Palantir
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
We expect authority over operational actions to become more valuable as models become interchangeable. Palantir gains Interface and Alignment power without needing to own frontier training infrastructure.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 20 | 25 | 25 |
| Interface | 70 | 75 | 85 |
| Alignment | 90 | 95 | 95 |
| Energy | 0 | 0 | 5 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 67.5 to 73.8; the rank holds at #18.
Compute 20 → 25; Interface 70 → 85; Alignment 90 → 95; Energy 0 → 5.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Customers standardize agent permissions and workflows on competing enterprise platforms.
Research behind the judgment
AIP documentation describes operational agents, access controls, auditing, governance, and deployment across enterprise and edge environments.
- Palantir AIP overviewCurrent product documentation · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.