Rory O'Driscoll(@rodriscoll):A platform shift is an ever expanding crevasse between the before and after. If you’re going to make that jump, you have to make it fast, because there comes a point where the gap gets too big to cross. Palantir saw it with AI in 2023 and went from 18% growth to 98%, meanwhile, many SaaS companies are only now nerving up to make the jump. There’s going to be a lot of companies paying the bill in 2026 and 2027 for the hesitancy they showed in 2023 and 2024.

2026.08.18 15:48

A platform shift is an ever expanding crevasse between the before and after. If you’re going to make that jump, you have to make it fast, because there comes a point where the gap gets too big to cross. Palantir saw it with AI in 2023 and went from 18% growth to 98%, meanwhile, many SaaS companies are only now nerving up to make the jump. There’s going to be a lot of companies paying the bill in 2026 and 2027 for the hesitancy they showed in 2023 and 2024.