[cm11]

I interpreted his "intrigue" (he's left it at that for now) with Palantir as an AI player to be based on two things. First is what you mention around data integration. I don't know enough about this and your point makes sense, but he was suggesting they're already doing a lot of it. Their execs say most of their actual work is this. This work is something others might need to make up ground in. Still, I think your point might argue fairly this is something others can do.

The second, and I thought bigger conceptual point, was that unlike the past decade and a half, this wave of AI might be based more on selling to enterprises and the executives of companies. The Slacks or Dropboxes or others (including perhaps consumer apps) involve making your case at the user/employee level and that trickling up into enterprise contracts. The products you create are also different when you're trying to sell in that direction. And Palantir works that way already.