Mid tier companies like AppLovin and Unity are struggling against the "death loop" created by generative AI tools like Anthropic's Claude. Claude is increasingly automating mid level knowledge workflows. The reasoning is that if a software only automates a workflow that an AI agent can do it for free, the business model is walking the plank.
However $Palantir Technologies Inc.(PLTR)$ is gaining traction because it isn't just a tool. Palantir is the operating system for the AI era. While others are being replaced by AI, Palantir's AIP or Artificial Intelligence Platform is the one doing the replacing, helping enterprises integrate the very models like Claude that are disrupting everyone else.
Verdict : The software era is evolving into the Agentic era. Adapt or evaporate.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
