Uploaded August 2026 | Updated September 2026, 2 weeks ago
Palantir's commercial AI business continues to accelerate as customers deepen their use of the company's software platform. Bank of America Securities aerospace and defense analyst Mariana Perez Mora explains why she believes Palantir is still in the early stages of monetizing AI, how its outcome-based pricing model is driving customer adoption, and why she sees further upside despite the stock's strong run. She joins Ed Ludlow on "Bloomberg Tech."
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Palantir's commercial AI business continues to accelerate as customers deepen their use of the company's software platform. Bank of America Securities aerospace and defense analyst Mariana Perez Mora explains why she believes Palantir is still in the early stages of monetizing AI, how its outcome-based pricing model is driving customer adoption, and why she sees further upside despite the stock's strong run. She joins Ed Ludlow on "Bloomberg Tech."
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Like this video? Subscribe to Bloomberg Technology on YouTube:
youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg
Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:
youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ
Get the latest in tech from Silicon Valley and around the world here:
bloomberg.com/technology
Connect with us on...
X: twitter.com/technology
Facebook: facebook.com/BloombergTechnology
Instagram: instagram.com/bloombergbusiness
Follow Ed Ludlow on X here: twitter.com/EdLudlow
Follow Caroline Hyde on X here: twitter.com/CarolineHydeTV
Listen to the daily Bloomberg Technology podcast here:
bloomberg.com/podcasts/series/bloomberg-technology
More from Bloomberg Business
Connect with us on...
X: twitter.com/business
Facebook: facebook.com/bloombergbusiness
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