$Palantir _老虎社区_美港股上老虎 - 老虎社区

$Palantir Technologies Inc.(PLTR)$虽然我一直在车上，但是还是想提醒各位兄弟注意：数据和数据处理工具是两码事。数据处理工具是个“黑盒”系统，数据处理服务的供应商一般是接触不到数据本身的，从这个角度来看，pltr与政府和军方的合作时长，并不会拓宽其业务的护城河。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

安琪_0527
2021-09-16
安琪_0527
数据所有权是客户的，但是帮助客户处理数据过程中训练了企业系统的能力，在此基础上再形成行业标准解决方案，从这个角度看，项目越多护城河越高吧
章复来
2021-09-18
章复来
公司讲过，只能拿模拟数据集做开发，实际用的时候遇到问题再改，所以要很多现场工程师长期维护
鱼头up
2021-09-16
鱼头up
你说的对，单是数据处理工具本身会产生业务数据，这些数据是pltr自己的东西，客户的数据接触不到本该就是正常的事情
bliss
2021-09-17
bliss
逻辑有问题，数据处理本身就是给数据赋予了价值
西部世界
2021-09-16
西部世界
黑盒只是个说法而已
ivyBB
2021-09-17
ivyBB
政府业务本身就是护城河

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