This is an interesting analysis of Palantir. His conclusion: Palantir is a different type of company. Like a system integrator (SI), they have a small s

This is an interesting analysis of Palantir. His conclusion: Palantir is a different type of company. Like a system integrator (SI), they have a small sales force, a large field technical staff, solve whole problems, and ask for big checks. Like a software company, they hire world-class engineers and try to capture everything in product. Is Palantir an enterprise software company with no sales, marketing, or services (as they would like to believe) or are they the first SI to figure out how to build a world-class software business as most SI’s aspire? You can argue the difference is just semantics, but I’d argue the latter.