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Daily Briefings

AI Executive Briefing

Jul 23, 2026← Latest briefing

Daily Palantir Intelligence Briefing — Thursday, July 23, 2026

Key Development

Palantir's Ontology platform is at the center of renewed investor speculation regarding its competitive moat. Despite a recent stock decline driven by broader AI sector weakness and valuation concerns, bulls highlight Ontology's unique capabilities as a potential catalyst for significant future growth. This sentiment is amplified by predictions of a stock rebound post-August 3rd, suggesting that Palantir's proprietary AI decision-making framework remains a key differentiator.

Contracts & Government

  • Medicaid Data Breach Raises Security and Partnership Concerns: Court filings from July 17th revealed that Medicaid patient data was improperly shared with ICE and subsequently utilized by Palantir's deportation application, ELITE. This incident underscores the critical need for robust data governance and security protocols when handling sensitive personal information, particularly for government contracts. The fallout from this breach could impact future government partnerships and regulatory scrutiny.

Product & Platform Updates

  • Forward-Deployed Engineering Model Gains Prominence: The forward-deployed engineer role is increasingly recognized as essential for effective AI deployments, as noted by Techtarget.com. This trend aligns with Palantir's operational model, emphasizing the strategic importance of integrating technical expertise directly into client environments for successful platform adoption and value realization, particularly for complex AI initiatives.

Market & Business

  • Investor Sentiment Divided on Palantir's Valuation and Growth Prospects: Palantir Technologies (PLTR) is currently a "battleground stock," with shares down 20% year-to-date. While broader AI market volatility and high valuation have impacted performance, a significant segment of investors believes the company's AI-infused Ontology platform provides a defensible competitive advantage. This optimism fuels predictions of a substantial stock price increase in the coming months, potentially accelerated by upcoming earnings reports.
  • Healthcare Startup Funding Signals Broader Sector Dynamics: Candid Health's $120 million funding round highlights significant investor interest in healthcare infrastructure solutions, particularly those addressing complex operational challenges like medical billing. This trend suggests a robust appetite for technology that can streamline and optimize critical business processes within large, data-intensive sectors.

Strategic Implications

  • For Enterprise Customers: Palantir's continued emphasis on its proprietary Ontology platform reinforces its position as a provider of sophisticated decision-making tools. However, recent data privacy concerns highlight the critical importance of understanding and validating data handling practices for sensitive information.
  • For Developers: The increasing recognition of the forward-deployed engineering model underscores the strategic value of embedding technical expertise within client organizations to ensure successful AI integration and maximize platform ROI. This necessitates a focus on client-facing technical skills and deep domain understanding.
FOUNDRYAIP

Feature request - Enable dataset_sql_tool access in agent studio

dataset_sql_tool : which has the ability to query the datasets directly is available as a part of AIP analyst but not as a part of ai-chatbot-studio. In our company we only have datasets we are not allowed to create objects. Because we have it this way any agent that we create if we want them to access and query some datasets where we provide the context of these datasets in the agent description does not work. 1 post - 1 participant Read full topic

Palantir Community — Latest57m ago
AIPPARTNERSHIP

PDF Citations with AIP Analyst

Hi, I’m looking for a way to do PDF citations with AIP Analyst like it can be done with AIP Agent Studio agents, The citations it has works like open in graph then open the pdf and enter the page yourself which is ugly experience. Ideally click the citation and then it takes you to the page on the PDF viewer. Appreciate if you can let me know if this doable or not ? 1 post - 1 participant Read full topic

Palantir Community — Latest57m ago
FOUNDRY

I need to create a 'training' environment that duplicates what is in production

Trying to find the best way to create basically a duplication of applications in production to use for training. I want users to be able to go to workshops and use all the actions without affecting production data. I asked AI FDE on options and the best option was to create a global branch, which seems to work but curious if there were better options others have been using. 2 posts - 2 participants Read full topic

Palantir Community — Latest57m ago
FOUNDRYONTOLOGYRELEASE

Incremental Inputs

I have an incremental pipeline where my source system sends a full snapshot every sync. My transforms apply CDC (Change Data Capture) to detect inserts, updates, and deletes, then write only the changes as APPEND transactions to the output dataset. Each row has a last_upd_tmstmp (timestamp) and is_deleted (boolean) column. Over time, when a row is updated, the new version is appended but the old version still exists in a previous transaction — so the same primary key appears across multiple transactions. This works fine for the Ontology (it deduplicates by PK, latest transaction wins), but I now want to use this dataset as input for an ML model. For the first run, I need to read the full dataset and deduplicate (keeping the row with the highest last_upd_tmstmp per PK, filtering out is_deleted=true ), then for subsequent weekly runs I only need the latest APPEND (which is already unique within the transaction). My question is: should I deduplicate in my ML transform code using a

Palantir Community — Latest57m ago
AIP

Can an AIP Logic with an optional model input be used with Automate?

