Palantir Declares 'SaaS Is Dead' — Custom AI Solutions Beat Off-the-Shelf, US Commercial Revenue Up 137% YoY

Yahoo Finance·high signal

Palantir deployment strategist Danny Lukus declared 'SaaS is dead' while discussing work with clients like Advance Auto Parts, arguing that standard software forces workarounds and the agent should take over, with buyers paying for results not dashboard access. Palantir is now a $320B company — among the top 20 most valuable US firms — with 46% of revenue from commercial clients and US commercial revenue growing 137% YoY. The declaration from an enterprise platform already at scale, not a startup, signals that the anti-SaaS thesis has moved from VC speculation to operational reality.