Palantir: The Software Killer

Core Insights - The article highlights a shift in the AI sector from infrastructure development to software solutions that leverage existing infrastructure [1] Group 1: Industry Trends - There is a notable rotation in AI investments, moving away from infrastructure and focusing more on software applications [1] Group 2: Analyst Background - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, which aims to create diversified investment portfolios [2]