Well said.

I work with Palantir guys and helping them with data sources at a large banking firm.

Everything is custom, needs to be customized and then it needs to be changed every month.

The magic bullet here is hard work and smart people.

On the plus side, it is extremely difficult for another provider to provide a business case for replacing Palantir once they're (Palantir) in place due to the upfront analysis, implementation, and data migrations required.

Yeah I have. You know who actually does that low margin work? Deployment companies, consultants and implementors, outsourcing firms. There's a reason why "SAP Certified Specialists" exist. There's a reason that there are programs and credentials that teach people to deploy this stuff. Because SAP and Oracle are actual software companies unlike Palantir.

Palantir hires young smart (but not street smart) Ivy league engineers that have no clue how actual enterprise software works ... much like the founders and management team of Palantir.

> You know who actually does that low margin work? Deployment companies, consultants and implementors, outsourcing firms.

Not always. A lot of software companies that provide enterprise-level software but aren't the SAPs and Oracles of the world often supply in-house implementors, who work for weeks or months with customers to integrate those products into existing system (at a cost).