Siddhant Ekale(@sidekale):Buying AI tools does not make your company AI first. Wielding it in specific domains to solve problems that otherwise are really hard to decompose is where you’ll generate alpha. Palantir is in the business of that. We see LLMs as an extremely useful tool, but it’s not the whole picture and the moment you make it that, all you’ve done is increased CapEx.

Siddhant Ekale

@sidekale

Architect @PalantirTech, opinions are my own

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Siddhant Ekale@sidekale

2026.07.02 05:48

Buying AI tools does not make your company AI first. Wielding it in specific domains to solve problems that otherwise are really hard to decompose is where you’ll generate alpha. Palantir is in the business of that. We see LLMs as an extremely useful tool, but it’s not the whole picture and the moment you make it that, all you’ve done is increased CapEx.