Palantir (PLTR +0.42%) is not trying to win the race and build the smartest AI model. It wants to control the operating layer connecting those models to enterprise data, workflows, permissions, and actions. That overlooked strategy could create a powerful moat, but only if Palantir can outrun competition and justify its demanding valuation.
Stock prices used were the market prices of July 14, 2026. The video was published on July 22, 2026.





