Quick ReadPalantir's ontological moat and AIP bootcamp strategy make it an early leader in high-margin agentic AI software adoption. At 150x trailing P/E, Palantir's valuation looks stretched, and Dr. Michael Burry warns frontier AI labs could disrupt its edge. SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $3,000 in complimentary stock for Active Invest accounts. For rivals to catch Palantir, the shift towards compute-based or even outcome-based consumption, I think, is a must.