Market Insight

Don't Buy the
Drop-in SaaS Lie.

The world sees Palantir as a platform. History shows they were a consulting firm that generalized later. The next wave of AI giants won't replace teams with magic SaaS—they will win through hand-to-hand combat and deep integration.

The "Drop-in" Fallacy

AI companies pitch "CS Agents" as a simple SaaS subscription. But real enterprises are messy webs of legacy systems, permissions, and human workflows.

The Pitch (Illusion)

radio_button_checked

"Just sign up, connect your email, and our AI replaces your CS team."

The Integration (Reality)

radio_button_unchecked

"Connecting to ZenDesk APIs, Jira tickets, Warehouse SQL, and Compliance logs."

System Status: IDLE
Active

The "Secret" Playbook

Why companies like Distyl.ai (founded by Palantir veterans) link are betting on the "Consulting First" model.

handshake

1. Hand-to-Hand Combat

Don't start with a generic platform. Start by solving one customer's excruciating problem using "Forward Deployed Engineers." It looks like consulting, but it's discovery.

library_add

2. Harvest Primitives

As you build custom solutions, identify the repeated patterns. The connectors to legacy SQL, the RBAC wrappers, the approval queues. These become your libraries.

rocket_launch

3. Generalize Later

Only after solving the hard integration problems manually do you abstract it into a SaaS platform. Palantir didn't start as a platform; it emerged as one.

Find Your Niche

"Pick any two of the three: industry, role, or company size."

Industry
Fintech
Role
CS Agents
Company Size
< $100M ARR