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“actually driving agentic workflows in an enterprise is far more complex”
@levie · Aaron Levie
ServiceNow's deep enterprise workflow roots make it a prime beneficiary as agentic AI complexity drives moats for embedded incumbents
NOWLONG@ $97.67
$110.32+12.95%
since call Jun 18
peak +22.4%
“Drive the actual implementation and change management via FDE or equivalent”
@levie · Aaron Levie
Palantir's FDE model is the exact Applied AI enterprise playbook Levie describes as building durable moats
PLTRLONG@ $131.53
$124.82-5.10%
since call Jun 18
peak +3.0%
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