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Industry

Palantir's 'Ontology' Hustle

·2597 words·13 mins
Ontology is database modeling. The word’s only function is to make people who don’t understand databases think they’re looking at something new — and happily pay a thousand times more for something old.

AI Ripped the Skin Off Software

·2168 words·11 mins
Software stocks are melting down. Who survives? Who rises? AI stripped away software’s skin, exposing the database skeleton underneath. The market isn’t panic-selling — it’s repricing.