Nabeel S. Qureshi: belief

Transcript context

…You shared in your post this kind of evocative story of some people's jobs is just to gate keep the data. They're there to give you access to this very valuable data within the organization, and how hard it is to get. That was a lot of this work, is just breaking through those political battles of like, "Okay, we need this data for the good of the company and took a lot of work." I guess anything there you want to add? It is, yeah. It's a huge pain, and there are good reasons for it. It's not like folks are malicious here. If you're IT or if you're an InfoSec type person, then your goal is to prevent data breaches and to make sure that sensitive information doesn't spread too wide. And so what's the easiest way to do that? It's to lock the data down, basically be a gatekeeper for access. I think where it got a little bit more interesting was where your skills are valuable and depend on you being the gatekeeper. So what I mean by that is let's say I'm the only guy who understands the way the sales calculation pipeline works and I write the SQL for it. All the requests from business SMEs come to me, I have a big queue of them, it takes me weeks to get through this queue. I have a great job, I have great job security, and people depend on me. And so now along comes this company and they're like, "Hey, actually we want to make sales data available to everyone and we want to make it point and click." Suddenly you're like, "Hey, hang on, what am I going to do?" And so that's where I think there was a lot of difficulty and I always say people are like, what accounts as competitors? I don't think it's the ones that you would think of necessarily. Palantir's biggest competitor is a company rolling its own solution, and so the biggest difference would just be a CIO saying, "I'm going to build my own data infrastructure, I'm going to own it, it's going to be on top of one of the hyperscalers, and we're all just going to do our own analytics ourselves." And what we came along with, which was quite disruptive to this model, was saying, "No, actually all your data is going to get ingested into this one platform and everybody in your company is going to use it." The trade-off is it's going to be really, really easy for everyone to do things. But as you can imagine, some people weren't a huge fan of that model. It feels like Glean is the biggest competitor to Palantir after I hear this, do you know about that company?…

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