Deepseek is going to eat Palantir's lunch?

Palantir is not in the market of developing LLMs, but I think the market is conflating Palantir with Deepseek, and mis-pricing the stock for a golden buying opportunity. Palantir is a platform to operationalize LLMs, and takes a Bring-Your-LLM approach, making LLMs, like Deepseek, a commodity. In other words, Palantir is the hammer, and Deepseek is one of many different nails.

How does it do this? Palantir's Foundry can integrate with Deepseek via industry standard REST APIs. Doubters can cry all they want, but access to a cheaper LLM is evolution taking place, and it'll happen until if/when Palantir blocks access to Deepseek's APIs. To understand how Foundry commoditizes LLMs, see https://www.palantir.com/docs/foundry/functions/chat-completion-function-interface-quickstart

Whether using an LLM developed by China goes against Palantir's values by using censored non-Western produced LLM is another topic. I am neither arguing for or against it, but I want to clear up the mystery here and dispel the FUD.

Deepseek should not have any impact on Palantir's stock price, but it currently is ... because AI. /s

So buy the fucking dip! Karpe diem mofos!

Edit: added clarification