vs. Raytheon · 2020–26
Palantir
Switching costs
- What it did
- Army folded 75 contracts into one Palantir agreement (Jul 2025)
- Raytheon
- DCGS-A's data foundation passed to Palantir at CD2 (2021)
Government preference
What is Government preference?
Public support or purchasing favors selected firms.
How Government preference works
Separate recurring policy support from a single contract win. A useful comparison holds product quality constant and measures how eligibility changes access to customers or funding.
How companies won with Government preference
From the win chains in Strategy Canon case studies: what the winner did, and what its rival did at the same step.
The question to ask of a company
Does privileged access change unit economics or demand, and what happens when the purchasing policy changes?
Who names it
| Author | What they call it / where it appears |
|---|---|
| Neumann | A Taxonomy of Moats — Government preference |
Note. The diagnostic and scenario are Strategy Canon’s analytical application. Test the firm’s benefit and exclusion mechanism separately; this category alone does not establish Power.