You could focus an entire product team on that. My guess is a lot of the work they doing on the product side is designed to generate network effects like the ones you are eluding to. Im excited to see what they come up with.
@@codestrap8031 appreciate the quick reply. I work as prototype engineer for quite a big semiconductor company (ASML) and despite being non software person i am seeing the bottlenecks described in your video and resonate with the value proposition of PLTR. I need to be diligint in how to approach and pitch. And there secrecy/non-openess really makes it hard to get good insights. So please keep pumping out video's 😁
And internally we have said we need more data sharing, collaboration with out customers such as Intel, tsmc, Samsung in a secure way therefore my initial question.
How to get access to Foundry to get trained on?
the best video so far. Thank you.
Great video. It does worry me a bit though that your company decided to build their own solution rather than adopt Palantir.
Almost always the case with 0 to 1 moves. You wouldn't belive how hard its been for AWS to get widespread enterprise adoption. People forget we are in about year 12 and they really are just now making major inroads.
did you share all this feedback with management after your demo? how did they receive it - do you think they're on their way to help scale their sales, their marketing, product image with CEOs
I'm on the executive team and brought all this up. But its like you out there all alone with no support and people think your crazy. Hence why PLTR needs to invest in the things I mentioned.
I'm trying to understand Foundry network effects. I know Palantir doesn't collect data outright, but am I correct in imagining Foundry stores metadata on projects that leads to better ML insights? With more customers salespeople can point to more use cases, but am I correct in assuming the platform reflexively improves with more data or am I oversimplifying a complex challenge?
Would you try and reach out to Cyberfam? I'd love to see you both discuss Palantir. I think it would really help move the conversation forward from a technical point of view.
I left a comment for him.
Right on the money with the secrecy bs as an investor
Awesome video. Do you think the reason for secrecy is because Palantir do not want like AWS and Azure to copy what it has built? And assuming that at some point Palantir will open its software to the masses, Palantir would be way ahead of its competitors and it would be years to catchup.
Biggest copy cats of the industry: Facebook, Microsoft and Amazon…😁
Great video
Codestrap, going to share on my channel and pay homage. Thank you for sharing your insights!!
Hi great content! Very very clear...
I am trench and I didn't understand your very last word in the video (something like "shit" but I don't think it is..) could you tell me please?
Sure, I said its "the shit" which is slang for awesome or very good.
Karp said about 400 products (!) inside Foundry in his latest interview.
Couldn't it be that pltr is so secretive because they actually want to keep their stockprice low (for now)? The whole thing around dilution is that they can give shares to their employees as an incentive... The more shares they can give the better, so also the lower the price the better?
That's an interesting thought but I honestly doubt it. I've been a investing for 20yrs and imo, private companies IPO to cash in. An elevated stock price not only rewards early investors but it also helps the company 'operate' in many ways. ie stock based compensation/attract talent. I was guessing it was to protect their ideas or create a 'man behind the curtain' aura. Because if everyone can see what they are doing, not only does it open up the risk for copycats but many can claim 'that's a really good idea but not as revolutionary as I thought.' IMHO.
@@pebbleschun Sir...you are bullish on PLTR i assume...
Don’t you think their secrecy could be due to their military ties? They have I believe the highest level security clearance within the us military.
Karp needs to get together with Apple Tim Cook and arrange a partnership with Palantir. That way, Apple if they are happy with Foundry, they just buy it with their petty cash.
Nooo, we want 10x our investment, not just a 15% one-time gain.
"Can the secrecy bullshit"...
This is the one that bothers me the most. Because I've gotten burned by high flying companies that puts a lot of effort into image and hard selling while not sharing too much about the company. The COO is too much of a hype man for my taste. He sounds like one of those infomercial guys at times.
It also makes me think that they may be concerned by how easily their model can be replicated. I've done a ton of research on this company and at this time, I think this company will do well in the future as there is tremendous need for companies to be able to harness data and package it in a way end users can use it. However, I do not think Palantir is as revolutionary as many make it sound to be. Not only google, but AWS and Azure either own the data or are closer to the data. Palantir does not. It reminds me of Netflix when all they were was a software company playing other owners content. They did not own the content or the pipeline. Once they started making great content is when the stock exploded and deserve the multiple.
So again, Palantir is a good company and it will do well in the future but not at these multiples. I will start nibbling if it gets to 10x sales.
All great points! One thing to keep in mind is organizations are opting for hybrid clouds specifically to keep providers away from their data. I know when we evaluate an AWS service we specifically opt out of data usage by AWS. This can effect whether or not we can use an AWS service. We also encrypt data in flight and at rest so its essentially useless to AWS. The company best equipped to deal with the hybrid cloud and increasing decentralization at the edge in PLTR imo.
I think you misunderstand the Nature of the problem. Can what Palantir is building be replicated. Yes. but it would require a concerted effort from oracle/microsoft to do so. AWS/Google do not enter into this discussion of competing, because their bread is buttered by providing tools for enterprises to build their stuff.
AI/ML is a unique problem because to get the most out of it. You really do need to become a Subject matter expert. Which is why Palantir has their forward deploy engineers. AWS is not in the business of providing that kind of consulting. When it is needed they outsource that to other consultants to provide that service. Palantir's true value is that they are rinse/repeating a strategy of going into an industry vertical. working with a few key companies in that vertical to build something that works for them and extracting the infrastructure that is replayable else where. This is also why there is currently no competitor for what Palantir offers. Everyone else is still stuck providing you a tool and some engineers who know how to get the most of the tool. While still requiring the enterprise to field even more engineers/data scientists to build something useful. I am not saying Foundry/Gotham are turn key. But they get as close to being turn key as you can get in AI/ML until we have AI Agents that can look at your raw data and infer what the correct relationships are with no human guidance.
This is what they did with the government. The government effectively funded the proof of concept of the business model. Then they replayed it with Airbus and Skywize platform. Then they replayed it again with platform they are building with Wejo, and again in the semi conductor space with Merck via platform they are building with Athinia. And now we have the new platform they are building with hyundai heavy industries. Each Instance of these platforms are hyper focused on the industry vertical. Which creates a draw for others in that industry to use foundry. Each instance of these platforms funds further generalization of the platform to ease adoption elsewhere.
Great vid man. I am writing down lots of questions for you. 😂. Check your email dude I sent you some dates. Let me know if they work for you.
Will do JG