---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39893140.md"
description: "When discussing PLTR's moat with @宇宙大爆炸 before, I mentioned whether Ontology might also be figured out by AI. My reaction at the time was that it would only be possible if FDE were replaced by AI, which is somewhat difficult.But today, watching PLTR's developer conference, AI FDE is already being deployed. So my view remains not to look for the next Palantir, because the next Palantir will be built on Palantir. $Palantir Tech(PLTR.US)"
datetime: "2026-04-14T08:50:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39893140.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39893140.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39893140.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# When discussing PLTR's moat with @宇宙大爆炸 before…


### Related Stocks

- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)

## Comments (10)

- **止盈必须止盈 · 2026-04-14T13:19:47.000Z · 👍 1**: AI hasn't reached the point where ordinary people can use it effectively, and the technology is far from being that advanced. The hype is still significant. Unless large enterprises standardize various processes and have dedicated AI departments to push towards practical business implementation, can
- **宇宙大爆炸 · 2026-04-14T10:18:19.000Z**: I've also always thought that the efficiency improvements brought by AI (like distilling a certain proportion of programmers 😂) are beneficial for software companies with moats (extremely high costs for migration, replication, or operation and maintenance), such as companies that store enterprise d
  - **lyhalfway** (2026-04-14T10:24:21.000Z): Hmm, the requirements for a company's self-iteration capability are also higher.
- **保持学习 · 2026-04-14T09:47:22.000Z · 👍 1**: tem feels the same way, a big drop is a good opportunity.
- **理查德RH · 2026-04-14T09:30:38.000Z · 👍 1**: This price is not low at all now.
  - **lyhalfway** (2026-04-14T09:34:22.000Z): Most excellent growth stocks look expensive throughout their entire uptrend. By the time they appear "cheap" or "reasonable," they may no longer be a good investment target.If the grow
- **守正出奇 · 2026-04-14T08:59:46.000Z · 👍 2**: @lyhalfway As long as StockPro is still holding, we can hold with peace of mind. Bro, when you really feel the need to switch to a better or more stable target, please let us know. Thanks. 🙏🏻🙏🏻🙏🏻
- **AngerBird · 2026-04-14T08:56:38.000Z · 👍 7**: It's all about sentiment… PLTR's moat is still very solid, and for example, Microsoft, a big drop is actually a good opportunity… As a traffic entry point, COPLIT doesn't compete with other models on text, but focuses on its own ecosystem. Since the penetration rate is low to begin with, a slight pr
  - **lyhalfway** (2026-04-14T08:58:54.000Z): Yes, these two are also the top 2 holdings of IGV respectively, so the sector and individual stocks are affected by each other's decline, but the barriers are still there, and they are very stable.
  - **风风** (2026-04-14T09:07:52.000Z): Software stocks are looked down upon by many people now. Everyone just follows the trend.