Part 10/11:
Ultimately, the long-term dynamics between Tesla and Palantir present a spectrum of potential interactions ranging from cooperation to outright competition. Although Tesla has established itself as a formidable contender in the autonomy space, Palantir’s specialization in digital twins and vertical ontologies positions it favorably as well.
In this evolving ecosystem, customers are unlikely to prioritize the underlying software that enables robots to operate. Instead, they will focus on the tangible applications and impacts of these advancements on their businesses. Therefore, the companies commanding the best vertical ontologies will find themselves at the top of the funnel, reaping substantial rewards in the process.