[throwaway825]

> Palantir has an outdated software stack (Java/Swing)

What? How is this even correlated to the value provided by the software they sell? So they're SOL because they didn't do a rewrite?

> they have no meaningful ML/AI strategy

They mostly sell software and services around data integration of disparate data sources and the ability to query that information and make connections easily. Their flagship product is a graph database with access controls built in. ML/AI is so dependent on the particulars of a given data, so I don't know how valid this criticism is. If they're able to provide value without productizing machine learning, sounds good to me.

> Finally the political environment along association with Thiel isn't helping them make any new friends.

Agreed