[Seeking Alpha] Summary
In the sequel to our Wintel Wars article, we offer the ultimate deep dive into the tectonic shifts happening in the tech industry, giving unparalleled context to Karp's cryptic musings.
We lay out how Google and Facebook gradually created privatized versions of secretive DARPA programs, and why Palantir and Apple are leading a push for privacy as industry tensions ignite.
We discuss how Palantir threatens the current paradigm with software for a decentralized alternative. Europe's GAIA-X offers significant upside potential as Palantir seeks a new European hub in Switzerland.
While the last decade focused on the consumer internet, the Palantir+IBM partnership is a harbinger of how the next decade will be shaped by software platforms for the industrial internet.
Calls for the US government to provide R&D funding for the technology sector provide an additional catalyst. These sentiments were recently echoed by In-Q-Tel employees writing for a Council on Foreign Relations publication.
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