As AI Makes Software Cheaper to Build, Data and Distribution Become the Moat
Key PointsPalantir's ontology, CrowdStrike's security telemetry, and ServiceNow's workflow footprint would all be genuinely hard for a competitor to replicate.
Key PointsPalantir's ontology, CrowdStrike's security telemetry, and ServiceNow's workflow footprint would all be genuinely hard for a competitor to replicate.