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Palantir's commercial revenue overtakes government sales for first time, but deals shorten

Palantir reported third-quarter revenue of $2.31 billion, up 96% year over year and ahead of analyst estimates, with adjusted earnings per share of $0.44. U.S. commercial revenue hit $984 million, edging past U.S. government revenue of $953 million for the first time, driven by enterprises adopting its AI software. CEO Alex Karp told analysts that commercial customers are now signing shorter-duration contracts that move faster to deployment before later expanding.

techcrunch.com · 2026-11-03

Essay argues AI coding tools from Anthropic and OpenAI are undercutting their own enterprise customers

A new commentary piece argues that AI labs' push to sell AI coding assistants as replacements for human software engineers has backfired by letting ordinary users build cheap alternatives to paid software products. It cites examples such as a hobbyist building a Photoshop-like tool in a weekend and AI tools reverse-engineering established software and releasing clones as open source. The author frames this as AI labs undermining the recurring-revenue business model of the very companies they hoped would become their paying customers.

techbronerd.substack.com · 2026-10-25