I modified an existing AIP Logic to have an optional model parameter to be able to run experiments comparing models. If from the AIP Logic usage panel, I create a new automation, it by default does not list the optional parameters and there is no error. However, if I turn on auto-upgrade, it lists the optional parameters and I get that error again. If I toggle back off auto-upgrade, the optional parameters and error stay. So I can just make a new Automation without autoupgrade to use an AIP Logic with an optional model parameter, but I cannot modify an existing Automation nor use auto-upgrade. 1 post - 1 participant Read full topic

Palantir Community — Latest57m ago
FOUNDRYONTOLOGYAIP

Texas Freight Corridor Pressure Monitor — Corridor-Week Anomaly Detection in Foundry & AIP

I built a Foundry-native application that turns public Texas transportation data into an operational corridor pressure monitor. For any selected week, it answers one question: Which Texas freight corridors are behaving normally, running above normal, or showing below-normal/disrupted movement compared to their own historical baseline? Stack: Pipeline Builder → Ontology → Workshop → AIP Generated Content Validation event: Winter Storm Uri, week of 2021-02-15 Object grain: one corridor during one week The system is deliberately scoped as a corridor pressure anomaly monitor . It is not a diesel demand, truck-demand, or fuel-consumption model. The goal was to demonstrate a complete, inspectable Foundry implementation pattern end to end. Why this problem Freight corridors are operational systems. When movement across a major corridor deviates from its own normal pattern, that deviation can reflect weather disruption, logistics stress, demand shifts, or r

Palantir Community — Latest57m ago
FOUNDRYONTOLOGYEARNINGS

Functions Repo + React Frontend

Type Safety and Drift Between Functions Repo and React App — Is This the Intended Pattern? I’m using a Functions repo as the primary layer for queries and actions against my ontology — both as a resource for others (workshops, quiver, etc.) and as the backbone of my own React application via an OSDK-based SDK. The problem: because Workshop has historically had inconsistent support for structured types, I’ve defaulted to using strings instead of properly typed objects throughout my functions. This means by the time I’m in my React app, I’ve already lost type inference. I end up redefining types in both repos, and even though I control both, the drift risk is real. I considered publishing a shared NPM package to centralize the type definitions, but that feels like the wrong abstraction inside Palantir — I’d essentially be papering over a gap in the platform rather than using it correctly. Questions Is the string-over-struct approach a known workaround, or am I genuinely m

Palantir Community — Latest57m ago
GENERAL

Chronos model in Model Studio / AutoGluon?

Hello, Chronos model is now supported in AutoGluon, however it does not seem to be available yet in Model Studio. Would it be something on the roadmap ? Or should we use our own implementation? Cheers, 2 posts - 2 participants Read full topic

Palantir Community — Latest57m ago
FOUNDRYRELEASE

How to ingest Oracle Fusion data into Foundry with BI Cloud Connector (BICC)

We recently had to get a fairly large amount of data out of Oracle Fusion and into Foundry, and BI Cloud Connector (BICC) ended up being the cleanest way to do it. This post covers the approach we settled on: one Python external transform that drives BICC end to end and lands each Fusion “datastore” in Foundry as a clean, incrementally updated table. There’s no packaged connector involved, just a transforms repo and a Data Connection source. The transform talks to three Oracle APIs along the way: BICC’s REST API for metadata, the ESS scheduler over SOAP to run the extract, and UCM (WebCenter Content) for the actual file downloads. None of them are complicated on their own; most of the work is just wiring them together in the right order. What you’ll build For each datastore you configure, one incremental transform that: Fetches datastore metadata from the BICC REST API ( /biacm/rest ) Creates/updates a BICC extract Job scoped to that datastore Triggers a VO_AND_PK_EXTRA

Palantir Community — Latest57m ago
FOUNDRYONTOLOGY

Times Series Property

I have a time series property I added to an object. The sync file can display the time series properly, but the quiver for the object type and the workshop cannot display the time series data and says that there is no data/ no value. Did I set something up wrong? 4 posts - 2 participants Read full topic

Palantir Community — Latest57m ago
FOUNDRY

Screen Capture Walkthru's for Pilot Apps

I’ve built and published a Pilot app and was trying to create documentation and a walkthru for it via the automatic screen record/capture but when I embed the Pilot app in a Foundry workshop and try to screen record it doesn’t pick up the interactions in the embedded widget. I’m assuming this is because the embedded widget can’t expose the interactions to the screen recording-side of things. I’m wondering if there are work-arounds here. 2 posts - 2 participants Read full topic

