$PLTR / $PEGA
Pegasystems was firing a few shots Palantir's way during the JPM conference today.
"What's ironic is, I think what Palantir does is as subject to attack by the LLMs as anything. I guarantee you Claude can build a brilliant, you know, ontology, you know, which is how they talk about what they do... At the end of the day, I think they gotta send a whole slew of those FDE's in to actually get anything to work."
Two things are ironic about this.
1⃣ Seeing that an LLM can help in building something like an Ontology, but missing AI-FDE's existence (a huge oversight) and how LLMs help multiply FDE efficacy.
2⃣ Headcount and #'s say otherwise.
4001 Employees - Mar 31 2025
4164 Employees - June 30 2025
4414 Employees - Sept 30 2025
4429 Employees - Dec 31 2025
4395 Employees - Mar 31 2026
While Palantir headcount is up 10% Y/Y. However, it's flat since Sept 30th. Find me on this chart (or on any Palantir metric) a sign of weakness due to failing to hiring and deploying far more FDEs. I'll wait.