Bloomberg Tech Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook
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Feb 3, 2026 Anna Rathbun, founder and CEO of Grenadilla Advisory, studies tech market divergence and AI risks to legacy software. She discusses whether AI tools threaten traditional SaaS, how markets separate chips from software, and the urgent need for workforce upskilling. Short, sharp takes on AI disruption and what it means for established software businesses.
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Palantir Growth Fueled By Existing Customers
- Palantir's revenue guidance shows strong growth driven by expansion within existing large customers.
- New customer adds slowed, meaning growth relies heavily on deepening spend from current clients.
Sector Multiple Compression Weighs On Valuations
- Software sector multiple compression is pulling down price targets despite strong company fundamentals.
- Analysts trimmed Palantir's target mainly because the whole software sector is re-rating lower.
Generative AI Triggers SaaS Repricing
- New generative AI tools like Claude are spooking investors about legacy SaaS growth and pricing power.
- The result is broad sell-offs in software names amid fears of a 'SaaS apocalypse.'