BHI 3.0·Q1 2026 Bulletin
Last computed 14:32 UTC, Apr 29 2026·Spearman ρ = 0.83·Validation: preliminary
Today's bulletin →
Movers · since 14:32 UTC, Apr 29 2026
PLATFORM PROFILEPLTR

Palantir

$280B+US defense + IC backboneSaaS & Cloud
9.66
B-index (V3.1)
BLACK HOLE
Capture2.263
Escape0.234
Key Structural Insight

Lock-in is not just structural — it is institutional, legal, and classified. The only platform where switching requires government authorization.

Eleven-Parameter Profile

5DATAMEMACTPROCNETCLOSEPORTSUBFALLORGMOM
Data Depth9/10
Memory8/10
Action8/10
Process9/10
Network6/10
Closeness9/10
Portability1/10
Substitutability2/10
Human Fallback3/10
Org Depth10/10
Momentum7/10
Capture Escape Extended

V3.1 Decomposition

ComponentValueFormula
CES₄ capture core0.8493CES(d, m, a, p)
Knowledge synergy σₖ0.8485√(d · m)
Operability synergy σₒ0.8485√(a · p)
Synergy boost1.25461 + 0.3·(σₖ + σₒ)/2
Org-depth multiplier1.50001 + 0.5·o
Momentum multiplier1.21001 + 0.3·t
Total Capture2.2625c·(1+0.5n)·core·syn·org·mom
CES₃ escape core0.1910CES(x, s, h)
Feedback attenuation0.7028max(0.3, 1 − 0.35·core)
Total Escape0.2342ε + escCore · feedback
B = Capture / Escape9.662.263 / 0.234

Scoring Rationale

Gotham (defense/intel) and Foundry (commercial) process classified and sensitive data. Custom ontologies built over years are non-portable. AIP autonomous agents embedded in military decision-making. Security clearances, classified environments, and government procurement cycles create switching barriers that are regulatory, not just technical.

Parameter Sensitivity

MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
PORT1
-4.14
CLOSE9
+2.15
SUB2
-1.99
FALL3
-1.58
ACT8
+0.85
MEM8
+0.85
DATA9
+0.80
PROC9
+0.80
NET6
+0.74
MOM7
+0.48
ORG10
+0.32
+ raises B (deepens lock-in) lowers B (aids escape)

Comparable PlatformsSaaS & Cloud (9 peers)

#PlatformTickerB-indexZone
01SAPSAP7.21BLACK HOLEProfile →
02AWSAMZN6.85BLACK HOLEProfile →
03Microsoft 365MSFT4.73BLACK HOLEProfile →
04SalesforceCRM4.54BLACK HOLEProfile →
05Adobe Creative CloudADBE4.38BLACK HOLEProfile →
06SnowflakeSNOW3.67BLACK HOLEProfile →
07Google WorkspaceGOOG2.68BLACK HOLEProfile →
08SlackCRM2.52BLACK HOLEProfile →
09ZoomZM0.90GROWING GRAVITYProfile →