THE PALANTIRIZATION OF EVERYTHING

Summary from the TLDR Founders newsletter

Job postings for forward-deployed engineers are up 800% this year as startups copy the model Palantir pioneered. However, most companies copying the aesthetic are setting themselves up to become expensive services businesses with software valuation multiples. Palantir works because there's a real platform underneath the bespoke work. If you only copy the embedded-engineer part without a strong product spine, you end up with Accenture for X with a nicer front-end. The question isn't how we become Palantir - it's what's the minimum forward deployment we need to bridge the AI adoption gap, and how quickly can we convert that into a platform business.