The more I follow Palantir Technologies, the less I think it's just an AI software company.

A few years ago I would've described Palantir as a defense contractor with great software. Now I'm not so sure. It feels like it's evolving into an operating system for organizations that need to make decisions from massive amounts of data. The government side is still a huge part of the story, and that's probably not changing anytime soon. Defense, intelligence, logistics, battlefield software... those businesses continue to grow. But what caught my attention recently is how much the commercial