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First tracked Oct 24, 2024 · Last seen Aug 28, 2026
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Reading Ambitiously 7-11-25
When Palantir went public, some called it a consulting firm with a software wrapper. Their margin profile didn’t help. Gross margins came in well below the 70 percent benchmark. The services-heavy FDE...
Reading Ambitiously 8.28.26 - AI has an agency problem
Image → Why does it matter? On Vercel, open-weight models went from 28% to 62% of...
Reading Ambitiously 2-7-25
→ Why does it matter? The real competitive moat may not be in the LLM itself but...
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