Some valid points have been raised here, while another view keeps bringing Trump into every discussion.
CRM and $Palantir Technologies Inc.(PLTR)$ aren't the same business. I can easily imagine AI eventually commoditizing pieces of traditional CRM. Palantir is doing something harder, embedding AI into proprietary data and operations to help companies actually run better and make more money.
Competition will come. Great. There's an enormous amount of business to go around.
Valuation is worth debating. But fighting a freight train that's compounded by multiples while yelling Trump, meme and CRM isn't much of a thesis.
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