Palantir Community — Latest57m ago
FOUNDRY

[FR] Workflow Identity Federation

Note: AI helped to formulate the text but the content is 100% curated by a human Feature Request: Workload Identity Federation for Foundry Multipass 1. Problem Statement Today, any automated workload that needs to call Foundry APIs must hold a long-lived credential : either a personal access token or a TPA client_id + client_secret . These credentials must be stored somewhere - a Foundry dataset, a Foundry Source, a secrets manager, an environment variable - and they carry serious operational risks: Blast radius on leak. A stolen client_secret grants the thief all scopes the TPA holds, indefinitely, until manually rotated. Rotation burden. Secrets must be rotated on a schedule and pushed to every consuming workload. Any lag creates a credential-validity gap. Foundry TPAs only support one active client_secret at a time, making zero-downtime rotation impossible: the old secret must be invalidated before the new one is distributed, guaranteeing a window of f

Palantir Community — Latest57m ago
FOUNDRY

Potential Schedule Desynchronization & Unexpected Data Staleness on Multi-Parent Triggers

Issue / Behavior Description: We have identified a edge-case behavior with Foundry Dataset Schedules that, while technically working as designed, can easily lead to silent data freshness issues and confusion for users. Scenario / Example: We have a downstream Dataset C defined as the simple union of two upstream Datasets, A and B . Dataset C has a schedule set to trigger when BOTH parent datasets (A and B) complete their build. Under normal operations, both A and B complete their builds around 7:00 AM daily, which then triggers C. The Problem: If a user manually triggers or rebuilds Dataset B during the day (e.g., at 4:00 PM): The schedule system records Dataset B ’s build as complete/up-to-date. The schedule then waits for Dataset A ’s next build. The next morning at 7:01 AM, Dataset A finishes its build. Dataset C immediately builds because both conditions are now fulfilled (A built at 7:01 AM today, and B built

Palantir Community — Latest57m ago
FOUNDRY

How do you connect to Oracle Primavera Cloud from Foundry?

How do you connect Foundry to Oracle Primavera Cloud? What are potential approaches? 2 posts - 1 participant Read full topic

Palantir Community — Latest57m ago
FOUNDRYAIP

Agentic Workflows in Foundry: Questions, Answered

We ran a webinar last week on building agentic workflows in Foundry – walking through the tooling you can reach for (Chatbot Studio, AIP Logic, Agent Flow etc.) and how to wire them together. The interesting part wasn’t the tooling overview. It was the questions that came after, once people started thinking about what happens when these agents actually run in production. How does an agent behave when it’s writing data, not just returning an answer? Where is it even running if it’s exposed as a function? What breaks when a workflow runs longer than five minutes? How do you keep sessions and permissions sane? Those are the questions we’re answering below. They came straight from the session, and they’re the ones worth getting right before you publish. What is the execution context of these agents, and how do they affect side effects? An agent is not necessarily a pure function that receives an input and returns a complete answer. The function-shaped interface is

Palantir Community — Latest57m ago
FOUNDRYPARTNERSHIP

Legends partially or completely missing in png downloads of workshop XY charts

Hello all, I am working on a dashboard on Workshop. When I try to download an XY chart using the custom chart export option, the legends are cut off either completely or partially as shown in the images below. Is there a way to fix this? // Content redacted, so ignore the black/gray/green areas In the first image, there is whitespace on the right of the main chart which should ideally be where the legends are listed but it’s empty. 1 post - 1 participant Read full topic

Palantir Community — Latest57m ago
FOUNDRYPARTNERSHIP

Calling Foundry CI-Checks (Jemma/Gradle) — Authentication to External Systems and Foundry Serverless Functions?

Hi community, We are building an integration where Foundry CI-Checks (Gradle/Jemma) needs to authenticate outbound calls as part of a custom Gradle check task. We have two paths we are exploring: Primary Path — Foundry CI to External IP: Foundry CI-Checks needs to call an external system directly via global egress. The CI process needs a secure, automated way to authenticate these outbound calls without any user credentials or interactive authentication. Secondary Path — Foundry CI to Foundry Serverless Function (Workaround): As a fallback, Foundry CI-Checks calls a Foundry Serverless Python Function which then communicates with the external system on its behalf. We know the CI TOKEN exists in the Jemma environment, but it does not appear to be scoped to invoke/execute a Foundry Serverless Function endpoint. Our questions: Has anyone managed to authenticate outbound calls from a Foundry CI Gradle check task to an external system? Has anyone managed to authenticate a call fro

Palantir Community — Latest57m ago
ONTOLOGYRELEASE

Bug encountered in resources tab of code workspace

I was able to develop several custom widgets and functions which consumed object types in my ontology. However, recently I’ve been unable to add resources at all via the resource panel in the code repository. When I attempt to open the panel, either in the browser or on VS Code locally, the following bug appears: GraphQLError Validation error (FieldUndefined@[GetPackageNameStemmaRepoFragment/thirdPartyApplicationWebsites/websiteRepository/website/thirdPartyApplication/latestVersionV3]) : Field 'latestVersionV3' in type 'ThirdPartyApplication' is undefined Trace ID 5926a92dd4cc466d 2 posts - 2 participants Read full topic

Palantir Community — Latest57m ago
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