Antonio Linares
Why I Picked Palantir Over UiPath.
9/29/2025, 2:27:23 PM
Economic Summary
- Palantir (PLTR) benefits from deep integration with US government and institutional customers, which can create durable distribution advantages and revenue stability as it expands product distribution (e.g., AIP).
- UiPath (PATH) had a believable economic thesis: a lightweight, computer-vision-based approach could deliver easier distribution and a data-driven flywheel, but failure to execute prevented that competitive path.
Bullish
- Palantir is deeply embedded in the US power structure, giving it distribution advantages.
- Palantir accelerated distribution (e.g., via AIP), strengthening its position versus lighter-weight competitors.
Bearish
- UiPath failed to execute its expected distribution and data flywheel.
Bullish tickers
PLTR
Bearish tickers
PATH
PLTR
Bullish
Deeply embedded in US power structures and has accelerated distribution (AIP), creating a strong distribution advantage.
PATH
Bullish
Lightweight computer-vision approach could have enabled easier distribution and a data advantage leading to a flywheel.
Bearish
Did not execute the expected distribution/data flywheel, undermining its competitive thesis.