For years, Palantir Technologies (NASDAQ: PLTR) was the AI stock investors had to explain away. Its founders held outsized voting control. Its CEO sounded more like a philosopher than a salesman. And it refused to build its own frontier model. The market treated these as quirks. Some investors called them red flags.
That perception is shifting fast. Within a week, the rest of the AI industry started to look a lot like Palantir. The governance structure that critics once mocked is being copied. The model-agnostic stance once called a weakness is becoming the enterprise default.