Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.
In today’s Cloud Wars Minute, I unpack why Palantir’s customer-first AI approach is outperforming much larger rivals.
Highlights
00:06 — One of the drivers in 2025 and 2026 of that surge in the greatest growth market here has been Palantir, relatively small. It’ll probably do seven and a half, $8 billion in the coming year.
00:42 — So I had a great chat, you can see it all, a one-on-one video conversation with Palantir architect Chad Wahlquist. Palantir’s titles are a little peculiar, right? It has its own way of doing things, as it does in a number of ways. Chad’s not just a typical enterprise architect.
Community Summit North America is the largest independent innovation, education, and training event for Microsoft business applications delivered by Expert Users, Microsoft Leaders, MVPs, and Partners. Register now to attend Community Summit in Nashville, TN from October 11-15.
01:23 — One of the things that’s unique about Palantir is how its customers will come, sign an original deal, and then in a very short period of time, three, four, six months, greatly increase that deal because it’s showing the value of the AI to the customer.
02:18 — Palantir is the company, I think, in sort of the more modern era, that’s really brought this to the forefront. Chad and I talked about the partnership and the significance of that for customers, bringing together the immense data and industry expertise that SAP has.
03:15 — It’s not a big rip-and-replace thing. How can we build on what you have and get you some very quick returns on this? Palantir’s number one on the growth chart at 70%. Google Cloud surged into the number two spot at 63%.
- Check out my full-length conversation with Chad Wahlquist.
